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 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-186- 27.07% |
$73K - $78.2K
|
501
$256K
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-190- 15.41% |
$74.6K - $79.9K
|
1.04K
$533K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-192- 1.49% |
$75.4K - $80.8K
|
12.7K
$6.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-192- 7.67% |
$75.4K - $80.8K
|
2.31K
$1.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-193- 2.31% |
$75.8K - $81.2K
|
8.16K
$4.17M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-197- 9.57% |
$77.4K - $82.9K
|
1.86K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-199- 3.31% |
$78.1K - $83.7K
|
5.81K
$2.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-200- 1.42% |
$78.5K - $84.1K
|
13.9K
$7.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 19.23% |
$78.5K - $84.1K
|
840
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-200- 97.09% |
$78.5K - $84.1K
|
6
$3.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-200- 24.07% |
$78.5K - $84.1K
|
631
$323K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-203- 2.8% |
$79.7K - $85.4K
|
7.05K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-204- 9.9% |
$80.1K - $85.8K
|
1.86K
$949K
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-206- 0.38% |
$80.9K - $86.7K
|
53.6K
$27.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-206- 0.23% |
$80.9K - $86.7K
|
88.3K
$45.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-206- 67.76% |
$80.9K - $86.7K
|
98
$50.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-210- 6.51% |
$82.5K - $88.3K
|
3.02K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-213- 94.25% |
$83.6K - $89.6K
|
13
$6.65K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-213- 12.76% |
$83.6K - $89.6K
|
1.46K
$744K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-216- 2.23% |
$84.8K - $90.9K
|
9.46K
$4.83M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-216- 1.49% |
$84.8K - $90.9K
|
14.3K
$7.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-218- 17.68% |
$85.6K - $91.7K
|
1.02K
$519K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-222- 2.72% |
$87.2K - $93.4K
|
7.94K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-230- 1.7% |
$90.3K - $96.8K
|
13.3K
$6.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-230- 8.35% |
$90.3K - $96.8K
|
2.52K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-232- 1.79% |
$91.1K - $97.6K
|
12.8K
$6.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-232- 0.7% |
$91.1K - $97.6K
|
33K
$16.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-237- 1.11% |
$93.1K - $99.7K
|
21.1K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-238- 18.38% |
$93.5K - $100K
|
1.06K
$540K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-246- 1.01% |
$96.6K - $103K
|
24.2K
$12.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-247- 3.22% |
$97K - $104K
|
7.42K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-249- 9.19% |
$97.8K - $105K
|
2.46K
$1.26M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-249- 8.08% |
$97.8K - $105K
|
2.83K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-252- 1.67% |
$99K - $106K
|
14.8K
$7.58M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-255- 2.63% |
$100K - $107K
|
9.45K
$4.83M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-256- 6.64% |
$101K - $108K
|
3.6K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-257- 0.34% |
$101K - $108K
|
75.7K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-259- 26.98% |
$102K - $109K
|
701
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-261- 0.18% |
$102K - $110K
|
144K
$73.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-264- 2.4% |
$104K - $111K
|
10.7K
$5.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-264- 0.09% |
$104K - $111K
|
286K
$146M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-265- 4.57% |
$104K - $111K
|
5.53K
$2.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.9% |
$106K - $114K
|
14K
$7.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-273- 3.36% |
$107K - $115K
|
7.86K
$4.02M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-275- 34.38% |
$108K - $116K
|
525
$268K
|
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-276- 6.42% |
$108K - $116K
|
4.02K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-278- 22.86% |
$109K - $117K
|
938
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-286- 5.48% |
$112K - $120K
|
4.94K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-287- 15.87% |
$113K - $121K
|
1.52K
$777K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-290- 34.2% |
$114K - $122K
|
558
$285K
|