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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
28K+ 2327.37% |
$10.6M - $12.3M
|
29.2K
$15.6M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27.6KNew |
$10.4M - $12.1M
|
27.6K
$14.7M
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
27.1KNew |
$10.2M - $11.9M
|
27.1K
$14.5M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27K+ 10.21% |
$10.2M - $11.8M
|
291K
$156M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
26.9K+ 5.1% |
$10.2M - $11.8M
|
554K
$296M
|
|
Feb 14, 2024
Q4 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
26.5K+ 19.2% |
$10M - $11.6M
|
165K
$87.8M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.6KNew |
$9.67M - $11.2M
|
25.6K
$13.7M
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25.6K+ 11.34% |
$9.65M - $11.2M
|
251K
$134M
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
25.3KNew |
$9.55M - $11.1M
|
25.3K
$13.5M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
25.3K+ 34.25% |
$9.54M - $11.1M
|
99.1K
$52.9M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
24.8K+ 28.38% |
$9.37M - $10.9M
|
112K
$60M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
24.7K+ 357.82% |
$9.31M - $10.8M
|
31.6K
$16.9M
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
24.6KNew |
$9.29M - $10.8M
|
24.6K
$13.1M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.5K+ 11.0% |
$9.25M - $10.7M
|
247K
$132M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.5K+ 21.45% |
$9.23M - $10.7M
|
139K
$74M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.4K+ 145.03% |
$9.19M - $10.7M
|
41.2K
$22M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
24.3K+ 21.96% |
$9.18M - $10.7M
|
135K
$72.1M
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
24K+ 751.27% |
$9.07M - $10.5M
|
27.2K
$14.5M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 59.66% |
$8.88M - $10.3M
|
63K
$33.6M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.5K+ 44.55% |
$8.87M - $10.3M
|
76.2K
$40.7M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
23.3K+ 4.53% |
$8.79M - $10.2M
|
538K
$287M
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23.2K+ 37.16% |
$8.74M - $10.1M
|
85.5K
$45.6M
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
23K+ 24.18% |
$8.69M - $10.1M
|
118K
$63.1M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
23K+ 98.52% |
$8.68M - $10.1M
|
46.3K
$24.7M
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
22.5K+ 5.22% |
$8.49M - $9.86M
|
454K
$242M
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
22.4K+ 1.75% |
$8.46M - $9.83M
|
1.31M
$697M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 3.49% |
$8.25M - $9.58M
|
648K
$346M
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
21.8K+ 18.13% |
$8.24M - $9.57M
|
142K
$76M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.8K+ 11.0% |
$8.23M - $9.56M
|
220K
$118M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
21.2K+ 11.71% |
$8.02M - $9.31M
|
203K
$108M
|
|
Jan 17, 2024
Q4 2023
|
Toews Corp
|
BUY
|
- |
21.1K+ 9.63% |
$7.98M - $9.26M
|
241K
$128M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
21K+ 30.81% |
$7.92M - $9.19M
|
89.1K
$47.6M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.6K+ 9.58% |
$7.79M - $9.04M
|
236K
$126M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20.6KNew |
$7.76M - $9.02M
|
20.6K
$11M
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
BUY
|
- |
20.6K+ 25.37% |
$7.76M - $9.01M
|
102K
$54.2M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.5K+ 42.19% |
$7.75M - $9M
|
69.2K
$37M
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
20.5KNew |
$7.75M - $9M
|
20.5K
$11M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
20.3K+ 8.01% |
$7.66M - $8.9M
|
274K
$146M
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
20.3KNew |
$7.65M - $8.89M
|
20.3K
$10.8M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.2K+ 5.01% |
$7.63M - $8.86M
|
424K
$226M
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
20KNew |
$7.55M - $8.76M
|
20K
$10.7M
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
20KNew |
$7.54M - $8.75M
|
20K
$10.7M
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
19.8K+ 95.52% |
$7.47M - $8.68M
|
40.5K
$21.6M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
19.8K+ 25.51% |
$7.45M - $8.66M
|
97.2K
$51.9M
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
19.7KNew |
$7.45M - $8.65M
|
19.7K
$10.5M
|
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
19.7K+ 128.94% |
$7.44M - $8.65M
|
35K
$18.7M
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
19.5K+ 12.77% |
$7.34M - $8.53M
|
172K
$91.8M
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
19.2K+ 22.18% |
$7.24M - $8.4M
|
106K
$56.4M
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
18.7KNew |
$7.05M - $8.19M
|
18.7K
$9.98M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18.6K+ 2.64% |
$7.01M - $8.14M
|
722K
$385M
|