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 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
222+ 3.96% |
$82.5K - $90.4K
|
5.82K
$3.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
220+ 4.21% |
$81.7K - $89.6K
|
5.45K
$3.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
220+ 1.83% |
$81.7K - $89.6K
|
12.2K
$6.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
220+ 2.86% |
$81.7K - $89.6K
|
7.92K
$4.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
220+ 31.43% |
$81.7K - $89.6K
|
920
$508K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
219+ 13.22% |
$81.3K - $89.2K
|
1.88K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
219+ 2.77% |
$81.3K - $89.2K
|
8.14K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
216+ 10.34% |
$80.2K - $88K
|
2.31K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
214+ 3.01% |
$79.5K - $87.2K
|
7.31K
$4.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
214+ 148.61% |
$79.5K - $87.2K
|
358
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
214+ 2.01% |
$79.5K - $87.2K
|
10.9K
$6.01M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
212+ 1.05% |
$78.7K - $86.3K
|
20.5K
$11.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
211+ 9.42% |
$78.4K - $85.9K
|
2.45K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
210+ 1.78% |
$78K - $85.5K
|
12K
$6.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
210+ 36.65% |
$78K - $85.5K
|
783
$432K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
210+ 2.58% |
$78K - $85.5K
|
8.36K
$4.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
207+ 25.65% |
$76.9K - $84.3K
|
1.01K
$560K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
206+ 4.27% |
$76.5K - $83.9K
|
5.03K
$2.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
205+ 6.2% |
$76.1K - $83.5K
|
3.51K
$1.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
205+ 315.38% |
$76.1K - $83.5K
|
270
$149K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
204+ 17.41% |
$75.8K - $83.1K
|
1.38K
$760K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
203+ 1.05% |
$75.4K - $82.7K
|
19.6K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
201+ 2.67% |
$74.7K - $81.9K
|
7.74K
$4.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
200+ 12.11% |
$74.3K - $81.5K
|
1.85K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
200+ 12.29% |
$74.3K - $81.5K
|
1.83K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
200+ 1.6% |
$74.3K - $81.5K
|
12.7K
$7.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
199+ 2.75% |
$73.9K - $81K
|
7.44K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
199+ 1.62% |
$73.9K - $81K
|
12.5K
$6.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
195+ 19.66% |
$72.4K - $79.4K
|
1.19K
$656K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
194+ 30.79% |
$72.1K - $79K
|
824
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
192+ 1.88% |
$71.3K - $78.2K
|
10.4K
$5.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
191+ 4.3% |
$70.9K - $77.8K
|
4.63K
$2.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
190+ 8.8% |
$70.6K - $77.4K
|
2.35K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
190+ 6.93% |
$70.6K - $77.4K
|
2.93K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
189+ 3.59% |
$70.2K - $77K
|
5.46K
$3.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
187+ 1.77% |
$69.5K - $76.2K
|
10.7K
$5.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
185+ 2.17% |
$68.7K - $75.3K
|
8.69K
$4.8M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
183+ 0.76% |
$68K - $74.5K
|
24.4K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
182+ 0.91% |
$67.6K - $74.1K
|
20.2K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
182+ 13.94% |
$67.6K - $74.1K
|
1.49K
$822K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
180+ 1.69% |
$66.9K - $73.3K
|
10.8K
$5.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
180+ 15.35% |
$66.9K - $73.3K
|
1.35K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
178+ 0.9% |
$66.1K - $72.5K
|
20K
$11M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
175+ 1.74% |
$65K - $71.3K
|
10.2K
$5.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
174+ 0.22% |
$64.6K - $70.9K
|
78.8K
$43.5M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
172+ 2.45% |
$63.9K - $70.1K
|
7.18K
$3.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
170+ 177.08% |
$63.1K - $69.2K
|
266
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
170+ 2.06% |
$63.1K - $69.2K
|
8.43K
$4.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
169+ 0.88% |
$62.8K - $68.8K
|
19.3K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
169+ 0.8% |
$62.8K - $68.8K
|
21.4K
$11.8M
|