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 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.23K- 3.3% |
$875K - $937K
|
65.3K
$35.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.23K- 1.49% |
$875K - $937K
|
148K
$80.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.26K- 0.54% |
$888K - $951K
|
419K
$230M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.31K- 4.12% |
$906K - $970K
|
53.6K
$29.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 2.34% |
$906K - $971K
|
96.4K
$52.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.32K- 8.31% |
$909K - $974K
|
25.5K
$14M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.39K- 93.43% |
$938K - $1M
|
168
$92.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.4K- 13.43% |
$943K - $1.01M
|
15.5K
$8.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.4K- 0.28% |
$944K - $1.01M
|
844K
$462M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.41K- 68.13% |
$948K - $1.02M
|
1.13K
$619K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.42K- 41.46% |
$950K - $1.02M
|
3.42K
$1.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.44K- 5.46% |
$957K - $1.03M
|
42.2K
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.45K- 0.48% |
$962K - $1.03M
|
511K
$280M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.49K- 29.83% |
$976K - $1.05M
|
5.85K
$3.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.5K- 22.19% |
$982K - $1.05M
|
8.77K
$4.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.54K- 16.88% |
$995K - $1.07M
|
12.5K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.54K- 0.61% |
$999K - $1.07M
|
417K
$228M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.55K- 6.35% |
$1M - $1.07M
|
37.7K
$20.6M
|
|
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-2.56K- 6.52% |
$1M - $1.08M
|
36.7K
$20.1M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.57K- 41.98% |
$1.01M - $1.08M
|
3.55K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.58K- 1.54% |
$1.01M - $1.08M
|
165K
$90.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.61K- 3.94% |
$1.02M - $1.1M
|
63.5K
$34.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.61K- 3.01% |
$1.02M - $1.1M
|
84.2K
$46.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.62K- 11.99% |
$1.03M - $1.1M
|
19.3K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.62K- 10.1% |
$1.03M - $1.1M
|
23.3K
$12.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.65K- 0.44% |
$1.04M - $1.12M
|
607K
$332M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2.74K- 3.72% |
$1.08M - $1.15M
|
71K
$38.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.77K- 6.33% |
$1.09M - $1.17M
|
41K
$22.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.78K- 60.43% |
$1.09M - $1.17M
|
1.82K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.79K- 10.14% |
$1.1M - $1.17M
|
24.7K
$13.6M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.79K- 21.11% |
$1.1M - $1.17M
|
10.4K
$5.72M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.84K- 5.67% |
$1.12M - $1.2M
|
47.3K
$25.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.89K- 17.66% |
$1.13M - $1.21M
|
13.5K
$7.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.92K- 3.54% |
$1.15M - $1.23M
|
79.6K
$43.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-2.94K- 14.11% |
$1.15M - $1.23M
|
17.9K
$9.79M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.94K- 22.61% |
$1.15M - $1.24M
|
10.1K
$5.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.14K- 2.68% |
$1.23M - $1.32M
|
114K
$62.4M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.2K- 77.1% |
$1.26M - $1.35M
|
950
$521K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.24K- 24.11% |
$1.27M - $1.36M
|
10.2K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.26K- 2.44% |
$1.28M - $1.37M
|
130K
$71.3M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.27K- 2.77% |
$1.29M - $1.38M
|
115K
$63M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.28K- 2.19% |
$1.29M - $1.38M
|
146K
$80.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.29K- 0.61% |
$1.29M - $1.38M
|
536K
$294M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.35K- 3.54% |
$1.31M - $1.41M
|
91.1K
$49.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.36K- 4.5% |
$1.32M - $1.41M
|
71.2K
$39M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.39K- 44.99% |
$1.33M - $1.43M
|
4.15K
$2.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.39K- 51.47% |
$1.33M - $1.43M
|
3.2K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.44K- 83.11% |
$1.35M - $1.45M
|
699
$383K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.46K- 6.04% |
$1.36M - $1.46M
|
53.8K
$29.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.46K- 29.54% |
$1.36M - $1.46M
|
8.26K
$4.53M
|