Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
15.3K+ 19.2% |
$6.03M - $6.45M
|
95.3K
$52.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15K+ 25.7% |
$5.9M - $6.32M
|
73.5K
$40.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
14.9KNew |
$5.86M - $6.28M
|
14.9K
$8.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.9K+ 8.04% |
$5.83M - $6.25M
|
200K
$110M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14.8K+ 1.8% |
$5.79M - $6.21M
|
833K
$460M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
14.7K+ 7.86% |
$5.77M - $6.18M
|
202K
$111M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14.6K+ 44.32% |
$5.73M - $6.13M
|
47.5K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.4K+ 94.02% |
$5.64M - $6.05M
|
29.7K
$16.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
14K+ 24.32% |
$5.48M - $5.87M
|
71.3K
$39.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9KNew |
$5.44M - $5.83M
|
13.9K
$7.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13.5KNew |
$5.31M - $5.69M
|
13.5K
$7.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.3K+ 7.18% |
$5.22M - $5.59M
|
198K
$109M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13.3K+ 6083.03% |
$5.21M - $5.58M
|
13.5K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
13.2K+ 28.7% |
$5.19M - $5.56M
|
59.2K
$32.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 576.93% |
$5.14M - $5.5M
|
15.3K
$8.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
12.9K+ 90.16% |
$5.08M - $5.44M
|
27.3K
$15.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
12.9K+ 5.61% |
$5.08M - $5.44M
|
243K
$134M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12.9K+ 10.75% |
$5.06M - $5.42M
|
133K
$73.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 5.03% |
$4.97M - $5.32M
|
264K
$146M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.4K+ 30.69% |
$4.86M - $5.21M
|
52.7K
$29.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.3K+ 5.77% |
$4.84M - $5.18M
|
226K
$124M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
12.3K+ 12.21% |
$4.83M - $5.17M
|
113K
$62.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.1K+ 33.24% |
$4.77M - $5.11M
|
48.7K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 5.69% |
$4.72M - $5.05M
|
223K
$123M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$4.61M - $4.94M
|
11.7K
$6.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
11.5K+ 127.9% |
$4.52M - $4.84M
|
20.5K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 8.82% |
$4.45M - $4.77M
|
140K
$77.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
11.2K+ 109.44% |
$4.39M - $4.7M
|
21.4K
$11.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
11.2K+ 5.72% |
$4.38M - $4.7M
|
206K
$114M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
11K+ 899.75% |
$4.3M - $4.61M
|
12.2K
$6.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.9K+ 5.33% |
$4.28M - $4.59M
|
215K
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.9K+ 14.97% |
$4.27M - $4.58M
|
83.6K
$46.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8K+ 60.3% |
$4.26M - $4.56M
|
28.8K
$15.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
10.7K+ 717.23% |
$4.19M - $4.48M
|
12.1K
$6.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10.5KNew |
$4.13M - $4.42M
|
10.5K
$5.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10.4K+ 376.03% |
$4.07M - $4.36M
|
13.1K
$7.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10.3K+ 7.68% |
$4.06M - $4.34M
|
145K
$79.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
10.2KNew |
$3.99M - $4.27M
|
10.2K
$5.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10K+ 120.0% |
$3.93M - $4.21M
|
18.3K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9.98KNew |
$3.92M - $4.2M
|
9.98K
$5.51M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
9.95K+ 41.41% |
$3.91M - $4.18M
|
34K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
9.9K+ 55.31% |
$3.89M - $4.16M
|
27.8K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.83K+ 4.46% |
$3.86M - $4.13M
|
230K
$127M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.73K+ 3.62% |
$3.82M - $4.09M
|
279K
$154M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.72K+ 24.57% |
$3.82M - $4.09M
|
49.3K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.69K+ 3.19% |
$3.81M - $4.08M
|
313K
$173M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
9.69K+ 14.01% |
$3.81M - $4.08M
|
78.9K
$43.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.68KNew |
$3.8M - $4.07M
|
9.68K
$5.34M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.42K+ 2.95% |
$3.7M - $3.96M
|
329K
$181M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.28K+ 5.36% |
$3.65M - $3.9M
|
183K
$101M
|