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
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-55- 3.97% |
$19.2K - $21.1K
|
1.33K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-56- 5.67% |
$19.5K - $21.4K
|
931
$508K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-57- 0.96% |
$19.9K - $21.8K
|
5.9K
$3.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-58- 2.74% |
$20.2K - $22.2K
|
2.06K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-59- 3.46% |
$20.6K - $22.6K
|
1.65K
$899K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-60- 3.31% |
$20.9K - $23K
|
1.75K
$956K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-62- 7.97% |
$21.6K - $23.7K
|
716
$391K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-63- 1.26% |
$22K - $24.1K
|
4.94K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-63- 1.04% |
$22K - $24.1K
|
6.02K
$3.29M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-64- 2.15% |
$22.3K - $24.5K
|
2.92K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-64- 3.08% |
$22.3K - $24.5K
|
2.01K
$1.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 2.74% |
$23.4K - $25.7K
|
2.38K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-67- 2.37% |
$23.4K - $25.7K
|
2.76K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-67- 4.18% |
$23.4K - $25.7K
|
1.53K
$838K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 1.65% |
$24.1K - $26.4K
|
4.12K
$2.25M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-70- 1.6% |
$24.4K - $26.8K
|
4.31K
$2.35M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-73- 9.01% |
$25.5K - $28K
|
737
$402K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-74- 6.9% |
$25.8K - $28.3K
|
998
$545K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-74- 2.63% |
$25.8K - $28.3K
|
2.74K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-75- 7.4% |
$26.1K - $28.7K
|
939
$513K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-75- 6.14% |
$26.1K - $28.7K
|
1.15K
$626K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-75- 9.48% |
$26.1K - $28.7K
|
716
$391K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 0.95% |
$26.1K - $28.7K
|
7.85K
$4.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-76- 2.01% |
$26.5K - $29.1K
|
3.7K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-76- 17.67% |
$26.5K - $29.1K
|
354
$193K
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-77- 0.94% |
$26.8K - $29.5K
|
8.14K
$4.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-78- 2.79% |
$27.2K - $29.9K
|
2.72K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-81- 1.86% |
$28.2K - $31K
|
4.28K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-81- 1.77% |
$28.2K - $31K
|
4.49K
$2.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-81- 1.05% |
$28.2K - $31K
|
7.61K
$4.16M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-87- 5.11% |
$30.3K - $33.3K
|
1.61K
$881K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-88- 2.84% |
$30.7K - $33.7K
|
3.02K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-88- 2.14% |
$30.7K - $33.7K
|
4.02K
$2.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-88- 4.01% |
$30.7K - $33.7K
|
2.11K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-88- 58.28% |
$30.7K - $33.7K
|
63
$34.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-89- 1.13% |
$31K - $34.1K
|
7.81K
$4.26M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-89- 1.37% |
$31K - $34.1K
|
6.43K
$3.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-91- 7.69% |
$31.7K - $34.8K
|
1.09K
$596K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-93- 4.7% |
$32.4K - $35.6K
|
1.89K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-94- 11.22% |
$32.8K - $36K
|
744
$406K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-95- 3.2% |
$33.1K - $36.4K
|
2.87K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-95- 25.47% |
$33.1K - $36.4K
|
278
$152K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-96- 0.49% |
$33.5K - $36.8K
|
19.7K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-96- 6.57% |
$33.5K - $36.8K
|
1.37K
$746K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-98- 64.9% |
$34.2K - $37.5K
|
53
$28.9K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-99- 1.29% |
$34.5K - $37.9K
|
7.55K
$4.12M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.55% |
$34.9K - $38.3K
|
18.2K
$9.95M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 89.29% |
$34.9K - $38.3K
|
12
$6.55K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-101- 5.18% |
$35.2K - $38.7K
|
1.85K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-103- 3.54% |
$35.9K - $39.4K
|
2.8K
$1.53M
|