Purchases and Sales Made in Q4 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 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
Feb 09, 2024 Q4 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
2.57K
+ 13.43%
$971K - $1.13M
21.7K $11.9M
Jan 24, 2024 Q4 2023
Mcdaniel Terry & CO

BUY
 -
2.57K
New
$969K - $1.12M
2.57K $1.4M
Feb 09, 2024 Q4 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
2.55K
+ 49.59%
$961K - $1.12M
7.68K $4.19M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.54K
+ 29.52%
$959K - $1.11M
11.2K $6.09M
Jan 22, 2024 Q4 2023
Claro Advisors LLC

Boston, MA
BUY
 -
2.54K
+ 9.11%
$957K - $1.11M
30.4K $16.6M
Feb 14, 2024 Q4 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
2.5K
+ 100.0%
$944K - $1.1M
5K $2.73M
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.48K
+ 61.25%
$936K - $1.09M
6.53K $3.56M
Jan 29, 2024 Q4 2023
Simplicity Wealth,Llc

BUY
 -
2.47K
+ 53.49%
$931K - $1.08M
7.08K $3.86M
Jan 30, 2024 Q4 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
2.43K
+ 4.47%
$917K - $1.06M
56.8K $31M
Jan 23, 2024 Q4 2023
Forth Right Wealth Management, LLC

BUY
 -
2.42K
+ 3.2%
$914K - $1.06M
78.2K $42.7M
Feb 14, 2024 Q4 2023
Beck Capital Management, LLC

Austin, TX
BUY
 -
2.39K
New
$902K - $1.05M
2.39K $1.3M
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
2.38K
+ 6.9%
$898K - $1.04M
36.9K $20.1M
Jan 31, 2024 Q4 2023
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
2.37K
+ 21.3%
$895K - $1.04M
13.5K $7.37M
Mar 15, 2024 Q4 2023
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
2.36K
New
$892K - $1.04M
2.36K $1.29M
Feb 07, 2024 Q4 2023
Nvwm, LLC

BUY
 -
2.34K
+ 395.93%
$881K - $1.02M
2.93K $1.6M
Feb 07, 2024 Q4 2023
First City Capital Management, Inc.

BUY
 -
2.33K
+ 66.16%
$878K - $1.02M
5.85K $3.19M
Jun 13, 2024 Q4 2023
Bakala Capital Management LLC

Greenville, SC
BUY
 -
2.33K
New
$878K - $1.02M
2.33K $1.27M
Feb 12, 2024 Q4 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
2.32K
+ 93.17%
$875K - $1.02M
4.81K $2.62M
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
2.31K
+ 13.55%
$871K - $1.01M
19.3K $10.6M
Jan 12, 2024 Q4 2023
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
2.3K
+ 372.05%
$869K - $1.01M
2.92K $1.59M
Jan 18, 2024 Q4 2023
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
2.3K
New
$869K - $1.01M
2.3K $1.26M
Jan 11, 2024 Q4 2023
Gen Wealth Group, Inc.

BUY
 -
2.3K
+ 4.4%
$867K - $1.01M
54.6K $29.8M
Feb 13, 2024 Q4 2023
Ratio Wealth Group

Denver, CO
BUY
 -
2.28K
+ 3.9%
$862K - $1M
60.9K $33.2M
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
2.28K
+ 1357.14%
$860K - $999K
2.45K $1.34M
Jan 18, 2024 Q4 2023
Patron Partners, LLC

BUY
 -
2.28K
New
$860K - $999K
2.28K $1.24M
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.28K
+ 7.73%
$860K - $998K
31.8K $17.3M
Jan 22, 2024 Q4 2023
Level Financial Advisors, Inc.

BUY
 -
2.27K
+ 2.37%
$856K - $994K
98K $53.5M
Jan 30, 2024 Q4 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
2.27K
+ 17446.15%
$856K - $994K
2.28K $1.24M
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
2.27K
+ 22.2%
$855K - $993K
12.5K $6.81M
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.26K
+ 111.99%
$853K - $990K
4.28K $2.33M
Jan 23, 2024 Q4 2023
Braun Stacey Associates Inc

BUY
 -
2.25K
+ 6.97%
$849K - $985K
34.5K $18.8M
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
2.24K
+ 6.77%
$844K - $980K
35.3K $19.2M
Feb 05, 2024 Q4 2023
Victory Capital Management Inc

BUY
 -
2.23K
+ 0.92%
$843K - $979K
245K $134M
Jan 29, 2024 Q4 2023
Vontobel Holding Ltd.

BUY
 -
2.23K
New
$841K - $976K
2.23K $1.22M
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.23K
+ 67.49%
$840K - $975K
5.52K $3.01M
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
2.22K
+ 124.09%
$838K - $973K
4.01K $2.19M
Jan 10, 2024 Q4 2023
Winthrop Advisory Group LLC

BUY
 -
2.22K
+ 66.0%
$836K - $971K
5.57K $3.04M
Jan 09, 2024 Q4 2023
Wedmont Private Capital

BUY
 -
2.21K
+ 1.89%
$832K - $967K
119K $65M
Mar 19, 2024 Q4 2023
Warren Street Wealth Advisors, LLC

BUY
 -
2.21K
+ 1.74%
$832K - $966K
129K $70.2M
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
2.2K
+ 861.57%
$829K - $963K
2.45K $1.34M
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
2.19K
New
$827K - $961K
2.19K $1.2M
Feb 05, 2024 Q4 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
2.19K
+ 6.16%
$825K - $958K
37.7K $20.6M
Feb 09, 2024 Q4 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.19K
+ 14.11%
$825K - $958K
17.7K $9.65M
Feb 14, 2024 Q4 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
2.19K
+ 13.83%
$825K - $958K
18K $9.82M
Feb 12, 2024 Q4 2023
Glenview Trust CO

Louisville, KY
BUY
 -
2.18K
+ 10.05%
$823K - $956K
23.9K $13M
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
2.18K
+ 101.73%
$823K - $956K
4.33K $2.36M
Feb 09, 2024 Q4 2023
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
2.17K
New
$820K - $953K
2.17K $1.19M
Jan 08, 2024 Q4 2023
Country Trust Bank

BUY
 -
2.15K
+ 0.99%
$813K - $944K
220K $120M
Jan 10, 2024 Q4 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
2.15K
+ 20.41%
$809K - $940K
12.7K $6.91M

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