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 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.99K+ 1.11% |
$1.39M - $1.53M
|
363K
$194M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.97KNew |
$1.39M - $1.52M
|
3.97K
$2.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.96KNew |
$1.38M - $1.52M
|
3.96K
$2.11M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.92K+ 372.95% |
$1.37M - $1.5M
|
4.97K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 12.47% |
$1.35M - $1.49M
|
35K
$18.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.84K+ 0.7% |
$1.34M - $1.47M
|
552K
$295M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.84K+ 1.3% |
$1.34M - $1.47M
|
300K
$160M
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.84K+ 7.62% |
$1.34M - $1.47M
|
54.2K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.81K+ 10.96% |
$1.33M - $1.46M
|
38.6K
$20.6M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.78K+ 287.02% |
$1.32M - $1.45M
|
5.1K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.69K+ 8.1% |
$1.29M - $1.41M
|
49.2K
$26.3M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3.64K+ 30.14% |
$1.27M - $1.39M
|
15.7K
$8.39M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.63K+ 36.85% |
$1.27M - $1.39M
|
13.5K
$7.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.61K+ 82.3% |
$1.26M - $1.38M
|
8K
$4.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.57KNew |
$1.24M - $1.37M
|
3.57K
$1.91M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.53K+ 19.94% |
$1.23M - $1.35M
|
21.2K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.49K+ 27.33% |
$1.22M - $1.34M
|
16.3K
$8.68M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.44K+ 52.63% |
$1.2M - $1.32M
|
9.97K
$5.32M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.44K+ 4.31% |
$1.2M - $1.32M
|
83.2K
$44.4M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.41K+ 5.62% |
$1.19M - $1.3M
|
64K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.36K+ 217.26% |
$1.17M - $1.29M
|
4.91K
$2.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.26K+ 4.05% |
$1.14M - $1.25M
|
83.7K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.24K+ 1.01% |
$1.13M - $1.24M
|
324K
$173M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.24KNew |
$1.13M - $1.24M
|
3.24K
$1.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.22K+ 4.34% |
$1.12M - $1.23M
|
77.4K
$41.3M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.18K+ 0.76% |
$1.11M - $1.22M
|
424K
$226M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.15K+ 8.26% |
$1.1M - $1.21M
|
41.3K
$22.1M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.14K+ 18.17% |
$1.09M - $1.2M
|
20.4K
$10.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
3.1KNew |
$1.08M - $1.19M
|
3.1K
$1.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
3.08K+ 0.47% |
$1.07M - $1.18M
|
656K
$350M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.01KNew |
$1.05M - $1.15M
|
3.01K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.01K+ 125.77% |
$1.05M - $1.15M
|
5.4K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3K+ 64.18% |
$1.04M - $1.15M
|
7.67K
$4.09M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.99KNew |
$1.04M - $1.14M
|
2.99K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
2.98K+ 10.86% |
$1.04M - $1.14M
|
30.4K
$16.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.98K+ 16.53% |
$1.04M - $1.14M
|
21K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.94KNew |
$1.03M - $1.13M
|
2.94K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.92K+ 16.07% |
$1.02M - $1.12M
|
21.1K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 1.3% |
$1M - $1.1M
|
223K
$119M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.85K+ 3.11% |
$995K - $1.09M
|
94.6K
$50.5M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.79KNew |
$973K - $1.07M
|
2.79K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.78K+ 0.63% |
$970K - $1.06M
|
441K
$235M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
2.78K+ 0.9% |
$968K - $1.06M
|
311K
$166M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.77KNew |
$967K - $1.06M
|
2.77K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.74K+ 11.15% |
$955K - $1.05M
|
27.3K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.73K+ 2.22% |
$953K - $1.05M
|
126K
$67.2M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.72K+ 1.24% |
$947K - $1.04M
|
222K
$118M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
2.7K+ 2.26% |
$942K - $1.03M
|
122K
$65.2M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.7KNew |
$941K - $1.03M
|
2.7K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.68KNew |
$933K - $1.02M
|
2.68K
$1.43M
|