Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1- 0.07% |
$393 - $421
|
1.49K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.12% |
$393 - $421
|
800
$437K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1- 0.43% |
$393 - $421
|
230
$126K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1- 0.12% |
$393 - $421
|
829
$453K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-2- 0.05% |
$785 - $841
|
3.71K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.2% |
$785 - $841
|
995
$543K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-2- 0.14% |
$785 - $841
|
1.46K
$797K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.57% |
$1.18K - $1.26K
|
519
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-3- 0.29% |
$1.18K - $1.26K
|
1.01K
$554K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.17% |
$1.18K - $1.26K
|
1.8K
$985K
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-3- 3.9% |
$1.18K - $1.26K
|
74
$40.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3- 0.1% |
$1.18K - $1.26K
|
3K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4- 0.61% |
$1.57K - $1.68K
|
650
$355K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-4- 0.02% |
$1.57K - $1.68K
|
18.7K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4- 0.19% |
$1.57K - $1.68K
|
2.06K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.19% |
$1.57K - $1.68K
|
2.14K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4- 0.33% |
$1.57K - $1.68K
|
1.19K
$652K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-5- 0.11% |
$1.96K - $2.1K
|
4.59K
$2.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.17% |
$1.96K - $2.1K
|
2.89K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-5- 0.28% |
$1.96K - $2.1K
|
1.78K
$970K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5- 0.25% |
$1.96K - $2.1K
|
2.03K
$1.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-6- 1.09% |
$2.36K - $2.52K
|
546
$298K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-7- 0.58% |
$2.75K - $2.94K
|
1.2K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7- 0.32% |
$2.75K - $2.94K
|
2.19K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-8- 1.04% |
$3.14K - $3.37K
|
764
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 0.95% |
$3.14K - $3.37K
|
830
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 0.11% |
$3.14K - $3.37K
|
7.26K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-8- 0.25% |
$3.14K - $3.37K
|
3.24K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-8- 0.17% |
$3.14K - $3.37K
|
4.73K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-8- 0.54% |
$3.14K - $3.37K
|
1.48K
$808K
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-9- 0.33% |
$3.53K - $3.79K
|
2.72K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.3% |
$3.53K - $3.79K
|
3.03K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-9- 0.24% |
$3.53K - $3.79K
|
3.74K
$2.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 0.5% |
$3.53K - $3.79K
|
1.8K
$980K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.61% |
$3.93K - $4.21K
|
1.62K
$884K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-10- 0.6% |
$3.93K - $4.21K
|
1.66K
$907K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10- 1.52% |
$3.93K - $4.21K
|
650
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-10- 1.23% |
$3.93K - $4.21K
|
800
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 1.78% |
$3.93K - $4.21K
|
551
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 3.46% |
$3.93K - $4.21K
|
279
$152K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.22% |
$3.93K - $4.21K
|
4.58K
$2.5M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 1.86% |
$4.32K - $4.63K
|
579
$316K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-12- 0.71% |
$4.71K - $5.05K
|
1.67K
$914K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
SELL
|
- |
-13- 1.02% |
$5.11K - $5.47K
|
1.26K
$690K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-13- 0.42% |
$5.11K - $5.47K
|
3.06K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13- 0.29% |
$5.11K - $5.47K
|
4.44K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-13- 0.97% |
$5.11K - $5.47K
|
1.33K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 2.53% |
$5.11K - $5.47K
|
500
$273K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-13- 2.26% |
$5.11K - $5.47K
|
563
$307K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 2.53% |
$5.11K - $5.47K
|
500
$273K
|