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 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-220- 0.48% |
$76.7K - $84.2K
|
45.3K
$25M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-225- 0.7% |
$78.4K - $86.2K
|
32.1K
$17.8M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-229- 0.66% |
$79.8K - $87.7K
|
34.4K
$19M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-231- 0.98% |
$80.5K - $88.5K
|
23.4K
$13M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-231- 7.69% |
$80.5K - $88.5K
|
2.77K
$1.53M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-232- 19.09% |
$80.9K - $88.8K
|
983
$543K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-233- 2.82% |
$81.2K - $89.2K
|
8.03K
$4.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-235- 16.1% |
$81.9K - $90K
|
1.23K
$677K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-236- 9.44% |
$82.3K - $90.4K
|
2.27K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-236- 3.17% |
$82.3K - $90.4K
|
7.2K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-240- 1.72% |
$83.7K - $91.9K
|
13.7K
$7.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-242- 1.51% |
$84.4K - $92.7K
|
15.8K
$8.71M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-242- 14.22% |
$84.4K - $92.7K
|
1.46K
$807K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-243- 2.25% |
$84.7K - $93.1K
|
10.6K
$5.84M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-244- 6.86% |
$85.1K - $93.4K
|
3.32K
$1.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-247- 12.19% |
$86.1K - $94.6K
|
1.78K
$983K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-248- 4.86% |
$86.5K - $95K
|
4.85K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-250- 3.85% |
$87.2K - $95.7K
|
6.25K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-250- 18.74% |
$87.2K - $95.7K
|
1.08K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 1.49% |
$87.2K - $95.7K
|
16.5K
$9.13M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-253- 1.36% |
$88.2K - $96.9K
|
18.4K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-253- 10.54% |
$88.2K - $96.9K
|
2.15K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-254- 2.02% |
$88.6K - $97.3K
|
12.3K
$6.8M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-254- 1.18% |
$88.6K - $97.3K
|
21.3K
$11.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-259- 38.95% |
$90.3K - $99.2K
|
406
$224K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-261- 0.11% |
$91K - $99.9K
|
241K
$133M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-262- 5.3% |
$91.3K - $100K
|
4.68K
$2.59M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-267- 2.88% |
$93.1K - $102K
|
9.02K
$4.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-268- 22.96% |
$93.4K - $103K
|
899
$497K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-271- 15.06% |
$94.5K - $104K
|
1.53K
$845K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-272- 8.92% |
$94.8K - $104K
|
2.78K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-276- 0.22% |
$96.2K - $106K
|
125K
$69.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-276- 5.62% |
$96.2K - $106K
|
4.63K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-276- 2.27% |
$96.2K - $106K
|
11.9K
$6.56M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-278- 11.73% |
$96.9K - $106K
|
2.09K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-279- 15.69% |
$97.3K - $107K
|
1.5K
$829K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-280- 88.89% |
$97.6K - $107K
|
35
$19.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-283- 14.51% |
$98.7K - $108K
|
1.67K
$922K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-284- 17.4% |
$99K - $109K
|
1.35K
$745K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-284- 11.75% |
$99K - $109K
|
2.13K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-289- 3.58% |
$101K - $111K
|
7.79K
$4.31M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-290- 3.4% |
$101K - $111K
|
8.24K
$4.56M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-292- 88.48% |
$102K - $112K
|
38
$21K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-299- 12.75% |
$104K - $114K
|
2.05K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 16.89% |
$105K - $115K
|
1.48K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-304- 13.05% |
$106K - $116K
|
2.03K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-306- 5.51% |
$107K - $117K
|
5.25K
$2.9M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-306- 4.33% |
$107K - $117K
|
6.76K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-311- 3.09% |
$108K - $119K
|
9.74K
$5.39M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-312- 10.83% |
$109K - $119K
|
2.57K
$1.42M
|