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 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-96- 0.49% |
$33.5K - $36.8K
|
19.7K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-96- 6.57% |
$33.5K - $36.8K
|
1.37K
$698K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-98- 64.9% |
$34.2K - $37.5K
|
53
$27.1K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-99- 1.29% |
$34.5K - $37.9K
|
7.55K
$3.86M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.55% |
$34.9K - $38.3K
|
18.2K
$9.32M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 89.29% |
$34.9K - $38.3K
|
12
$6.13K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-101- 5.18% |
$35.2K - $38.7K
|
1.85K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-103- 3.54% |
$35.9K - $39.4K
|
2.8K
$1.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-104- 15.55% |
$36.3K - $39.8K
|
565
$289K
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-105- 4.53% |
$36.6K - $40.2K
|
2.22K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-105- 0.42% |
$36.6K - $40.2K
|
25.1K
$12.8M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-107- 2.0% |
$37.3K - $41K
|
5.24K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-110- 8.94% |
$38.4K - $42.1K
|
1.12K
$572K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-112- 8.48% |
$39K - $42.9K
|
1.21K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-112- 3.43% |
$39K - $42.9K
|
3.15K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-114- 4.41% |
$39.7K - $43.7K
|
2.47K
$1.26M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-115- 6.35% |
$40.1K - $44K
|
1.7K
$866K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-115- 12.12% |
$40.1K - $44K
|
834
$426K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-116- 0.72% |
$40.4K - $44.4K
|
16K
$8.18M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-116- 3.29% |
$40.4K - $44.4K
|
3.41K
$1.74M
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-118- 9.12% |
$41.1K - $45.2K
|
1.18K
$601K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-119- 0.63% |
$41.5K - $45.6K
|
18.7K
$9.57M
|
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-119- 0.46% |
$41.5K - $45.6K
|
25.6K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-120- 2.15% |
$41.8K - $46K
|
5.47K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-120- 2.75% |
$41.8K - $46K
|
4.24K
$2.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-122- 18.51% |
$42.5K - $46.7K
|
537
$274K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-122- 0.73% |
$42.5K - $46.7K
|
16.7K
$8.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-123- 17.13% |
$42.9K - $47.1K
|
595
$304K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-124- 1.03% |
$43.2K - $47.5K
|
11.9K
$6.08M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-124- 9.14% |
$43.2K - $47.5K
|
1.23K
$630K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-125- 4.69% |
$43.6K - $47.9K
|
2.54K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-125- 4.18% |
$43.6K - $47.9K
|
2.87K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-127- 4.98% |
$44.3K - $48.6K
|
2.42K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-127- 8.81% |
$44.3K - $48.6K
|
1.31K
$672K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-128- 6.99% |
$44.6K - $49K
|
1.7K
$871K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-128- 18.8% |
$44.6K - $49K
|
553
$283K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-131- 19.52% |
$45.7K - $50.2K
|
540
$276K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-131- 0.48% |
$45.7K - $50.2K
|
27K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-134- 6.22% |
$46.7K - $51.3K
|
2.02K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-135- 0.62% |
$47.1K - $51.7K
|
21.5K
$11M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-136- 0.53% |
$47.4K - $52.1K
|
25.7K
$13.2M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-136- 12.49% |
$47.4K - $52.1K
|
953
$487K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-137- 18.92% |
$47.8K - $52.5K
|
587
$300K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-137- 0.92% |
$47.8K - $52.5K
|
14.8K
$7.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-139- 0.65% |
$48.5K - $53.2K
|
21.2K
$10.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-141- 11.84% |
$49.2K - $54K
|
1.05K
$537K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-142- 5.79% |
$49.5K - $54.4K
|
2.31K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-142- 14.09% |
$49.5K - $54.4K
|
866
$443K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-142- 2.07% |
$49.5K - $54.4K
|
6.71K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-143- 5.18% |
$49.9K - $54.8K
|
2.62K
$1.34M
|