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
Kfa Private Wealth Group, LLC

BUY
 -
612
+ 10.3%
$240K - $257K
6.55K $3.61M
Nov 09, 2023 Q3 2023
S&Co Inc

Boston, MA
BUY
 -
610
New
$240K - $257K
610 $336K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
607
+ 1.72%
$238K - $255K
35.9K $19.8M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
607
+ 34.12%
$238K - $255K
2.39K $1.31M
Nov 13, 2023 Q3 2023
Cibc World Markets Corp

New York, NY
BUY
 -
607
New
$238K - $255K
607 $334K
Nov 14, 2023 Q3 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
607
New
$238K - $255K
607 $334K
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
606
+ 20.04%
$238K - $255K
3.63K $2M
Oct 25, 2023 Q3 2023
Vista Capital Partners, Inc.

BUY
 -
606
+ 6.74%
$238K - $255K
9.6K $5.28M
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
606
+ 25.61%
$238K - $255K
2.97K $1.64M
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
605
+ 8.27%
$238K - $255K
7.92K $4.36M
Oct 25, 2023 Q3 2023
Caerus Investment Advisors, LLC

BUY
 -
603
+ 1.64%
$237K - $254K
37.4K $20.6M
Oct 30, 2023 Q3 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
601
New
$236K - $253K
601 $331K
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
599
+ 1.02%
$235K - $252K
59K $32.5M
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
598
+ 2.5%
$235K - $252K
24.5K $13.5M
Oct 23, 2023 Q3 2023
Innova Wealth Partners

BUY
 -
598
New
$235K - $252K
598 $329K
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
597
New
$234K - $251K
597 $329K
Oct 10, 2023 Q3 2023
Hummer Financial Advisory Services Inc

BUY
 -
593
New
$233K - $249K
593 $326K
Oct 24, 2023 Q3 2023
Defined Wealth Management, LLC

BUY
 -
586
+ 3.91%
$230K - $247K
15.6K $8.58M
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
576
New
$226K - $242K
576 $317K
Nov 03, 2023 Q3 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
574
New
$225K - $241K
574 $316K
Oct 19, 2023 Q3 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
572
+ 26.93%
$225K - $241K
2.7K $1.48M
Oct 27, 2023 Q3 2023
Hudson Valley Investment Advisors Inc

BUY
 -
572
New
$225K - $241K
572 $315K
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
570
+ 7.03%
$224K - $240K
8.68K $4.78M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
569
+ 3.45%
$223K - $239K
17.1K $9.39M
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
568
New
$223K - $239K
568 $313K
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
568
+ 2.06%
$223K - $239K
28.2K $15.5M
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
567
+ 7.32%
$223K - $239K
8.31K $4.58M
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
561
New
$220K - $236K
561 $309K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
560
+ 8.84%
$220K - $236K
6.9K $3.8M
Nov 14, 2023 Q3 2023
Old Port Advisors

BUY
 -
551
New
$216K - $232K
551 $303K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
549
+ 63.25%
$216K - $231K
1.42K $780K
Nov 06, 2023 Q3 2023
Welch Capital Partners LLC

Brooklyn, NY
BUY
 -
544
+ 0.15%
$214K - $229K
365K $201M
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
540
+ 26.84%
$212K - $227K
2.55K $1.41M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
537
+ 13.18%
$211K - $226K
4.61K $2.54M
Oct 20, 2023 Q3 2023
Whelan Financial

BUY
 -
537
New
$211K - $226K
537 $296K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
537
+ 2.1%
$211K - $226K
26.2K $14.4M
Apr 03, 2024 Q3 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
536
+ 1.83%
$210K - $225K
29.8K $16.4M
Nov 08, 2023 Q3 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
535
+ 2.65%
$210K - $225K
20.7K $11.4M
Nov 13, 2023 Q3 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
535
New
$210K - $225K
535 $295K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
534
+ 41.69%
$210K - $225K
1.82K $999K
Oct 24, 2023 Q3 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
534
New
$210K - $225K
534 $294K
Nov 08, 2023 Q3 2023
Fairfield University

BUY
 -
534
+ 0.38%
$210K - $225K
141K $77.5M
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
531
New
$209K - $223K
531 $292K
Nov 06, 2023 Q3 2023
David Kennon Inc

Sarasota, FL
BUY
 -
530
+ 0.6%
$208K - $223K
88.8K $48.9M
Nov 14, 2023 Q3 2023
Ratio Wealth Group

Denver, CO
BUY
 -
525
+ 0.9%
$206K - $221K
58.6K $32.3M
Nov 09, 2023 Q3 2023
Hardy Reed LLC

BUY
 -
524
+ 0.22%
$206K - $220K
241K $132M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
521
New
$205K - $219K
521 $287K
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
519
+ 0.55%
$204K - $218K
95.7K $52.7M
Nov 01, 2023 Q3 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
519
+ 12.22%
$204K - $218K
4.77K $2.62M

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