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 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.37K- 5.0% |
$1.17M - $1.29M
|
64K
$32.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-3.43K- 53.73% |
$1.19M - $1.31M
|
2.95K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.45K- 7.0% |
$1.2M - $1.32M
|
45.8K
$23.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.52K- 24.8% |
$1.23M - $1.35M
|
10.7K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.55K- 8.84% |
$1.24M - $1.36M
|
36.6K
$18.7M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.59K- 1.31% |
$1.25M - $1.38M
|
270K
$138M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.63K- 13.42% |
$1.27M - $1.39M
|
23.4K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.66K- 2.18% |
$1.28M - $1.4M
|
164K
$83.9M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.67K- 37.99% |
$1.28M - $1.41M
|
5.99K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.69K- 1.06% |
$1.29M - $1.41M
|
345K
$176M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-3.72K- 4.82% |
$1.3M - $1.42M
|
73.5K
$37.6M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.74K- 37.33% |
$1.3M - $1.43M
|
6.28K
$3.21M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-3.76K- 6.25% |
$1.31M - $1.44M
|
56.4K
$28.8M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.8K- 6.96% |
$1.32M - $1.45M
|
50.8K
$25.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-3.83K- 6.58% |
$1.34M - $1.47M
|
54.4K
$27.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.89K- 20.67% |
$1.36M - $1.49M
|
14.9K
$7.64M
|
|
|
Jun 20, 2024
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.9K- 5.39% |
$1.36M - $1.49M
|
68.6K
$35M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.03K- 20.07% |
$1.4M - $1.54M
|
16K
$8.19M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.03K- 3.99% |
$1.41M - $1.54M
|
97K
$49.6M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 49.89% |
$1.41M - $1.55M
|
4.07K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.11K- 17.84% |
$1.43M - $1.57M
|
18.9K
$9.68M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
SELL
|
- |
-4.13K- 6.81% |
$1.44M - $1.58M
|
56.5K
$28.9M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.16K- 86.85% |
$1.45M - $1.59M
|
630
$322K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.17K- 49.9% |
$1.45M - $1.59M
|
4.18K
$2.14M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.18K- 18.71% |
$1.46M - $1.6M
|
18.2K
$9.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-4.2K- 11.26% |
$1.46M - $1.61M
|
33.1K
$16.9M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.21K- 28.86% |
$1.47M - $1.61M
|
10.4K
$5.31M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.21K- 83.48% |
$1.47M - $1.61M
|
834
$426K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.21K- 83.48% |
$1.47M - $1.61M
|
834
$426K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.29K- 5.23% |
$1.49M - $1.64M
|
77.6K
$39.7M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.34K- 38.06% |
$1.51M - $1.66M
|
7.07K
$3.61M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 34.15% |
$1.52M - $1.67M
|
8.42K
$4.3M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.44K- 8.1% |
$1.55M - $1.7M
|
50.3K
$25.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.52K- 19.57% |
$1.58M - $1.73M
|
18.6K
$9.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.63K- 11.92% |
$1.61M - $1.77M
|
34.2K
$17.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.66K- 8.95% |
$1.62M - $1.78M
|
47.4K
$24.2M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.69K- 6.73% |
$1.63M - $1.79M
|
64.9K
$33.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.69K- 4.0% |
$1.63M - $1.8M
|
113K
$57.5M
|
|
|
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
$46.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.81K- 35.13% |
$1.68M - $1.84M
|
8.88K
$4.54M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.94K- 84.43% |
$1.72M - $1.89M
|
911
$466K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.98K- 25.85% |
$1.74M - $1.91M
|
14.3K
$7.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-5K- 4.91% |
$1.74M - $1.91M
|
96.8K
$49.5M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.04K- 27.82% |
$1.76M - $1.93M
|
13.1K
$6.68M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.13K- 2.02% |
$1.79M - $1.97M
|
249K
$127M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.14K- 23.03% |
$1.79M - $1.97M
|
17.2K
$8.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-5.2K- 29.36% |
$1.81M - $1.99M
|
12.5K
$6.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.21K- 19.93% |
$1.82M - $1.99M
|
20.9K
$10.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-5.24K- 6.08% |
$1.83M - $2.01M
|
81.1K
$41.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.25K- 89.71% |
$1.83M - $2.01M
|
602
$308K
|