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 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-386- 6.95% |
$152K - $162K
|
5.17K
$2.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-394- 0.58% |
$155K - $166K
|
68.1K
$37.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-394- 30.73% |
$155K - $166K
|
888
$487K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-395- 1.87% |
$155K - $166K
|
20.7K
$11.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-397- 8.79% |
$156K - $167K
|
4.12K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-398- 40.28% |
$156K - $167K
|
590
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-400- 3.22% |
$157K - $168K
|
12K
$6.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-400- 2.58% |
$157K - $168K
|
15.1K
$8.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 2.25% |
$157K - $168K
|
17.4K
$9.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-406- 4.49% |
$159K - $171K
|
8.63K
$4.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-408- 2.53% |
$160K - $172K
|
15.7K
$8.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-410- 2.58% |
$161K - $172K
|
15.5K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-413- 6.56% |
$162K - $174K
|
5.89K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-429- 1.13% |
$168K - $180K
|
37.5K
$20.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-431- 7.79% |
$169K - $181K
|
5.1K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-435- 15.14% |
$171K - $183K
|
2.44K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-438- 10.75% |
$172K - $184K
|
3.64K
$1.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-440- 1.28% |
$173K - $185K
|
34K
$18.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-442- 11.96% |
$174K - $186K
|
3.26K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-452- 2.68% |
$178K - $190K
|
16.4K
$9.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-456- 6.93% |
$179K - $192K
|
6.12K
$3.35M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-458- 24.64% |
$180K - $193K
|
1.4K
$768K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-458- 2.68% |
$180K - $193K
|
16.6K
$9.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-461- 6.65% |
$181K - $194K
|
6.47K
$3.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-462- 4.27% |
$181K - $194K
|
10.4K
$5.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-472- 36.7% |
$185K - $199K
|
814
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-472- 17.64% |
$185K - $199K
|
2.2K
$1.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-473- 3.44% |
$186K - $199K
|
13.3K
$7.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-476- 6.46% |
$187K - $200K
|
6.89K
$3.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-476- 20.65% |
$187K - $200K
|
1.83K
$1M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-480- 11.51% |
$188K - $202K
|
3.69K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-485- 10.13% |
$190K - $204K
|
4.31K
$2.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-485- 11.5% |
$190K - $204K
|
3.73K
$2.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-493- 2.53% |
$194K - $207K
|
19K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-493- 11.4% |
$194K - $207K
|
3.83K
$2.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-496- 18.83% |
$195K - $209K
|
2.14K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-497- 20.65% |
$195K - $209K
|
1.91K
$1.05M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-503Closed |
$198K - $212K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-504- 11.82% |
$198K - $212K
|
3.76K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-518- 5.84% |
$203K - $218K
|
8.36K
$4.58M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-520- 1.8% |
$204K - $219K
|
28.4K
$15.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-521- 4.32% |
$205K - $219K
|
11.5K
$6.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-528- 32.61% |
$207K - $222K
|
1.09K
$598K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-528- 0.87% |
$207K - $222K
|
60.3K
$33M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-540- 47.49% |
$212K - $227K
|
597
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-547- 22.95% |
$215K - $230K
|
1.84K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-547- 4.32% |
$215K - $230K
|
12.1K
$6.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-554- 7.02% |
$218K - $233K
|
7.34K
$4.02M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-555- 17.96% |
$218K - $233K
|
2.54K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-565- 18.3% |
$222K - $238K
|
2.52K
$1.38M
|