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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-12- 5.66% |
$4.18K - $4.6K
|
200
$109K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-13- 0.65% |
$4.53K - $4.98K
|
1.98K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-14- 0.48% |
$4.88K - $5.36K
|
2.89K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 0.08% |
$4.88K - $5.36K
|
18.4K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-14- 0.69% |
$4.88K - $5.36K
|
2.03K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.26% |
$5.23K - $5.74K
|
5.78K
$3.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-16- 0.45% |
$5.58K - $6.13K
|
3.52K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 2.52% |
$5.58K - $6.13K
|
619
$338K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-16- 37.21% |
$5.58K - $6.13K
|
27
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-16- 32.0% |
$5.58K - $6.13K
|
34
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-16- 2.45% |
$5.58K - $6.13K
|
636
$347K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-16- 0.28% |
$5.58K - $6.13K
|
5.74K
$3.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-17- 0.2% |
$5.93K - $6.51K
|
8.38K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-17- 0.28% |
$5.93K - $6.51K
|
6.01K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17- 2.01% |
$5.93K - $6.51K
|
827
$452K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-17- 0.71% |
$5.93K - $6.51K
|
2.37K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-18- 0.81% |
$6.28K - $6.89K
|
2.21K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-19- 0.27% |
$6.62K - $7.28K
|
7.1K
$3.88M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-20- 0.27% |
$6.97K - $7.66K
|
7.26K
$3.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-20- 0.97% |
$6.97K - $7.66K
|
2.05K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-20- 48.78% |
$6.97K - $7.66K
|
21
$11.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-21- 1.78% |
$7.32K - $8.04K
|
1.16K
$634K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-21- 2.83% |
$7.32K - $8.04K
|
720
$393K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 6.38% |
$7.32K - $8.04K
|
308
$168K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-22- 0.94% |
$7.67K - $8.42K
|
2.32K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 0.43% |
$8.02K - $8.81K
|
5.33K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-23- 1.64% |
$8.02K - $8.81K
|
1.38K
$753K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-23- 0.5% |
$8.02K - $8.81K
|
4.6K
$2.51M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-23- 17.97% |
$8.02K - $8.81K
|
105
$57.3K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-24- 3.23% |
$8.37K - $9.19K
|
719
$393K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-24- 0.82% |
$8.37K - $9.19K
|
2.9K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-25- 3.03% |
$8.72K - $9.57K
|
800
$437K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-25- 0.54% |
$8.72K - $9.57K
|
4.63K
$2.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-25- 1.43% |
$8.72K - $9.57K
|
1.73K
$942K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-25- 0.19% |
$8.72K - $9.57K
|
13.5K
$7.35M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-25- 0.08% |
$8.72K - $9.57K
|
31.6K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.16% |
$8.72K - $9.57K
|
1.13K
$619K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.77% |
$8.72K - $9.57K
|
3.2K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-26- 1.2% |
$9.07K - $9.96K
|
2.14K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-26- 0.2% |
$9.07K - $9.96K
|
13K
$7.1M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-26- 0.85% |
$9.07K - $9.96K
|
3.04K
$1.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-27- 4.32% |
$9.41K - $10.3K
|
598
$327K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-27- 2.87% |
$9.41K - $10.3K
|
913
$499K
|
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
SELL
|
- |
-27- 1.88% |
$9.41K - $10.3K
|
1.41K
$769K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 2.4% |
$9.41K - $10.3K
|
1.1K
$599K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-28- 2.48% |
$9.76K - $10.7K
|
1.1K
$601K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-28- 1.04% |
$9.76K - $10.7K
|
2.68K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 0.62% |
$9.76K - $10.7K
|
4.52K
$2.47M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-28- 2.9% |
$9.76K - $10.7K
|
937
$512K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.1% |
$9.76K - $10.7K
|
27.5K
$15M
|