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 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 579.79% |
$1.61M - $1.76M
|
5.08K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.27K+ 42.85% |
$1.59M - $1.74M
|
14.2K
$7.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.24K+ 1.92% |
$1.58M - $1.73M
|
226K
$125M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.16K+ 87.72% |
$1.54M - $1.69M
|
8.89K
$4.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.11K+ 4.09% |
$1.53M - $1.67M
|
105K
$57.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.09K+ 11.08% |
$1.52M - $1.67M
|
41K
$22.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.09K+ 6.45% |
$1.52M - $1.67M
|
67.5K
$37.3M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
4.05K+ 25.76% |
$1.5M - $1.65M
|
19.8K
$10.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.04KNew |
$1.5M - $1.65M
|
4.04K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.01K+ 5.98% |
$1.49M - $1.63M
|
71.1K
$39.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
4.01K+ 28.63% |
$1.49M - $1.63M
|
18K
$9.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
3.98K+ 5.5% |
$1.48M - $1.62M
|
76.4K
$42.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.96K+ 27.37% |
$1.47M - $1.61M
|
18.4K
$10.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
3.94K+ 13.62% |
$1.46M - $1.61M
|
32.9K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.92KNew |
$1.46M - $1.6M
|
3.92K
$2.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.92KNew |
$1.46M - $1.6M
|
3.92K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.88K+ 8.5% |
$1.44M - $1.58M
|
49.6K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.84K+ 31.85% |
$1.43M - $1.56M
|
15.9K
$8.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.76K+ 74.21% |
$1.4M - $1.53M
|
8.82K
$4.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.75K+ 1.6% |
$1.39M - $1.53M
|
238K
$132M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.75K+ 1.6% |
$1.39M - $1.53M
|
238K
$132M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.73K+ 3.22% |
$1.38M - $1.52M
|
120K
$66M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 33.35% |
$1.37M - $1.5M
|
14.8K
$8.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.68K+ 3.27% |
$1.37M - $1.5M
|
116K
$64.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.66K+ 20.4% |
$1.36M - $1.49M
|
21.6K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.62K+ 12.06% |
$1.34M - $1.47M
|
33.6K
$18.6M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
3.59K+ 4.36% |
$1.33M - $1.46M
|
85.7K
$47.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.56K+ 17.02% |
$1.32M - $1.45M
|
24.5K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.51K+ 1.02% |
$1.3M - $1.43M
|
348K
$192M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.47K+ 12.65% |
$1.29M - $1.41M
|
30.9K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.47K+ 149.01% |
$1.29M - $1.41M
|
5.8K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.46K+ 1.56% |
$1.29M - $1.41M
|
225K
$125M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.4K+ 98.18% |
$1.26M - $1.38M
|
6.86K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.39K+ 16.09% |
$1.26M - $1.38M
|
24.5K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.38K+ 48.79% |
$1.26M - $1.38M
|
10.3K
$5.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.37K+ 52.7% |
$1.25M - $1.37M
|
9.77K
$5.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.33K+ 41.99% |
$1.24M - $1.36M
|
11.3K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.27K+ 16.58% |
$1.21M - $1.33M
|
23K
$12.7M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.25K+ 13.28% |
$1.21M - $1.32M
|
27.7K
$15.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.23K+ 12.79% |
$1.2M - $1.32M
|
28.5K
$15.7M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.23K+ 12.79% |
$1.2M - $1.32M
|
28.5K
$15.7M
|
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
3.2K+ 4.37% |
$1.19M - $1.3M
|
76.4K
$42.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.2K+ 6.12% |
$1.19M - $1.3M
|
55.4K
$30.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.18K+ 18.5% |
$1.18M - $1.3M
|
20.4K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.18K+ 50.82% |
$1.18M - $1.3M
|
9.44K
$5.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.18K+ 1.95% |
$1.18M - $1.29M
|
166K
$91.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.15K+ 9.95% |
$1.17M - $1.28M
|
34.8K
$19.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.14K+ 35.38% |
$1.17M - $1.28M
|
12K
$6.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.12K+ 35.22% |
$1.16M - $1.27M
|
12K
$6.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.12K+ 4.78% |
$1.16M - $1.27M
|
68.5K
$37.8M
|