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 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
677
+ 186.5%
$255K - $297K
1.04K $569K
Feb 09, 2024 Q4 2023
Davis R M Inc

Portland, ME
BUY
 -
677
+ 19.11%
$255K - $297K
4.22K $2.31M
Feb 07, 2024 Q4 2023
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
675
New
$255K - $296K
675 $370K
Mar 08, 2024 Q4 2023
Swp Financial LLC

San Diego, CA
BUY
 -
673
New
$254K - $295K
673 $368K
Feb 12, 2024 Q4 2023
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
672
New
$254K - $294K
672 $368K
Feb 02, 2024 Q4 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
670
+ 16.18%
$253K - $294K
4.81K $2.63M
Feb 15, 2024 Q4 2023
Coastal Bridge Advisors, LLC

BUY
 -
670
New
$253K - $294K
670 $367K
Jan 05, 2024 Q4 2023
Montecito Bank & Trust

BUY
 -
657
+ 16.27%
$248K - $288K
4.7K $2.57M
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

BUY
 -
657
+ 1.47%
$248K - $288K
45.3K $24.8M
Jan 31, 2024 Q4 2023
Curran Financial Partners, LLC

BUY
 -
650
+ 21.81%
$245K - $285K
3.63K $1.99M
Jan 29, 2024 Q4 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
648
+ 14.53%
$245K - $284K
5.11K $2.8M
Feb 12, 2024 Q4 2023
Mattern Wealth Management LLC

BUY
 -
641
New
$242K - $281K
641 $351K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
639
+ 28.76%
$241K - $280K
2.86K $1.57M
Jan 12, 2024 Q4 2023
Herbst Group, LLC

Westport, CT
BUY
 -
638
+ 52.81%
$241K - $280K
1.85K $1.01M
Jan 29, 2024 Q4 2023
Kooman & Associates

Altoona, PA
BUY
 -
638
+ 27.85%
$241K - $280K
2.93K $1.6M
Jan 30, 2024 Q4 2023
Sloy Dahl & Holst, LLC

BUY
 -
636
New
$240K - $279K
636 $348K
Jan 26, 2024 Q4 2023
Priebe Wealth Holdings LLC

Maple Grove, MN
BUY
 -
632
New
$238K - $277K
632 $346K
Jan 24, 2024 Q4 2023
Capital Wealth Alliance, LLC

BUY
 -
631
New
$238K - $276K
631 $345K
Feb 09, 2024 Q4 2023
Mai Capital Management

BUY
 -
631
+ 2.47%
$238K - $276K
26.2K $14.3M
Jan 09, 2024 Q4 2023
Beacon Capital Management, LLC

BUY
 -
622
+ 6.25%
$235K - $273K
10.6K $5.79M
Jan 31, 2024 Q4 2023
Wp Advisors, LLC

BUY
 -
622
+ 28.78%
$235K - $273K
2.78K $1.52M
Feb 13, 2024 Q4 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
615
+ 1.22%
$232K - $269K
51K $27.9M
Feb 14, 2024 Q4 2023
Orcam Financial Group

Encinitas, CA
BUY
 -
613
+ 49.92%
$231K - $269K
1.84K $1.01M
Feb 12, 2024 Q4 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
610
New
$230K - $267K
610 $334K
Feb 14, 2024 Q4 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
607
+ 10.21%
$229K - $266K
6.56K $3.59M
Feb 02, 2024 Q4 2023
Bank Of New Hampshire

BUY
 -
602
+ 6.34%
$227K - $264K
10.1K $5.53M
Feb 12, 2024 Q4 2023
Taurus Asset Management, LLC

New York, NY
BUY
 -
600
+ 25.7%
$226K - $263K
2.94K $1.61M
Jan 29, 2024 Q4 2023
Mv Capital Management, Inc.

BUY
 -
598
+ 26.85%
$226K - $262K
2.83K $1.55M
Jan 19, 2024 Q4 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
597
+ 273.85%
$225K - $262K
815 $446K
Feb 07, 2024 Q4 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
591
+ 12.4%
$223K - $259K
5.36K $2.93M
Feb 05, 2024 Q4 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
588
+ 4.43%
$222K - $258K
13.9K $7.6M
Feb 05, 2024 Q4 2023
Stonebrook Private Inc.

Northville, MI
BUY
 -
587
New
$221K - $257K
587 $321K
Feb 12, 2024 Q4 2023
Fairfield University

BUY
 -
587
+ 0.42%
$221K - $257K
141K $77.4M
Feb 07, 2024 Q4 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
586
+ 12.24%
$221K - $257K
5.37K $2.94M
Feb 13, 2024 Q4 2023
Swisher Financial Concepts, Inc.

Westerville, OH
BUY
 -
586
New
$221K - $257K
586 $321K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
582
+ 1.26%
$220K - $255K
46.8K $25.6M
Sep 23, 2024 Q4 2023
Greater Midwest Financial Group, LLC

St. Paul, MN
BUY
 -
580
New
$219K - $254K
580 $318K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
579
+ 91.32%
$218K - $254K
1.21K $664K
Feb 01, 2024 Q4 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
578
+ 25.23%
$218K - $253K
2.87K $1.57M
Jan 10, 2024 Q4 2023
Avondale Wealth Management

BUY
 -
577
+ 8.27%
$218K - $253K
7.56K $4.14M
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
574
+ 2.82%
$217K - $252K
20.9K $11.5M
Jan 25, 2024 Q4 2023
Madrona Financial Services, LLC

BUY
 -
573
+ 49.1%
$216K - $251K
1.74K $953K
Jan 19, 2024 Q4 2023
Mc Collum Christoferson Group LLC

Amherst, NY
BUY
 -
570
+ 6.36%
$215K - $250K
9.53K $5.22M
Feb 07, 2024 Q4 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
570
New
$215K - $250K
570 $312K
Jan 23, 2024 Q4 2023
Carmichael Hill & Associates, Inc.

BUY
 -
568
+ 12.62%
$214K - $249K
5.07K $2.77M
Jan 29, 2024 Q4 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
567
+ 98.78%
$214K - $248K
1.14K $625K
Feb 07, 2024 Q4 2023
Seizert Capital Partners, LLC

BUY
 -
567
New
$214K - $248K
567 $310K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
566
New
$214K - $248K
566 $310K
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
564
+ 86.77%
$213K - $247K
1.21K $665K

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