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 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2+ 18.18% |
$785 - $841
|
13
$7.18K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.07% |
$785 - $841
|
2.84K
$1.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2+ 0.18% |
$785 - $841
|
1.1K
$608K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.39% |
$785 - $841
|
512
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.21% |
$785 - $841
|
945
$522K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2+ 0.04% |
$785 - $841
|
4.79K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.2% |
$785 - $841
|
1.01K
$555K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$785 - $841
|
2.98K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$785 - $841
|
1.79K
$986K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2+ 0.29% |
$785 - $841
|
700
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.12% |
$785 - $841
|
1.72K
$949K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$785 - $841
|
77.4K
$42.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.0% |
$785 - $841
|
269K
$148M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
2+ 0.23% |
$785 - $841
|
881
$487K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2+ 0.12% |
$785 - $841
|
1.67K
$923K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$393 - $421
|
2.45K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.09% |
$393 - $421
|
1.13K
$624K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$393 - $421
|
1.85K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1New |
$393 - $421
|
1
$552
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$393 - $421
|
3.38K
$1.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.18% |
$393 - $421
|
571
$315K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$393 - $421
|
244
$135K
|
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1+ 0.01% |
$393 - $421
|
10.5K
$5.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.04% |
$393 - $421
|
2.52K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1+ 0.09% |
$393 - $421
|
1.14K
$631K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.08% |
$393 - $421
|
1.19K
$659K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.02% |
$393 - $421
|
5.13K
$2.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.38% |
$393 - $421
|
267
$147K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.03% |
$393 - $421
|
3.55K
$1.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$393 - $421
|
747
$413K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.04% |
$393 - $421
|
2.78K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 0.05% |
$393 - $421
|
1.99K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.11% |
$393 - $421
|
949
$524K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.02% |
$393 - $421
|
5.24K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.04% |
$393 - $421
|
2.55K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.13% |
$393 - $421
|
801
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
1+ 0.08% |
$393 - $421
|
1.25K
$691K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.11% |
$393 - $421
|
885
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.1% |
$393 - $421
|
965
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.09% |
$393 - $421
|
1.16K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.07% |
$393 - $421
|
1.52K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.03% |
$393 - $421
|
3.24K
$1.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$393 - $421
|
1.11K
$615K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.47% |
$393 - $421
|
216
$119K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.14% |
$393 - $421
|
702
$388K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1+ 0.04% |
$393 - $421
|
2.64K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Globe Life Inc.
|
SELL
|
- |
-1- -0.0% |
$393 - $421
|
738K
$408M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.02% |
$393 - $421
|
97
$53.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1- 0.07% |
$393 - $421
|
1.49K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.12% |
$393 - $421
|
800
$442K
|