Purchases and Sales Made in Q2 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 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 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
518New |
$192K - $211K
|
518
$286K
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
518New |
$192K - $211K
|
518
$286K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
518New |
$192K - $211K
|
518
$286K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
517+ 29.0% |
$192K - $211K
|
2.3K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
517New |
$192K - $211K
|
517
$286K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
516+ 60.56% |
$192K - $210K
|
1.37K
$756K
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
515New |
$191K - $210K
|
515
$284K
|
|
Aug 11, 2023
Q2 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
515+ 0.67% |
$191K - $210K
|
77.7K
$42.9M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
514+ 2.81% |
$191K - $209K
|
18.8K
$10.4M
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
513New |
$191K - $209K
|
513
$283K
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
511+ 7.57% |
$190K - $208K
|
7.26K
$4.01M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
511+ 6.08% |
$190K - $208K
|
8.92K
$4.92M
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
510New |
$189K - $208K
|
510
$282K
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
509New |
$189K - $207K
|
509
$281K
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
507New |
$188K - $206K
|
507
$280K
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
506+ 46.34% |
$188K - $206K
|
1.6K
$883K
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
506New |
$188K - $206K
|
506
$279K
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
506+ 90.2% |
$188K - $206K
|
1.07K
$589K
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
506New |
$188K - $206K
|
506
$279K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
505New |
$188K - $206K
|
505
$279K
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
504New |
$187K - $205K
|
504
$278K
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
500New |
$186K - $204K
|
500
$276K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
500New |
$186K - $204K
|
500
$276K
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
500New |
$186K - $204K
|
500
$276K
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
500New |
$186K - $204K
|
500
$276K
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
498New |
$185K - $203K
|
498
$275K
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
495+ 0.23% |
$184K - $202K
|
215K
$119M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
493+ 1.63% |
$183K - $201K
|
30.7K
$16.9M
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
493New |
$183K - $201K
|
493
$272K
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
493New |
$183K - $201K
|
493
$272K
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
487+ 4.88% |
$181K - $198K
|
10.5K
$5.78M
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
485+ 50.73% |
$180K - $198K
|
1.44K
$796K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
483+ 21.21% |
$179K - $197K
|
2.76K
$1.52M
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
482+ 4.58% |
$179K - $196K
|
11K
$6.08M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
481+ 19.94% |
$179K - $196K
|
2.89K
$1.6M
|
|
Jul 18, 2023
Q2 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
473+ 358.33% |
$176K - $193K
|
605
$334K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
472+ 33.81% |
$175K - $192K
|
1.87K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
466+ 8.37% |
$173K - $190K
|
6.03K
$3.33M
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
463+ 78.74% |
$172K - $189K
|
1.05K
$580K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
449+ 139.44% |
$167K - $183K
|
771
$426K
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
447+ 3.5% |
$166K - $182K
|
13.2K
$7.31M
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
447+ 7.26% |
$166K - $182K
|
6.61K
$3.65M
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
442+ 7.34% |
$164K - $180K
|
6.46K
$3.57M
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
441+ 21.39% |
$164K - $180K
|
2.5K
$1.38M
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
437+ 36.66% |
$162K - $178K
|
1.63K
$900K
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
435+ 5.51% |
$162K - $177K
|
8.33K
$4.6M
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
429+ 16.11% |
$159K - $175K
|
3.09K
$1.71M
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
417+ 23.13% |
$155K - $170K
|
2.22K
$1.23M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
413New |
$153K - $168K
|
413
$228K
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
410+ 43.94% |
$152K - $167K
|
1.34K
$742K
|