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 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.99K- 61.54% |
$695K - $764K
|
1.25K
$603K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2K- 7.48% |
$696K - $764K
|
24.7K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.04K- 54.6% |
$710K - $780K
|
1.69K
$819K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.04K- 14.9% |
$710K - $780K
|
11.6K
$5.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.1K- 2.65% |
$731K - $803K
|
77.1K
$37.3M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 2.48% |
$735K - $807K
|
82.8K
$40.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.11K- 46.91% |
$736K - $808K
|
2.39K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.11K- 17.03% |
$736K - $808K
|
10.3K
$4.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.19K- 62.42% |
$763K - $838K
|
1.32K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.22K- 10.49% |
$774K - $851K
|
18.9K
$9.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.27K- 17.9% |
$793K - $870K
|
10.4K
$5.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.27K- 35.88% |
$793K - $871K
|
4.06K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.28K- 32.44% |
$795K - $873K
|
4.75K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.31K- 17.1% |
$805K - $884K
|
11.2K
$5.41M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.33K- 11.09% |
$811K - $891K
|
18.6K
$9.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.34K- 8.9% |
$817K - $898K
|
24K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.4K- 4.61% |
$838K - $921K
|
49.8K
$24.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.41K- 53.69% |
$841K - $924K
|
2.08K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-2.42K- 4.22% |
$844K - $927K
|
54.9K
$26.6M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.43K- 18.88% |
$847K - $931K
|
10.4K
$5.05M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.48K- 12.17% |
$864K - $949K
|
17.9K
$8.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-2.55K- 68.99% |
$890K - $978K
|
1.15K
$556K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-2.56K- 2.61% |
$892K - $980K
|
95.5K
$46.2M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 4.08% |
$904K - $993K
|
61K
$29.5M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.63K- 49.97% |
$915K - $1.01M
|
2.63K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.67K- 11.64% |
$932K - $1.02M
|
20.3K
$9.82M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.68K- 50.78% |
$933K - $1.03M
|
2.6K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.68K- 3.36% |
$933K - $1.03M
|
77.1K
$37.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.7K- 1.84% |
$940K - $1.03M
|
144K
$69.5M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.76K- 78.75% |
$964K - $1.06M
|
746
$361K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.81K- 13.11% |
$978K - $1.07M
|
18.6K
$9M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.82K- 9.59% |
$983K - $1.08M
|
26.6K
$12.9M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-2.82K- 44.75% |
$984K - $1.08M
|
3.48K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.87K- 48.44% |
$1M - $1.1M
|
3.05K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.88K- 20.89% |
$1M - $1.1M
|
10.9K
$5.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.89K- 17.94% |
$1.01M - $1.11M
|
13.2K
$6.4M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.9K- 19.06% |
$1.01M - $1.11M
|
12.3K
$5.96M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.94K- 30.3% |
$1.03M - $1.13M
|
6.77K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.95K- 79.34% |
$1.03M - $1.13M
|
767
$371K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3K- 98.75% |
$1.05M - $1.15M
|
38
$18.4K
|
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
SELL
|
- |
-3K- 27.03% |
$1.05M - $1.15M
|
8.1K
$3.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.02K- 71.29% |
$1.05M - $1.16M
|
1.22K
$589K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.07K- 0.69% |
$1.07M - $1.18M
|
443K
$214M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.08K- 14.38% |
$1.07M - $1.18M
|
18.3K
$8.86M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.13K- 4.57% |
$1.09M - $1.2M
|
65.3K
$31.6M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.14K- 37.38% |
$1.1M - $1.2M
|
5.27K
$2.55M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-3.21K- 30.57% |
$1.12M - $1.23M
|
7.3K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.23K- 3.93% |
$1.13M - $1.24M
|
78.9K
$38.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 3.2% |
$1.15M - $1.26M
|
99.7K
$48.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.32K- 76.42% |
$1.16M - $1.27M
|
1.03K
$496K
|