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 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-347- 7.03% |
$129K - $141K
|
4.59K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-351- 3.05% |
$130K - $143K
|
11.2K
$6M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-358- 17.65% |
$133K - $146K
|
1.67K
$898K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-360- 22.99% |
$134K - $147K
|
1.21K
$648K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-364- 41.04% |
$135K - $148K
|
523
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-369- 2.9% |
$137K - $150K
|
12.3K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-380- 0.16% |
$141K - $155K
|
240K
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-382- 18.16% |
$142K - $156K
|
1.72K
$925K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-385- 28.56% |
$143K - $157K
|
963
$518K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-396- 4.78% |
$147K - $161K
|
7.9K
$4.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-397- 6.33% |
$147K - $162K
|
5.87K
$3.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-397- 1.36% |
$147K - $162K
|
28.8K
$15.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-398- 8.51% |
$148K - $162K
|
4.28K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-399- 18.11% |
$148K - $163K
|
1.8K
$970K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-400- 2.4% |
$149K - $163K
|
16.3K
$8.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-408- 8.09% |
$152K - $166K
|
4.64K
$2.49M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-419- 0.58% |
$156K - $171K
|
71.3K
$38.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-425- 12.28% |
$158K - $173K
|
3.04K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-425- 2.33% |
$158K - $173K
|
17.8K
$9.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-429- 10.84% |
$159K - $175K
|
3.53K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-429- 2.59% |
$159K - $175K
|
16.1K
$8.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-430- 4.61% |
$160K - $175K
|
8.9K
$4.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-431- 4.71% |
$160K - $176K
|
8.72K
$4.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-433- 1.75% |
$161K - $176K
|
24.4K
$13.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-435- 41.12% |
$162K - $177K
|
623
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-442- 6.45% |
$164K - $180K
|
6.41K
$3.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-443- 3.84% |
$165K - $180K
|
11.1K
$5.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-444- 21.92% |
$165K - $181K
|
1.58K
$850K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-445- 4.79% |
$165K - $181K
|
8.85K
$4.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-448- 0.1% |
$166K - $182K
|
440K
$237M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 34.14% |
$167K - $183K
|
868
$467K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-458- 2.73% |
$170K - $187K
|
16.3K
$8.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-458- 34.51% |
$170K - $187K
|
869
$467K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-461- 5.61% |
$171K - $188K
|
7.75K
$4.17M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-470- 27.73% |
$175K - $191K
|
1.23K
$658K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-483- 43.4% |
$179K - $197K
|
630
$339K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-486- 15.99% |
$181K - $198K
|
2.55K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-486- 3.31% |
$181K - $198K
|
14.2K
$7.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-487- 4.35% |
$181K - $198K
|
10.7K
$5.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-492- 33.7% |
$183K - $200K
|
968
$520K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-492- 7.84% |
$183K - $200K
|
5.78K
$3.11M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-500- 41.63% |
$186K - $204K
|
701
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-505- 0.99% |
$188K - $206K
|
50.4K
$27.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-507- 0.21% |
$188K - $206K
|
241K
$129M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-509- 10.43% |
$189K - $207K
|
4.37K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-513- 1.09% |
$191K - $209K
|
46.4K
$24.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-515- 32.97% |
$191K - $210K
|
1.05K
$563K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-521- 3.9% |
$194K - $212K
|
12.9K
$6.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-531- 2.0% |
$197K - $216K
|
26K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-531- 0.93% |
$197K - $216K
|
56.5K
$30.4M
|