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 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-492- 7.84% |
$183K - $200K
|
5.78K
$2.96M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-500- 41.63% |
$186K - $204K
|
701
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-505- 0.99% |
$188K - $206K
|
50.4K
$25.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-507- 0.21% |
$188K - $206K
|
241K
$123M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-509- 10.43% |
$189K - $207K
|
4.37K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-513- 1.09% |
$191K - $209K
|
46.4K
$23.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-515- 32.97% |
$191K - $210K
|
1.05K
$535K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-521- 3.9% |
$194K - $212K
|
12.9K
$6.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-531- 2.0% |
$197K - $216K
|
26K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-531- 0.93% |
$197K - $216K
|
56.5K
$28.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-532- 10.54% |
$198K - $217K
|
4.52K
$2.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-533- 3.39% |
$198K - $217K
|
15.2K
$7.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-533- 32.54% |
$198K - $217K
|
1.11K
$565K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-539- 4.38% |
$200K - $220K
|
11.8K
$6.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-539- 23.2% |
$200K - $220K
|
1.78K
$912K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-540- 3.23% |
$201K - $220K
|
16.2K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-541- 13.09% |
$201K - $220K
|
3.59K
$1.84M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-544- 24.87% |
$202K - $222K
|
1.64K
$840K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-546- 70.27% |
$203K - $222K
|
231
$118K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 1.92% |
$204K - $224K
|
28K
$14.3M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-557- 4.21% |
$207K - $227K
|
12.7K
$6.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-560- 50.04% |
$208K - $228K
|
559
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-560- 0.97% |
$208K - $228K
|
57.3K
$29.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-560- 13.54% |
$208K - $228K
|
3.58K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-563- 52.32% |
$209K - $229K
|
513
$262K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-563- 52.32% |
$209K - $229K
|
513
$262K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-571- 3.07% |
$212K - $233K
|
18K
$9.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-573- 9.9% |
$213K - $233K
|
5.22K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-574- 3.23% |
$213K - $234K
|
17.2K
$8.8M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-579- 1.2% |
$215K - $236K
|
47.6K
$24.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-580- 4.32% |
$215K - $236K
|
12.8K
$6.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-581- 4.25% |
$216K - $237K
|
13.1K
$6.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-582- 3.2% |
$216K - $237K
|
17.6K
$8.99M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-588- 14.41% |
$218K - $239K
|
3.49K
$1.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-590- 10.56% |
$219K - $240K
|
5K
$2.55M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-591- 30.94% |
$220K - $241K
|
1.32K
$674K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-592- 6.56% |
$220K - $241K
|
8.43K
$4.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-594- 31.83% |
$221K - $242K
|
1.27K
$650K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-595- 25.76% |
$221K - $242K
|
1.72K
$877K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-599- 6.12% |
$222K - $244K
|
9.19K
$4.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-600- 40.03% |
$223K - $244K
|
899
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-602- 1.54% |
$224K - $245K
|
38.6K
$19.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-604- 1.53% |
$224K - $246K
|
38.9K
$19.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-617- 2.01% |
$229K - $251K
|
30.1K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-619- 0.83% |
$230K - $252K
|
73.8K
$37.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-620- 0.32% |
$230K - $253K
|
195K
$99.8M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-620- 1.38% |
$230K - $253K
|
44.2K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-620- 4.69% |
$230K - $253K
|
12.6K
$6.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-622- 1.14% |
$231K - $253K
|
53.8K
$27.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-623- 25.63% |
$231K - $254K
|
1.81K
$924K
|