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 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
50+ 0.6% |
$18.6K - $20.4K
|
8.36K
$4.69M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
50+ 6.57% |
$18.6K - $20.4K
|
811
$455K
|
|
|
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
$877K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
49+ 0.78% |
$18.2K - $20K
|
6.31K
$3.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
48+ 0.26% |
$17.8K - $19.5K
|
18.4K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
48+ 3.85% |
$17.8K - $19.5K
|
1.3K
$726K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
48New |
$17.8K - $19.5K
|
48
$26.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
47+ 0.02% |
$17.5K - $19.1K
|
218K
$122M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
45+ 1.86% |
$16.7K - $18.3K
|
2.46K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44+ 2.05% |
$16.3K - $17.9K
|
2.19K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 3.54% |
$16K - $17.5K
|
1.26K
$706K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
42+ 2.16% |
$15.6K - $17.1K
|
1.99K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 8.52% |
$15.6K - $17.1K
|
535
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
42+ 4.37% |
$15.6K - $17.1K
|
1K
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
40New |
$14.9K - $16.3K
|
40
$22.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
40+ 1.12% |
$14.9K - $16.3K
|
3.61K
$2.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
40+ 3.67% |
$14.9K - $16.3K
|
1.13K
$634K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
40+ 0.36% |
$14.9K - $16.3K
|
11.1K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
39+ 1.93% |
$14.5K - $15.9K
|
2.06K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
36+ 4.74% |
$13.4K - $14.7K
|
796
$446K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
35+ 2.05% |
$13K - $14.3K
|
1.74K
$975K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
35+ 6.12% |
$13K - $14.3K
|
607
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
35+ 5.77% |
$13K - $14.3K
|
642
$360K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
35+ 19.89% |
$13K - $14.3K
|
211
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
35+ 5.9% |
$13K - $14.3K
|
628
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35+ 67.31% |
$13K - $14.3K
|
87
$48.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35+ 10.42% |
$13K - $14.3K
|
371
$208K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
34+ 2.26% |
$12.6K - $13.8K
|
1.54K
$862K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
34+ 2.22% |
$12.6K - $13.8K
|
1.56K
$876K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
34+ 1.51% |
$12.6K - $13.8K
|
2.29K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
33+ 1.45% |
$12.3K - $13.4K
|
2.3K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33+ 0.15% |
$12.3K - $13.4K
|
21.7K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
32+ 0.41% |
$11.9K - $13K
|
7.9K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
32+ 2.04% |
$11.9K - $13K
|
1.6K
$895K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
32+ 2.09% |
$11.9K - $13K
|
1.57K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
31+ 4.03% |
$11.5K - $12.6K
|
801
$449K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
31+ 1.74% |
$11.5K - $12.6K
|
1.81K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
30+ 0.54% |
$11.1K - $12.2K
|
5.54K
$3.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
30+ 25.86% |
$11.1K - $12.2K
|
146
$81.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
30+ 1.44% |
$11.1K - $12.2K
|
2.12K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
29+ 2.27% |
$10.8K - $11.8K
|
1.31K
$732K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
29+ 1.23% |
$10.8K - $11.8K
|
2.39K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 1.07% |
$10.8K - $11.8K
|
2.73K
$1.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
28+ 3.18% |
$10.4K - $11.4K
|
909
$510K
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
28+ 1.03% |
$10.4K - $11.4K
|
2.76K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
27New |
$10K - $11K
|
27
$15.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
27+ 22.31% |
$10K - $11K
|
148
$83K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
27+ 1.44% |
$10K - $11K
|
1.9K
$1.07M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
27+ 0.42% |
$10K - $11K
|
6.46K
$3.62M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
26+ 11.5% |
$9.66K - $10.6K
|
252
$141K
|