Purchases and Sales Made in Q4 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
71
+ 2.89%
$26.8K - $31.1K
2.53K $1.4M
Feb 14, 2024 Q4 2023
Xml Financial, LLC

BUY
 -
71
+ 5.4%
$26.8K - $31.1K
1.39K $765K
Apr 03, 2024 Q4 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
71
+ 0.24%
$26.8K - $31.1K
29.8K $16.5M
Jan 10, 2024 Q4 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
70
+ 5.05%
$26.4K - $30.7K
1.46K $803K
Jan 10, 2024 Q4 2023
City State Bank

Norwalk, IA
BUY
 -
70
+ 6.1%
$26.4K - $30.7K
1.22K $671K
Jan 18, 2024 Q4 2023
Successful Portfolios LLC

BUY
 -
70
+ 13.49%
$26.4K - $30.7K
589 $325K
Jan 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
70
+ 7.11%
$26.4K - $30.7K
1.05K $582K
Feb 08, 2024 Q4 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
70
+ 0.99%
$26.4K - $30.7K
7.12K $3.93M
Feb 09, 2024 Q4 2023
Hudson Value Partners, LLC

BUY
 -
70
+ 4.38%
$26.4K - $30.7K
1.67K $920K
Feb 14, 2024 Q4 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
70
+ 42.42%
$26.4K - $30.7K
235 $130K
Jan 31, 2024 Q4 2023
Financial Consulate, Inc

BUY
 -
69
+ 3.69%
$26K - $30.2K
1.94K $1.07M
Jan 23, 2024 Q4 2023
Integrated Investment Consultants, LLC

BUY
 -
68
+ 0.84%
$25.7K - $29.8K
8.19K $4.52M
Feb 13, 2024 Q4 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
68
+ 1.5%
$25.7K - $29.8K
4.6K $2.54M
Feb 14, 2024 Q4 2023
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
68
+ 2.51%
$25.7K - $29.8K
2.78K $1.53M
Feb 09, 2024 Q4 2023
Paragon Private Wealth Management, LLC

BUY
 -
66
+ 1.33%
$24.9K - $28.9K
5.02K $2.77M
Jan 23, 2024 Q4 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
65
+ 3.04%
$24.5K - $28.5K
2.2K $1.22M
Feb 05, 2024 Q4 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
62
+ 5.49%
$23.4K - $27.2K
1.19K $657K
Feb 14, 2024 Q4 2023
Nine Point Two Capital LLC

Los Angeles, CA
BUY
 -
62
+ 12.02%
$23.4K - $27.2K
578 $319K
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
62
+ 2.79%
$23.4K - $27.2K
2.29K $1.26M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
61
+ 0.78%
$23K - $26.7K
7.85K $4.33M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
60
+ 0.14%
$22.6K - $26.3K
43.4K $24M
Feb 13, 2024 Q4 2023
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
60
+ 9.0%
$22.6K - $26.3K
727 $401K
Jan 08, 2024 Q4 2023
Ignite Planners, LLC

BUY
 -
59
+ 0.56%
$22.3K - $25.9K
10.7K $5.89M
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
59
+ 2.21%
$22.3K - $25.9K
2.73K $1.51M
Jan 19, 2024 Q4 2023
Ironwood Financial, LLC

BUY
 -
58
+ 4.22%
$21.9K - $25.4K
1.43K $791K
Jun 17, 2024 Q4 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
58
+ 0.24%
$21.9K - $25.4K
24.1K $13.3M
Jan 29, 2024 Q4 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
57
+ 4.57%
$21.5K - $25K
1.31K $720K
Feb 09, 2024 Q4 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
57
New
$21.5K - $25K
57 $31.4K
Feb 12, 2024 Q4 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
57
+ 5.73%
$21.5K - $25K
1.05K $580K
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

BUY
 -
57
+ 8.27%
$21.5K - $25K
746 $412K
Feb 08, 2024 Q4 2023
First Heartland Consultants, Inc.

BUY
 -
55
+ 0.84%
$20.8K - $24.1K
6.58K $3.63M
Feb 12, 2024 Q4 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
55
+ 4.07%
$20.8K - $24.1K
1.41K $776K
Jan 11, 2024 Q4 2023
Aquire Wealth Advisors, LLC

BUY
 -
53
+ 5.09%
$20K - $23.2K
1.1K $604K
Jan 16, 2024 Q4 2023
Cooper Financial Group

BUY
 -
53
+ 3.69%
$20K - $23.2K
1.49K $822K
Feb 07, 2024 Q4 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
53
+ 1.35%
$20K - $23.2K
3.98K $2.19M
Jan 09, 2024 Q4 2023
Central Bank & Trust CO

BUY
 -
52
+ 3.67%
$19.6K - $22.8K
1.47K $811K
Feb 06, 2024 Q4 2023
Hyman Charles D

BUY
 -
52
+ 0.37%
$19.6K - $22.8K
14K $7.74M
Feb 13, 2024 Q4 2023
Bollard Group LLC

Boston, MA
BUY
 -
52
+ 0.4%
$19.6K - $22.8K
13K $7.18M
Jan 31, 2024 Q4 2023
Kornitzer Capital Management Inc

BUY
 -
51
+ 0.88%
$19.2K - $22.3K
5.85K $3.23M
Feb 14, 2024 Q4 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
51
+ 0.8%
$19.2K - $22.3K
6.39K $3.53M
Feb 07, 2024 Q4 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
50
+ 2.92%
$18.9K - $21.9K
1.77K $974K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
50
New
$18.9K - $21.9K
50 $27.6K
Feb 02, 2024 Q4 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
49
+ 0.06%
$18.5K - $21.5K
88.4K $48.8M
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
48
+ 48.0%
$18.1K - $21K
148 $81.7K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
48
New
$18.1K - $21K
48 $26.5K
Jan 26, 2024 Q4 2023
Dearborn Partners LLC

BUY
 -
47
+ 4.53%
$17.7K - $20.6K
1.09K $599K
Feb 06, 2024 Q4 2023
Univest Financial Corp

BUY
 -
46
+ 0.08%
$17.4K - $20.2K
55.1K $30.4M
Feb 13, 2024 Q4 2023
Cwa Asset Management Group, LLC

BUY
 -
46
+ 0.46%
$17.4K - $20.2K
10.1K $5.58M
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
45
+ 0.92%
$17K - $19.7K
4.96K $2.74M

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