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 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
95New |
$35.8K - $41.6K
|
95
$51.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
93+ 0.25% |
$35.1K - $40.8K
|
37.7K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
93+ 0.98% |
$35.1K - $40.8K
|
9.55K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
93+ 9.59% |
$35.1K - $40.8K
|
1.06K
$580K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
91+ 16.02% |
$34.3K - $39.9K
|
659
$360K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
90+ 14.17% |
$34K - $39.4K
|
725
$396K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
90+ 0.2% |
$34K - $39.4K
|
45K
$24.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
90+ 10.8% |
$34K - $39.4K
|
923
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
89+ 9.82% |
$33.6K - $39K
|
995
$543K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
89+ 1.08% |
$33.6K - $39K
|
8.36K
$4.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
89+ 0.69% |
$33.6K - $39K
|
12.9K
$7.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
88+ 1.23% |
$33.2K - $38.6K
|
7.27K
$3.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
88+ 0.59% |
$33.2K - $38.6K
|
15K
$8.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
86+ 5.51% |
$32.4K - $37.7K
|
1.65K
$898K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
84+ 4.78% |
$31.7K - $36.8K
|
1.84K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
84+ 0.66% |
$31.7K - $36.8K
|
12.8K
$7.01M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
84New |
$31.7K - $36.8K
|
84
$45.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 1.7% |
$31.3K - $36.4K
|
4.98K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
83+ 1.61% |
$31.3K - $36.4K
|
5.25K
$2.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
81+ 0.35% |
$30.6K - $35.5K
|
23.5K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
81New |
$30.6K - $35.5K
|
81
$44.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
81+ 1.98% |
$30.6K - $35.5K
|
4.17K
$2.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
80+ 4.82% |
$30.2K - $35.1K
|
1.74K
$949K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
80+ 6.32% |
$30.2K - $35.1K
|
1.35K
$734K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
79+ 1.25% |
$29.8K - $34.6K
|
6.42K
$3.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
79+ 1.54% |
$29.8K - $34.6K
|
5.21K
$2.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
78+ 3.53% |
$29.4K - $34.2K
|
2.29K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
77+ 5.9% |
$29.1K - $33.7K
|
1.38K
$754K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
77+ 1.86% |
$29.1K - $33.7K
|
4.22K
$2.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
76+ 7.76% |
$28.7K - $33.3K
|
1.06K
$576K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
74+ 0.7% |
$27.9K - $32.4K
|
10.6K
$5.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
74+ 2.61% |
$27.9K - $32.4K
|
2.91K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74+ 5.64% |
$27.9K - $32.4K
|
1.39K
$756K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
74+ 1.13% |
$27.9K - $32.4K
|
6.63K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
74+ 4.56% |
$27.9K - $32.4K
|
1.7K
$926K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
74+ 5.94% |
$27.9K - $32.4K
|
1.32K
$720K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74+ 5.64% |
$27.9K - $32.4K
|
1.39K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
73+ 0.23% |
$27.5K - $32K
|
31.6K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72+ 2.78% |
$27.2K - $31.5K
|
2.66K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
71+ 2.89% |
$26.8K - $31.1K
|
2.53K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
71+ 5.4% |
$26.8K - $31.1K
|
1.39K
$757K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
71+ 0.24% |
$26.8K - $31.1K
|
29.8K
$16.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
70+ 5.05% |
$26.4K - $30.7K
|
1.46K
$794K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
70+ 6.1% |
$26.4K - $30.7K
|
1.22K
$664K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 13.49% |
$26.4K - $30.7K
|
589
$321K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70+ 7.11% |
$26.4K - $30.7K
|
1.05K
$575K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
70+ 0.99% |
$26.4K - $30.7K
|
7.12K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
70+ 4.38% |
$26.4K - $30.7K
|
1.67K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
70+ 42.42% |
$26.4K - $30.7K
|
235
$128K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
69+ 0.79% |
$26K - $30.2K
|
8.76K
$4.78M
|