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 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
11+ 0.32% |
$4.09K - $4.48K
|
3.45K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11New |
$4.09K - $4.48K
|
11
$6.07K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11+ 0.27% |
$4.09K - $4.48K
|
4.08K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
11+ 0.12% |
$4.09K - $4.48K
|
9.37K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
11+ 0.19% |
$4.09K - $4.48K
|
5.95K
$3.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10+ 1.67% |
$3.71K - $4.07K
|
608
$335K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 0.62% |
$3.71K - $4.07K
|
1.62K
$892K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
10+ 0.46% |
$3.71K - $4.07K
|
2.2K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10+ 1.75% |
$3.71K - $4.07K
|
580
$320K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$3.71K - $4.07K
|
10
$5.52K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
9+ 2.85% |
$3.34K - $3.67K
|
325
$179K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
8+ 0.76% |
$2.97K - $3.26K
|
1.05K
$582K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
8+ 0.88% |
$2.97K - $3.26K
|
914
$504K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
8+ 0.59% |
$2.97K - $3.26K
|
1.36K
$748K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.41% |
$2.97K - $3.26K
|
1.97K
$1.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 8.24% |
$2.6K - $2.85K
|
92
$50.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
7New |
$2.6K - $2.85K
|
7
$3.86K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
7New |
$2.6K - $2.85K
|
7
$3.86K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
7+ 0.72% |
$2.6K - $2.85K
|
978
$540K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7+ 0.37% |
$2.6K - $2.85K
|
1.89K
$1.04M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
6+ 28.57% |
$2.23K - $2.44K
|
27
$14.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.5% |
$2.23K - $2.44K
|
1.21K
$670K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
6+ 0.33% |
$2.23K - $2.44K
|
1.8K
$995K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
6+ 0.1% |
$2.23K - $2.44K
|
6.3K
$3.48M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6New |
$2.23K - $2.44K
|
6
$3.31K
|
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
5+ 0.09% |
$1.86K - $2.04K
|
5.86K
$3.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$1.86K - $2.04K
|
4.66K
$2.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$1.86K - $2.04K
|
5
$2.76K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.23% |
$1.86K - $2.04K
|
2.14K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.43% |
$1.86K - $2.04K
|
1.16K
$641K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 0.23% |
$1.86K - $2.04K
|
2.23K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 1.98% |
$1.86K - $2.04K
|
258
$142K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
5+ 0.85% |
$1.86K - $2.04K
|
590
$326K
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
5+ 0.3% |
$1.86K - $2.04K
|
1.66K
$918K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.28% |
$1.49K - $1.63K
|
1.46K
$803K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
4+ 0.66% |
$1.49K - $1.63K
|
606
$334K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.4% |
$1.11K - $1.22K
|
755
$417K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3New |
$1.11K - $1.22K
|
3
$1.66K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3+ 0.24% |
$1.11K - $1.22K
|
1.23K
$678K
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3+ 0.38% |
$1.11K - $1.22K
|
800
$441K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3+ 0.18% |
$1.11K - $1.22K
|
1.65K
$909K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.77% |
$1.11K - $1.22K
|
391
$216K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$743 - $815
|
4.94K
$2.72M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$743 - $815
|
1.01K
$558K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.12% |
$743 - $815
|
1.65K
$909K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$743 - $815
|
5.48K
$3.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.11% |
$743 - $815
|
1.79K
$989K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2+ 0.17% |
$743 - $815
|
1.18K
$650K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$743 - $815
|
10.4K
$5.76M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
2+ 0.14% |
$743 - $815
|
1.46K
$807K
|