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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
410+ 1.57% |
$152K - $167K
|
26.6K
$14.7M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
406New |
$151K - $165K
|
406
$224K
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
405+ 1.67% |
$150K - $165K
|
24.7K
$13.6M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
400+ 0.03% |
$149K - $163K
|
1.22M
$674M
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
398+ 0.31% |
$148K - $162K
|
128K
$70.5M
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
396+ 5.11% |
$147K - $161K
|
8.15K
$4.5M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
395+ 3.78% |
$147K - $161K
|
10.9K
$5.99M
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
393+ 34.06% |
$146K - $160K
|
1.55K
$854K
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
390+ 12.45% |
$145K - $159K
|
3.52K
$1.95M
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
389+ 1.67% |
$144K - $158K
|
23.7K
$13.1M
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
389+ 4.92% |
$144K - $158K
|
8.3K
$4.58M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
388+ 5.64% |
$144K - $158K
|
7.27K
$4.01M
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
385+ 5.29% |
$143K - $157K
|
7.67K
$4.23M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
383+ 1.88% |
$142K - $156K
|
20.7K
$11.4M
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
379+ 8.51% |
$141K - $154K
|
4.83K
$2.67M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
378+ 2.59% |
$140K - $154K
|
15K
$8.27M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
378+ 12.23% |
$140K - $154K
|
3.47K
$1.92M
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
378+ 0.79% |
$140K - $154K
|
48K
$26.5M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
377+ 8.23% |
$140K - $154K
|
4.96K
$2.74M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
375+ 8.85% |
$139K - $153K
|
4.61K
$2.55M
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
371+ 62.56% |
$138K - $151K
|
964
$532K
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
370+ 35.27% |
$137K - $151K
|
1.42K
$784K
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
367+ 15.56% |
$136K - $149K
|
2.73K
$1.51M
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
361+ 3.1% |
$134K - $147K
|
12K
$6.64M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
355+ 1.22% |
$132K - $145K
|
29.6K
$16.3M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
351+ 18.62% |
$130K - $143K
|
2.24K
$1.23M
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
349+ 1.25% |
$130K - $142K
|
28.2K
$15.6M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
349New |
$130K - $142K
|
349
$193K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
342+ 0.44% |
$127K - $139K
|
78.9K
$43.6M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
328+ 2.6% |
$122K - $134K
|
13K
$7.16M
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
326+ 0.64% |
$121K - $133K
|
51.6K
$28.5M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
322+ 4.67% |
$120K - $131K
|
7.22K
$3.99M
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
322+ 8.59% |
$120K - $131K
|
4.07K
$2.25M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
322+ 35.23% |
$120K - $131K
|
1.24K
$683K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
321+ 0.43% |
$119K - $131K
|
74.1K
$40.9M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
320+ 15.64% |
$119K - $130K
|
2.37K
$1.31M
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
318+ 6.45% |
$118K - $130K
|
5.25K
$2.9M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
317+ 14.87% |
$118K - $129K
|
2.45K
$1.35M
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
310+ 29.36% |
$115K - $126K
|
1.37K
$754K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
309+ 9.51% |
$115K - $126K
|
3.56K
$1.96M
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
308+ 34.92% |
$114K - $125K
|
1.19K
$657K
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
306+ 51.6% |
$114K - $125K
|
899
$497K
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
305+ 3.86% |
$113K - $124K
|
8.2K
$4.53M
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
305+ 50.16% |
$113K - $124K
|
913
$504K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
303+ 10.61% |
$113K - $123K
|
3.16K
$1.75M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
303+ 5.75% |
$113K - $123K
|
5.57K
$3.08M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
302+ 0.51% |
$112K - $123K
|
59.8K
$33M
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
300+ 26.81% |
$111K - $122K
|
1.42K
$784K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
300New |
$111K - $122K
|
300
$166K
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
299+ 12.81% |
$111K - $122K
|
2.63K
$1.45M
|