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 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.26K- 21.38% |
$493K - $528K
|
4.62K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27K- 9.98% |
$497K - $532K
|
11.4K
$7.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.3K- 4.2% |
$511K - $547K
|
29.6K
$18.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.31K- 72.88% |
$513K - $549K
|
486
$302K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.33K- 6.2% |
$524K - $561K
|
20.2K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.34K- 2.51% |
$527K - $565K
|
52.3K
$32.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-1.35K- 3.32% |
$528K - $566K
|
39.1K
$24.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 22.93% |
$536K - $574K
|
4.59K
$2.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 5.74% |
$552K - $591K
|
23.1K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.41K- 40.85% |
$554K - $593K
|
2.04K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.42K- 11.03% |
$556K - $596K
|
11.4K
$7.09M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.44K- 1.67% |
$564K - $604K
|
84.3K
$52.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.13% |
$566K - $607K
|
126K
$78.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.45K- 34.95% |
$569K - $609K
|
2.7K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 4.68% |
$569K - $610K
|
29.5K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.46K- 17.99% |
$573K - $614K
|
6.65K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.46K- 6.32% |
$575K - $616K
|
21.7K
$13.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-1.47K- 1.2% |
$576K - $618K
|
120K
$74.8M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.48K- 2.21% |
$580K - $621K
|
65.3K
$40.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.48K- 3.65% |
$582K - $623K
|
39.1K
$24.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.49K- 9.51% |
$586K - $628K
|
14.2K
$8.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.51K- 3.9% |
$592K - $634K
|
37.1K
$23M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.51K- 1.9% |
$595K - $637K
|
78.3K
$48.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.52K- 8.62% |
$595K - $638K
|
16.1K
$9.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.53K- 2.75% |
$600K - $643K
|
54.2K
$33.6M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.53K- 2.76% |
$601K - $644K
|
54K
$33.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-1.55K- 8.6% |
$608K - $651K
|
16.5K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 88.83% |
$624K - $669K
|
200
$124K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.6K- 10.72% |
$628K - $673K
|
13.3K
$8.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.62K- 8.58% |
$635K - $680K
|
17.2K
$10.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.64K- 0.61% |
$644K - $690K
|
266K
$165M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.65K- 3.67% |
$649K - $695K
|
43.4K
$26.9M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.65K- 3.67% |
$649K - $695K
|
43.4K
$26.9M
|
|
|
Aug 13, 2024
Q3 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-1.67K- 3.51% |
$657K - $703K
|
46K
$28.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.72K- 53.77% |
$675K - $724K
|
1.48K
$918K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.72K- 2.42% |
$676K - $724K
|
69.5K
$43.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.73K- 54.9% |
$677K - $726K
|
1.42K
$880K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.75K- 6.89% |
$687K - $736K
|
23.6K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.8K- 87.8% |
$707K - $757K
|
250
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.81K- 3.78% |
$712K - $763K
|
46.2K
$28.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.82K- 9.67% |
$714K - $764K
|
17K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.82K- 10.34% |
$716K - $767K
|
15.8K
$9.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.83K- 46.84% |
$717K - $768K
|
2.07K
$1.29M
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.87K- 8.23% |
$732K - $785K
|
20.8K
$12.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-1.93K- 2.1% |
$759K - $813K
|
90.1K
$55.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.95K- 9.95% |
$764K - $818K
|
17.6K
$10.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.96K- 2.35% |
$769K - $823K
|
81.2K
$50.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.97K- 49.97% |
$772K - $827K
|
1.97K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.97K- 0.83% |
$773K - $828K
|
236K
$147M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.97K- 0.83% |
$773K - $828K
|
236K
$147M
|