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 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-47- 7.91% |
$17.5K - $19.1K
|
547
$299K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-48- 1.59% |
$17.8K - $19.5K
|
2.96K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-49- 3.25% |
$18.2K - $20K
|
1.46K
$796K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-49- 1.91% |
$18.2K - $20K
|
2.52K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-49- 2.29% |
$18.2K - $20K
|
2.09K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.14% |
$18.6K - $20.4K
|
35.3K
$19.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-50- 0.33% |
$18.6K - $20.4K
|
15.2K
$8.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 1.83% |
$18.6K - $20.4K
|
2.68K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-50- 1.4% |
$18.6K - $20.4K
|
3.52K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 6.52% |
$18.6K - $20.4K
|
717
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-50- 4.97% |
$18.6K - $20.4K
|
957
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 1.51% |
$18.6K - $20.4K
|
3.25K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 1.11% |
$18.9K - $20.8K
|
4.53K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-51- 18.15% |
$18.9K - $20.8K
|
230
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-52- 5.25% |
$19.3K - $21.2K
|
938
$512K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-53- 8.33% |
$19.7K - $21.6K
|
583
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-53- 1.27% |
$19.7K - $21.6K
|
4.13K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-53- 2.67% |
$19.7K - $21.6K
|
1.93K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-54- 3.96% |
$20.1K - $22K
|
1.31K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-54- 0.07% |
$20.1K - $22K
|
72.9K
$39.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-55- 0.53% |
$20.4K - $22.4K
|
10.4K
$5.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-55- 2.49% |
$20.4K - $22.4K
|
2.15K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-57- 1.73% |
$21.2K - $23.2K
|
3.23K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-57- 1.43% |
$21.2K - $23.2K
|
3.94K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-57- 2.23% |
$21.2K - $23.2K
|
2.5K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-57- 0.94% |
$21.2K - $23.2K
|
6.01K
$3.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-59- 0.09% |
$21.9K - $24K
|
68.5K
$37.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-59- 2.39% |
$21.9K - $24K
|
2.41K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-59- 0.86% |
$21.9K - $24K
|
6.81K
$3.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-60- 0.38% |
$22.3K - $24.4K
|
15.7K
$8.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-60- 7.48% |
$22.3K - $24.4K
|
742
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-60- 4.82% |
$22.3K - $24.4K
|
1.19K
$648K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-62- 2.45% |
$23K - $25.3K
|
2.47K
$1.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-63- 0.54% |
$23.4K - $25.7K
|
11.6K
$6.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-64- 3.08% |
$23.8K - $26.1K
|
2.02K
$1.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-64- 0.88% |
$23.8K - $26.1K
|
7.2K
$3.93M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-64- 0.44% |
$23.8K - $26.1K
|
14.5K
$7.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-65- 5.48% |
$24.1K - $26.5K
|
1.12K
$613K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-65- 1.45% |
$24.1K - $26.5K
|
4.43K
$2.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-65- 26.53% |
$24.1K - $26.5K
|
180
$98.3K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-65- 5.11% |
$24.1K - $26.5K
|
1.21K
$659K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-65- 0.63% |
$24.1K - $26.5K
|
10.3K
$5.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-66- 2.43% |
$24.5K - $26.9K
|
2.65K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-66- 11.28% |
$24.5K - $26.9K
|
519
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-66- 0.26% |
$24.5K - $26.9K
|
25.6K
$14M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-67- 0.28% |
$24.9K - $27.3K
|
24.3K
$13.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-68- 4.35% |
$25.3K - $27.7K
|
1.5K
$817K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-68- 6.43% |
$25.3K - $27.7K
|
989
$540K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-68- 1.82% |
$25.3K - $27.7K
|
3.66K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.96% |
$25.3K - $27.7K
|
7.04K
$3.85M
|