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 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.64K- 48.18% |
$979K - $1.07M
|
2.84K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
SELL
|
- |
-2.7K- 4.4% |
$1M - $1.1M
|
58.6K
$30M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.73K- 29.21% |
$1.02M - $1.11M
|
6.62K
$3.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.79K- 0.43% |
$1.04M - $1.14M
|
653K
$334M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.8K- 3.31% |
$1.04M - $1.14M
|
82K
$41.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.87K- 7.67% |
$1.07M - $1.17M
|
34.6K
$17.7M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.89K- 2.5% |
$1.07M - $1.18M
|
113K
$57.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 12.53% |
$1.09M - $1.19M
|
20.5K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.01K- 9.98% |
$1.12M - $1.23M
|
27.2K
$13.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-3.14K- 1.01% |
$1.17M - $1.28M
|
308K
$157M
|
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-3.26K- 2.82% |
$1.21M - $1.33M
|
112K
$57.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.34K- 33.67% |
$1.24M - $1.36M
|
6.58K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.37K- 17.78% |
$1.25M - $1.37M
|
15.6K
$7.96M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.52K- 2.89% |
$1.31M - $1.43M
|
118K
$60.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.53K- 22.03% |
$1.31M - $1.44M
|
12.5K
$6.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-3.55K- 3.71% |
$1.32M - $1.45M
|
92K
$47M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.57K- 14.2% |
$1.33M - $1.45M
|
21.6K
$11M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-3.63K- 52.81% |
$1.35M - $1.48M
|
3.25K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.72K- 2.14% |
$1.38M - $1.52M
|
170K
$86.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.74K- 28.42% |
$1.39M - $1.52M
|
9.43K
$4.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-3.75K- 3.87% |
$1.39M - $1.53M
|
93.2K
$47.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-3.78K- 10.85% |
$1.4M - $1.54M
|
31.1K
$15.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.87K- 5.92% |
$1.44M - $1.58M
|
61.5K
$31.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.94K- 15.71% |
$1.46M - $1.6M
|
21.1K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.12K- 6.34% |
$1.53M - $1.68M
|
60.8K
$31.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.18K- 16.76% |
$1.55M - $1.7M
|
20.8K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-4.21K- 3.85% |
$1.57M - $1.72M
|
105K
$53.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4.28K- 1.48% |
$1.59M - $1.74M
|
285K
$146M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.41K- 30.96% |
$1.64M - $1.8M
|
9.84K
$5.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.45K- 27.5% |
$1.65M - $1.81M
|
11.7K
$6M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.59K- 7.41% |
$1.7M - $1.87M
|
57.3K
$29.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.6K- 90.59% |
$1.71M - $1.87M
|
478
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.66K- 1.53% |
$1.73M - $1.9M
|
300K
$154M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.01K- 18.63% |
$1.86M - $2.04M
|
21.9K
$11.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5.09K- 2.08% |
$1.89M - $2.07M
|
239K
$122M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5.09K- 2.08% |
$1.89M - $2.07M
|
239K
$122M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.1K- 27.35% |
$1.89M - $2.08M
|
13.5K
$6.92M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.1K- 10.09% |
$1.9M - $2.08M
|
45.5K
$23.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.1K- 10.09% |
$1.9M - $2.08M
|
45.5K
$23.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.13K- 19.94% |
$1.91M - $2.09M
|
20.6K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.23K- 1.18% |
$1.94M - $2.13M
|
439K
$225M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.31K- 6.12% |
$1.97M - $2.16M
|
81.4K
$41.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.38K- 20.4% |
$2M - $2.19M
|
21K
$10.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5.42K- 20.12% |
$2.01M - $2.21M
|
21.5K
$11M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-5.44K- 13.45% |
$2.02M - $2.22M
|
35K
$17.9M
|
|
|
Feb 10, 2025
Q2 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-5.45K- 30.33% |
$2.03M - $2.22M
|
12.5K
$6.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairfield University
|
SELL
|
- |
-5.68K- 3.89% |
$2.11M - $2.31M
|
140K
$71.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5.77K- 4.02% |
$2.14M - $2.35M
|
138K
$70.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-5.78K- 85.4% |
$2.15M - $2.35M
|
988
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.85K- 4.2% |
$2.17M - $2.38M
|
133K
$68.2M
|