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 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-5.86K- 96.29% |
$2.04M - $2.24M
|
226
$125K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.88K- 29.35% |
$2.05M - $2.25M
|
14.2K
$7.82M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6K- 4.02% |
$2.09M - $2.3M
|
143K
$79.2M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.02K- 14.56% |
$2.1M - $2.3M
|
35.3K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.06K- 78.13% |
$2.11M - $2.32M
|
1.7K
$937K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6.06K- 8.48% |
$2.11M - $2.32M
|
65.4K
$36.1M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-6.06K- 80.64% |
$2.11M - $2.32M
|
1.46K
$804K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.17K- 19.82% |
$2.15M - $2.36M
|
24.9K
$13.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.17K- 7.41% |
$2.15M - $2.36M
|
77.1K
$42.6M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-6.2K- 19.92% |
$2.16M - $2.37M
|
24.9K
$13.8M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.22K- 21.8% |
$2.17M - $2.38M
|
22.3K
$12.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-6.27K- 3.08% |
$2.19M - $2.4M
|
197K
$109M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-6.34K- 84.14% |
$2.21M - $2.43M
|
1.2K
$661K
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-6.72K- 9.59% |
$2.34M - $2.57M
|
63.3K
$35M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.72K- 10.48% |
$2.34M - $2.57M
|
57.4K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.78K- 86.92% |
$2.36M - $2.59M
|
1.02K
$564K
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-6.78K- 10.53% |
$2.36M - $2.6M
|
57.6K
$31.8M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.98K- 41.78% |
$2.43M - $2.67M
|
9.73K
$5.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7.06K- 7.74% |
$2.46M - $2.71M
|
84.2K
$46.5M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-7.08K- 9.18% |
$2.47M - $2.71M
|
70.1K
$38.8M
|
|
|
May 09, 2023
Q1 2023
|
Alta Advisers LTD
|
SELL
|
- |
-7.09K- 10.36% |
$2.47M - $2.71M
|
61.3K
$33.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-7.24K- 39.12% |
$2.52M - $2.77M
|
11.3K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.27K- 7.73% |
$2.53M - $2.78M
|
86.7K
$48M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-7.37K- 77.6% |
$2.57M - $2.82M
|
2.13K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.37K- 3.4% |
$2.57M - $2.82M
|
209K
$116M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-7.4K- 31.58% |
$2.58M - $2.83M
|
16K
$8.86M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7.53K- 2.37% |
$2.62M - $2.88M
|
310K
$171M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-7.57K- 22.5% |
$2.64M - $2.9M
|
26.1K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.72K- 60.68% |
$2.69M - $2.96M
|
5.01K
$2.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7.81K- 4.58% |
$2.72M - $2.99M
|
163K
$89.9M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.09K- 9.98% |
$2.82M - $3.1M
|
72.9K
$40.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8.22K- 52.97% |
$2.87M - $3.15M
|
7.3K
$4.03M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.29K- 13.13% |
$2.89M - $3.17M
|
54.8K
$30.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.33K- 9.43% |
$2.91M - $3.19M
|
80K
$44.2M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-8.41K- 11.14% |
$2.93M - $3.22M
|
67.1K
$37.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.56K- 0.78% |
$2.99M - $3.28M
|
1.09M
$604M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-8.91K- 73.9% |
$3.11M - $3.41M
|
3.15K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.91K- 25.12% |
$3.11M - $3.41M
|
26.6K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.15K- 18.75% |
$3.19M - $3.5M
|
39.7K
$21.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-9.33K- 10.64% |
$3.25M - $3.57M
|
78.3K
$43.3M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-9.42K- 12.82% |
$3.28M - $3.61M
|
64.1K
$35.4M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-9.46K- 4.11% |
$3.3M - $3.62M
|
221K
$122M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-9.5K- 57.48% |
$3.31M - $3.64M
|
7.03K
$3.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-9.92K- 79.29% |
$3.46M - $3.8M
|
2.59K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-10.2K- 2.11% |
$3.57M - $3.92M
|
475K
$262M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10.4K- 32.23% |
$3.62M - $3.97M
|
21.8K
$12.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10.4K- 10.07% |
$3.63M - $3.99M
|
92.9K
$51.4M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10.4K- 6.45% |
$3.64M - $3.99M
|
151K
$83.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10.6K- 20.77% |
$3.68M - $4.04M
|
40.2K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-10.7K- 17.04% |
$3.74M - $4.11M
|
52.2K
$28.9M
|