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 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.74K- 37.33% |
$1.3M - $1.43M
|
6.28K
$3.47M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-3.76K- 6.25% |
$1.31M - $1.44M
|
56.4K
$31.2M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.8K- 6.96% |
$1.32M - $1.45M
|
50.8K
$28.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-3.83K- 6.58% |
$1.34M - $1.47M
|
54.4K
$30.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.89K- 20.67% |
$1.36M - $1.49M
|
14.9K
$8.26M
|
|
|
Jun 20, 2024
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.9K- 5.39% |
$1.36M - $1.49M
|
68.6K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.03K- 20.07% |
$1.4M - $1.54M
|
16K
$8.86M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.03K- 3.99% |
$1.41M - $1.54M
|
97K
$53.6M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 49.89% |
$1.41M - $1.55M
|
4.07K
$2.25M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.11K- 17.84% |
$1.43M - $1.57M
|
18.9K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
SELL
|
- |
-4.13K- 6.81% |
$1.44M - $1.58M
|
56.5K
$31.2M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.16K- 86.85% |
$1.45M - $1.59M
|
630
$348K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.17K- 49.9% |
$1.45M - $1.59M
|
4.18K
$2.31M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.18K- 18.71% |
$1.46M - $1.6M
|
18.2K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-4.2K- 11.26% |
$1.46M - $1.61M
|
33.1K
$18.3M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.21K- 28.86% |
$1.47M - $1.61M
|
10.4K
$5.74M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.21K- 83.48% |
$1.47M - $1.61M
|
834
$461K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.21K- 83.48% |
$1.47M - $1.61M
|
834
$461K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.29K- 5.23% |
$1.49M - $1.64M
|
77.6K
$42.9M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.34K- 38.06% |
$1.51M - $1.66M
|
7.07K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 34.15% |
$1.52M - $1.67M
|
8.42K
$4.65M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.44K- 8.1% |
$1.55M - $1.7M
|
50.3K
$27.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.52K- 19.57% |
$1.58M - $1.73M
|
18.6K
$10.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.63K- 11.92% |
$1.61M - $1.77M
|
34.2K
$18.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.66K- 8.95% |
$1.62M - $1.78M
|
47.4K
$26.2M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.69K- 6.73% |
$1.63M - $1.79M
|
64.9K
$35.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.69K- 4.0% |
$1.63M - $1.8M
|
113K
$62.2M
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-4.77K- 4.97% |
$1.66M - $1.83M
|
91.1K
$50.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.81K- 35.13% |
$1.68M - $1.84M
|
8.88K
$4.91M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.94K- 84.43% |
$1.72M - $1.89M
|
911
$504K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.98K- 25.85% |
$1.74M - $1.91M
|
14.3K
$7.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-5K- 4.91% |
$1.74M - $1.91M
|
96.8K
$53.5M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.04K- 27.82% |
$1.76M - $1.93M
|
13.1K
$7.23M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.13K- 2.02% |
$1.79M - $1.97M
|
249K
$138M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.14K- 23.03% |
$1.79M - $1.97M
|
17.2K
$9.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-5.2K- 29.36% |
$1.81M - $1.99M
|
12.5K
$6.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.21K- 19.93% |
$1.82M - $1.99M
|
20.9K
$11.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-5.24K- 6.08% |
$1.83M - $2.01M
|
81.1K
$44.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.25K- 89.71% |
$1.83M - $2.01M
|
602
$333K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.31K- 8.09% |
$1.85M - $2.03M
|
60.3K
$33.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.4K- 49.22% |
$1.88M - $2.07M
|
5.57K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.47K- 3.49% |
$1.91M - $2.1M
|
151K
$83.6M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.56K- 51.26% |
$1.94M - $2.13M
|
5.28K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.59K- 36.34% |
$1.95M - $2.14M
|
9.8K
$5.42M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.6K- 7.23% |
$1.95M - $2.14M
|
71.8K
$39.7M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.64K- 18.23% |
$1.96M - $2.16M
|
25.3K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.66K- 2.49% |
$1.97M - $2.17M
|
221K
$122M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-5.81K- 18.32% |
$2.02M - $2.22M
|
25.9K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.82K- 0.74% |
$2.03M - $2.23M
|
784K
$433M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.85K- 43.48% |
$2.04M - $2.24M
|
7.61K
$4.21M
|