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 12, 2024 Q4 2023
Madison Wealth Partners, Inc

BUY
 -
290
+ 19.89%
$109K - $127K
1.75K $1.01M
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
290
New
$109K - $127K
290 $167K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
289
New
$109K - $127K
289 $166K
Feb 14, 2024 Q4 2023
Gibson Capital, LLC

Wexford, PA
BUY
 -
289
+ 18.03%
$109K - $127K
1.89K $1.09M
Jan 26, 2024 Q4 2023
West Bancorporation Inc

BUY
 -
287
+ 3.12%
$108K - $126K
9.5K $5.46M
Jan 18, 2024 Q4 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
286
+ 44.48%
$108K - $125K
929 $534K
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
284
New
$107K - $124K
284 $163K
Jan 24, 2024 Q4 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
283
+ 11.58%
$107K - $124K
2.73K $1.57M
Feb 06, 2024 Q4 2023
W Advisors, LLC

Germantown, TN
BUY
 -
278
+ 12.24%
$105K - $122K
2.55K $1.47M
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
278
+ 36.25%
$105K - $122K
1.05K $601K
Jan 19, 2024 Q4 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
270
+ 4.53%
$102K - $118K
6.23K $3.59M
Feb 14, 2024 Q4 2023
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
270
+ 1.07%
$102K - $118K
25.5K $14.6M
Mar 04, 2025 Q4 2023
Berkeley, Inc

Boise, ID
BUY
 -
268
+ 4.97%
$101K - $117K
5.67K $3.26M
Mar 28, 2025 Q4 2023
Berkeley, Inc

Boise, ID
BUY
 -
268
+ 4.97%
$101K - $117K
5.67K $3.26M
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
266
+ 24.56%
$100K - $117K
1.35K $776K
Jan 11, 2024 Q4 2023
Focus Wealth Advisors, LLC

BUY
 -
265
+ 3.92%
$100K - $116K
7.02K $4.04M
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
BUY
 -
265
New
$100K - $116K
265 $152K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
261
+ 13.2%
$98.5K - $114K
2.24K $1.29M
Jan 11, 2024 Q4 2023
Advisory Resource Group

BUY
 -
260
+ 30.06%
$98.1K - $114K
1.13K $647K
Feb 12, 2024 Q4 2023
Rinkey Investments

San Diego, CA
BUY
 -
259
+ 38.66%
$97.7K - $113K
929 $534K
Jan 23, 2024 Q4 2023
Baker Ellis Asset Management LLC

BUY
 -
258
+ 0.94%
$97.3K - $113K
27.7K $15.9M
Feb 14, 2024 Q4 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
258
+ 36.8%
$97.3K - $113K
959 $552K
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
257
+ 38.65%
$97K - $113K
922 $530K
Jan 26, 2024 Q4 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
257
+ 2.06%
$97K - $113K
12.8K $7.33M
Jan 17, 2024 Q4 2023
Sawyer & Company, Inc

BUY
 -
256
+ 5.0%
$96.6K - $112K
5.37K $3.09M
Feb 08, 2024 Q4 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
252
+ 4.12%
$95.1K - $110K
6.37K $3.66M
Jan 18, 2024 Q4 2023
First National Corp

BUY
 -
251
+ 2.65%
$94.7K - $110K
9.71K $5.59M
Jan 23, 2024 Q4 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
251
+ 45.97%
$94.7K - $110K
797 $458K
Feb 21, 2024 Q4 2023
Smith Shellnut Wilson LLC

BUY
 -
251
+ 1.36%
$94.7K - $110K
18.7K $10.7M
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
251
+ 36.32%
$94.7K - $110K
942 $542K
Feb 05, 2024 Q4 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
250
+ 2.9%
$94.3K - $110K
8.86K $5.1M
Jan 31, 2024 Q4 2023
Tradewinds Capital Management, LLC

BUY
 -
248
+ 25.51%
$93.6K - $109K
1.22K $702K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
243
New
$91.7K - $106K
243 $140K
Jan 30, 2024 Q4 2023
First Interstate Bank

Billings, MT
BUY
 -
241
+ 6.47%
$90.9K - $106K
3.96K $2.28M
Jan 12, 2024 Q4 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
239
+ 1.32%
$90.2K - $105K
18.3K $10.5M
Feb 12, 2024 Q4 2023
Chiron Capital Management, LLC

BUY
 -
239
+ 24.61%
$90.2K - $105K
1.21K $696K
Feb 13, 2024 Q4 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
235
+ 40.59%
$88.7K - $103K
814 $468K
Jan 11, 2024 Q4 2023
Cfm Wealth Partners LLC

BUY
 -
234
+ 3.16%
$88.3K - $103K
7.63K $4.39M
Feb 27, 2025 Q4 2023
Reap Financial Group, LLC

Austin, TX
BUY
 -
231
New
$87.2K - $101K
231 $133K
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

BUY
 -
229
+ 17.49%
$86.4K - $100K
1.54K $885K
Feb 09, 2024 Q4 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
226
+ 0.37%
$85.3K - $99K
60.9K $35M
Jan 29, 2024 Q4 2023
Northstar Asset Management LLC

BUY
 -
225
+ 1.82%
$84.9K - $98.6K
12.6K $7.23M
Feb 16, 2024 Q4 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
225
+ 3.46%
$84.9K - $98.6K
6.74K $3.88M
Jan 22, 2024 Q4 2023
Waypoint Capital Advisors, LLC

BUY
 -
221
+ 25.37%
$83.4K - $96.8K
1.09K $628K
Feb 12, 2024 Q4 2023
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
221
New
$83.4K - $96.8K
221 $127K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
221
+ 100.0%
$83.4K - $96.8K
442 $254K
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
220
+ 1.27%
$83K - $96.4K
17.5K $10.1M
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
220
+ 0.61%
$83K - $96.4K
36.4K $20.9M
Jan 24, 2024 Q4 2023
Canal Capital Management, LLC

BUY
 -
218
+ 1.42%
$82.3K - $95.5K
15.5K $8.93M

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