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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.44KNew |
$542K - $630K
|
1.44K
$793K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.42K+ 533.33% |
$537K - $624K
|
1.69K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.42K+ 5.5% |
$536K - $623K
|
27.2K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.42KNew |
$536K - $622K
|
1.42K
$783K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.42K+ 5.44% |
$535K - $621K
|
27.5K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.42K+ 9.04% |
$535K - $621K
|
17.1K
$9.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 1.93% |
$534K - $620K
|
74.9K
$41.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.42K+ 168.77% |
$534K - $620K
|
2.26K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 132.09% |
$534K - $620K
|
2.49K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.41K+ 2.94% |
$533K - $619K
|
49.4K
$27.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.41K+ 5.05% |
$532K - $618K
|
29.3K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.41KNew |
$531K - $617K
|
1.41K
$776K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.4K+ 13.96% |
$530K - $615K
|
11.5K
$6.32M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.4K+ 13.96% |
$530K - $615K
|
11.5K
$6.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.39KNew |
$525K - $610K
|
1.39K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.39K+ 196.19% |
$525K - $610K
|
2.1K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.38K+ 28.02% |
$521K - $606K
|
6.31K
$3.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.37K+ 1.27% |
$517K - $600K
|
109K
$60.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.37K+ 579.66% |
$516K - $599K
|
1.6K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.36K+ 96.05% |
$514K - $596K
|
2.78K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.36K+ 16.57% |
$513K - $596K
|
9.56K
$5.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 3.38% |
$512K - $595K
|
41.5K
$22.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.35K+ 25.75% |
$509K - $591K
|
6.59K
$3.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.35KNew |
$508K - $590K
|
1.35K
$743K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.35KNew |
$507K - $589K
|
1.35K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.34KNew |
$506K - $587K
|
1.34K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.34KNew |
$504K - $585K
|
1.34K
$737K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.33K+ 3.36% |
$500K - $581K
|
40.8K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.32KNew |
$496K - $576K
|
1.32K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.31K+ 2.57% |
$493K - $573K
|
52.1K
$28.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.3K+ 1.05% |
$492K - $571K
|
125K
$69.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.28K+ 32.83% |
$483K - $561K
|
5.18K
$2.86M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.27K+ 5.22% |
$480K - $557K
|
25.6K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.26K+ 6009.52% |
$476K - $553K
|
1.28K
$708K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.26K+ 1.12% |
$474K - $551K
|
114K
$62.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.25K+ 8.04% |
$473K - $549K
|
16.8K
$9.29M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.25K+ 9.35% |
$470K - $546K
|
14.6K
$8.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.25K+ 18.35% |
$470K - $546K
|
8.03K
$4.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.24K+ 1.33% |
$467K - $542K
|
94.4K
$52.1M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.24K+ 7.67% |
$466K - $542K
|
17.4K
$9.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.23KNew |
$465K - $540K
|
1.23K
$680K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.23K+ 20500.0% |
$464K - $539K
|
1.24K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.23K+ 10.74% |
$462K - $537K
|
12.6K
$6.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.22K+ 10.88% |
$462K - $536K
|
12.5K
$6.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.22K+ 4.74% |
$461K - $535K
|
27K
$14.9M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.22K+ 70.53% |
$460K - $534K
|
2.95K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.22KNew |
$459K - $533K
|
1.22K
$671K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.21KNew |
$456K - $530K
|
1.21K
$667K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.21K+ 52.62% |
$455K - $529K
|
3.5K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.21K+ 52.62% |
$455K - $529K
|
3.5K
$1.93M
|