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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.54K- 0.61% |
$999K - $1.07M
|
417K
$230M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.55K- 6.35% |
$1M - $1.07M
|
37.7K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.58K- 1.54% |
$1.01M - $1.08M
|
165K
$91.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.61K- 3.94% |
$1.02M - $1.1M
|
63.5K
$35.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.61K- 3.01% |
$1.02M - $1.1M
|
84.2K
$46.6M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.62K- 11.99% |
$1.03M - $1.1M
|
19.3K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.62K- 10.1% |
$1.03M - $1.1M
|
23.3K
$12.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.65K- 0.44% |
$1.04M - $1.12M
|
607K
$335M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-2.74K- 3.72% |
$1.08M - $1.15M
|
71K
$39.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.77K- 6.33% |
$1.09M - $1.17M
|
41K
$22.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.78K- 60.43% |
$1.09M - $1.17M
|
1.82K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.79K- 10.14% |
$1.1M - $1.17M
|
24.7K
$13.7M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.79K- 21.11% |
$1.1M - $1.17M
|
10.4K
$5.77M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.84K- 5.67% |
$1.12M - $1.2M
|
47.3K
$26.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.89K- 17.66% |
$1.13M - $1.21M
|
13.5K
$7.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.92K- 3.54% |
$1.15M - $1.23M
|
79.6K
$44M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-2.94K- 14.11% |
$1.15M - $1.23M
|
17.9K
$9.87M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.94K- 22.61% |
$1.15M - $1.24M
|
10.1K
$5.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.14K- 2.68% |
$1.23M - $1.32M
|
114K
$63M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.2K- 77.1% |
$1.26M - $1.35M
|
950
$525K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.24K- 24.11% |
$1.27M - $1.36M
|
10.2K
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.26K- 2.44% |
$1.28M - $1.37M
|
130K
$72M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.27K- 2.77% |
$1.29M - $1.38M
|
115K
$63.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.28K- 2.19% |
$1.29M - $1.38M
|
146K
$80.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.29K- 0.61% |
$1.29M - $1.38M
|
536K
$296M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.35K- 3.54% |
$1.31M - $1.41M
|
91.1K
$50.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.36K- 4.5% |
$1.32M - $1.41M
|
71.2K
$39.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.39K- 44.99% |
$1.33M - $1.43M
|
4.15K
$2.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.39K- 51.47% |
$1.33M - $1.43M
|
3.2K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.44K- 83.11% |
$1.35M - $1.45M
|
699
$386K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.46K- 6.04% |
$1.36M - $1.46M
|
53.8K
$29.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.46K- 29.54% |
$1.36M - $1.46M
|
8.26K
$4.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-3.56K- 8.91% |
$1.4M - $1.5M
|
36.3K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.56K- 3.86% |
$1.4M - $1.5M
|
88.6K
$49M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-3.61K- 2.27% |
$1.42M - $1.52M
|
155K
$85.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.66K- 4.27% |
$1.44M - $1.54M
|
81.9K
$45.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-3.73K- 71.16% |
$1.47M - $1.57M
|
1.51K
$836K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.84K- 1.79% |
$1.51M - $1.62M
|
211K
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3.86K- 32.08% |
$1.52M - $1.62M
|
8.17K
$4.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.88K- 72.8% |
$1.52M - $1.63M
|
1.45K
$800K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.91K- 11.24% |
$1.54M - $1.64M
|
30.9K
$17.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.93K- 2.43% |
$1.54M - $1.65M
|
158K
$87.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-4K- 68.27% |
$1.57M - $1.68M
|
1.86K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.02K- 4.31% |
$1.58M - $1.69M
|
89.3K
$49.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-4.08K- 3.63% |
$1.6M - $1.72M
|
108K
$59.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.12K- 6.28% |
$1.62M - $1.73M
|
61.5K
$34M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.17K- 13.1% |
$1.64M - $1.75M
|
27.6K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.18K- 4.55% |
$1.64M - $1.76M
|
87.5K
$48.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.26K- 0.9% |
$1.67M - $1.79M
|
467K
$258M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-4.47K- 1.45% |
$1.76M - $1.88M
|
303K
$168M
|