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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-950- 3.92% |
$331K - $364K
|
23.3K
$12.9M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-956- 43.81% |
$333K - $366K
|
1.23K
$678K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-960- 38.98% |
$335K - $368K
|
1.5K
$831K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-961- 58.81% |
$335K - $368K
|
673
$372K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-970- 45.52% |
$338K - $371K
|
1.16K
$642K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-985- 20.9% |
$343K - $377K
|
3.73K
$2.06M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-989- 8.95% |
$345K - $379K
|
10.1K
$5.56M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1K- 41.54% |
$349K - $383K
|
1.41K
$779K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1K- 53.41% |
$350K - $384K
|
875
$484K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1K- 49.68% |
$350K - $384K
|
1.02K
$562K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.01K- 82.73% |
$351K - $385K
|
210
$116K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.02K- 26.63% |
$354K - $389K
|
2.8K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.03K- 8.96% |
$359K - $394K
|
10.5K
$5.78M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 31.22% |
$359K - $394K
|
2.27K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.04K- 7.23% |
$363K - $398K
|
13.4K
$7.38M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.05K- 1.1% |
$366K - $402K
|
94.5K
$52.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-1.06K- 2.95% |
$370K - $406K
|
34.9K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 3.45% |
$372K - $408K
|
29.9K
$16.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.11K- 13.84% |
$386K - $424K
|
6.89K
$3.81M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.11K- 7.02% |
$387K - $425K
|
14.7K
$8.12M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.11K- 0.53% |
$387K - $425K
|
207K
$115M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.11K- 50.82% |
$388K - $427K
|
1.08K
$596K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.14K- 9.07% |
$399K - $438K
|
11.5K
$6.34M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.15K- 1.14% |
$402K - $442K
|
100K
$55.6M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.19K- 2.96% |
$416K - $457K
|
39.2K
$21.6M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.2K- 11.08% |
$419K - $460K
|
9.63K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.2K- 1.92% |
$419K - $461K
|
61.6K
$34M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.22K- 4.24% |
$424K - $466K
|
27.5K
$15.2M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.22K- 1.27% |
$425K - $467K
|
94.7K
$52.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.22K- 18.79% |
$426K - $468K
|
5.28K
$2.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.23K- 60.55% |
$427K - $469K
|
798
$441K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.25K- 24.29% |
$435K - $478K
|
3.89K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 6.16% |
$435K - $478K
|
19K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.27K- 2.05% |
$444K - $488K
|
60.8K
$33.6M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.29K- 3.89% |
$449K - $493K
|
31.8K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.3K- 9.59% |
$453K - $498K
|
12.3K
$6.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.3K- 63.61% |
$455K - $499K
|
746
$412K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 2.76% |
$458K - $504K
|
46.3K
$25.6M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.32K- 52.06% |
$459K - $504K
|
1.21K
$670K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.32K- 2.54% |
$462K - $507K
|
50.9K
$28.1M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.33K- 55.22% |
$463K - $508K
|
1.08K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.33K- 3.1% |
$465K - $510K
|
41.7K
$23M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-1.37K- 3.64% |
$477K - $523K
|
36.2K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 7.35% |
$479K - $526K
|
17.3K
$9.57M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.38K- 3.73% |
$479K - $527K
|
35.5K
$19.6M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.38K- 5.36% |
$480K - $527K
|
24.3K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.38K- 27.02% |
$480K - $528K
|
3.72K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.38K- 47.92% |
$481K - $528K
|
1.5K
$829K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.39K- 9.19% |
$486K - $534K
|
13.8K
$7.61M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.41K- 40.83% |
$492K - $540K
|
2.04K
$1.13M
|