Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.31K+ 55.4% |
$516K - $553K
|
3.69K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.31K+ 2.5% |
$516K - $552K
|
53.9K
$29.7M
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.31KNew |
$513K - $549K
|
1.31K
$719K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.29K+ 44.66% |
$507K - $544K
|
4.19K
$2.3M
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.29K+ 5.22% |
$506K - $542K
|
26K
$14.3M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.29K+ 5.3% |
$505K - $541K
|
25.5K
$14.1M
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.28K+ 136.39% |
$502K - $538K
|
2.22K
$1.22M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.27K+ 227.37% |
$499K - $535K
|
1.83K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 0.7% |
$496K - $532K
|
181K
$99.6M
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.26K+ 20.3% |
$496K - $531K
|
7.48K
$4.12M
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.25K+ 1.21% |
$492K - $527K
|
105K
$57.8M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.25K+ 28.25% |
$491K - $526K
|
5.67K
$3.12M
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.25KNew |
$490K - $525K
|
1.25K
$688K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.25K+ 1.29% |
$489K - $524K
|
97.9K
$53.9M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.25K+ 212.63% |
$489K - $524K
|
1.83K
$1.01M
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.24K+ 8.33% |
$489K - $523K
|
16.2K
$8.91M
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.24K+ 3.35% |
$487K - $521K
|
38.2K
$21M
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.24K+ 14.04% |
$486K - $521K
|
10.1K
$5.54M
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.24K+ 1.78% |
$485K - $520K
|
70.5K
$38.8M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 1.15% |
$485K - $520K
|
109K
$59.9M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.23K+ 5.9% |
$482K - $516K
|
22K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.22K+ 5.01% |
$479K - $513K
|
25.6K
$14.1M
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.21KNew |
$474K - $508K
|
1.21K
$665K
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.21K+ 21.8% |
$474K - $508K
|
6.75K
$3.72M
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.2KNew |
$472K - $505K
|
1.2K
$661K
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.2K+ 1.54% |
$469K - $503K
|
78.8K
$43.4M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 4.22% |
$467K - $501K
|
29.4K
$16.2M
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.19K+ 19.24% |
$466K - $499K
|
7.36K
$4.05M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.17K+ 2.82% |
$459K - $492K
|
42.7K
$23.5M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.16K+ 7.45% |
$456K - $488K
|
16.7K
$9.21M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.15K+ 271.29% |
$453K - $485K
|
1.58K
$869K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.14K+ 4.46% |
$448K - $480K
|
26.7K
$14.7M
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.14K+ 8.74% |
$446K - $478K
|
14.1K
$7.78M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.13KNew |
$443K - $475K
|
1.13K
$621K
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
1.11K+ 2.69% |
$436K - $467K
|
42.4K
$23.3M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.1K+ 0.7% |
$430K - $461K
|
159K
$87.4M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.1K+ 4.47% |
$430K - $461K
|
25.6K
$14.1M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.09K+ 6.53% |
$428K - $458K
|
17.8K
$9.78M
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.09K+ 75.43% |
$427K - $457K
|
2.53K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.09KNew |
$426K - $456K
|
1.09K
$597K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.08K+ 3.96% |
$424K - $454K
|
28.4K
$15.6M
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 26.25% |
$419K - $449K
|
5.14K
$2.83M
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.06K+ 78.51% |
$417K - $447K
|
2.42K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.05K+ 1.69% |
$414K - $443K
|
63.3K
$34.8M
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
1.04K+ 1.31% |
$410K - $439K
|
80.6K
$44.4M
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.03K+ 14.28% |
$406K - $435K
|
8.27K
$4.55M
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.02K+ 8.5% |
$401K - $430K
|
13K
$7.18M
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.02K+ 10.45% |
$401K - $430K
|
10.8K
$5.94M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.02K+ 21.86% |
$400K - $428K
|
5.67K
$3.12M
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.01K+ 12.37% |
$398K - $427K
|
9.21K
$5.07M
|