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 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
93+ 0.33% |
$36.5K - $39.1K
|
28.4K
$15.7M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
92+ 12.4% |
$36.1K - $38.7K
|
834
$461K
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
90+ 0.96% |
$35.3K - $37.9K
|
9.46K
$5.22M
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
90+ 3.02% |
$35.3K - $37.9K
|
3.07K
$1.7M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
89+ 8.5% |
$35K - $37.4K
|
1.14K
$627K
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
87+ 4.9% |
$34.2K - $36.6K
|
1.86K
$1.03M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
87+ 2.04% |
$34.2K - $36.6K
|
4.35K
$2.4M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
86+ 0.35% |
$33.8K - $36.2K
|
24.5K
$13.5M
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
86+ 1.01% |
$33.8K - $36.2K
|
8.64K
$4.77M
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
85+ 1416.67% |
$33.4K - $35.8K
|
91
$50.3K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
84+ 0.44% |
$33K - $35.3K
|
19.4K
$10.7M
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
84New |
$33K - $35.3K
|
84
$46.4K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
83+ 1.04% |
$32.6K - $34.9K
|
8.1K
$4.47M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
81New |
$31.8K - $34.1K
|
81
$44.7K
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
81+ 1.11% |
$31.8K - $34.1K
|
7.4K
$4.08M
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
81+ 0.58% |
$31.8K - $34.1K
|
14K
$7.71M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
80+ 1.16% |
$31.4K - $33.7K
|
6.95K
$3.84M
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
79+ 1.06% |
$31K - $33.2K
|
7.55K
$4.17M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
79+ 1.3% |
$31K - $33.2K
|
6.15K
$3.4M
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
78+ 1.98% |
$30.6K - $32.8K
|
4.02K
$2.22M
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
77+ 9.7% |
$30.2K - $32.4K
|
871
$481K
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
76+ 4.9% |
$29.8K - $32K
|
1.63K
$899K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
75+ 2.1% |
$29.5K - $31.6K
|
3.64K
$2.01M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
75+ 8.25% |
$29.5K - $31.6K
|
984
$543K
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
74+ 7.3% |
$29.1K - $31.1K
|
1.09K
$601K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
72+ 4.79% |
$28.3K - $30.3K
|
1.58K
$870K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
71+ 1.78% |
$27.9K - $29.9K
|
4.06K
$2.24M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
70+ 25.27% |
$27.5K - $29.4K
|
347
$192K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
70+ 5.62% |
$27.5K - $29.4K
|
1.32K
$727K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
70+ 7.3% |
$27.5K - $29.4K
|
1.03K
$568K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
70+ 3.24% |
$27.5K - $29.4K
|
2.23K
$1.23M
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
69+ 3.3% |
$27.1K - $29K
|
2.16K
$1.19M
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
69+ 7.55% |
$27.1K - $29K
|
983
$543K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
69+ 2.67% |
$27.1K - $29K
|
2.66K
$1.47M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
68+ 3.98% |
$26.7K - $28.6K
|
1.78K
$981K
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
67+ 5.98% |
$26.3K - $28.2K
|
1.19K
$656K
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67+ 0.01% |
$26.3K - $28.2K
|
778K
$430M
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
67+ 1.33% |
$26.3K - $28.2K
|
5.12K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
65+ 8.46% |
$25.5K - $27.3K
|
833
$460K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
65+ 2.66% |
$25.5K - $27.3K
|
2.51K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
64+ 1.09% |
$25.1K - $26.9K
|
5.94K
$3.28M
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
63+ 0.07% |
$24.7K - $26.5K
|
93.2K
$51.5M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 21.0% |
$24.7K - $26.5K
|
363
$200K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
62+ 7.13% |
$24.3K - $26.1K
|
931
$514K
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
61+ 6.7% |
$24K - $25.7K
|
972
$537K
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
60+ 0.3% |
$23.6K - $25.2K
|
19.8K
$10.9M
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 3.33% |
$23.6K - $25.2K
|
1.86K
$1.03M
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 1.49% |
$23.6K - $25.2K
|
4.09K
$2.26M
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
59+ 2.55% |
$23.2K - $24.8K
|
2.37K
$1.31M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
59+ 10.1% |
$23.2K - $24.8K
|
643
$355K
|