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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
442New |
$167K - $194K
|
442
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
436+ 1.17% |
$165K - $191K
|
37.8K
$20.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
436+ 0.61% |
$165K - $191K
|
71.7K
$39.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
436+ 17.57% |
$165K - $191K
|
2.92K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
436+ 3.78% |
$165K - $191K
|
12K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
431New |
$163K - $189K
|
431
$236K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
430+ 21.13% |
$162K - $188K
|
2.47K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
429+ 12.97% |
$162K - $188K
|
3.74K
$2.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
425+ 23.24% |
$160K - $186K
|
2.25K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
425New |
$160K - $186K
|
425
$233K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
423+ 3.44% |
$160K - $185K
|
12.7K
$6.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
423+ 367.83% |
$160K - $185K
|
538
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
421+ 4.45% |
$159K - $184K
|
9.88K
$5.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
420+ 0.99% |
$158K - $184K
|
42.8K
$23.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
420+ 26.2% |
$158K - $184K
|
2.02K
$1.11M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
415+ 16.75% |
$157K - $182K
|
2.89K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
414+ 2.56% |
$156K - $181K
|
16.6K
$9.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
414+ 29.55% |
$156K - $181K
|
1.82K
$994K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
414+ 10.09% |
$156K - $181K
|
4.52K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
411+ 7.04% |
$155K - $180K
|
6.25K
$3.42M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
408+ 16.68% |
$154K - $179K
|
2.85K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
406+ 10.3% |
$153K - $178K
|
4.35K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
405+ 0.94% |
$153K - $177K
|
43.4K
$23.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
404+ 24.59% |
$152K - $177K
|
2.05K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
403+ 7.97% |
$152K - $177K
|
5.46K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
398+ 8.18% |
$150K - $174K
|
5.26K
$2.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
391+ 21.17% |
$148K - $171K
|
2.24K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
390+ 2.71% |
$147K - $171K
|
14.8K
$8.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
385+ 1.8% |
$145K - $169K
|
21.8K
$11.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
384+ 19.54% |
$145K - $168K
|
2.35K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
383+ 6.6% |
$145K - $168K
|
6.19K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
383+ 1.84% |
$145K - $168K
|
21.2K
$11.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
383+ 126.4% |
$145K - $168K
|
686
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
381+ 3.16% |
$144K - $167K
|
12.4K
$6.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
378+ 63.21% |
$143K - $166K
|
976
$534K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
376+ 8.65% |
$142K - $165K
|
4.72K
$2.59M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
374+ 0.88% |
$141K - $164K
|
42.8K
$23.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
371+ 60.72% |
$140K - $163K
|
982
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
371+ 15.58% |
$140K - $163K
|
2.75K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
371+ 48.56% |
$140K - $163K
|
1.14K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
366+ 7.72% |
$138K - $160K
|
5.11K
$2.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
365+ 2.6% |
$138K - $160K
|
14.4K
$7.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
364+ 1.0% |
$137K - $160K
|
36.8K
$20.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
364+ 4.37% |
$137K - $160K
|
8.7K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
361+ 2.33% |
$136K - $158K
|
15.8K
$8.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
358+ 39.43% |
$135K - $157K
|
1.27K
$693K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
355+ 3.79% |
$134K - $156K
|
9.73K
$5.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
349+ 22.68% |
$132K - $153K
|
1.89K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
345+ 34.85% |
$130K - $151K
|
1.34K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
344+ 46.3% |
$130K - $151K
|
1.09K
$595K
|