Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.13K+ 27.51% |
$803K - $932K
|
9.86K
$5.4M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.11K+ 12.86% |
$797K - $925K
|
18.5K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.1K+ 16.16% |
$791K - $919K
|
15.1K
$8.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.1KNew |
$790K - $918K
|
2.1K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.09K+ 11.35% |
$789K - $916K
|
20.5K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.09K+ 15.49% |
$788K - $915K
|
15.6K
$8.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.08K+ 12.26% |
$785K - $912K
|
19.1K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.08K+ 84.7% |
$785K - $912K
|
4.54K
$2.48M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.08KNew |
$785K - $911K
|
2.08K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.06KNew |
$777K - $902K
|
2.06K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.06K+ 16.33% |
$775K - $900K
|
14.6K
$8.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.05K+ 46.65% |
$773K - $897K
|
6.44K
$3.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.04K+ 254.88% |
$769K - $893K
|
2.84K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.03KNew |
$766K - $890K
|
2.03K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.03K+ 3.2% |
$765K - $888K
|
65.3K
$35.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.02K+ 102.75% |
$763K - $886K
|
3.99K
$2.18M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.02KNew |
$761K - $884K
|
2.02K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.02K+ 11.81% |
$760K - $883K
|
19.1K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.01K+ 25.83% |
$760K - $883K
|
9.81K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.01K+ 2.39% |
$759K - $881K
|
86.2K
$47.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.01K+ 2391.67% |
$758K - $880K
|
2.09K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.98KNew |
$747K - $868K
|
1.98K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.98K+ 8.07% |
$746K - $867K
|
26.5K
$14.5M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.96K+ 6.57% |
$740K - $859K
|
31.8K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.96K+ 3.3% |
$740K - $859K
|
61.3K
$33.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.96KNew |
$739K - $858K
|
1.96K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 250.06% |
$739K - $858K
|
2.74K
$1.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.95KNew |
$734K - $852K
|
1.95K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.94K+ 14.9% |
$734K - $852K
|
15K
$8.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.94K+ 20.2% |
$730K - $848K
|
11.5K
$6.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.92KNew |
$724K - $841K
|
1.92K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.91K+ 30.23% |
$721K - $838K
|
8.24K
$4.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.9K+ 2.42% |
$716K - $831K
|
80.2K
$43.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.9KNew |
$715K - $831K
|
1.9K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
1.89K+ 4.92% |
$712K - $827K
|
40.3K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1.88KNew |
$711K - $826K
|
1.88K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.88K+ 19.46% |
$709K - $823K
|
11.5K
$6.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.87K+ 10.74% |
$706K - $820K
|
19.3K
$10.6M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.86KNew |
$702K - $815K
|
1.86K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.85K+ 16.98% |
$698K - $811K
|
12.8K
$6.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.84KNew |
$694K - $806K
|
1.84K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.82K+ 8.83% |
$687K - $798K
|
22.5K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.81K+ 41.58% |
$683K - $793K
|
6.16K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8K+ 10.06% |
$680K - $790K
|
19.7K
$10.8M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.8KNew |
$680K - $790K
|
1.8K
$987K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.8K+ 2.17% |
$679K - $789K
|
84.8K
$46.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.79K+ 4.48% |
$675K - $783K
|
41.7K
$22.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.79KNew |
$674K - $783K
|
1.79K
$978K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78K+ 6.51% |
$672K - $780K
|
29.1K
$15.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.78K+ 259.42% |
$670K - $779K
|
2.46K
$1.35M
|