Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.22K+ 4.74% |
$461K - $535K
|
27K
$16M
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.22K+ 70.53% |
$460K - $534K
|
2.95K
$1.74M
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.22KNew |
$459K - $533K
|
1.22K
$720K
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.21KNew |
$456K - $530K
|
1.21K
$715K
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.21K+ 52.62% |
$455K - $529K
|
3.5K
$2.07M
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.21K+ 52.62% |
$455K - $529K
|
3.5K
$2.07M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 13.77% |
$452K - $525K
|
9.89K
$5.85M
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.2K+ 65.84% |
$451K - $524K
|
3.01K
$1.78M
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.19K+ 98.43% |
$450K - $523K
|
2.41K
$1.42M
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
1.19KNew |
$449K - $521K
|
1.19K
$704K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.19K+ 32.8% |
$447K - $519K
|
4.8K
$2.84M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.18K+ 23.95% |
$445K - $517K
|
6.11K
$3.61M
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
1.17K+ 80.27% |
$442K - $514K
|
2.63K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 16.19% |
$441K - $512K
|
8.39K
$4.96M
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.16K+ 28.37% |
$438K - $509K
|
5.25K
$3.11M
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.16K+ 4.76% |
$437K - $508K
|
25.5K
$15.1M
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$436K - $506K
|
1.16K
$683K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.15K+ 47.57% |
$435K - $506K
|
3.58K
$2.12M
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.15K+ 4.05% |
$434K - $504K
|
29.5K
$17.5M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.14KNew |
$430K - $499K
|
1.14K
$673K
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
1.13K+ 3.97% |
$428K - $496K
|
29.6K
$17.5M
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.13K+ 6.45% |
$425K - $494K
|
18.6K
$11M
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$424K - $493K
|
1.13K
$665K
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.12K+ 9.27% |
$423K - $492K
|
13.2K
$7.82M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.12K+ 88.19% |
$423K - $491K
|
2.39K
$1.41M
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.11K+ 5.98% |
$420K - $488K
|
19.8K
$11.7M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
1.09K+ 123.84% |
$412K - $478K
|
1.97K
$1.17M
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.09K+ 2.84% |
$412K - $478K
|
39.5K
$23.4M
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.09K+ 5.23% |
$410K - $476K
|
21.9K
$12.9M
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.09K+ 1.29% |
$410K - $476K
|
85.3K
$50.5M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.08K+ 4.26% |
$407K - $472K
|
26.4K
$15.6M
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.07KNew |
$405K - $470K
|
1.07K
$634K
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.05K+ 13.85% |
$398K - $462K
|
8.67K
$5.12M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 4.86% |
$396K - $460K
|
22.7K
$13.4M
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.05K+ 46.66% |
$395K - $459K
|
3.29K
$1.95M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$395K - $458K
|
1.05K
$618K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.04KNew |
$392K - $456K
|
1.04K
$615K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.04K+ 17.9% |
$392K - $456K
|
6.85K
$4.05M
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.04K+ 1.11% |
$391K - $454K
|
94.1K
$55.6M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.03K+ 111.51% |
$388K - $450K
|
1.95K
$1.15M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 3.01% |
$386K - $448K
|
35K
$20.7M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.02K+ 6.43% |
$385K - $447K
|
16.9K
$10M
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.19% |
$378K - $439K
|
32.3K
$19.1M
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1K+ 26.91% |
$377K - $438K
|
4.72K
$2.79M
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
997+ 2.7% |
$376K - $437K
|
37.9K
$22.4M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
997+ 9.4% |
$376K - $437K
|
11.6K
$6.86M
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
988New |
$373K - $433K
|
988
$584K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
988+ 3.86% |
$373K - $433K
|
26.6K
$15.7M
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
988New |
$373K - $433K
|
988
$584K
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
986+ 25.99% |
$372K - $432K
|
4.78K
$2.83M
|