Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
407+ 1.27% |
$142K - $156K
|
32.6K
$18M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
406+ 139.52% |
$142K - $155K
|
697
$386K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
404+ 7.92% |
$141K - $155K
|
5.51K
$3.05M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$139K - $153K
|
400
$221K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
399+ 27.09% |
$139K - $153K
|
1.87K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
398+ 23.54% |
$139K - $152K
|
2.09K
$1.16M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
398+ 13.04% |
$139K - $152K
|
3.45K
$1.91M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
397+ 3.28% |
$138K - $152K
|
12.5K
$6.91M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
387+ 17.98% |
$135K - $148K
|
2.54K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
383+ 1.97% |
$134K - $147K
|
19.8K
$11M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
380+ 5.65% |
$132K - $146K
|
7.1K
$3.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
376+ 4.35% |
$131K - $144K
|
9.03K
$4.99M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376New |
$131K - $144K
|
376
$208K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
374+ 13.46% |
$130K - $143K
|
3.15K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
374+ 31.4% |
$130K - $143K
|
1.57K
$866K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
372+ 0.5% |
$130K - $142K
|
75.4K
$41.7M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
369+ 16.27% |
$129K - $141K
|
2.64K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
366+ 2.44% |
$128K - $140K
|
15.3K
$8.49M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
364+ 2.37% |
$127K - $139K
|
15.7K
$8.7M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
348+ 37.46% |
$121K - $133K
|
1.28K
$707K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
347+ 13.15% |
$121K - $133K
|
2.99K
$1.65M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
346+ 2.78% |
$121K - $132K
|
12.8K
$7.08M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
345+ 15.58% |
$120K - $132K
|
2.56K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
344+ 10.02% |
$120K - $132K
|
3.78K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
342+ 17.48% |
$119K - $131K
|
2.3K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
341+ 83.99% |
$119K - $131K
|
747
$413K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
338+ 8.82% |
$118K - $129K
|
4.17K
$2.31M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
336New |
$117K - $129K
|
336
$186K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
335+ 50.99% |
$117K - $128K
|
992
$549K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
333+ 21.06% |
$116K - $128K
|
1.91K
$1.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
332+ 7.82% |
$116K - $127K
|
4.58K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
329+ 0.86% |
$115K - $126K
|
38.6K
$21.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
323+ 0.96% |
$113K - $124K
|
34.1K
$18.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
323+ 9.4% |
$113K - $124K
|
3.76K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
322+ 17.54% |
$112K - $123K
|
2.16K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
318+ 23.35% |
$111K - $122K
|
1.68K
$930K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
314+ 2.91% |
$109K - $120K
|
11.1K
$6.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
304+ 7.84% |
$106K - $116K
|
4.18K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
302+ 1.05% |
$105K - $116K
|
29.1K
$16.1M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
301+ 1.02% |
$105K - $115K
|
29.9K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
300+ 6000.0% |
$105K - $115K
|
305
$169K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
292+ 15.87% |
$102K - $112K
|
2.13K
$1.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
290+ 17.73% |
$101K - $111K
|
1.93K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
287+ 820.0% |
$100K - $110K
|
322
$178K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
286+ 23.01% |
$99.7K - $110K
|
1.53K
$846K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
286+ 8.2% |
$99.7K - $110K
|
3.77K
$2.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
285+ 10.99% |
$99.4K - $109K
|
2.88K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
284+ 8.89% |
$99K - $109K
|
3.48K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
283+ 4.1% |
$98.7K - $108K
|
7.18K
$3.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
282+ 1.2% |
$98.3K - $108K
|
23.7K
$13.1M
|