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
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.52K- 72.34% |
$1.77M - $1.9M
|
1.73K
$955K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.58K- 0.15% |
$1.8M - $1.93M
|
3.11M
$1.72B
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.72K- 26.36% |
$1.86M - $1.99M
|
13.2K
$7.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-4.76K- 63.9% |
$1.87M - $2M
|
2.69K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.79K- 3.55% |
$1.88M - $2.02M
|
130K
$72M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.84K- 75.57% |
$1.9M - $2.04M
|
1.57K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.99K- 24.01% |
$1.96M - $2.1M
|
15.8K
$8.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.99K- 2.21% |
$1.96M - $2.1M
|
220K
$122M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5.02K- 8.15% |
$1.97M - $2.11M
|
56.5K
$31.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-5.27K- 29.33% |
$2.07M - $2.22M
|
12.7K
$7.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.27K- 3.68% |
$2.07M - $2.22M
|
138K
$76.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-5.36K- 16.7% |
$2.11M - $2.26M
|
26.8K
$14.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.46K- 27.53% |
$2.15M - $2.3M
|
14.4K
$7.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-5.51K- 56.18% |
$2.16M - $2.32M
|
4.3K
$2.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.66K- 1.91% |
$2.22M - $2.38M
|
291K
$161M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.97K- 2.32% |
$2.35M - $2.51M
|
251K
$139M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.02K- 18.73% |
$2.36M - $2.53M
|
26.1K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.02K- 9.78% |
$2.36M - $2.53M
|
55.6K
$30.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.35K- 68.29% |
$2.49M - $2.67M
|
2.95K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6.71K- 3.03% |
$2.63M - $2.82M
|
214K
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.73K- 8.0% |
$2.64M - $2.83M
|
77.4K
$42.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.75K- 2.76% |
$2.65M - $2.84M
|
238K
$132M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.77K- 4.48% |
$2.66M - $2.85M
|
145K
$79.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7K- 84.64% |
$2.75M - $2.94M
|
1.27K
$702K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.4K- 2.88% |
$2.91M - $3.11M
|
249K
$138M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.42K- 12.07% |
$2.91M - $3.12M
|
54K
$29.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8.05K- 4.73% |
$3.16M - $3.39M
|
162K
$89.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-8.09K- 16.88% |
$3.18M - $3.4M
|
39.8K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.29K- 71.54% |
$3.25M - $3.49M
|
3.3K
$1.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.46K- 6.72% |
$3.32M - $3.56M
|
117K
$64.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-8.46K- 34.31% |
$3.32M - $3.56M
|
16.2K
$8.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.72K- 8.35% |
$3.42M - $3.67M
|
95.7K
$52.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-8.87K- 11.62% |
$3.48M - $3.73M
|
67.5K
$37.3M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-8.93K- 2.06% |
$3.51M - $3.76M
|
426K
$235M
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-9.06K- 75.21% |
$3.56M - $3.81M
|
2.99K
$1.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.16K- 20.5% |
$3.6M - $3.85M
|
35.5K
$19.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.31K- 76.78% |
$3.66M - $3.92M
|
2.82K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.74K- 52.83% |
$3.82M - $4.1M
|
8.69K
$4.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-9.74K- 37.95% |
$3.82M - $4.1M
|
15.9K
$8.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-9.76K- 94.07% |
$3.83M - $4.1M
|
615
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.77K- 16.25% |
$3.84M - $4.11M
|
50.4K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.1K- 7.37% |
$3.95M - $4.23M
|
126K
$69.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-10.4K- 3.49% |
$4.1M - $4.39M
|
289K
$160M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-10.4K- 2.0% |
$4.1M - $4.39M
|
511K
$282M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.6K- 65.4% |
$4.16M - $4.45M
|
5.6K
$3.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-10.9K- 1.2% |
$4.28M - $4.58M
|
898K
$496M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-11.1K- 2.05% |
$4.34M - $4.65M
|
527K
$292M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-11.1K- 81.44% |
$4.35M - $4.66M
|
2.53K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-11.2K- 0.86% |
$4.38M - $4.69M
|
1.28M
$710M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11.2K- 89.57% |
$4.38M - $4.69M
|
1.3K
$718K
|