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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
139+ 4.92% |
$54.6K - $58.5K
|
2.97K
$1.64M
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
139+ 5.1% |
$54.6K - $58.5K
|
2.87K
$1.58M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
137+ 0.49% |
$53.8K - $57.6K
|
27.9K
$15.4M
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
137+ 2.07% |
$53.8K - $57.6K
|
6.77K
$3.74M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
136+ 38.86% |
$53.4K - $57.2K
|
486
$268K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
135+ 6.31% |
$53K - $56.8K
|
2.27K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
134+ 12.59% |
$52.6K - $56.4K
|
1.2K
$662K
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
132+ 3.87% |
$51.8K - $55.5K
|
3.54K
$1.96M
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
131+ 0.33% |
$51.4K - $55.1K
|
40.3K
$22.3M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
131+ 0.85% |
$51.4K - $55.1K
|
15.6K
$8.62M
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
130+ 5.29% |
$51.1K - $54.7K
|
2.59K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
127+ 12.5% |
$49.9K - $53.4K
|
1.14K
$631K
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
126+ 1.05% |
$49.5K - $53K
|
12.1K
$6.69M
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
124+ 3.92% |
$48.7K - $52.2K
|
3.28K
$1.81M
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
123+ 2.34% |
$48.3K - $51.7K
|
5.38K
$2.97M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
123+ 1.55% |
$48.3K - $51.7K
|
8.04K
$4.44M
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
122+ 10.28% |
$47.9K - $51.3K
|
1.31K
$723K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
120+ 18.18% |
$47.1K - $50.5K
|
780
$431K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 2.36% |
$46.7K - $50.1K
|
5.15K
$2.85M
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
119+ 0.56% |
$46.7K - $50.1K
|
21.3K
$11.8M
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
118+ 5.09% |
$46.3K - $49.6K
|
2.43K
$1.34M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
117+ 3.06% |
$45.9K - $49.2K
|
3.94K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
117+ 5.52% |
$45.9K - $49.2K
|
2.24K
$1.24M
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
115+ 0.94% |
$45.2K - $48.4K
|
12.3K
$6.82M
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
115+ 1.1% |
$45.2K - $48.4K
|
10.6K
$5.83M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
114+ 1.19% |
$44.8K - $48K
|
9.66K
$5.33M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
113+ 1.23% |
$44.4K - $47.5K
|
9.3K
$5.14M
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
111+ 12.35% |
$43.6K - $46.7K
|
1.01K
$558K
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
110+ 6.35% |
$43.2K - $46.3K
|
1.84K
$1.02M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
110+ 5.89% |
$43.2K - $46.3K
|
1.98K
$1.09M
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
108+ 6.43% |
$42.4K - $45.4K
|
1.79K
$988K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
107+ 4.67% |
$42K - $45K
|
2.4K
$1.32M
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
107+ 1.34% |
$42K - $45K
|
8.12K
$4.49M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 6.32% |
$42K - $45K
|
1.8K
$995K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
106+ 5.81% |
$41.6K - $44.6K
|
1.93K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
105+ 14.0% |
$41.2K - $44.2K
|
855
$472K
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
105+ 3.1% |
$41.2K - $44.2K
|
3.5K
$1.93M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
103+ 7.53% |
$40.4K - $43.3K
|
1.47K
$812K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
101+ 2.04% |
$39.7K - $42.5K
|
5.06K
$2.79M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
101+ 2.81% |
$39.7K - $42.5K
|
3.69K
$2.04M
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
100+ 9.71% |
$39.3K - $42.1K
|
1.13K
$624K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 2.48% |
$39.3K - $42.1K
|
4.14K
$2.29M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 6.07% |
$39.3K - $42.1K
|
1.75K
$965K
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 833.33% |
$39.3K - $42.1K
|
112
$61.9K
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
100+ 7.32% |
$39.3K - $42.1K
|
1.47K
$810K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 833.33% |
$39.3K - $42.1K
|
112
$61.9K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
99+ 0.73% |
$38.9K - $41.6K
|
13.8K
$7.59M
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
98+ 6.34% |
$38.5K - $41.2K
|
1.64K
$908K
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
96+ 1.69% |
$37.7K - $40.4K
|
5.79K
$3.2M
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
95+ 0.4% |
$37.3K - $40K
|
24K
$13.3M
|