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
Jan 09, 2024 Q4 2023
Defined Wealth Management, LLC

BUY
 -
1.76K
+ 11.29%
$664K - $772K
17.4K $9.5M
Jan 19, 2024 Q4 2023
Forum Private Client Group LLC

BUY
 -
1.76K
New
$664K - $772K
1.76K $964K
Feb 12, 2024 Q4 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.76K
+ 59.25%
$664K - $772K
4.73K $2.59M
Jan 22, 2024 Q4 2023
Cpr Investments Inc.

Rochester, MI
BUY
 -
1.76K
+ 89.0%
$663K - $769K
3.73K $2.04M
Feb 14, 2024 Q4 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
1.75K
+ 47.13%
$662K - $769K
5.48K $3M
Feb 14, 2024 Q4 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
1.75K
+ 76.29%
$660K - $767K
4.04K $2.21M
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
BUY
 -
1.74K
+ 2.27%
$656K - $762K
78.4K $42.9M
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.74K
+ 10.07%
$656K - $762K
19K $10.4M
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

BUY
 -
1.73K
+ 10.1%
$652K - $757K
18.8K $10.3M
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
1.73K
+ 0.57%
$651K - $756K
305K $167M
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.72K
+ 206.75%
$647K - $752K
2.55K $1.39M
Jan 16, 2024 Q4 2023
Bill Few Associates, Inc.

BUY
 -
1.71K
+ 80.93%
$647K - $751K
3.83K $2.1M
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.71K
+ 19.74%
$646K - $751K
10.4K $5.69M
Apr 03, 2024 Q4 2023
Pine Harbor Wealth Management, LLC

Silver Spring, MD
BUY
 -
1.71K
New
$646K - $750K
1.71K $937K
Aug 13, 2024 Q4 2023
Free Gulliver LLC

New Orleans, LA
BUY
 -
1.7K
New
$641K - $745K
1.7K $931K
Jan 25, 2024 Q4 2023
Segment Wealth Management, LLC

BUY
 -
1.68K
+ 77.0%
$633K - $735K
3.86K $2.11M
Jan 10, 2024 Q4 2023
Lake Street Financial LLC

BUY
 -
1.66K
+ 21.75%
$625K - $726K
9.27K $5.08M
Feb 12, 2024 Q4 2023
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
1.65K
New
$623K - $723K
1.65K $903K
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
1.65K
+ 9.23%
$623K - $723K
19.5K $10.7M
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.63K
+ 27.53%
$617K - $716K
7.57K $4.14M
Feb 12, 2024 Q4 2023
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
1.63K
New
$616K - $716K
1.63K $894K
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.63K
+ 8.05%
$616K - $716K
21.9K $12M
Feb 13, 2024 Q4 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
1.6K
New
$604K - $701K
1.6K $876K
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.6K
+ 16.84%
$602K - $699K
11.1K $6.06M
Jan 22, 2024 Q4 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
1.58K
+ 3.13%
$595K - $691K
51.9K $28.4M
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.58K
+ 5.47%
$595K - $691K
30.4K $16.6M
Feb 05, 2024 Q4 2023
Parthenon LLC

BUY
 -
1.54K
+ 13.89%
$582K - $676K
12.7K $6.93M
Jan 18, 2024 Q4 2023
Constant Guidance Financial LLC

Attleboro Falls, MA
BUY
 -
1.54K
+ 60.58%
$580K - $674K
4.08K $2.23M
Jan 16, 2024 Q4 2023
3 Edge Asset Management, LP

BUY
 -
1.54K
New
$579K - $673K
1.54K $840K
Jan 26, 2024 Q4 2023
Pb Mares Wealth Management LLC

BUY
 -
1.54K
New
$579K - $673K
1.54K $840K
Feb 06, 2024 Q4 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
1.52K
+ 662.17%
$575K - $667K
1.75K $960K
Feb 02, 2024 Q4 2023
Asset Advisors Investment Management, LLC

BUY
 -
1.52K
+ 49.21%
$573K - $666K
4.61K $2.52M
Feb 01, 2024 Q4 2023
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
1.5K
New
$564K - $656K
1.5K $819K
Jan 23, 2024 Q4 2023
Patten & Patten Inc

BUY
 -
1.49K
+ 11.83%
$562K - $653K
14.1K $7.71M
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
1.49K
+ 2.05%
$562K - $652K
74K $40.5M
Feb 02, 2024 Q4 2023
Meritage Portfolio Management

BUY
 -
1.47K
New
$555K - $645K
1.47K $805K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
1.47K
New
$554K - $643K
1.47K $804K
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

BUY
 -
1.47K
+ 78.83%
$554K - $643K
3.33K $1.82M
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

BUY
 -
1.46K
+ 22.33%
$552K - $641K
8.01K $4.39M
Feb 08, 2024 Q4 2023
Hoge Financial Services, LLC

Canonsburg, PA
BUY
 -
1.45K
New
$549K - $637K
1.45K $796K
Apr 09, 2024 Q4 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.45K
New
$548K - $636K
1.45K $795K
Jan 12, 2024 Q4 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.44K
+ 93.4%
$545K - $633K
2.99K $1.64M
Feb 21, 2024 Q4 2023
Wealth Forward, LLC

Fargo, ND
BUY
 -
1.44K
New
$542K - $630K
1.44K $787K
Jan 25, 2024 Q4 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
1.42K
+ 533.33%
$537K - $624K
1.69K $926K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.42K
+ 5.5%
$536K - $623K
27.2K $14.9M
Feb 12, 2024 Q4 2023
Darden Wealth Group Inc

Ann Arbor, MI
BUY
 -
1.42K
New
$536K - $622K
1.42K $777K
Jan 29, 2024 Q4 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
1.42K
+ 5.44%
$535K - $621K
27.5K $15M
Feb 14, 2024 Q4 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.42K
+ 9.04%
$535K - $621K
17.1K $9.36M
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
1.42K
+ 1.93%
$534K - $620K
74.9K $41M

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