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 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-29- 2.56% |
$10.1K - $11.1K
|
1.11K
$604K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-29- 2.29% |
$10.1K - $11.1K
|
1.24K
$674K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-29- 0.8% |
$10.1K - $11.1K
|
3.58K
$1.95M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-29- 0.44% |
$10.1K - $11.1K
|
6.52K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-29- 3.47% |
$10.1K - $11.1K
|
806
$440K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-30- 1.09% |
$10.5K - $11.5K
|
2.72K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-30- 4.01% |
$10.5K - $11.5K
|
719
$393K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-30- 1.39% |
$10.5K - $11.5K
|
2.13K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-30- 2.81% |
$10.5K - $11.5K
|
1.04K
$567K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-31- 0.26% |
$10.8K - $11.9K
|
11.8K
$6.46M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-31- 2.8% |
$10.8K - $11.9K
|
1.08K
$587K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-31- 0.28% |
$10.8K - $11.9K
|
11.2K
$6.12M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-32- 2.1% |
$11.2K - $12.3K
|
1.49K
$815K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-34- 0.81% |
$11.9K - $13K
|
4.14K
$2.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-35- 0.97% |
$12.2K - $13.4K
|
3.57K
$1.95M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-35- 0.92% |
$12.2K - $13.4K
|
3.75K
$2.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-35- 2.73% |
$12.2K - $13.4K
|
1.25K
$682K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-35- 4.09% |
$12.2K - $13.4K
|
820
$448K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35- 0.63% |
$12.2K - $13.4K
|
5.56K
$3.04M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-35- 1.12% |
$12.2K - $13.4K
|
3.09K
$1.69M
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-36- 0.19% |
$12.6K - $13.8K
|
18.6K
$10.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-36- 2.06% |
$12.6K - $13.8K
|
1.71K
$934K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-37- 2.02% |
$12.9K - $14.2K
|
1.8K
$981K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-38- 4.09% |
$13.2K - $14.6K
|
892
$487K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-38- 4.63% |
$13.2K - $14.6K
|
782
$427K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-39- 20.0% |
$13.6K - $14.9K
|
156
$85.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40- 2.67% |
$13.9K - $15.3K
|
1.46K
$797K
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-40- 2.42% |
$13.9K - $15.3K
|
1.61K
$880K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-40- 1.88% |
$13.9K - $15.3K
|
2.09K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-42- 0.19% |
$14.6K - $16.1K
|
22.5K
$12.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-42- 4.55% |
$14.6K - $16.1K
|
881
$481K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-42- 1.54% |
$14.6K - $16.1K
|
2.68K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-43- 2.16% |
$15K - $16.5K
|
1.95K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-43- 4.82% |
$15K - $16.5K
|
850
$464K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-43- 0.45% |
$15K - $16.5K
|
9.61K
$5.25M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-44- 4.42% |
$15.3K - $16.8K
|
952
$520K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-45- 3.03% |
$15.7K - $17.2K
|
1.44K
$787K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-45- 1.73% |
$15.7K - $17.2K
|
2.56K
$1.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-46- 5.91% |
$16K - $17.6K
|
733
$400K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-46- 4.64% |
$16K - $17.6K
|
946
$517K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-46- 4.64% |
$16K - $17.6K
|
946
$517K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-48- 12.37% |
$16.7K - $18.4K
|
340
$186K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-49- 1.96% |
$17.1K - $18.8K
|
2.45K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-49- 7.39% |
$17.1K - $18.8K
|
614
$335K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-52- 14.13% |
$18.1K - $19.9K
|
316
$173K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-52- 0.69% |
$18.1K - $19.9K
|
7.44K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-52- 0.12% |
$18.1K - $19.9K
|
43.2K
$23.6M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-53- 6.2% |
$18.5K - $20.3K
|
802
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-54- 2.86% |
$18.8K - $20.7K
|
1.83K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-55- 4.28% |
$19.2K - $21.1K
|
1.23K
$672K
|