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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
232+ 17.66% |
$91.1K - $97.6K
|
1.55K
$856K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
231+ 26.16% |
$90.7K - $97.2K
|
1.11K
$617K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
231+ 26.19% |
$90.7K - $97.2K
|
1.11K
$616K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
231+ 6.62% |
$90.7K - $97.2K
|
3.72K
$2.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
230+ 1.63% |
$90.3K - $96.8K
|
14.3K
$7.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
229+ 14.33% |
$89.9K - $96.3K
|
1.83K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
228+ 3.18% |
$89.5K - $95.9K
|
7.41K
$4.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
225New |
$88.4K - $94.7K
|
225
$125K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
225+ 149.01% |
$88.4K - $94.7K
|
376
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
225New |
$88.4K - $94.7K
|
225
$125K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
224+ 27.15% |
$88K - $94.2K
|
1.05K
$581K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
221New |
$86.8K - $93K
|
221
$122K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
220+ 5.85% |
$86.4K - $92.5K
|
3.98K
$2.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
218New |
$85.6K - $91.7K
|
218
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
218+ 6.11% |
$85.6K - $91.7K
|
3.79K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
216+ 0.11% |
$84.8K - $90.9K
|
194K
$107M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
214+ 30.06% |
$84K - $90K
|
926
$512K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
213+ 36.72% |
$83.6K - $89.6K
|
793
$439K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
210+ 35.35% |
$82.5K - $88.3K
|
804
$445K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
208+ 30.81% |
$81.7K - $87.5K
|
883
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
208+ 1.17% |
$81.7K - $87.5K
|
17.9K
$9.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
208+ 2.54% |
$81.7K - $87.5K
|
8.41K
$4.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
204+ 7.3% |
$80.1K - $85.8K
|
3K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
204+ 18.41% |
$80.1K - $85.8K
|
1.31K
$726K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
204+ 18.41% |
$80.1K - $85.8K
|
1.31K
$726K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
203+ 3.68% |
$79.7K - $85.4K
|
5.73K
$3.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
202+ 3.58% |
$79.3K - $85K
|
5.84K
$3.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
200+ 10.9% |
$78.5K - $84.1K
|
2.04K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
199+ 5.11% |
$78.1K - $83.7K
|
4.09K
$2.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
197+ 2.23% |
$77.4K - $82.9K
|
9.04K
$5M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
197+ 1.84% |
$77.4K - $82.9K
|
10.9K
$6.03M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
197+ 410.42% |
$77.4K - $82.9K
|
245
$136K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
196+ 5.3% |
$77K - $82.5K
|
3.89K
$2.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
196+ 24.5% |
$77K - $82.5K
|
996
$551K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
196+ 32.45% |
$77K - $82.5K
|
800
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
196+ 1.8% |
$77K - $82.5K
|
11.1K
$6.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
195+ 22.73% |
$76.6K - $82K
|
1.05K
$583K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
194+ 27.56% |
$76.2K - $81.6K
|
898
$497K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
190+ 5.73% |
$74.6K - $79.9K
|
3.51K
$1.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
190+ 6.15% |
$74.6K - $79.9K
|
3.28K
$1.82M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
189+ 5.68% |
$74.2K - $79.5K
|
3.52K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
187+ 18.05% |
$73.4K - $78.7K
|
1.22K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
187+ 7.84% |
$73.4K - $78.7K
|
2.57K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
187+ 3.1% |
$73.4K - $78.7K
|
6.22K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
185+ 20.26% |
$72.6K - $77.8K
|
1.1K
$608K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
182+ 1.06% |
$71.5K - $76.6K
|
17.3K
$9.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
180+ 4.59% |
$70.7K - $75.7K
|
4.1K
$2.27M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
179+ 3.06% |
$70.3K - $75.3K
|
6.03K
$3.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
178+ 0.19% |
$69.9K - $74.9K
|
93K
$51.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
178+ 3.06% |
$69.9K - $74.9K
|
6K
$3.32M
|