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 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
218+ 5.76% |
$82.3K - $95.5K
|
4K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
215+ 9.01% |
$81.1K - $94.2K
|
2.6K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
212+ 79.4% |
$80K - $92.9K
|
479
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
212+ 4.5% |
$80K - $92.9K
|
4.93K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
212+ 3.11% |
$80K - $92.9K
|
7.02K
$4.04M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
212+ 10.52% |
$80K - $92.9K
|
2.23K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
211+ 8.67% |
$79.6K - $92.5K
|
2.64K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
209+ 14.03% |
$78.9K - $91.6K
|
1.7K
$977K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
207+ 21.68% |
$78.1K - $90.7K
|
1.16K
$668K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
206New |
$77.7K - $90.3K
|
206
$118K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
205+ 1.27% |
$77.4K - $89.8K
|
16.4K
$9.44M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
201+ 1.16% |
$75.8K - $88.1K
|
17.5K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
199New |
$75.1K - $87.2K
|
199
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
198+ 11.24% |
$74.7K - $86.8K
|
1.96K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
197+ 11.03% |
$74.3K - $86.3K
|
1.98K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
197+ 0.92% |
$74.3K - $86.3K
|
21.6K
$12.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
195+ 14.61% |
$73.6K - $85.4K
|
1.53K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
195+ 7.73% |
$73.6K - $85.4K
|
2.72K
$1.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
194+ 10.45% |
$73.2K - $85K
|
2.05K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
192+ 1.74% |
$72.4K - $84.1K
|
11.2K
$6.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
192+ 0.67% |
$72.4K - $84.1K
|
28.6K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
191+ 16.71% |
$72.1K - $83.7K
|
1.33K
$767K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
190+ 8.58% |
$71.7K - $83.3K
|
2.41K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
190+ 18.22% |
$71.7K - $83.3K
|
1.23K
$709K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
189+ 6.09% |
$71.3K - $82.8K
|
3.29K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
188+ 817.39% |
$70.9K - $82.4K
|
211
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
187+ 0.65% |
$70.6K - $81.9K
|
28.9K
$16.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
186+ 12.64% |
$70.2K - $81.5K
|
1.66K
$953K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
184+ 12.19% |
$69.4K - $80.6K
|
1.69K
$974K
|
|
|
Jan 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
BUY
|
- |
183+ 0.19% |
$69K - $80.2K
|
94.6K
$54.4M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
182+ 10.24% |
$68.7K - $79.8K
|
1.96K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
181+ 21.7% |
$68.3K - $79.3K
|
1.02K
$584K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
180+ 2.15% |
$67.9K - $78.9K
|
8.56K
$4.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
180+ 0.27% |
$67.9K - $78.9K
|
67.6K
$38.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
178+ 4.01% |
$67.2K - $78K
|
4.62K
$2.66M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
BUY
|
- |
178+ 4.14% |
$67.2K - $78K
|
4.48K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
174+ 7.67% |
$65.7K - $76.2K
|
2.44K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
170New |
$64.1K - $74.5K
|
170
$97.8K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
170+ 5.03% |
$64.1K - $74.5K
|
3.55K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
170+ 3.83% |
$64.1K - $74.5K
|
4.6K
$2.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
167+ 15.25% |
$63K - $73.2K
|
1.26K
$726K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
166+ 1.55% |
$62.6K - $72.7K
|
10.9K
$6.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
166+ 4.44% |
$62.6K - $72.7K
|
3.9K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
164+ 0.38% |
$61.9K - $71.9K
|
43.3K
$24.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
162+ 0.62% |
$61.1K - $71K
|
26.3K
$15.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
158+ 4.71% |
$59.6K - $69.2K
|
3.51K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155+ 2.8% |
$58.5K - $67.9K
|
5.69K
$3.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
154+ 6.88% |
$58.1K - $67.5K
|
2.39K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
150+ 18.09% |
$56.6K - $65.7K
|
979
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
150+ 17.99% |
$56.6K - $65.7K
|
984
$566K
|