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 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
18+ 10.23% |
$6.79K - $7.89K
|
194
$106K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.27% |
$6.79K - $7.89K
|
811
$443K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18New |
$6.79K - $7.89K
|
18
$9.82K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
18+ 1.72% |
$6.79K - $7.89K
|
1.07K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 0.34% |
$6.79K - $7.89K
|
5.26K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
17+ 1.79% |
$6.41K - $7.45K
|
969
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
17+ 1.06% |
$6.41K - $7.45K
|
1.62K
$882K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
17+ 0.73% |
$6.41K - $7.45K
|
2.33K
$1.27M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
17+ 2.76% |
$6.41K - $7.45K
|
632
$345K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.28% |
$6.04K - $7.01K
|
5.66K
$3.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
16+ 0.48% |
$6.04K - $7.01K
|
3.38K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16+ 0.79% |
$6.04K - $7.01K
|
2.04K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.42% |
$5.66K - $6.57K
|
3.56K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 2.3% |
$5.66K - $6.57K
|
667
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
15+ 0.1% |
$5.66K - $6.57K
|
15.7K
$8.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
15+ 0.82% |
$5.66K - $6.57K
|
1.84K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14+ 0.03% |
$5.28K - $6.13K
|
41.5K
$22.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 1.18% |
$5.28K - $6.13K
|
1.2K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
14+ 0.84% |
$5.28K - $6.13K
|
1.68K
$915K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14+ 0.19% |
$5.28K - $6.13K
|
7.29K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
14+ 0.53% |
$5.28K - $6.13K
|
2.65K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.72% |
$4.91K - $5.7K
|
1.82K
$994K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
13+ 2.49% |
$4.91K - $5.7K
|
536
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
13+ 48.15% |
$4.91K - $5.7K
|
40
$21.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
13+ 1.62% |
$4.91K - $5.7K
|
817
$446K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
13+ 0.3% |
$4.91K - $5.7K
|
4.37K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13+ 0.4% |
$4.91K - $5.7K
|
3.27K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
13+ 0.77% |
$4.91K - $5.7K
|
1.7K
$928K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.41% |
$4.91K - $5.7K
|
3.2K
$1.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 1.42% |
$4.53K - $5.26K
|
859
$469K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12+ 0.37% |
$4.53K - $5.26K
|
3.26K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12+ 0.2% |
$4.53K - $5.26K
|
6.01K
$3.28M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
12+ 0.18% |
$4.53K - $5.26K
|
6.81K
$3.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 0.83% |
$4.15K - $4.82K
|
1.34K
$730K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.54% |
$4.15K - $4.82K
|
2.07K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11+ 0.01% |
$4.15K - $4.82K
|
75.4K
$41.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11+ 1.53% |
$4.15K - $4.82K
|
728
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
11+ 0.6% |
$4.15K - $4.82K
|
1.85K
$1.01M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 2.84% |
$4.15K - $4.82K
|
399
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.12% |
$3.77K - $4.38K
|
8.42K
$4.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
10+ 0.05% |
$3.77K - $4.38K
|
20.3K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
10+ 0.36% |
$3.77K - $4.38K
|
2.82K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.25% |
$3.77K - $4.38K
|
4.01K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
10+ 1.0% |
$3.77K - $4.38K
|
1.01K
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
10+ 0.08% |
$3.77K - $4.38K
|
12.7K
$6.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
10+ 0.68% |
$3.77K - $4.38K
|
1.49K
$813K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
10+ 1.52% |
$3.77K - $4.38K
|
668
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 0.37% |
$3.77K - $4.38K
|
2.71K
$1.48M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.46K
|