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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-98- 53.85% |
$38.5K - $41.2K
|
84
$46.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-98- 3.66% |
$38.5K - $41.2K
|
2.58K
$1.43M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-99- 15.07% |
$38.9K - $41.6K
|
558
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-99- 3.57% |
$38.9K - $41.6K
|
2.67K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-100- 1.06% |
$39.3K - $42.1K
|
9.37K
$5.18M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 8.29% |
$39.3K - $42.1K
|
1.11K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-101- 12.53% |
$39.7K - $42.5K
|
705
$390K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 10.97% |
$40.8K - $43.8K
|
844
$467K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-105- 8.25% |
$41.2K - $44.2K
|
1.17K
$645K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-105- 13.03% |
$41.2K - $44.2K
|
701
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-105- 2.42% |
$41.2K - $44.2K
|
4.23K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-106- 3.41% |
$41.6K - $44.6K
|
3K
$1.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-106- 4.82% |
$41.6K - $44.6K
|
2.09K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-107- 0.35% |
$42K - $45K
|
30.6K
$16.9M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-108- 7.94% |
$42.4K - $45.4K
|
1.25K
$692K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-110- 10.23% |
$43.2K - $46.3K
|
965
$533K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-111- 1.75% |
$43.6K - $46.7K
|
6.24K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-111- 14.59% |
$43.6K - $46.7K
|
650
$359K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-112- 0.55% |
$44K - $47.1K
|
20.3K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-113- 17.94% |
$44.4K - $47.5K
|
517
$286K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-114- 1.21% |
$44.8K - $48K
|
9.32K
$5.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-114- 7.58% |
$44.8K - $48K
|
1.39K
$768K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-115- 8.24% |
$45.2K - $48.4K
|
1.28K
$708K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-115- 0.62% |
$45.2K - $48.4K
|
18.6K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-116- 11.86% |
$45.6K - $48.8K
|
862
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-117- 4.3% |
$45.9K - $49.2K
|
2.6K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-117- 23.21% |
$45.9K - $49.2K
|
387
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-117- 25.77% |
$45.9K - $49.2K
|
337
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-117- 3.48% |
$45.9K - $49.2K
|
3.25K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-120- 9.52% |
$47.1K - $50.5K
|
1.14K
$631K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-121- 8.72% |
$47.5K - $50.9K
|
1.27K
$700K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-122- 10.12% |
$47.9K - $51.3K
|
1.08K
$599K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-123- 4.72% |
$48.3K - $51.7K
|
2.48K
$1.37M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-123- 12.45% |
$48.3K - $51.7K
|
865
$478K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-125- 15.17% |
$49.1K - $52.6K
|
699
$386K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-125- 7.66% |
$49.1K - $52.6K
|
1.51K
$833K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-126- 0.26% |
$49.5K - $53K
|
48.2K
$26.7M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-126- 25.1% |
$49.5K - $53K
|
376
$208K
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-129- 8.35% |
$50.7K - $54.3K
|
1.42K
$783K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 0.47% |
$51.1K - $54.7K
|
27.5K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-130- 16.33% |
$51.1K - $54.7K
|
666
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-133- 7.26% |
$52.2K - $56K
|
1.7K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-134- 9.42% |
$52.6K - $56.4K
|
1.29K
$713K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-136- 11.2% |
$53.4K - $57.2K
|
1.08K
$596K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-136- 0.52% |
$53.4K - $57.2K
|
26K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-137- 3.02% |
$53.8K - $57.6K
|
4.4K
$2.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-138- 2.88% |
$54.2K - $58.1K
|
4.66K
$2.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-143- 6.82% |
$56.2K - $60.2K
|
1.96K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-145- 6.98% |
$56.9K - $61K
|
1.93K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-147- 0.44% |
$57.7K - $61.8K
|
33.3K
$18.4M
|