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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
408+ 22.48% |
$160K - $172K
|
2.22K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
403+ 0.6% |
$158K - $170K
|
67.4K
$37.1M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
403+ 96.18% |
$158K - $170K
|
822
$453K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
402New |
$158K - $169K
|
402
$221K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
395+ 73.83% |
$155K - $166K
|
930
$512K
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
394+ 1.01% |
$155K - $166K
|
39.5K
$21.8M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
391+ 0.98% |
$154K - $164K
|
40.2K
$22.1M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
391+ 0.78% |
$154K - $164K
|
50.8K
$28M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
389+ 6.7% |
$153K - $164K
|
6.2K
$3.41M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
388+ 1.05% |
$152K - $163K
|
37.2K
$20.5M
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
387+ 11.59% |
$152K - $163K
|
3.73K
$2.05M
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
387+ 86.0% |
$152K - $163K
|
837
$461K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
384+ 29.05% |
$151K - $162K
|
1.71K
$939K
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
381+ 21.45% |
$150K - $160K
|
2.16K
$1.19M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
376+ 6.0% |
$148K - $158K
|
6.64K
$3.66M
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
371+ 62.14% |
$146K - $156K
|
968
$533K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
371+ 11.25% |
$146K - $156K
|
3.67K
$2.02M
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
370+ 72.12% |
$145K - $156K
|
883
$486K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
368+ 25.19% |
$145K - $155K
|
1.83K
$1.01M
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
368+ 5.2% |
$145K - $155K
|
7.45K
$4.1M
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
358+ 4.32% |
$141K - $151K
|
8.65K
$4.76M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
357+ 5.55% |
$140K - $150K
|
6.79K
$3.74M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
355+ 8.01% |
$139K - $149K
|
4.79K
$2.64M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
354+ 2.81% |
$139K - $149K
|
13K
$7.13M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
353+ 1.3% |
$139K - $149K
|
27.5K
$15.1M
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
350+ 1.25% |
$137K - $147K
|
28.4K
$15.6M
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
350+ 1.24% |
$137K - $147K
|
28.5K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
347+ 6.78% |
$136K - $146K
|
5.47K
$3.01M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
346+ 0.84% |
$136K - $146K
|
41.5K
$22.8M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
343+ 1.5% |
$135K - $144K
|
23.1K
$12.7M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
342+ 0.67% |
$134K - $144K
|
51.1K
$28.1M
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
340+ 17.6% |
$134K - $143K
|
2.27K
$1.25M
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
339+ 3.15% |
$133K - $143K
|
11.1K
$6.1M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
338+ 20.67% |
$133K - $142K
|
1.97K
$1.09M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
338+ 9.74% |
$133K - $142K
|
3.81K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
337+ 1.24% |
$132K - $142K
|
27.5K
$15.2M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
334+ 66.8% |
$131K - $141K
|
834
$459K
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
334+ 0.67% |
$131K - $141K
|
50.4K
$27.8M
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
328+ 2.39% |
$129K - $138K
|
14K
$7.73M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
326+ 1.05% |
$128K - $137K
|
31.3K
$17.3M
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
326+ 5.96% |
$128K - $137K
|
5.8K
$3.19M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
325+ 3.85% |
$128K - $137K
|
8.76K
$4.82M
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
322+ 24.64% |
$126K - $135K
|
1.63K
$897K
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
314+ 39.95% |
$123K - $132K
|
1.1K
$606K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
309+ 3.0% |
$121K - $130K
|
10.6K
$5.83M
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
308+ 48.35% |
$121K - $130K
|
945
$520K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
308+ 10.82% |
$121K - $130K
|
3.15K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
307+ 24.42% |
$121K - $129K
|
1.56K
$861K
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
304+ 0.72% |
$119K - $128K
|
42.4K
$23.4M
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
304+ 16.06% |
$119K - $128K
|
2.2K
$1.21M
|