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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-38.9K- 76.37% |
$14.4M - $15.8M
|
12K
$6.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-41K- 12.25% |
$15.2M - $16.7M
|
294K
$161M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-42K- 49.88% |
$15.6M - $17.1M
|
42.2K
$23.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-43.6K- 20.17% |
$16.2M - $17.8M
|
173K
$94.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-43.8K- 19.58% |
$16.3M - $17.8M
|
180K
$98.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-45.2K- 73.67% |
$16.8M - $18.4M
|
16.2K
$8.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-47.2K- 14.12% |
$17.5M - $19.2M
|
287K
$157M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-47.5K- 50.21% |
$17.6M - $19.3M
|
47.1K
$25.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-50.5K- 3.78% |
$18.7M - $20.6M
|
1.28M
$704M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-52.9K- 4.14% |
$19.6M - $21.5M
|
1.22M
$671M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-53.3K- 88.55% |
$19.8M - $21.7M
|
6.89K
$3.78M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-54.5K- 46.96% |
$20.3M - $22.2M
|
61.6K
$33.8M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-54.9K- 98.95% |
$20.4M - $22.4M
|
581
$318K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-58.8K- 13.27% |
$21.9M - $24M
|
384K
$211M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-60.2K- 9.71% |
$22.3M - $24.5M
|
559K
$306M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-65.8K- 33.38% |
$24.5M - $26.8M
|
131K
$72M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-71.7K- 8.65% |
$26.6M - $29.2M
|
758K
$415M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-72.5K- 38.76% |
$26.9M - $29.5M
|
115K
$62.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-76K- 91.86% |
$28.2M - $31M
|
6.73K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-81K- 99.9% |
$30.1M - $33M
|
80
$43.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-87.5K- 76.07% |
$32.5M - $35.6M
|
27.5K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-89.4K- 49.24% |
$33.2M - $36.4M
|
92.1K
$50.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-91.8K- 83.61% |
$34.1M - $37.4M
|
18K
$9.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-102K- 2.75% |
$38M - $41.6M
|
3.61M
$1.98B
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-110K- 7.32% |
$40.8M - $44.7M
|
1.39M
$762M
|
|
|
Jul 28, 2023
Q2 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-123K- 29.69% |
$45.5M - $49.9M
|
290K
$159M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-130K- 12.48% |
$48.4M - $53.1M
|
914K
$501M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-138K- 11.59% |
$51.2M - $56.2M
|
1.05M
$577M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-138K- 7.51% |
$51.4M - $56.4M
|
1.7M
$934M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-161K- 64.64% |
$59.9M - $65.7M
|
88.3K
$48.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-201K- 15.59% |
$74.7M - $81.9M
|
1.09M
$596M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-219K- 23.76% |
$81.3M - $89.2M
|
702K
$385M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-284K- 69.27% |
$105M - $116M
|
126K
$69M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-372K- 14.99% |
$138M - $152M
|
2.11M
$1.16B
|
|
|
Aug 11, 2023
Q2 2023
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-376K- 33.99% |
$140M - $153M
|
730K
$400M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-387K- 58.66% |
$144M - $158M
|
273K
$150M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-618K- 90.82% |
$230M - $252M
|
62.5K
$34.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-933K- 94.23% |
$347M - $380M
|
57.2K
$31.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.18M- 89.44% |
$440M - $482M
|
140K
$76.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.19M- 38.18% |
$442M - $485M
|
1.93M
$1.06B
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.61M- 99.76% |
$597M - $655M
|
3.93K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.5M- 62.46% |
$9.82B - $10.8B
|
15.9M
$8.71B
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-39.3M- 99.73% |
$14.6B - $16B
|
105K
$57.4M
|