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
Jul 14, 2023 Q2 2023
Next Level Private LLC

Harrison, NY
BUY
 -
642
New
$238K - $261K
642 $360K
Aug 08, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
639
New
$237K - $260K
639 $358K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
638
+ 25.64%
$237K - $260K
3.13K $1.75M
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
635
+ 18.78%
$236K - $259K
4.02K $2.25M
Jul 11, 2023 Q2 2023
Advisory Resource Group

BUY
 -
632
New
$235K - $257K
632 $354K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
626
+ 0.79%
$233K - $255K
79.6K $44.6M
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
625
+ 6.14%
$232K - $255K
10.8K $6.06M
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
622
New
$231K - $253K
622 $349K
Jul 25, 2023 Q2 2023
Wt Wealth Management

BUY
 -
622
New
$231K - $253K
622 $349K
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
618
+ 44.33%
$230K - $252K
2.01K $1.13M
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
611
New
$227K - $249K
611 $343K
Jul 28, 2023 Q2 2023
Sicart Associates LLC

BUY
 -
605
New
$225K - $246K
605 $339K
Aug 11, 2023 Q2 2023
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
605
New
$225K - $246K
605 $339K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
604
+ 0.64%
$224K - $246K
95.2K $53.4M
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
604
New
$224K - $246K
604 $339K
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
603
+ 1.84%
$224K - $246K
33.4K $18.7M
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
601
+ 0.8%
$223K - $245K
75.5K $42.3M
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
598
New
$222K - $244K
598 $335K
Jul 27, 2023 Q2 2023
Gds Wealth Management

BUY
 -
594
New
$221K - $242K
594 $333K
Aug 10, 2023 Q2 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
592
+ 1.49%
$220K - $241K
40.3K $22.6M
Jul 14, 2023 Q2 2023
Cfm Wealth Partners LLC

BUY
 -
591
+ 8.79%
$220K - $241K
7.31K $4.1M
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
584
+ 589.9%
$217K - $238K
683 $383K
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
584
New
$217K - $238K
584 $327K
Jul 12, 2023 Q2 2023
Signal Point Asset Management, LLC

BUY
 -
579
+ 15.06%
$215K - $236K
4.42K $2.48M
Jul 27, 2023 Q2 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
579
New
$215K - $236K
579 $325K
Jul 17, 2023 Q2 2023
Clarus Group, Inc.

BUY
 -
573
New
$213K - $233K
573 $321K
Aug 14, 2023 Q2 2023
Ironvine Capital Partners, LLC

Omaha, NE
BUY
 -
569
+ 89.47%
$211K - $232K
1.21K $676K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
567
+ 3.27%
$211K - $231K
17.9K $10M
Aug 10, 2023 Q2 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
565
New
$210K - $230K
565 $317K
Jul 20, 2023 Q2 2023
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
557
+ 1.44%
$207K - $227K
39.1K $21.9M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
552
+ 44.99%
$205K - $225K
1.78K $997K
Aug 07, 2023 Q2 2023
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
551
New
$205K - $224K
551 $309K
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
550
+ 4.89%
$204K - $224K
11.8K $6.62M
Jul 31, 2023 Q2 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
549
+ 4.39%
$204K - $224K
13.1K $7.32M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
548
+ 34.4%
$204K - $223K
2.14K $1.2M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
547
+ 16.16%
$203K - $223K
3.93K $2.2M
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
546
New
$203K - $222K
546 $306K
Jul 31, 2023 Q2 2023
Roof Eidam & Maycock

BUY
 -
546
New
$203K - $222K
546 $306K
Aug 14, 2023 Q2 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
539
New
$200K - $220K
539 $302K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
538
+ 3.29%
$200K - $219K
16.9K $9.48M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
532
+ 1.75%
$198K - $217K
30.9K $17.4M
Jul 10, 2024 Q2 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
532
+ 20.79%
$198K - $217K
3.09K $1.73M
Aug 08, 2023 Q2 2023
M. Kulyk & Associates, LLC

BUY
 -
531
New
$197K - $216K
531 $298K
Jul 12, 2023 Q2 2023
Patton Fund Management, Inc.

BUY
 -
530
New
$197K - $216K
530 $297K
Jul 13, 2023 Q2 2023
First Premier Bank

BUY
 -
525
+ 11.39%
$195K - $214K
5.14K $2.88M
Aug 14, 2023 Q2 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
525
+ 15.51%
$195K - $214K
3.91K $2.19M
Aug 01, 2023 Q2 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
523
+ 1.53%
$194K - $213K
34.6K $19.4M
Jul 20, 2023 Q2 2023
Successful Portfolios LLC

BUY
 -
522
New
$194K - $213K
522 $293K
Jul 18, 2023 Q2 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
521
New
$194K - $212K
521 $292K

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