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 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
78+ 2.53% |
$29K - $31.8K
|
3.17K
$1.73M
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
78+ 2.07% |
$29K - $31.8K
|
3.85K
$2.11M
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
77+ 0.69% |
$28.6K - $31.4K
|
11.2K
$6.11M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
76+ 0.5% |
$28.2K - $31K
|
15.4K
$8.42M
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
74New |
$27.5K - $30.1K
|
74
$40.5K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
74+ 5.25% |
$27.5K - $30.1K
|
1.48K
$812K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
74+ 2.27% |
$27.5K - $30.1K
|
3.33K
$1.82M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
74+ 1.4% |
$27.5K - $30.1K
|
5.36K
$2.93M
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
74+ 3.23% |
$27.5K - $30.1K
|
2.37K
$1.3M
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
74+ 0.9% |
$27.5K - $30.1K
|
8.31K
$4.55M
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
73+ 3.18% |
$27.1K - $29.7K
|
2.37K
$1.3M
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
73+ 1.93% |
$27.1K - $29.7K
|
3.86K
$2.11M
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
71+ 1.01% |
$26.4K - $28.9K
|
7.08K
$3.87M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
70+ 4.47% |
$26K - $28.5K
|
1.64K
$895K
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
69+ 11.44% |
$25.6K - $28.1K
|
672
$368K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
68+ 0.58% |
$25.3K - $27.7K
|
11.7K
$6.42M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
68+ 3.55% |
$25.3K - $27.7K
|
1.98K
$1.09M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
67+ 0.92% |
$24.9K - $27.3K
|
7.36K
$4.03M
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
66+ 5.42% |
$24.5K - $26.9K
|
1.28K
$703K
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
66+ 314.29% |
$24.5K - $26.9K
|
87
$47.6K
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
65+ 4.45% |
$24.1K - $26.5K
|
1.53K
$836K
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
65+ 6.44% |
$24.1K - $26.5K
|
1.08K
$589K
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
BUY
|
- |
65+ 0.58% |
$24.1K - $26.5K
|
11.2K
$6.12M
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
65+ 0.07% |
$24.1K - $26.5K
|
88.5K
$48.5M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
65+ 0.38% |
$24.1K - $26.5K
|
17.4K
$9.51M
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
62+ 3.83% |
$23K - $25.3K
|
1.68K
$920K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
62+ 10.37% |
$23K - $25.3K
|
660
$361K
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 0.9% |
$23K - $25.3K
|
6.93K
$3.79M
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
60+ 1.34% |
$22.3K - $24.4K
|
4.54K
$2.48M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$22.3K - $24.4K
|
60
$32.8K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
58+ 3.58% |
$21.5K - $23.6K
|
1.68K
$919K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
57+ 1.31% |
$21.2K - $23.2K
|
4.41K
$2.41M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
57New |
$21.2K - $23.2K
|
57
$31.2K
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
57+ 2.68% |
$21.2K - $23.2K
|
2.18K
$1.2M
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
56+ 3.2% |
$20.8K - $22.8K
|
1.81K
$989K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
56+ 58.95% |
$20.8K - $22.8K
|
151
$82.7K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
54+ 1.11% |
$20.1K - $22K
|
4.9K
$2.68M
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
52+ 1.4% |
$19.3K - $21.2K
|
3.76K
$2.06M
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
52+ 1.41% |
$19.3K - $21.2K
|
3.75K
$2.05M
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
52+ 1.24% |
$19.3K - $21.2K
|
4.25K
$2.33M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
52+ 6.49% |
$19.3K - $21.2K
|
853
$467K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52New |
$19.3K - $21.2K
|
52
$28.5K
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
52New |
$19.3K - $21.2K
|
52
$28.5K
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
51+ 0.85% |
$18.9K - $20.8K
|
6.07K
$3.32M
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
50+ 0.67% |
$18.6K - $20.4K
|
7.48K
$4.09M
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
50+ 0.6% |
$18.6K - $20.4K
|
8.36K
$4.58M
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
50+ 6.57% |
$18.6K - $20.4K
|
811
$444K
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
49+ 3.23% |
$18.2K - $20K
|
1.57K
$857K
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
49+ 0.78% |
$18.2K - $20K
|
6.31K
$3.45M
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
48+ 0.26% |
$17.8K - $19.5K
|
18.4K
$10.1M
|