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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-9- 0.02% |
$3.14K - $3.45K
|
43.5K
$22.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9- 0.22% |
$3.14K - $3.45K
|
4.12K
$2.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-10- 0.86% |
$3.49K - $3.83K
|
1.15K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-10- 0.25% |
$3.49K - $3.83K
|
4.06K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11- 1.19% |
$3.84K - $4.21K
|
914
$467K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 84.62% |
$3.84K - $4.21K
|
2
$1.02K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12- 1.3% |
$4.18K - $4.6K
|
914
$467K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-12- 0.55% |
$4.18K - $4.6K
|
2.18K
$1.11M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-12- 5.66% |
$4.18K - $4.6K
|
200
$102K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-13- 0.65% |
$4.53K - $4.98K
|
1.98K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-14- 0.48% |
$4.88K - $5.36K
|
2.89K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 0.08% |
$4.88K - $5.36K
|
18.4K
$9.4M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-14- 0.69% |
$4.88K - $5.36K
|
2.03K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.26% |
$5.23K - $5.74K
|
5.78K
$2.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-16- 0.45% |
$5.58K - $6.13K
|
3.52K
$1.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 2.52% |
$5.58K - $6.13K
|
619
$316K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-16- 37.21% |
$5.58K - $6.13K
|
27
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-16- 32.0% |
$5.58K - $6.13K
|
34
$17.4K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-16- 2.45% |
$5.58K - $6.13K
|
636
$325K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-16- 0.28% |
$5.58K - $6.13K
|
5.74K
$2.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-17- 0.2% |
$5.93K - $6.51K
|
8.38K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-17- 0.28% |
$5.93K - $6.51K
|
6.01K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17- 2.01% |
$5.93K - $6.51K
|
827
$423K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-17- 0.71% |
$5.93K - $6.51K
|
2.37K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-18- 0.81% |
$6.28K - $6.89K
|
2.21K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-19- 0.27% |
$6.62K - $7.28K
|
7.1K
$3.63M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-20- 0.27% |
$6.97K - $7.66K
|
7.26K
$3.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-20- 0.97% |
$6.97K - $7.66K
|
2.05K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-20- 48.78% |
$6.97K - $7.66K
|
21
$10.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-21- 1.78% |
$7.32K - $8.04K
|
1.16K
$593K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-21- 2.83% |
$7.32K - $8.04K
|
720
$368K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 6.38% |
$7.32K - $8.04K
|
308
$157K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-22- 0.94% |
$7.67K - $8.42K
|
2.32K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 0.43% |
$8.02K - $8.81K
|
5.33K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-23- 1.64% |
$8.02K - $8.81K
|
1.38K
$704K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-23- 0.5% |
$8.02K - $8.81K
|
4.6K
$2.35M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-23- 17.97% |
$8.02K - $8.81K
|
105
$53.7K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-24- 3.23% |
$8.37K - $9.19K
|
719
$368K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-24- 0.82% |
$8.37K - $9.19K
|
2.9K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-25- 3.03% |
$8.72K - $9.57K
|
800
$409K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-25- 0.54% |
$8.72K - $9.57K
|
4.63K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-25- 1.43% |
$8.72K - $9.57K
|
1.73K
$882K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-25- 0.19% |
$8.72K - $9.57K
|
13.5K
$6.88M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-25- 0.08% |
$8.72K - $9.57K
|
31.6K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.16% |
$8.72K - $9.57K
|
1.13K
$579K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.77% |
$8.72K - $9.57K
|
3.2K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-26- 1.2% |
$9.07K - $9.96K
|
2.14K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-26- 0.2% |
$9.07K - $9.96K
|
13K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-26- 0.85% |
$9.07K - $9.96K
|
3.04K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-27- 4.32% |
$9.41K - $10.3K
|
598
$306K
|