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 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
205+ 1.27% |
$77.4K - $89.8K
|
16.4K
$9.05M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
201+ 1.16% |
$75.8K - $88.1K
|
17.5K
$9.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
199New |
$75.1K - $87.2K
|
199
$110K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
198+ 11.24% |
$74.7K - $86.8K
|
1.96K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
197+ 11.03% |
$74.3K - $86.3K
|
1.98K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
197+ 0.92% |
$74.3K - $86.3K
|
21.6K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
195+ 14.61% |
$73.6K - $85.4K
|
1.53K
$844K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
195+ 7.73% |
$73.6K - $85.4K
|
2.72K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
194+ 10.45% |
$73.2K - $85K
|
2.05K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
192+ 1.74% |
$72.4K - $84.1K
|
11.2K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
192+ 0.67% |
$72.4K - $84.1K
|
28.6K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
191+ 16.71% |
$72.1K - $83.7K
|
1.33K
$736K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
190+ 8.58% |
$71.7K - $83.3K
|
2.41K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
190+ 18.22% |
$71.7K - $83.3K
|
1.23K
$680K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
189+ 6.09% |
$71.3K - $82.8K
|
3.29K
$1.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
188+ 817.39% |
$70.9K - $82.4K
|
211
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
187+ 0.65% |
$70.6K - $81.9K
|
28.9K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
186+ 12.64% |
$70.2K - $81.5K
|
1.66K
$914K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
184+ 12.19% |
$69.4K - $80.6K
|
1.69K
$934K
|
|
|
Jan 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
BUY
|
- |
183+ 0.19% |
$69K - $80.2K
|
94.6K
$52.2M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
182+ 10.24% |
$68.7K - $79.8K
|
1.96K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
181+ 21.7% |
$68.3K - $79.3K
|
1.02K
$560K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
180+ 2.15% |
$67.9K - $78.9K
|
8.56K
$4.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
180+ 0.27% |
$67.9K - $78.9K
|
67.6K
$37.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
178+ 4.01% |
$67.2K - $78K
|
4.62K
$2.55M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
BUY
|
- |
178+ 4.14% |
$67.2K - $78K
|
4.48K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
174+ 7.67% |
$65.7K - $76.2K
|
2.44K
$1.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
170New |
$64.1K - $74.5K
|
170
$93.8K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
170+ 5.03% |
$64.1K - $74.5K
|
3.55K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
170+ 3.83% |
$64.1K - $74.5K
|
4.6K
$2.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
167+ 15.25% |
$63K - $73.2K
|
1.26K
$696K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
166+ 1.55% |
$62.6K - $72.7K
|
10.9K
$6.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
166+ 4.44% |
$62.6K - $72.7K
|
3.9K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
164+ 0.38% |
$61.9K - $71.9K
|
43.3K
$23.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
162+ 0.62% |
$61.1K - $71K
|
26.3K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
158+ 4.71% |
$59.6K - $69.2K
|
3.51K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155+ 2.8% |
$58.5K - $67.9K
|
5.69K
$3.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
154+ 6.88% |
$58.1K - $67.5K
|
2.39K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
150+ 18.09% |
$56.6K - $65.7K
|
979
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
150+ 17.99% |
$56.6K - $65.7K
|
984
$543K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 2.67% |
$56.2K - $65.3K
|
5.73K
$3.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
149+ 26.05% |
$56.2K - $65.3K
|
721
$398K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
148+ 14.81% |
$55.8K - $64.9K
|
1.15K
$633K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
147+ 4.12% |
$55.5K - $64.4K
|
3.71K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
147New |
$55.5K - $64.4K
|
147
$81.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
BUY
|
- |
146+ 5.37% |
$55.1K - $64K
|
2.87K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
145+ 5.78% |
$54.7K - $63.5K
|
2.66K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
144+ 1.09% |
$54.3K - $63.1K
|
13.4K
$7.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
144+ 8.75% |
$54.3K - $63.1K
|
1.79K
$988K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
141+ 3.54% |
$53.2K - $61.8K
|
4.12K
$2.27M
|