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 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
130+ 1.75% |
$49.1K - $57K
|
7.54K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
130+ 33.42% |
$49.1K - $57K
|
519
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
128+ 474.07% |
$48.3K - $56.1K
|
155
$84.9K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
128+ 1.17% |
$48.3K - $56.1K
|
11.1K
$6.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
127+ 26.13% |
$47.9K - $55.7K
|
613
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
127+ 1.15% |
$47.9K - $55.7K
|
11.2K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
127+ 2.34% |
$47.9K - $55.7K
|
5.55K
$3.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
126+ 33.51% |
$47.5K - $55.2K
|
502
$275K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
126+ 33.51% |
$47.5K - $55.2K
|
502
$275K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
124+ 16.32% |
$46.8K - $54.3K
|
884
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
124+ 14.69% |
$46.8K - $54.3K
|
968
$530K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
122+ 6.33% |
$46K - $53.5K
|
2.05K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122+ 15.52% |
$46K - $53.5K
|
908
$497K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
121+ 0.61% |
$45.7K - $53K
|
19.9K
$10.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
121New |
$45.7K - $53K
|
121
$66.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
120New |
$45.3K - $52.6K
|
120
$65.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
119+ 3966.67% |
$44.9K - $52.1K
|
122
$66.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
118+ 0.33% |
$44.5K - $51.7K
|
36K
$19.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
118New |
$44.5K - $51.7K
|
118
$64.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
118+ 0.23% |
$44.5K - $51.7K
|
50.9K
$27.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
118+ 4.59% |
$44.5K - $51.7K
|
2.69K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
117+ 4.88% |
$44.1K - $51.3K
|
2.52K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
117+ 1.18% |
$44.1K - $51.3K
|
10K
$5.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117+ 0.16% |
$44.1K - $51.3K
|
71.3K
$39M
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
115+ 0.67% |
$43.4K - $50.4K
|
17.4K
$9.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
115+ 22.07% |
$43.4K - $50.4K
|
636
$348K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
112+ 12.16% |
$42.3K - $49.1K
|
1.03K
$566K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
111+ 0.69% |
$41.9K - $48.6K
|
16.2K
$8.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
111+ 4.71% |
$41.9K - $48.6K
|
2.47K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
111+ 2.41% |
$41.9K - $48.6K
|
4.71K
$2.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
111+ 4.58% |
$41.9K - $48.6K
|
2.53K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
110+ 0.2% |
$41.5K - $48.2K
|
55.3K
$30.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
109+ 2.83% |
$41.1K - $47.8K
|
3.96K
$2.17M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
108+ 11.16% |
$40.8K - $47.3K
|
1.08K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
107+ 20.27% |
$40.4K - $46.9K
|
635
$348K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
107+ 19.63% |
$40.4K - $46.9K
|
652
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
105+ 2.09% |
$39.6K - $46K
|
5.12K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
104+ 0.37% |
$39.2K - $45.6K
|
28.3K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
102+ 8.89% |
$38.5K - $44.7K
|
1.25K
$684K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
102+ 1.44% |
$38.5K - $44.7K
|
7.19K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
102+ 536.84% |
$38.5K - $44.7K
|
121
$66.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 108.7% |
$37.7K - $43.8K
|
192
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 17.06% |
$37.7K - $43.8K
|
686
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 3.37% |
$37.7K - $43.8K
|
3.07K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
99+ 2.62% |
$37.4K - $43.4K
|
3.87K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 2.02% |
$37.4K - $43.4K
|
4.99K
$2.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
98+ 1.05% |
$37K - $42.9K
|
9.4K
$5.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
97+ 0.81% |
$36.6K - $42.5K
|
12.1K
$6.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
96+ 0.71% |
$36.2K - $42.1K
|
13.6K
$7.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
95+ 0.51% |
$35.8K - $41.6K
|
18.8K
$10.3M
|