Purchases and Sales Made in Q2 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q2 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
Aug 14, 2023 Q2 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
970
New
$360K - $395K
970 $531K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
968
+ 2.4%
$360K - $394K
41.4K $22.7M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
965
New
$358K - $393K
965 $528K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
964
+ 2.53%
$358K - $393K
39K $21.4M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
964
+ 11.57%
$358K - $393K
9.29K $5.09M
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
961
+ 3.1%
$357K - $391K
31.9K $17.5M
Jul 27, 2023 Q2 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
951
+ 23.09%
$353K - $387K
5.07K $2.78M
Aug 08, 2023 Q2 2023
High Pines Wealth Management, LLC

Duxbury, MA
BUY
 -
951
+ 4.48%
$353K - $387K
22.2K $12.1M
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
949
+ 15.67%
$352K - $387K
7.01K $3.84M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
944
+ 7.17%
$351K - $384K
14.1K $7.73M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
943
New
$350K - $384K
943 $516K
Jul 17, 2023 Q2 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
935
New
$347K - $381K
935 $512K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
930
+ 12.6%
$345K - $379K
8.31K $4.55M
Aug 03, 2023 Q2 2023
Tanager Wealth Management LLP

BUY
 -
930
+ 10.8%
$345K - $379K
9.54K $5.22M
Aug 04, 2023 Q2 2023
Hemington Wealth Management

BUY
 -
917
+ 15.69%
$341K - $373K
6.76K $3.7M
Aug 08, 2023 Q2 2023
Main Street Research LLC

Sausalito, CA
BUY
 -
914
New
$339K - $372K
914 $500K
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
909
+ 9.61%
$338K - $370K
10.4K $5.68M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
909
+ 6.29%
$338K - $370K
15.4K $8.41M
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
908
+ 127.71%
$337K - $370K
1.62K $886K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
903
New
$335K - $368K
903 $494K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
902
New
$335K - $367K
902 $494K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
902
+ 4510.0%
$335K - $367K
922 $505K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
901
+ 6.88%
$335K - $367K
14K $7.66M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
893
+ 10.07%
$332K - $364K
9.76K $5.35M
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
890
+ 65.83%
$331K - $362K
2.24K $1.23M
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
890
+ 65.83%
$331K - $362K
2.24K $1.23M
Jul 27, 2023 Q2 2023
Inlet Private Wealth, LLC

BUY
 -
889
New
$330K - $362K
889 $487K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
885
+ 17.82%
$329K - $360K
5.85K $3.2M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
885
+ 17.82%
$329K - $360K
5.85K $3.2M
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
879
+ 0.7%
$326K - $358K
126K $68.9M
Jul 13, 2023 Q2 2023
Central Bank & Trust CO

BUY
 -
877
+ 38.72%
$326K - $357K
3.14K $1.72M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
871
+ 3.52%
$324K - $355K
25.6K $14M
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
869
+ 3.23%
$323K - $354K
27.8K $15.2M
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
857
+ 2.33%
$318K - $349K
37.6K $20.6M
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
856
New
$318K - $349K
856 $469K
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
849
New
$315K - $346K
849 $465K
Jul 17, 2023 Q2 2023
Guyasuta Investment Advisors Inc

BUY
 -
848
+ 31.27%
$315K - $345K
3.56K $1.95M
Aug 14, 2023 Q2 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
847
+ 100.24%
$315K - $345K
1.69K $926K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
843
+ 10.73%
$313K - $343K
8.7K $4.76M
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
843
+ 355.7%
$313K - $343K
1.08K $591K
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
834
+ 49.26%
$310K - $340K
2.53K $1.38M
Aug 10, 2023 Q2 2023
West Hill Financial Advisors, Inc.

BUY
 -
834
+ 0.53%
$310K - $340K
159K $87M
Aug 14, 2023 Q2 2023
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
826
+ 6.02%
$307K - $336K
14.6K $7.97M
Aug 11, 2023 Q2 2023
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
816
New
$303K - $332K
816 $447K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
810
+ 267.33%
$301K - $330K
1.11K $609K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
807
New
$300K - $329K
807 $442K
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
806
+ 5.88%
$299K - $328K
14.5K $7.94M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
805
+ 4.48%
$299K - $328K
18.8K $10.3M
Jul 31, 2023 Q2 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
802
+ 63.35%
$298K - $327K
2.07K $1.13M

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