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 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.82% |
$2.64K - $3.07K
|
858
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
7+ 0.29% |
$2.64K - $3.07K
|
2.4K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7+ 0.61% |
$2.64K - $3.07K
|
1.15K
$681K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.24% |
$2.64K - $3.07K
|
2.87K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 1.08% |
$2.64K - $3.07K
|
653
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 1.15% |
$2.64K - $3.07K
|
614
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
6+ 0.79% |
$2.26K - $2.63K
|
761
$450K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6+ 0.94% |
$2.26K - $2.63K
|
641
$379K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.7% |
$2.26K - $2.63K
|
868
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
6+ 0.54% |
$2.26K - $2.63K
|
1.12K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.04% |
$2.26K - $2.63K
|
17K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6+ 0.17% |
$2.26K - $2.63K
|
3.56K
$2.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.52% |
$1.89K - $2.19K
|
972
$575K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.12% |
$1.89K - $2.19K
|
4.05K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5+ 0.14% |
$1.89K - $2.19K
|
3.57K
$2.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5+ 8.62% |
$1.89K - $2.19K
|
63
$37.3K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.42% |
$1.89K - $2.19K
|
1.21K
$713K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.97% |
$1.89K - $2.19K
|
523
$309K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5+ 0.58% |
$1.89K - $2.19K
|
872
$516K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.33% |
$1.51K - $1.75K
|
1.21K
$717K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$1.51K - $1.75K
|
645
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.78% |
$1.51K - $1.75K
|
516
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.34% |
$1.51K - $1.75K
|
1.18K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.16% |
$1.51K - $1.75K
|
2.58K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4+ 0.15% |
$1.51K - $1.75K
|
2.76K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4+ 0.16% |
$1.51K - $1.75K
|
2.52K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.09% |
$1.51K - $1.75K
|
4.54K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.5% |
$1.51K - $1.75K
|
805
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4+ 0.58% |
$1.51K - $1.75K
|
698
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.33% |
$1.51K - $1.75K
|
1.21K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4+ 0.02% |
$1.51K - $1.75K
|
19.6K
$11.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.31% |
$1.51K - $1.75K
|
1.31K
$775K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3+ 0.54% |
$1.13K - $1.31K
|
554
$328K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.53% |
$1.13K - $1.31K
|
574
$339K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$1.13K - $1.31K
|
4.07K
$2.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.5% |
$1.13K - $1.31K
|
606
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
3+ 2.03% |
$1.13K - $1.31K
|
151
$89.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$1.13K - $1.31K
|
3
$1.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2New |
$755 - $876
|
2
$1.18K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2+ 0.32% |
$755 - $876
|
630
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.93% |
$755 - $876
|
218
$129K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.82% |
$755 - $876
|
246
$145K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$755 - $876
|
2.32K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2+ 28.57% |
$755 - $876
|
9
$5.32K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 22.22% |
$755 - $876
|
11
$6.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.11% |
$755 - $876
|
1.82K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.18% |
$755 - $876
|
1.12K
$660K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.23% |
$755 - $876
|
887
$524K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.37% |
$377 - $438
|
268
$158K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$377 - $438
|
1.69K
$996K
|