Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 0.12% |
$1.89K - $2.19K
|
4.05K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-5- 0.74% |
$1.89K - $2.19K
|
670
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5- 0.09% |
$1.89K - $2.19K
|
5.71K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5- 0.38% |
$1.89K - $2.19K
|
1.32K
$724K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5- 0.91% |
$1.89K - $2.19K
|
545
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-6- 1.14% |
$2.26K - $2.63K
|
520
$285K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.86% |
$2.26K - $2.63K
|
695
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6- 0.02% |
$2.26K - $2.63K
|
28.9K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6- 1.15% |
$2.26K - $2.63K
|
518
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7- 0.21% |
$2.64K - $3.07K
|
3.32K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-7- 1.01% |
$2.64K - $3.07K
|
688
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-8- 0.63% |
$3.02K - $3.51K
|
1.26K
$688K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-8- 0.04% |
$3.02K - $3.51K
|
20K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8- 0.05% |
$3.02K - $3.51K
|
14.6K
$8M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-9- 2.98% |
$3.4K - $3.94K
|
293
$161K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-9- 0.37% |
$3.4K - $3.94K
|
2.44K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 2.9% |
$3.4K - $3.94K
|
301
$165K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 2.88% |
$3.77K - $4.38K
|
337
$185K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10- 2.06% |
$3.77K - $4.38K
|
476
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10- 0.52% |
$3.77K - $4.38K
|
1.92K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 0.75% |
$3.77K - $4.38K
|
1.33K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 17.86% |
$3.77K - $4.38K
|
46
$25.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-11- 1.23% |
$4.15K - $4.82K
|
880
$482K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-11- 1.36% |
$4.15K - $4.82K
|
800
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-11- 1.6% |
$4.15K - $4.82K
|
677
$371K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-11- 1.81% |
$4.15K - $4.82K
|
598
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 0.43% |
$4.53K - $5.26K
|
2.76K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-12- 0.4% |
$4.53K - $5.26K
|
2.96K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-13- 2.9% |
$4.91K - $5.7K
|
435
$238K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-13- 1.34% |
$4.91K - $5.7K
|
954
$523K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13- 0.35% |
$4.91K - $5.7K
|
3.73K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-13- 0.15% |
$4.91K - $5.7K
|
8.79K
$4.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13- 1.31% |
$4.91K - $5.7K
|
978
$536K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13- 0.37% |
$4.91K - $5.7K
|
3.49K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14- 1.93% |
$5.28K - $6.13K
|
712
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-14- 0.96% |
$5.28K - $6.13K
|
1.44K
$790K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-14- 2.0% |
$5.28K - $6.13K
|
687
$376K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15- 0.34% |
$5.66K - $6.57K
|
4.4K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-15- 0.24% |
$5.66K - $6.57K
|
6.22K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15- 0.37% |
$5.66K - $6.57K
|
4.01K
$2.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 2.14% |
$5.66K - $6.57K
|
687
$376K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-16- 57.14% |
$6.04K - $7.01K
|
12
$6.58K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-16- 7.58% |
$6.04K - $7.01K
|
195
$107K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-16- 1.45% |
$6.04K - $7.01K
|
1.08K
$594K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-16- 0.63% |
$6.04K - $7.01K
|
2.54K
$1.39M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-16- 1.92% |
$6.04K - $7.01K
|
818
$448K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-17- 1.61% |
$6.41K - $7.45K
|
1.04K
$568K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-17- 2.43% |
$6.41K - $7.45K
|
682
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-17- 2.13% |
$6.41K - $7.45K
|
783
$429K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-18- 1.97% |
$6.79K - $7.89K
|
898
$492K
|