Purchases and Sales Made in Q2 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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 14, 2023 Q2 2023
Paragon Advisors, LLC

BUY
 -
2.2K
+ 60.54%
$817K - $896K
5.83K $3.19M
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
2.19K
+ 7.32%
$814K - $893K
32.1K $17.6M
Jun 06, 2024 Q2 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
2.18K
+ 42.71%
$809K - $887K
7.27K $3.98M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
2.15K
New
$799K - $876K
2.15K $1.18M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.15K
+ 1.01%
$798K - $875K
215K $118M
Aug 04, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
2.13K
New
$792K - $868K
2.13K $1.17M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
2.13K
+ 60.25%
$792K - $868K
5.67K $3.1M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.11K
+ 2.81%
$783K - $859K
77K $42.2M
Aug 07, 2023 Q2 2023
Lanham O'Dell & Company, Inc.

Hurricane, WV
BUY
 -
2.08K
+ 9.17%
$774K - $848K
24.8K $13.6M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2.07K
+ 43.4%
$770K - $844K
6.85K $3.75M
Jul 11, 2023 Q2 2023
Curran Financial Partners, LLC

BUY
 -
2.05K
+ 219.53%
$760K - $833K
2.98K $1.63M
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
2.04K
+ 29.08%
$759K - $832K
9.07K $4.97M
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
2.01K
+ 12.37%
$747K - $819K
18.3K $10M
Jul 28, 2023 Q2 2023
Q3 Asset Management

BUY
 -
2K
New
$743K - $815K
2K $1.09M
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
2K
+ 51.85%
$743K - $814K
5.85K $3.2M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
2K
+ 3.14%
$742K - $813K
65.6K $35.9M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
2K
+ 13.76%
$741K - $813K
16.5K $9.03M
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
1.97K
+ 4.82%
$732K - $803K
42.9K $23.5M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
1.96K
+ 2.07%
$728K - $799K
96.7K $52.9M
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
1.96K
+ 148.44%
$726K - $796K
3.27K $1.79M
Aug 03, 2023 Q2 2023
W Advisors, LLC

Germantown, TN
BUY
 -
1.93K
New
$718K - $787K
1.93K $1.06M
Jul 21, 2023 Q2 2023
Cpr Investments Inc.

Rochester, MI
BUY
 -
1.93K
New
$717K - $786K
1.93K $1.06M
Oct 10, 2023 Q2 2023
Ratio Wealth Group

Denver, CO
BUY
 -
1.92K
+ 3.43%
$714K - $783K
58.1K $31.8M
Aug 14, 2023 Q2 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
1.9K
+ 5.63%
$705K - $773K
35.6K $19.5M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.9K
+ 5.25%
$704K - $772K
38K $20.8M
Jul 18, 2023 Q2 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
1.88K
+ 14.4%
$698K - $765K
14.9K $8.17M
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
1.88K
+ 2.54%
$697K - $764K
75.7K $41.4M
Aug 14, 2023 Q2 2023
Srb Corp

Boston, MA
BUY
 -
1.88K
New
$697K - $764K
1.88K $1.03M
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
1.86K
New
$691K - $757K
1.86K $1.02M
Jul 11, 2023 Q2 2023
Orser Capital Management, LLC

BUY
 -
1.86K
New
$689K - $756K
1.86K $1.02M
Aug 14, 2023 Q2 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
1.86K
+ 3.65%
$689K - $756K
52.6K $28.8M
Jul 27, 2023 Q2 2023
Capital City Trust CO

BUY
 -
1.85K
+ 22.6%
$688K - $754K
10K $5.5M
Aug 14, 2023 Q2 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
1.85K
+ 27.07%
$687K - $753K
8.69K $4.75M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.84K
+ 0.72%
$685K - $751K
257K $141M
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
1.82K
+ 3.85%
$677K - $742K
49.2K $26.9M
Jul 12, 2023 Q2 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.82K
+ 5.95%
$675K - $740K
32.4K $17.7M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
1.81K
+ 3.01%
$673K - $738K
62.1K $34M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
1.8K
+ 0.72%
$669K - $734K
253K $139M
Aug 14, 2023 Q2 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
1.8K
+ 720.0%
$669K - $733K
2.05K $1.12M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
1.79K
+ 1.26%
$665K - $729K
144K $78.8M
Aug 11, 2023 Q2 2023
Nisa Investment Advisors, LLC

BUY
 -
1.79K
New
$665K - $729K
1.79K $980K
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
1.79K
New
$665K - $729K
1.79K $979K
Aug 14, 2023 Q2 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
1.78K
New
$661K - $725K
1.78K $974K
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
1.78K
+ 51.54%
$660K - $724K
5.23K $2.86M
Jul 17, 2023 Q2 2023
Forth Right Wealth Management, LLC

BUY
 -
1.76K
+ 2.37%
$655K - $718K
76K $41.6M
Jul 17, 2023 Q2 2023
Evolution Wealth Advisors, LLC

BUY
 -
1.76K
+ 6.74%
$655K - $718K
27.9K $15.3M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
1.74K
+ 12.9%
$647K - $709K
15.2K $8.34M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.74K
+ 4.5%
$645K - $707K
40.4K $22.1M
Aug 14, 2023 Q2 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
1.73K
New
$644K - $706K
1.73K $949K

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