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 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-532- 10.54% |
$198K - $217K
|
4.52K
$2.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-533- 3.39% |
$198K - $217K
|
15.2K
$8.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-533- 32.54% |
$198K - $217K
|
1.11K
$594K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-539- 4.38% |
$200K - $220K
|
11.8K
$6.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-539- 23.2% |
$200K - $220K
|
1.78K
$959K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-540- 3.23% |
$201K - $220K
|
16.2K
$8.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-541- 13.09% |
$201K - $220K
|
3.59K
$1.93M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-544- 24.87% |
$202K - $222K
|
1.64K
$883K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-546- 70.27% |
$203K - $222K
|
231
$124K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 1.92% |
$204K - $224K
|
28K
$15.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-557- 4.21% |
$207K - $227K
|
12.7K
$6.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-560- 50.04% |
$208K - $228K
|
559
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-560- 0.97% |
$208K - $228K
|
57.3K
$30.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-560- 13.54% |
$208K - $228K
|
3.58K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-563- 52.32% |
$209K - $229K
|
513
$276K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-563- 52.32% |
$209K - $229K
|
513
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-571- 3.07% |
$212K - $233K
|
18K
$9.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-573- 9.9% |
$213K - $233K
|
5.22K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-574- 3.23% |
$213K - $234K
|
17.2K
$9.25M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-579- 1.2% |
$215K - $236K
|
47.6K
$25.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-580- 4.32% |
$215K - $236K
|
12.8K
$6.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-581- 4.25% |
$216K - $237K
|
13.1K
$7.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-582- 3.2% |
$216K - $237K
|
17.6K
$9.45M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-588- 14.41% |
$218K - $239K
|
3.49K
$1.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-590- 10.56% |
$219K - $240K
|
5K
$2.69M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-591- 30.94% |
$220K - $241K
|
1.32K
$709K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-592- 6.56% |
$220K - $241K
|
8.43K
$4.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-594- 31.83% |
$221K - $242K
|
1.27K
$684K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-595- 25.76% |
$221K - $242K
|
1.72K
$922K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-599- 6.12% |
$222K - $244K
|
9.19K
$4.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-600- 40.03% |
$223K - $244K
|
899
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-602- 1.54% |
$224K - $245K
|
38.6K
$20.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-604- 1.53% |
$224K - $246K
|
38.9K
$20.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-617- 2.01% |
$229K - $251K
|
30.1K
$16.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-619- 0.83% |
$230K - $252K
|
73.8K
$39.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-620- 0.32% |
$230K - $253K
|
195K
$105M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-620- 1.38% |
$230K - $253K
|
44.2K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-620- 4.69% |
$230K - $253K
|
12.6K
$6.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-622- 1.14% |
$231K - $253K
|
53.8K
$28.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-623- 25.63% |
$231K - $254K
|
1.81K
$972K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-625- 13.77% |
$232K - $255K
|
3.92K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Capital LTD
|
SELL
|
- |
-625- 7.72% |
$232K - $255K
|
7.48K
$4.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-627- 4.7% |
$233K - $255K
|
12.7K
$6.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-632- 1.73% |
$235K - $257K
|
35.8K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-636- 0.17% |
$236K - $259K
|
364K
$196M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-637- 12.16% |
$237K - $259K
|
4.6K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-658- 12.19% |
$244K - $268K
|
4.74K
$2.55M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-659- 52.55% |
$245K - $268K
|
595
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-662- 17.76% |
$246K - $270K
|
3.07K
$1.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-666- 5.42% |
$247K - $271K
|
11.6K
$6.25M
|