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 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
69+ 3.69% |
$26K - $30.2K
|
1.94K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
68+ 0.84% |
$25.7K - $29.8K
|
8.19K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.5% |
$25.7K - $29.8K
|
4.6K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
68+ 2.51% |
$25.7K - $29.8K
|
2.78K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
66+ 1.33% |
$24.9K - $28.9K
|
5.02K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65+ 3.04% |
$24.5K - $28.5K
|
2.2K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
62+ 5.49% |
$23.4K - $27.2K
|
1.19K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
62+ 12.02% |
$23.4K - $27.2K
|
578
$315K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 2.79% |
$23.4K - $27.2K
|
2.29K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 0.78% |
$23K - $26.7K
|
7.85K
$4.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 0.14% |
$22.6K - $26.3K
|
43.4K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
60+ 9.0% |
$22.6K - $26.3K
|
727
$397K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
59+ 0.56% |
$22.3K - $25.9K
|
10.7K
$5.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 2.21% |
$22.3K - $25.9K
|
2.73K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
58+ 4.22% |
$21.9K - $25.4K
|
1.43K
$782K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
58+ 0.24% |
$21.9K - $25.4K
|
24.1K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
57+ 4.57% |
$21.5K - $25K
|
1.31K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57New |
$21.5K - $25K
|
57
$31.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
57+ 5.73% |
$21.5K - $25K
|
1.05K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
57+ 8.27% |
$21.5K - $25K
|
746
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55+ 0.84% |
$20.8K - $24.1K
|
6.58K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
55+ 4.07% |
$20.8K - $24.1K
|
1.41K
$768K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
53+ 5.09% |
$20K - $23.2K
|
1.1K
$597K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
53+ 3.69% |
$20K - $23.2K
|
1.49K
$813K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
53+ 1.35% |
$20K - $23.2K
|
3.98K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
52+ 3.67% |
$19.6K - $22.8K
|
1.47K
$802K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
52+ 0.37% |
$19.6K - $22.8K
|
14K
$7.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
52+ 0.4% |
$19.6K - $22.8K
|
13K
$7.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
51+ 0.88% |
$19.2K - $22.3K
|
5.85K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
51+ 0.8% |
$19.2K - $22.3K
|
6.39K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50+ 2.92% |
$18.9K - $21.9K
|
1.77K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
50New |
$18.9K - $21.9K
|
50
$27.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
49+ 0.06% |
$18.5K - $21.5K
|
88.4K
$48.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
48+ 48.0% |
$18.1K - $21K
|
148
$80.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
48New |
$18.1K - $21K
|
48
$26.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
47+ 4.53% |
$17.7K - $20.6K
|
1.09K
$592K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
46+ 0.08% |
$17.4K - $20.2K
|
55.1K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.46% |
$17.4K - $20.2K
|
10.1K
$5.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
45+ 0.92% |
$17K - $19.7K
|
4.96K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
45+ 1.29% |
$17K - $19.7K
|
3.54K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
45+ 2.75% |
$17K - $19.7K
|
1.68K
$917K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
45+ 3.09% |
$17K - $19.7K
|
1.5K
$818K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
42+ 3.13% |
$15.8K - $18.4K
|
1.38K
$755K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 0.07% |
$15.8K - $18.4K
|
61.3K
$33.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
42+ 0.08% |
$15.8K - $18.4K
|
50.4K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
42+ 2100.0% |
$15.8K - $18.4K
|
44
$24K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 0.5% |
$15.5K - $18K
|
8.3K
$4.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
41+ 1.33% |
$15.5K - $18K
|
3.11K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
41New |
$15.5K - $18K
|
41
$22.4K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 1.59% |
$15.1K - $17.5K
|
2.56K
$1.4M
|