Purchases and Sales Made in Q3 2023 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7+ 1.1% |
$2.75K - $2.94K
|
641
$379K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7+ 0.29% |
$2.75K - $2.94K
|
2.4K
$1.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.58% |
$2.75K - $2.94K
|
1.21K
$717K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 350.0% |
$2.75K - $2.94K
|
9
$5.32K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 1.1% |
$2.75K - $2.94K
|
646
$382K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7+ 4.79% |
$2.75K - $2.94K
|
153
$90.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$2.75K - $2.94K
|
7
$4.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.88% |
$2.36K - $2.52K
|
689
$407K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.31% |
$2.36K - $2.52K
|
1.97K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.14% |
$2.36K - $2.52K
|
4.45K
$2.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.05% |
$2.36K - $2.52K
|
12.8K
$7.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.41% |
$2.36K - $2.52K
|
1.45K
$859K
|
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
BUY
|
- |
6+ 0.99% |
$2.36K - $2.52K
|
611
$361K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6+ 11.54% |
$2.36K - $2.52K
|
58
$34.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6+ 1.16% |
$2.36K - $2.52K
|
524
$310K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
6+ 0.36% |
$2.36K - $2.52K
|
1.69K
$998K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.15% |
$1.96K - $2.1K
|
3.36K
$1.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.33% |
$1.96K - $2.1K
|
1.54K
$910K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.06% |
$1.96K - $2.1K
|
8.41K
$4.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$1.96K - $2.1K
|
7.75K
$4.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5New |
$1.96K - $2.1K
|
5
$2.96K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5+ 0.29% |
$1.96K - $2.1K
|
1.76K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
5+ 0.84% |
$1.96K - $2.1K
|
603
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.85% |
$1.96K - $2.1K
|
596
$352K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.45% |
$1.96K - $2.1K
|
1.11K
$656K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.32% |
$1.96K - $2.1K
|
1.58K
$937K
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5+ 0.53% |
$1.96K - $2.1K
|
946
$559K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.22% |
$1.57K - $1.68K
|
1.81K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.27% |
$1.57K - $1.68K
|
1.46K
$863K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.19% |
$1.57K - $1.68K
|
2.14K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.45% |
$1.57K - $1.68K
|
896
$530K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.36% |
$1.57K - $1.68K
|
1.1K
$652K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$1.57K - $1.68K
|
2.28K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.57K - $1.68K
|
1.13K
$671K
|
|
|
Nov 09, 2023
Q3 2023
|
E L Financial Corp LTD
|
BUY
|
- |
4+ 0.0% |
$1.57K - $1.68K
|
1.65M
$978M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.09% |
$1.57K - $1.68K
|
4.53K
$2.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.41% |
$1.18K - $1.26K
|
736
$435K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.29% |
$1.18K - $1.26K
|
1.05K
$618K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.07% |
$1.18K - $1.26K
|
4.12K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.3% |
$1.18K - $1.26K
|
992
$587K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.33% |
$1.18K - $1.26K
|
906
$536K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
3+ 0.15% |
$1.18K - $1.26K
|
2K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.18K - $1.26K
|
4.54K
$2.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
$1.18K - $1.26K
|
4.64K
$2.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3+ 0.08% |
$1.18K - $1.26K
|
3.61K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3+ 0.33% |
$1.18K - $1.26K
|
908
$537K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.35% |
$1.18K - $1.26K
|
851
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$1.18K - $1.26K
|
3
$1.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3+ 0.21% |
$1.18K - $1.26K
|
1.42K
$841K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.08% |
$1.18K - $1.26K
|
3.55K
$2.1M
|