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 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
260+ 30.06% |
$98.1K - $114K
|
1.13K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
259+ 38.66% |
$97.7K - $113K
|
929
$507K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
258+ 0.94% |
$97.3K - $113K
|
27.7K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
258+ 36.8% |
$97.3K - $113K
|
959
$523K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
257+ 38.65% |
$97K - $113K
|
922
$503K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
257+ 2.06% |
$97K - $113K
|
12.8K
$6.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
256+ 5.0% |
$96.6K - $112K
|
5.37K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
252+ 4.12% |
$95.1K - $110K
|
6.37K
$3.48M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
251+ 2.65% |
$94.7K - $110K
|
9.71K
$5.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
251+ 45.97% |
$94.7K - $110K
|
797
$435K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
251+ 1.36% |
$94.7K - $110K
|
18.7K
$10.2M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
251+ 36.32% |
$94.7K - $110K
|
942
$514K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
250+ 2.9% |
$94.3K - $110K
|
8.86K
$4.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
248+ 25.51% |
$93.6K - $109K
|
1.22K
$666K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
243New |
$91.7K - $106K
|
243
$133K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
241+ 6.47% |
$90.9K - $106K
|
3.96K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
239+ 1.32% |
$90.2K - $105K
|
18.3K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
239+ 24.61% |
$90.2K - $105K
|
1.21K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 40.59% |
$88.7K - $103K
|
814
$444K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
234+ 3.16% |
$88.3K - $103K
|
7.63K
$4.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
229+ 17.49% |
$86.4K - $100K
|
1.54K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
226+ 0.37% |
$85.3K - $99K
|
60.9K
$33.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
225+ 1.82% |
$84.9K - $98.6K
|
12.6K
$6.86M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
225+ 3.46% |
$84.9K - $98.6K
|
6.74K
$3.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
221+ 25.37% |
$83.4K - $96.8K
|
1.09K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
221New |
$83.4K - $96.8K
|
221
$121K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
221+ 100.0% |
$83.4K - $96.8K
|
442
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
220+ 1.27% |
$83K - $96.4K
|
17.5K
$9.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
220+ 0.61% |
$83K - $96.4K
|
36.4K
$19.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
218+ 1.42% |
$82.3K - $95.5K
|
15.5K
$8.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
218+ 5.76% |
$82.3K - $95.5K
|
4K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
215+ 9.01% |
$81.1K - $94.2K
|
2.6K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
212+ 79.4% |
$80K - $92.9K
|
479
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
212+ 4.5% |
$80K - $92.9K
|
4.93K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
212+ 3.11% |
$80K - $92.9K
|
7.02K
$3.83M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
212+ 10.52% |
$80K - $92.9K
|
2.23K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
211+ 8.67% |
$79.6K - $92.5K
|
2.64K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
209+ 14.03% |
$78.9K - $91.6K
|
1.7K
$927K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
207+ 21.68% |
$78.1K - $90.7K
|
1.16K
$634K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
206New |
$77.7K - $90.3K
|
206
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
205+ 1.27% |
$77.4K - $89.8K
|
16.4K
$8.95M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
201+ 1.16% |
$75.8K - $88.1K
|
17.5K
$9.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
199New |
$75.1K - $87.2K
|
199
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
198+ 11.24% |
$74.7K - $86.8K
|
1.96K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
197+ 11.03% |
$74.3K - $86.3K
|
1.98K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
197+ 0.92% |
$74.3K - $86.3K
|
21.6K
$11.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
195+ 14.61% |
$73.6K - $85.4K
|
1.53K
$835K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
195+ 7.73% |
$73.6K - $85.4K
|
2.72K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
194+ 10.45% |
$73.2K - $85K
|
2.05K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
192+ 1.74% |
$72.4K - $84.1K
|
11.2K
$6.14M
|