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
|
Byrne Asset Management LLC
|
SELL
|
- |
-65- 26.53% |
$24.1K - $26.5K
|
180
$112K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-65- 5.11% |
$24.1K - $26.5K
|
1.21K
$750K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-65- 0.63% |
$24.1K - $26.5K
|
10.3K
$6.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-66- 2.43% |
$24.5K - $26.9K
|
2.65K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-66- 11.28% |
$24.5K - $26.9K
|
519
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-66- 0.26% |
$24.5K - $26.9K
|
25.6K
$15.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-67- 0.28% |
$24.9K - $27.3K
|
24.3K
$15.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-68- 4.35% |
$25.3K - $27.7K
|
1.5K
$929K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-68- 6.43% |
$25.3K - $27.7K
|
989
$614K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-68- 1.82% |
$25.3K - $27.7K
|
3.66K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.96% |
$25.3K - $27.7K
|
7.04K
$4.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-69- 2.23% |
$25.6K - $28.1K
|
3.02K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-69- 0.25% |
$25.6K - $28.1K
|
28K
$17.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-70- 13.59% |
$26K - $28.5K
|
445
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-71- 6.53% |
$26.4K - $28.9K
|
1.02K
$632K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-71- 0.3% |
$26.4K - $28.9K
|
23.5K
$14.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-72- 0.52% |
$26.7K - $29.3K
|
13.8K
$8.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-72- 0.72% |
$26.7K - $29.3K
|
9.9K
$6.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-73- 6.34% |
$27.1K - $29.7K
|
1.08K
$669K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-74- 0.52% |
$27.5K - $30.1K
|
14.1K
$8.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-75- 4.84% |
$27.9K - $30.5K
|
1.48K
$916K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-75- 7.04% |
$27.9K - $30.5K
|
990
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-75- 0.41% |
$27.9K - $30.5K
|
18.1K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-76- 2.89% |
$28.2K - $31K
|
2.55K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-77- 9.6% |
$28.6K - $31.4K
|
725
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-79- 0.61% |
$29.3K - $32.2K
|
12.9K
$8.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-80- 1.02% |
$29.7K - $32.6K
|
7.73K
$4.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-80- 1.98% |
$29.7K - $32.6K
|
3.96K
$2.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-80- 12.31% |
$29.7K - $32.6K
|
570
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-80- 2.12% |
$29.7K - $32.6K
|
3.7K
$2.3M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-82- 6.17% |
$30.5K - $33.4K
|
1.25K
$775K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-82- 3.11% |
$30.5K - $33.4K
|
2.56K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 1.81% |
$30.5K - $33.4K
|
4.44K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-83- 1.56% |
$30.8K - $33.8K
|
5.24K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-83- 4.34% |
$30.8K - $33.8K
|
1.83K
$1.14M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-84- 0.3% |
$31.2K - $34.2K
|
27.9K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-84- 9.4% |
$31.2K - $34.2K
|
810
$503K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-88- 1.05% |
$32.7K - $35.8K
|
8.27K
$5.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-88- 4.6% |
$32.7K - $35.8K
|
1.82K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-89- 0.51% |
$33.1K - $36.2K
|
17.5K
$10.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-90- 5.59% |
$33.4K - $36.7K
|
1.52K
$945K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-91- 0.1% |
$33.8K - $37.1K
|
92.9K
$57.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-93- 4.1% |
$34.5K - $37.9K
|
2.18K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-93- 4.8% |
$34.5K - $37.9K
|
1.85K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-94- 2.7% |
$34.9K - $38.3K
|
3.39K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-95- 11.53% |
$35.3K - $38.7K
|
729
$453K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-95- 6.9% |
$35.3K - $38.7K
|
1.28K
$795K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-96- 15.69% |
$35.7K - $39.1K
|
516
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-98- 2.03% |
$36.4K - $39.9K
|
4.73K
$2.94M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-100- 8.16% |
$37.1K - $40.7K
|
1.13K
$699K
|