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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
201+ 6.48% |
$70.1K - $77K
|
3.31K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$69.7K - $76.6K
|
200
$110K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
199+ 16.45% |
$69.4K - $76.2K
|
1.41K
$778K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
195+ 12.11% |
$68K - $74.7K
|
1.81K
$997K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
193+ 5.46% |
$67.3K - $73.9K
|
3.73K
$2.06M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
193+ 0.74% |
$67.3K - $73.9K
|
26.2K
$14.5M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
192+ 7.66% |
$66.9K - $73.5K
|
2.7K
$1.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
190+ 1.61% |
$66.2K - $72.8K
|
12K
$6.63M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
190+ 2.24% |
$66.2K - $72.8K
|
8.69K
$4.8M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
190+ 6.11% |
$66.2K - $72.8K
|
3.3K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
190+ 1.52% |
$66.2K - $72.8K
|
12.7K
$7.02M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
190+ 8.0% |
$66.2K - $72.8K
|
2.57K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
183+ 13.73% |
$63.8K - $70.1K
|
1.52K
$837K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
178+ 53.13% |
$62.1K - $68.2K
|
513
$283K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
176+ 1.09% |
$61.4K - $67.4K
|
16.3K
$9.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
173New |
$60.3K - $66.2K
|
173
$95.5K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
170+ 18.48% |
$59.3K - $65.1K
|
1.09K
$602K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
169+ 0.65% |
$58.9K - $64.7K
|
26.3K
$14.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
165+ 5.46% |
$57.5K - $63.2K
|
3.19K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
165+ 0.53% |
$57.5K - $63.2K
|
31.3K
$17.3M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
161+ 0.32% |
$56.1K - $61.7K
|
51.2K
$28.3M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
160+ 35.56% |
$55.8K - $61.3K
|
610
$337K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
159+ 1.11% |
$55.4K - $60.9K
|
14.5K
$8M
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
158+ 10.53% |
$55.1K - $60.5K
|
1.66K
$916K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
156+ 1.68% |
$54.4K - $59.7K
|
9.46K
$5.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
155+ 172.22% |
$54K - $59.4K
|
245
$135K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
153+ 11.84% |
$53.3K - $58.6K
|
1.45K
$798K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
149+ 38.11% |
$52K - $57.1K
|
540
$298K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
148+ 1.35% |
$51.6K - $56.7K
|
11.1K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
146+ 1.23% |
$50.9K - $55.9K
|
12K
$6.62M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
143+ 0.91% |
$49.9K - $54.8K
|
15.8K
$8.75M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
142+ 3.64% |
$49.5K - $54.4K
|
4.05K
$2.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
141+ 23.7% |
$49.2K - $54K
|
736
$406K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
141+ 1.98% |
$49.2K - $54K
|
7.25K
$4M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
139+ 1.21% |
$48.5K - $53.2K
|
11.7K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
139+ 5.92% |
$48.5K - $53.2K
|
2.49K
$1.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
138+ 6.6% |
$48.1K - $52.8K
|
2.23K
$1.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
136+ 17.75% |
$47.4K - $52.1K
|
902
$498K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
135+ 0.91% |
$47.1K - $51.7K
|
14.9K
$8.23M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
133+ 1.54% |
$46.4K - $50.9K
|
8.77K
$4.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
132+ 5.08% |
$46K - $50.5K
|
2.73K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
132New |
$46K - $50.5K
|
132
$72.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
131+ 0.91% |
$45.7K - $50.2K
|
14.6K
$8.06M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
131+ 0.96% |
$45.7K - $50.2K
|
13.8K
$7.6M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
131+ 9.68% |
$45.7K - $50.2K
|
1.49K
$820K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
129+ 1.67% |
$45K - $49.4K
|
7.86K
$4.34M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
129+ 2.77% |
$45K - $49.4K
|
4.78K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
128+ 1.9% |
$44.6K - $49K
|
6.88K
$3.8M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
125+ 2.54% |
$43.6K - $47.9K
|
5.05K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
125+ 17.46% |
$43.6K - $47.9K
|
841
$464K
|