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
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-145K- 19.49% |
$50.5M - $55.5M
|
598K
$331M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-146K- 3.25% |
$51M - $56M
|
4.36M
$2.41B
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-168K- 11.18% |
$58.5M - $64.3M
|
1.33M
$737M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-168K- 80.45% |
$58.6M - $64.4M
|
40.9K
$22.6M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-170K- 6.43% |
$59.4M - $65.3M
|
2.48M
$1.37B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-174K- 99.73% |
$60.8M - $66.8M
|
464
$257K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-199K- 97.56% |
$69.2M - $76M
|
4.97K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 5.12% |
$69.7M - $76.6M
|
3.7M
$2.05B
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-215K- 74.37% |
$75M - $82.4M
|
74.2K
$41M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-278K- 99.38% |
$96.8M - $106M
|
1.73K
$954K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-297K- 18.93% |
$104M - $114M
|
1.27M
$704M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-316K- 67.02% |
$110M - $121M
|
155K
$85.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-319K- 1.81% |
$111M - $122M
|
17.3M
$9.57B
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-334K- 35.67% |
$117M - $128M
|
603K
$333M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-463K- 45.96% |
$161M - $177M
|
544K
$301M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-15.3M- 99.6% |
$5.35B - $5.87B
|
61K
$33.7M
|