Purchases and Sales Made in Q3 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 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
Oct 31, 2023 Q3 2023
First American Trust, Fsb

BUY
 -
1.01K
+ 73.55%
$397K - $426K
2.39K $1.31M
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

BUY
 -
1K
+ 15.19%
$394K - $422K
7.61K $4.19M
Oct 31, 2023 Q3 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
1K
+ 3.98%
$393K - $421K
26.2K $14.4M
Nov 13, 2023 Q3 2023
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
1K
+ 92.94%
$393K - $421K
2.08K $1.14M
Nov 09, 2023 Q3 2023
King Wealth

Saratoga Springs, NY
BUY
 -
995
+ 127.08%
$391K - $419K
1.78K $979K
Nov 13, 2023 Q3 2023
Goelzer Investment Management, Inc.

BUY
 -
991
New
$389K - $417K
991 $546K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
990
+ 21.74%
$389K - $416K
5.54K $3.05M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
984
+ 4.01%
$386K - $414K
25.5K $14.1M
Nov 13, 2023 Q3 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
979
+ 2.32%
$384K - $412K
43.2K $23.8M
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
974
+ 3.51%
$382K - $410K
28.7K $15.8M
Nov 14, 2023 Q3 2023
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
969
New
$381K - $408K
969 $533K
Nov 13, 2023 Q3 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
968
+ 4.05%
$380K - $407K
24.8K $13.7M
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
957
+ 11.35%
$376K - $403K
9.39K $5.17M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
955
New
$375K - $402K
955 $526K
Oct 25, 2023 Q3 2023
Life Steps Financial, Inc.

BUY
 -
952
New
$374K - $400K
952 $524K
Nov 06, 2023 Q3 2023
True Wealth Financial Partners

BUY
 -
951
+ 3.11%
$373K - $400K
31.5K $17.3M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
948
+ 13.84%
$372K - $399K
7.8K $4.29M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
941
+ 3.7%
$370K - $396K
26.4K $14.5M
Oct 10, 2023 Q3 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
935
+ 8.37%
$367K - $393K
12.1K $6.66M
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
932
New
$366K - $392K
932 $513K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
930
+ 4.5%
$365K - $391K
21.6K $11.9M
Oct 30, 2023 Q3 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
913
+ 12.16%
$359K - $384K
8.42K $4.64M
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
909
+ 2.83%
$357K - $382K
33K $18.2M
Nov 09, 2023 Q3 2023
Atlantic Private Wealth, LLC

BUY
 -
891
New
$350K - $375K
891 $491K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
888
+ 5.9%
$349K - $374K
15.9K $8.78M
Oct 10, 2023 Q3 2023
Paragon Capital Management LTD

BUY
 -
884
New
$347K - $372K
884 $487K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
880
New
$346K - $370K
880 $484K
Oct 27, 2023 Q3 2023
Grandview Asset Management LLC

BUY
 -
868
New
$341K - $365K
868 $478K
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
862
+ 13.44%
$339K - $363K
7.28K $4.01M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
859
+ 2.2%
$337K - $361K
39.9K $22M
Oct 30, 2023 Q3 2023
Securian Asset Management, Inc

BUY
 -
850
+ 1.19%
$334K - $358K
72.5K $39.9M
Oct 24, 2023 Q3 2023
Grant

BUY
 -
841
+ 9.39%
$330K - $354K
9.8K $5.4M
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
840
+ 32.84%
$330K - $353K
3.4K $1.87M
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
835
+ 18.6%
$328K - $351K
5.33K $2.93M
Nov 13, 2023 Q3 2023
Capital Counsel LLC

New York, NY
BUY
 -
834
New
$328K - $351K
834 $459K
Oct 24, 2023 Q3 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
833
New
$327K - $350K
833 $459K
Nov 08, 2023 Q3 2023
Ashford Advisors, LLC

BUY
 -
832
+ 115.56%
$327K - $350K
1.55K $854K
Feb 12, 2024 Q3 2023
Ashford Advisors, LLC

BUY
 -
832
+ 115.56%
$327K - $350K
1.55K $854K
Nov 13, 2023 Q3 2023
Boston Family Office LLC

Boston, MA
BUY
 -
821
+ 12.71%
$322K - $345K
7.28K $4.01M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
819
+ 48.81%
$322K - $345K
2.5K $1.37M
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
808
+ 29.49%
$317K - $340K
3.55K $1.95M
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
806
+ 2.15%
$317K - $339K
38.4K $21.1M
Oct 13, 2023 Q3 2023
Matisse Capital

BUY
 -
803
New
$315K - $338K
803 $442K
Oct 04, 2023 Q3 2023
Charter Oak Capital Management, LLC

BUY
 -
801
+ 1.31%
$315K - $337K
61.7K $34M
Nov 14, 2023 Q3 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
790
+ 1.51%
$310K - $332K
53K $29.2M
Oct 31, 2023 Q3 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
789
+ 1.59%
$310K - $332K
50.4K $27.7M
Oct 25, 2023 Q3 2023
Access Financial Services, Inc.

BUY
 -
786
New
$309K - $331K
786 $433K
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
783
New
$307K - $329K
783 $431K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
782
+ 10.83%
$307K - $329K
8K $4.41M

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