Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$349 - $383
|
6.24K
$3.19M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.17% |
$349 - $383
|
586
$300K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$349 - $383
|
3.38K
$1.73M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.15% |
$349 - $383
|
650
$332K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$349 - $383
|
7.7K
$3.93M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$349 - $383
|
2.03K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$349 - $383
|
2.47K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$349 - $383
|
2.37K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$349 - $383
|
1.25K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$349 - $383
|
1.09K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1New |
$349 - $383
|
1
$511
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$349 - $383
|
1.01K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.13% |
$349 - $383
|
797
$407K
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1+ 0.01% |
$349 - $383
|
10.2K
$5.21M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$349 - $383
|
580
$296K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.46% |
$349 - $383
|
219
$112K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.04% |
$349 - $383
|
97
$49.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1- 0.07% |
$349 - $383
|
1.4K
$713K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1- 1.72% |
$349 - $383
|
57
$29.1K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.03% |
$349 - $383
|
2.89K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$349 - $383
|
5.39K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1- 0.02% |
$349 - $383
|
5.88K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1- -0.0% |
$349 - $383
|
50.2K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$349 - $383
|
1
$511
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1- 0.01% |
$349 - $383
|
6.99K
$3.57M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$697 - $766
|
5.68K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 40.0% |
$697 - $766
|
3
$1.53K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2- 2.67% |
$697 - $766
|
73
$37.3K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 18.18% |
$697 - $766
|
9
$4.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.91% |
$1.05K - $1.15K
|
154
$78.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3- 0.13% |
$1.05K - $1.15K
|
2.29K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3- 0.36% |
$1.05K - $1.15K
|
841
$430K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3- 0.22% |
$1.05K - $1.15K
|
1.39K
$709K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3- 0.32% |
$1.05K - $1.15K
|
932
$476K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3- 0.24% |
$1.05K - $1.15K
|
1.25K
$641K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3- 0.13% |
$1.05K - $1.15K
|
2.29K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
SELL
|
- |
-4- 0.68% |
$1.39K - $1.53K
|
588
$301K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4- 0.38% |
$1.39K - $1.53K
|
1.04K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4- 12.9% |
$1.39K - $1.53K
|
27
$13.8K
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-4- 0.26% |
$1.39K - $1.53K
|
1.55K
$790K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5- 0.11% |
$1.74K - $1.91K
|
4.65K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.03% |
$1.74K - $1.91K
|
16.4K
$8.39M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-5- 0.67% |
$1.74K - $1.91K
|
745
$381K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-5- 0.61% |
$1.74K - $1.91K
|
817
$418K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-6- 3.51% |
$2.09K - $2.3K
|
165
$84.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7- 0.02% |
$2.44K - $2.68K
|
29.2K
$14.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-8- 0.19% |
$2.79K - $3.06K
|
4.12K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.05% |
$2.79K - $3.06K
|
17.3K
$8.85M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-8- 0.68% |
$2.79K - $3.06K
|
1.18K
$602K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-8- 0.22% |
$2.79K - $3.06K
|
3.63K
$1.85M
|