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
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.8K+ 6.14% |
$4.84M - $5.62M
|
222K
$121M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
12.7K+ 711.35% |
$4.78M - $5.55M
|
14.4K
$7.91M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
12.3KNew |
$4.65M - $5.39M
|
12.3K
$6.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
12.1K+ 962.41% |
$4.58M - $5.32M
|
13.4K
$7.33M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
12.1K+ 4.19% |
$4.56M - $5.3M
|
301K
$165M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.1KNew |
$4.55M - $5.28M
|
12.1K
$6.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
11.9K+ 21.05% |
$4.49M - $5.21M
|
68.4K
$37.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$4.44M - $5.15M
|
11.8K
$6.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
11.7K+ 13.93% |
$4.42M - $5.14M
|
95.9K
$52.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
11.6K+ 678.84% |
$4.37M - $5.07M
|
13.3K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
11.5KNew |
$4.34M - $5.04M
|
11.5K
$6.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
11.5K+ 153.65% |
$4.33M - $5.03M
|
18.9K
$10.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11.4K+ 6.27% |
$4.32M - $5.01M
|
194K
$106M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.4K+ 79.8% |
$4.31M - $5M
|
25.7K
$14.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
11.3K+ 1831.38% |
$4.25M - $4.94M
|
11.9K
$6.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11K+ 2.22% |
$4.15M - $4.82M
|
505K
$277M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11K+ 10.84% |
$4.13M - $4.8M
|
112K
$61.3M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
10.9KNew |
$4.11M - $4.78M
|
10.9K
$5.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
10.8K+ 8.1% |
$4.09M - $4.75M
|
145K
$79.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 216.14% |
$4.08M - $4.74M
|
15.8K
$8.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.7KNew |
$4.02M - $4.67M
|
10.7K
$5.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.6K+ 1.2% |
$4.02M - $4.67M
|
898K
$491M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
10.5K+ 2.23% |
$3.98M - $4.62M
|
484K
$265M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
10.4KNew |
$3.94M - $4.57M
|
10.4K
$5.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.2K+ 205.9% |
$3.84M - $4.46M
|
15.1K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.1K+ 3.62% |
$3.82M - $4.44M
|
290K
$159M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.1KNew |
$3.82M - $4.43M
|
10.1K
$5.54M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.1KNew |
$3.81M - $4.42M
|
10.1K
$5.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10K+ 274.01% |
$3.79M - $4.4M
|
13.7K
$7.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.91K+ 70.0% |
$3.74M - $4.34M
|
24.1K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.88K+ 224.89% |
$3.73M - $4.33M
|
14.3K
$7.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.68K+ 36.2% |
$3.65M - $4.24M
|
36.4K
$19.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
9.67KNew |
$3.65M - $4.24M
|
9.67K
$5.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
9.64KNew |
$3.64M - $4.23M
|
9.64K
$5.28M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.58K+ 4.22% |
$3.61M - $4.2M
|
236K
$129M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
9.55K+ 80.01% |
$3.6M - $4.19M
|
21.5K
$11.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.45K+ 3.58% |
$3.56M - $4.14M
|
273K
$150M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.38K+ 43.85% |
$3.54M - $4.11M
|
30.8K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.36K+ 239.32% |
$3.53M - $4.1M
|
13.3K
$7.26M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
9.31KNew |
$3.51M - $4.08M
|
9.31K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
9.27KNew |
$3.5M - $4.06M
|
9.27K
$5.07M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.26KNew |
$3.5M - $4.06M
|
9.26K
$5.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
9.26K+ 591.32% |
$3.49M - $4.06M
|
10.8K
$5.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
9.12KNew |
$3.44M - $4M
|
9.12K
$5M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
9.12K+ 166.07% |
$3.44M - $3.99M
|
14.6K
$8M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9.11K+ 1.5% |
$3.44M - $3.99M
|
616K
$337M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
9KNew |
$3.4M - $3.94M
|
9K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
8.88K+ 2.7% |
$3.35M - $3.89M
|
338K
$185M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.81K+ 52.64% |
$3.32M - $3.86M
|
25.5K
$14M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.75KNew |
$3.3M - $3.83M
|
8.75K
$4.79M
|