Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
26+ 4.73% |
$9.66K - $10.6K
|
576
$318K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
25+ 0.24% |
$9.29K - $10.2K
|
10.4K
$5.76M
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
25+ 1.45% |
$9.29K - $10.2K
|
1.75K
$966K
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
25+ 0.87% |
$9.29K - $10.2K
|
2.89K
$1.6M
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
25+ 0.55% |
$9.29K - $10.2K
|
4.59K
$2.53M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
24+ 1.19% |
$8.91K - $9.77K
|
2.04K
$1.12M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 0.69% |
$8.54K - $9.37K
|
3.38K
$1.86M
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
23+ 0.71% |
$8.54K - $9.37K
|
3.26K
$1.8M
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
22+ 3.72% |
$8.17K - $8.96K
|
614
$339K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 0.92% |
$8.17K - $8.96K
|
2.41K
$1.33M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
22+ 1.27% |
$8.17K - $8.96K
|
1.75K
$966K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22+ 1.76% |
$8.17K - $8.96K
|
1.27K
$701K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.69% |
$7.8K - $8.55K
|
590
$326K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
20+ 1.39% |
$7.43K - $8.15K
|
1.46K
$806K
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.89% |
$7.43K - $8.15K
|
1.08K
$594K
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
20+ 1.08% |
$7.43K - $8.15K
|
1.87K
$1.03M
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
20+ 2.22% |
$7.43K - $8.15K
|
919
$507K
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20+ 26.67% |
$7.43K - $8.15K
|
95
$52.4K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 0.13% |
$7.43K - $8.15K
|
14.9K
$8.24M
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
19+ 2.61% |
$7.06K - $7.74K
|
748
$413K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
19+ 0.79% |
$7.06K - $7.74K
|
2.43K
$1.34M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
19+ 3.49% |
$7.06K - $7.74K
|
564
$311K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
19+ 0.51% |
$7.06K - $7.74K
|
3.74K
$2.07M
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 1.14% |
$6.69K - $7.33K
|
1.59K
$878K
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
18+ 0.07% |
$6.69K - $7.33K
|
27K
$14.9M
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.32% |
$6.69K - $7.33K
|
5.62K
$3.1M
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
18+ 1.35% |
$6.69K - $7.33K
|
1.35K
$745K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
17+ 0.01% |
$6.31K - $6.92K
|
222K
$122M
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
17+ 0.48% |
$6.31K - $6.92K
|
3.59K
$1.98M
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
17+ 0.81% |
$6.31K - $6.92K
|
2.11K
$1.16M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
16+ 2.51% |
$5.94K - $6.52K
|
653
$360K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
16+ 0.73% |
$5.94K - $6.52K
|
2.2K
$1.21M
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
16+ 1.05% |
$5.94K - $6.52K
|
1.55K
$852K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15+ 1.73% |
$5.57K - $6.11K
|
882
$487K
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 1.01% |
$5.57K - $6.11K
|
1.5K
$830K
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
15+ 0.13% |
$5.57K - $6.11K
|
11.4K
$6.31M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15+ 0.56% |
$5.57K - $6.11K
|
2.72K
$1.5M
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
14+ 1.62% |
$5.2K - $5.7K
|
878
$484K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14New |
$5.2K - $5.7K
|
14
$7.72K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 1.7% |
$5.2K - $5.7K
|
838
$462K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
13+ 0.15% |
$4.83K - $5.29K
|
8.84K
$4.88M
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
13+ 5.65% |
$4.83K - $5.29K
|
243
$134K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 1.05% |
$4.83K - $5.29K
|
1.25K
$691K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13+ 0.41% |
$4.83K - $5.29K
|
3.2K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13+ 22.03% |
$4.83K - $5.29K
|
72
$39.7K
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12+ 0.37% |
$4.46K - $4.89K
|
3.23K
$1.78M
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
12+ 1.44% |
$4.46K - $4.89K
|
848
$468K
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12+ 0.51% |
$4.46K - $4.89K
|
2.38K
$1.31M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12+ 75.0% |
$4.46K - $4.89K
|
28
$15.4K
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
12+ 1.49% |
$4.46K - $4.89K
|
815
$450K
|