Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9- 0.98% |
$3.34K - $3.67K
|
905
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.42% |
$3.34K - $3.67K
|
2.14K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10- 0.22% |
$3.71K - $4.07K
|
4.59K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10- 2.16% |
$3.71K - $4.07K
|
454
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10- 1.28% |
$3.71K - $4.07K
|
772
$395K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-11- 1.87% |
$4.09K - $4.48K
|
577
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-11- 0.04% |
$4.09K - $4.48K
|
24.5K
$12.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-11- 1.81% |
$4.09K - $4.48K
|
598
$306K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 1.35% |
$4.09K - $4.48K
|
806
$412K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11- 0.4% |
$4.09K - $4.48K
|
2.73K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-12- 0.02% |
$4.46K - $4.89K
|
78.3K
$40M
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-12- 0.73% |
$4.46K - $4.89K
|
1.62K
$829K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-12- 0.15% |
$4.46K - $4.89K
|
8.19K
$4.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-13- 0.08% |
$4.83K - $5.29K
|
16.4K
$8.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-13- 0.42% |
$4.83K - $5.29K
|
3.09K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.26% |
$4.83K - $5.29K
|
4.96K
$2.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-13- 2.3% |
$4.83K - $5.29K
|
552
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-13- 0.95% |
$4.83K - $5.29K
|
1.35K
$692K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-14- 2.59% |
$5.2K - $5.7K
|
526
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-14- 0.14% |
$5.2K - $5.7K
|
9.79K
$5.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-14- 0.17% |
$5.2K - $5.7K
|
8.01K
$4.09M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-14- 0.3% |
$5.2K - $5.7K
|
4.59K
$2.34M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15- 0.32% |
$5.57K - $6.11K
|
4.64K
$2.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-15- 1.6% |
$5.57K - $6.11K
|
924
$472K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-15- 1.67% |
$5.57K - $6.11K
|
883
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-15- 0.26% |
$5.57K - $6.11K
|
5.66K
$2.9M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-15- 1.88% |
$5.57K - $6.11K
|
783
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-15- 8.38% |
$5.57K - $6.11K
|
164
$83.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-15- 83.33% |
$5.57K - $6.11K
|
3
$1.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-15- 0.35% |
$5.57K - $6.11K
|
4.29K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-15- 1.47% |
$5.57K - $6.11K
|
1K
$512K
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-16- 1.38% |
$5.94K - $6.52K
|
1.15K
$585K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-16- 39.02% |
$5.94K - $6.52K
|
25
$12.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-17- 1.5% |
$6.31K - $6.92K
|
1.12K
$572K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-17- 0.7% |
$6.31K - $6.92K
|
2.41K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-17- 0.13% |
$6.31K - $6.92K
|
13K
$6.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.73% |
$6.69K - $7.33K
|
1.03K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-18- 1.06% |
$6.69K - $7.33K
|
1.68K
$860K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-19- 1.31% |
$7.06K - $7.74K
|
1.43K
$731K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-19- 1.67% |
$7.06K - $7.74K
|
1.12K
$572K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-19- 0.9% |
$7.06K - $7.74K
|
2.1K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-20- 2.76% |
$7.43K - $8.15K
|
705
$360K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.17% |
$7.43K - $8.15K
|
1.69K
$864K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 5.26% |
$7.43K - $8.15K
|
360
$184K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-20- 2.44% |
$7.43K - $8.15K
|
800
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-20- 1.85% |
$7.43K - $8.15K
|
1.06K
$544K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-21- 0.3% |
$7.8K - $8.55K
|
6.98K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-21- 1.61% |
$7.8K - $8.55K
|
1.29K
$657K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
SELL
|
- |
-22- 0.2% |
$8.17K - $8.96K
|
11.1K
$5.69M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.7% |
$8.91K - $9.77K
|
3.4K
$1.74M
|