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 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 0.49% |
$3.84K - $4.21K
|
2.27K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.8% |
$3.49K - $3.83K
|
1.27K
$702K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10New |
$3.49K - $3.83K
|
10
$5.55K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 9.52% |
$3.49K - $3.83K
|
115
$63.8K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10+ 0.11% |
$3.49K - $3.83K
|
9.33K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.4% |
$3.49K - $3.83K
|
2.48K
$1.38M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
10+ 0.1% |
$3.49K - $3.83K
|
10.2K
$5.66M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
9New |
$3.14K - $3.45K
|
9
$4.99K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.6% |
$3.14K - $3.45K
|
1.51K
$837K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
9+ 0.12% |
$3.14K - $3.45K
|
7.28K
$4.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$2.79K - $3.06K
|
8
$4.44K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 14.55% |
$2.79K - $3.06K
|
63
$35K
|
|
|
May 09, 2023
Q1 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8+ 0.4% |
$2.79K - $3.06K
|
2.02K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8New |
$2.79K - $3.06K
|
8
$4.44K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8+ 80.0% |
$2.79K - $3.06K
|
18
$9.99K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
8+ 0.6% |
$2.79K - $3.06K
|
1.35K
$748K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
7+ 0.32% |
$2.44K - $2.68K
|
2.19K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7+ 0.41% |
$2.44K - $2.68K
|
1.7K
$943K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
6+ 0.16% |
$2.09K - $2.3K
|
3.85K
$2.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6+ 4.62% |
$2.09K - $2.3K
|
136
$75.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
6+ 0.05% |
$2.09K - $2.3K
|
12.6K
$7.01M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.42% |
$2.09K - $2.3K
|
1.45K
$802K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.06% |
$2.09K - $2.3K
|
10.7K
$5.92M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 27.78% |
$1.74K - $1.91K
|
23
$12.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
5+ 0.45% |
$1.74K - $1.91K
|
1.13K
$624K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.38% |
$1.74K - $1.91K
|
1.33K
$740K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 1.02% |
$1.74K - $1.91K
|
493
$274K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.12% |
$1.74K - $1.91K
|
4.04K
$2.24M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5New |
$1.74K - $1.91K
|
5
$2.77K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5+ 0.42% |
$1.74K - $1.91K
|
1.2K
$666K
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5+ 0.2% |
$1.74K - $1.91K
|
2.54K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.39% |
$1.39K - $1.53K
|
1.04K
$578K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.66% |
$1.39K - $1.53K
|
612
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
4+ 0.16% |
$1.39K - $1.53K
|
2.43K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4+ 0.31% |
$1.39K - $1.53K
|
1.31K
$725K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4+ 0.15% |
$1.39K - $1.53K
|
2.71K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.37% |
$1.39K - $1.53K
|
1.1K
$610K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4+ 0.19% |
$1.39K - $1.53K
|
2.11K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
4+ 0.19% |
$1.39K - $1.53K
|
2.06K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$1.39K - $1.53K
|
4.68K
$2.59M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 200.0% |
$1.39K - $1.53K
|
6
$3.33K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.47% |
$1.39K - $1.53K
|
864
$479K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.28% |
$1.05K - $1.15K
|
1.06K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.07% |
$1.05K - $1.15K
|
4.58K
$2.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.4% |
$1.05K - $1.15K
|
752
$417K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
3+ 0.14% |
$1.05K - $1.15K
|
2.15K
$1.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
3+ 0.41% |
$1.05K - $1.15K
|
739
$410K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.36% |
$1.05K - $1.15K
|
826
$458K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
3+ 0.21% |
$1.05K - $1.15K
|
1.45K
$806K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3+ 0.31% |
$1.05K - $1.15K
|
971
$539K
|