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 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 5.74% |
$552K - $591K
|
23.1K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.41K- 40.85% |
$554K - $593K
|
2.04K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.42K- 11.03% |
$556K - $596K
|
11.4K
$5.84M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.44K- 1.67% |
$564K - $604K
|
84.3K
$43.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.13% |
$566K - $607K
|
126K
$64.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.45K- 34.95% |
$569K - $609K
|
2.7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 4.68% |
$569K - $610K
|
29.5K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.46K- 17.99% |
$573K - $614K
|
6.65K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.46K- 6.32% |
$575K - $616K
|
21.7K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-1.47K- 1.2% |
$576K - $618K
|
120K
$61.6M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.48K- 2.21% |
$580K - $621K
|
65.3K
$33.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.48K- 3.65% |
$582K - $623K
|
39.1K
$20M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.49K- 9.51% |
$586K - $628K
|
14.2K
$7.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.51K- 3.9% |
$592K - $634K
|
37.1K
$19M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.51K- 1.9% |
$595K - $637K
|
78.3K
$40M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.52K- 8.62% |
$595K - $638K
|
16.1K
$8.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.53K- 2.75% |
$600K - $643K
|
54.2K
$27.7M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.53K- 2.76% |
$601K - $644K
|
54K
$27.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-1.55K- 8.6% |
$608K - $651K
|
16.5K
$8.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 88.83% |
$624K - $669K
|
200
$102K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.6K- 10.72% |
$628K - $673K
|
13.3K
$6.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.62K- 8.58% |
$635K - $680K
|
17.2K
$8.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.64K- 0.61% |
$644K - $690K
|
266K
$136M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.65K- 3.67% |
$649K - $695K
|
43.4K
$22.2M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.65K- 3.67% |
$649K - $695K
|
43.4K
$22.2M
|
|
|
Aug 13, 2024
Q3 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-1.67K- 3.51% |
$657K - $703K
|
46K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.72K- 53.77% |
$675K - $724K
|
1.48K
$756K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.72K- 2.42% |
$676K - $724K
|
69.5K
$35.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.73K- 54.9% |
$677K - $726K
|
1.42K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.75K- 6.89% |
$687K - $736K
|
23.6K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.8K- 87.8% |
$707K - $757K
|
250
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.81K- 3.78% |
$712K - $763K
|
46.2K
$23.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.82K- 9.67% |
$714K - $764K
|
17K
$8.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.82K- 10.34% |
$716K - $767K
|
15.8K
$8.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.83K- 46.84% |
$717K - $768K
|
2.07K
$1.06M
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.87K- 8.23% |
$732K - $785K
|
20.8K
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-1.93K- 2.1% |
$759K - $813K
|
90.1K
$46M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.95K- 9.95% |
$764K - $818K
|
17.6K
$8.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.96K- 2.35% |
$769K - $823K
|
81.2K
$41.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.97K- 49.97% |
$772K - $827K
|
1.97K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.97K- 0.83% |
$773K - $828K
|
236K
$121M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.97K- 0.83% |
$773K - $828K
|
236K
$121M
|
|
|
Nov 09, 2023
Q3 2023
|
Mercer Investments LLC
|
SELL
|
- |
-1.98K- 8.32% |
$778K - $834K
|
21.8K
$11.2M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2KClosed |
$787K - $843K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.08K- 14.45% |
$816K - $874K
|
12.3K
$6.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.1K- 3.85% |
$823K - $882K
|
52.4K
$26.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.18K- 1.03% |
$855K - $916K
|
209K
$107M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-2.2K- 9.91% |
$864K - $925K
|
20K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.23K- 3.3% |
$875K - $937K
|
65.3K
$33.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.23K- 1.49% |
$875K - $937K
|
148K
$75.5M
|