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
|
Brio Consultants, LLC
|
SELL
|
- |
-465- 4.74% |
$162K - $178K
|
9.35K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-467- 0.62% |
$163K - $179K
|
75K
$41.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-472- 3.01% |
$165K - $181K
|
15.2K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-478- 3.15% |
$167K - $183K
|
14.7K
$8.12M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-490- 19.54% |
$171K - $188K
|
2.02K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-496- 3.54% |
$173K - $190K
|
13.5K
$7.47M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-496- 2.72% |
$173K - $190K
|
17.8K
$9.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-499- 3.48% |
$174K - $191K
|
13.8K
$7.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-501- 3.74% |
$175K - $192K
|
12.9K
$7.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-501- 9.8% |
$175K - $192K
|
4.61K
$2.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-502- 2.73% |
$175K - $192K
|
17.9K
$9.91M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-505- 1.27% |
$176K - $193K
|
39.3K
$21.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-506- 7.56% |
$176K - $194K
|
6.19K
$3.42M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-508- 42.05% |
$177K - $195K
|
700
$387K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-508- 28.64% |
$177K - $195K
|
1.27K
$700K
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-513- 2.98% |
$179K - $196K
|
16.7K
$9.24M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-513- 6.82% |
$179K - $196K
|
7.01K
$3.87M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-523- 6.19% |
$182K - $200K
|
7.93K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-525- 43.75% |
$183K - $201K
|
675
$373K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-526- 5.37% |
$183K - $201K
|
9.27K
$5.12M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-529- 7.24% |
$184K - $203K
|
6.78K
$3.75M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-533- 16.82% |
$186K - $204K
|
2.64K
$1.46M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-535- 3.9% |
$187K - $205K
|
13.2K
$7.28M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-547- 8.27% |
$191K - $209K
|
6.07K
$3.35M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-547- 28.58% |
$191K - $209K
|
1.37K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-550- 1.99% |
$192K - $211K
|
27K
$15M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-551- 12.95% |
$192K - $211K
|
3.7K
$2.05M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-554- 29.96% |
$193K - $212K
|
1.3K
$716K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-555- 43.5% |
$194K - $213K
|
721
$399K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-559- 11.17% |
$195K - $214K
|
4.45K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-565- 23.71% |
$197K - $216K
|
1.82K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-567- 15.42% |
$198K - $217K
|
3.11K
$1.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-568- 3.25% |
$198K - $218K
|
16.9K
$9.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-571- 33.79% |
$199K - $219K
|
1.12K
$619K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-574- 30.61% |
$200K - $220K
|
1.3K
$719K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-579- 3.06% |
$202K - $222K
|
18.3K
$10.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-586- 0.19% |
$204K - $224K
|
315K
$174M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-587- 44.95% |
$205K - $225K
|
719
$397K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-589- 11.22% |
$205K - $226K
|
4.66K
$2.58M
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-589- 49.96% |
$205K - $226K
|
590
$326K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-591- 0.92% |
$206K - $226K
|
63.6K
$35.2M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-601- 5.42% |
$210K - $230K
|
10.5K
$5.8M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-604- 1.04% |
$211K - $231K
|
57.4K
$31.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-607- 3.17% |
$212K - $232K
|
18.5K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-614- 2.2% |
$214K - $235K
|
27.2K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-617- 72.25% |
$215K - $236K
|
237
$131K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-618- 67.76% |
$215K - $237K
|
294
$163K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-621- 10.35% |
$217K - $238K
|
5.38K
$2.97M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-632- 1.45% |
$220K - $242K
|
43.1K
$23.8M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-641- 1.55% |
$223K - $245K
|
40.8K
$22.6M
|