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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
467New |
$176K - $205K
|
467
$276K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
467+ 5.08% |
$176K - $205K
|
9.65K
$5.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
465+ 11.26% |
$175K - $204K
|
4.59K
$2.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
464+ 18.89% |
$175K - $203K
|
2.92K
$1.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
463New |
$175K - $203K
|
463
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
463+ 71.23% |
$175K - $203K
|
1.11K
$658K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
462New |
$174K - $202K
|
462
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
462+ 13.02% |
$174K - $202K
|
4.01K
$2.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
461+ 4.37% |
$174K - $202K
|
11K
$6.51M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
461+ 1.88% |
$174K - $202K
|
25K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
461New |
$174K - $202K
|
461
$273K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
458+ 13.55% |
$173K - $201K
|
3.84K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
457+ 45.02% |
$172K - $200K
|
1.47K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
455+ 13.32% |
$172K - $199K
|
3.87K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
452+ 2.57% |
$171K - $198K
|
18.1K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
450+ 5.81% |
$170K - $197K
|
8.2K
$4.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
449+ 8.94% |
$169K - $197K
|
5.47K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
444+ 1.44% |
$168K - $195K
|
31.3K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
442New |
$167K - $194K
|
442
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
436+ 1.17% |
$165K - $191K
|
37.8K
$22.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
436+ 0.61% |
$165K - $191K
|
71.7K
$42.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
436+ 17.57% |
$165K - $191K
|
2.92K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
436+ 3.78% |
$165K - $191K
|
12K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
431New |
$163K - $189K
|
431
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
430+ 21.13% |
$162K - $188K
|
2.47K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
429+ 12.97% |
$162K - $188K
|
3.74K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
425+ 23.24% |
$160K - $186K
|
2.25K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
425New |
$160K - $186K
|
425
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
423+ 3.44% |
$160K - $185K
|
12.7K
$7.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
423+ 367.83% |
$160K - $185K
|
538
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
421+ 4.45% |
$159K - $184K
|
9.88K
$5.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
420+ 0.99% |
$158K - $184K
|
42.8K
$25.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
420+ 26.2% |
$158K - $184K
|
2.02K
$1.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
415+ 16.75% |
$157K - $182K
|
2.89K
$1.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
414+ 2.56% |
$156K - $181K
|
16.6K
$9.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
414+ 29.55% |
$156K - $181K
|
1.82K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
414+ 10.09% |
$156K - $181K
|
4.52K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
411+ 7.04% |
$155K - $180K
|
6.25K
$3.69M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
408+ 16.68% |
$154K - $179K
|
2.85K
$1.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
406+ 10.3% |
$153K - $178K
|
4.35K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
405+ 0.94% |
$153K - $177K
|
43.4K
$25.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
404+ 24.59% |
$152K - $177K
|
2.05K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
403+ 7.97% |
$152K - $177K
|
5.46K
$3.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
398+ 8.18% |
$150K - $174K
|
5.26K
$3.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
391+ 21.17% |
$148K - $171K
|
2.24K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
390+ 2.71% |
$147K - $171K
|
14.8K
$8.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
385+ 1.8% |
$145K - $169K
|
21.8K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
384+ 19.54% |
$145K - $168K
|
2.35K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
383+ 6.6% |
$145K - $168K
|
6.19K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
383+ 1.84% |
$145K - $168K
|
21.2K
$12.5M
|