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 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-92- 3.23% |
$36.1K - $38.7K
|
2.76K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-92- 2.45% |
$36.1K - $38.7K
|
3.66K
$1.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-93- 4.85% |
$36.5K - $39.1K
|
1.82K
$932K
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-94- 0.73% |
$36.9K - $39.5K
|
12.7K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-94- 3.16% |
$36.9K - $39.5K
|
2.88K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-95- 29.05% |
$37.3K - $40K
|
232
$119K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-95- 0.86% |
$37.3K - $40K
|
11K
$5.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-96- 4.23% |
$37.7K - $40.4K
|
2.18K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-97- 2.45% |
$38.1K - $40.8K
|
3.86K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-97- 1.91% |
$38.1K - $40.8K
|
4.97K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-97- 0.95% |
$38.1K - $40.8K
|
10.1K
$5.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-98- 53.85% |
$38.5K - $41.2K
|
84
$42.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-98- 3.66% |
$38.5K - $41.2K
|
2.58K
$1.32M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-99- 15.07% |
$38.9K - $41.6K
|
558
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-99- 3.57% |
$38.9K - $41.6K
|
2.67K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-100- 1.06% |
$39.3K - $42.1K
|
9.37K
$4.79M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 8.29% |
$39.3K - $42.1K
|
1.11K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-101- 12.53% |
$39.7K - $42.5K
|
705
$360K
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-102- 0.28% |
$40.1K - $42.9K
|
35.9K
$18.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 10.97% |
$40.8K - $43.8K
|
844
$431K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-105- 8.25% |
$41.2K - $44.2K
|
1.17K
$597K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-105- 13.03% |
$41.2K - $44.2K
|
701
$358K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-105- 2.42% |
$41.2K - $44.2K
|
4.23K
$2.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-106- 3.41% |
$41.6K - $44.6K
|
3K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-106- 4.82% |
$41.6K - $44.6K
|
2.09K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-107- 0.35% |
$42K - $45K
|
30.6K
$15.6M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-108- 7.94% |
$42.4K - $45.4K
|
1.25K
$640K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-110- 10.23% |
$43.2K - $46.3K
|
965
$493K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-111- 1.75% |
$43.6K - $46.7K
|
6.24K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-111- 14.59% |
$43.6K - $46.7K
|
650
$332K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-112- 0.55% |
$44K - $47.1K
|
20.3K
$10.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-113- 17.94% |
$44.4K - $47.5K
|
517
$264K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-114- 1.21% |
$44.8K - $48K
|
9.32K
$4.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-114- 7.58% |
$44.8K - $48K
|
1.39K
$711K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-115- 8.24% |
$45.2K - $48.4K
|
1.28K
$654K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-115- 0.62% |
$45.2K - $48.4K
|
18.6K
$9.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-116- 11.86% |
$45.6K - $48.8K
|
862
$441K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-117- 4.3% |
$45.9K - $49.2K
|
2.6K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-117- 23.21% |
$45.9K - $49.2K
|
387
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-117- 25.77% |
$45.9K - $49.2K
|
337
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-117- 3.48% |
$45.9K - $49.2K
|
3.25K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-120- 9.52% |
$47.1K - $50.5K
|
1.14K
$583K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-121- 8.72% |
$47.5K - $50.9K
|
1.27K
$648K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-122- 10.12% |
$47.9K - $51.3K
|
1.08K
$554K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-123- 4.72% |
$48.3K - $51.7K
|
2.48K
$1.27M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-123- 12.45% |
$48.3K - $51.7K
|
865
$442K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-125- 15.17% |
$49.1K - $52.6K
|
699
$357K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-125- 7.66% |
$49.1K - $52.6K
|
1.51K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-126- 0.26% |
$49.5K - $53K
|
48.2K
$24.7M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-126- 25.1% |
$49.5K - $53K
|
376
$192K
|