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 25, 2023 Q3 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
778
+ 2.87%
$306K - $327K
27.9K $15.4M
Oct 18, 2023 Q3 2023
Trinity Financial Advisors LLC

BUY
 -
770
+ 8.86%
$302K - $324K
9.46K $5.21M
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
766
+ 31.28%
$301K - $322K
3.22K $1.77M
Jun 21, 2024 Q3 2023
Envoi LLC

Minneapolis, MN
BUY
 -
766
New
$301K - $322K
766 $422K
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
763
+ 5.64%
$300K - $321K
14.3K $7.87M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
757
+ 10.17%
$297K - $318K
8.2K $4.52M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
754
+ 96.3%
$296K - $317K
1.54K $846K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
753
+ 10.98%
$296K - $317K
7.61K $4.19M
Nov 13, 2023 Q3 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
750
+ 59.29%
$295K - $316K
2.02K $1.11M
Nov 13, 2023 Q3 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
746
New
$293K - $314K
746 $411K
Nov 14, 2023 Q3 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
719
+ 6.11%
$282K - $302K
12.5K $6.88M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
717
+ 12.36%
$282K - $302K
6.52K $3.59M
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
710
+ 48.27%
$279K - $299K
2.18K $1.2M
Nov 08, 2023 Q3 2023
Weil Company, Inc.

BUY
 -
705
+ 135.58%
$277K - $297K
1.23K $674K
Nov 08, 2023 Q3 2023
Mc Collum Christoferson Group LLC

Amherst, NY
BUY
 -
705
+ 8.54%
$277K - $297K
8.96K $4.93M
Oct 23, 2023 Q3 2023
Suncoast Equity Management

BUY
 -
704
New
$276K - $296K
704 $388K
Oct 31, 2023 Q3 2023
Rocky Mountain Advisers, LLC

BUY
 -
704
+ 8.5%
$276K - $296K
8.99K $4.95M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
702
+ 29.15%
$276K - $295K
3.11K $1.71M
Oct 10, 2023 Q3 2023
Advisory Services & Investments, LLC

BUY
 -
701
+ 2.96%
$275K - $295K
24.4K $13.4M
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
699
+ 1.81%
$274K - $294K
39.3K $21.6M
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
697
+ 19.75%
$274K - $293K
4.23K $2.33M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
686
+ 7.71%
$269K - $289K
9.58K $5.27M
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
681
+ 22.02%
$267K - $286K
3.77K $2.08M
Nov 13, 2023 Q3 2023
Cutler Capital Management, LLC

Worcester, MA
BUY
 -
680
+ 42.82%
$267K - $286K
2.27K $1.25M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
679
+ 15.09%
$267K - $286K
5.18K $2.85M
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
678
+ 1.31%
$266K - $285K
52.3K $28.8M
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
665
New
$261K - $280K
665 $366K
Oct 16, 2023 Q3 2023
H&H Retirement Design & Management Inc

BUY
 -
660
New
$259K - $278K
660 $363K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
660
+ 6.11%
$259K - $278K
11.5K $6.31M
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
658
+ 0.45%
$258K - $277K
148K $81.6M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
656
+ 4.81%
$258K - $276K
14.3K $7.87M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
652
New
$256K - $274K
652 $359K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
649
+ 5.39%
$255K - $273K
12.7K $6.98M
Nov 13, 2023 Q3 2023
Allen Investment Management LLC

BUY
 -
647
+ 0.27%
$254K - $272K
242K $133M
Nov 08, 2023 Q3 2023
Ceera Investments, LLC

Bellaire, TX
BUY
 -
645
New
$253K - $271K
645 $355K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
641
+ 1.5%
$252K - $270K
43.4K $23.9M
Nov 14, 2023 Q3 2023
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
641
New
$252K - $270K
641 $353K
Nov 13, 2023 Q3 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
640
+ 5.19%
$251K - $269K
13K $7.14M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
640
+ 23.57%
$251K - $269K
3.36K $1.85M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
637
+ 20.54%
$250K - $268K
3.74K $2.06M
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
634
+ 65.63%
$249K - $267K
1.6K $881K
Oct 25, 2023 Q3 2023
Oldfather Financial Services, LLC

BUY
 -
628
+ 0.51%
$247K - $264K
124K $68.3M
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
626
+ 9.55%
$246K - $263K
7.18K $3.95M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
625
+ 0.51%
$245K - $263K
124K $68.2M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
623
New
$245K - $262K
623 $343K
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
620
New
$243K - $261K
620 $341K
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
617
+ 18.32%
$242K - $260K
3.99K $2.19M
Oct 16, 2023 Q3 2023
Caliber Wealth Management, LLC

BUY
 -
615
New
$242K - $259K
615 $339K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
615
+ 128.66%
$242K - $259K
1.09K $602K

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