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 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-113- 1.67% |
$42K - $46K
|
6.67K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-113- 0.12% |
$42K - $46K
|
93.1K
$50.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-114- 13.24% |
$42.3K - $46.4K
|
747
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-114- 1.58% |
$42.3K - $46.4K
|
7.12K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-114- 5.09% |
$42.3K - $46.4K
|
2.12K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-115- 1.35% |
$42.7K - $46.8K
|
8.4K
$4.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-115- 3.3% |
$42.7K - $46.8K
|
3.37K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-115- 2.32% |
$42.7K - $46.8K
|
4.85K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-116- 15.59% |
$43.1K - $47.2K
|
628
$338K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-117- 1.98% |
$43.5K - $47.7K
|
5.81K
$3.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-118- 1.75% |
$43.8K - $48.1K
|
6.63K
$3.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-121- 11.56% |
$44.9K - $49.3K
|
926
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-124- 0.25% |
$46.1K - $50.5K
|
50.1K
$27M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-125- 12.64% |
$46.4K - $50.9K
|
864
$466K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-125- 9.2% |
$46.4K - $50.9K
|
1.23K
$664K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-125- 0.13% |
$46.4K - $50.9K
|
93.4K
$50.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-127- 8.79% |
$47.2K - $51.7K
|
1.32K
$710K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-130- 4.49% |
$48.3K - $52.9K
|
2.76K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-130- 2.78% |
$48.3K - $52.9K
|
4.55K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-130- 11.72% |
$48.3K - $52.9K
|
979
$527K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-130- 5.41% |
$48.3K - $52.9K
|
2.28K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-133- 0.75% |
$49.4K - $54.2K
|
17.6K
$9.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-133- 1.57% |
$49.4K - $54.2K
|
8.34K
$4.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-134- 0.9% |
$49.8K - $54.6K
|
14.8K
$7.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-134- 4.17% |
$49.8K - $54.6K
|
3.08K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-134- 12.26% |
$49.8K - $54.6K
|
959
$517K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-136- 0.27% |
$50.5K - $55.4K
|
50.8K
$27.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-140- 7.09% |
$52K - $57K
|
1.84K
$989K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-143- 8.86% |
$53.1K - $58.2K
|
1.47K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-143- 0.02% |
$53.1K - $58.2K
|
778K
$419M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-144- 8.33% |
$53.5K - $58.6K
|
1.59K
$854K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-145- 6.78% |
$53.9K - $59.1K
|
2K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-145- 3.26% |
$53.9K - $59.1K
|
4.3K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-145- 99.32% |
$53.9K - $59.1K
|
1
$539
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-146- 1.37% |
$54.2K - $59.5K
|
10.5K
$5.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-146- 2.63% |
$54.2K - $59.5K
|
5.41K
$2.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-150- 7.33% |
$55.7K - $61.1K
|
1.9K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-150- 4.8% |
$55.7K - $61.1K
|
2.98K
$1.6M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-151- 7.02% |
$56.1K - $61.5K
|
2K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-151- 6.13% |
$56.1K - $61.5K
|
2.31K
$1.25M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-152- 3.24% |
$56.5K - $61.9K
|
4.53K
$2.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-153- 0.78% |
$56.8K - $62.3K
|
19.5K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-153- 1.66% |
$56.8K - $62.3K
|
9.04K
$4.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-155- 5.58% |
$57.6K - $63.1K
|
2.62K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-155- 1.12% |
$57.6K - $63.1K
|
13.6K
$7.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-155- 52.72% |
$57.6K - $63.1K
|
139
$74.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-156- 0.23% |
$57.9K - $63.5K
|
68K
$36.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-156- 2.97% |
$57.9K - $63.5K
|
5.09K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-160- 0.71% |
$59.4K - $65.2K
|
22.3K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-160- 0.27% |
$59.4K - $65.2K
|
60.1K
$32.4M
|