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 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-42- 0.51% |
$15.8K - $18.4K
|
8.26K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-42- 0.53% |
$15.8K - $18.4K
|
7.84K
$4.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-42- 2.02% |
$15.8K - $18.4K
|
2.03K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-43- 15.41% |
$16.2K - $18.8K
|
236
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-43- 3.52% |
$16.2K - $18.8K
|
1.18K
$652K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-44- 4.32% |
$16.6K - $19.3K
|
974
$538K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-44- 3.69% |
$16.6K - $19.3K
|
1.15K
$635K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-45- 4.44% |
$17K - $19.7K
|
969
$536K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-45- 2.09% |
$17K - $19.7K
|
2.11K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 78.95% |
$17K - $19.7K
|
12
$6.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-45- 3.8% |
$17K - $19.7K
|
1.14K
$630K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-46- 7.08% |
$17.4K - $20.2K
|
604
$334K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-46- 7.34% |
$17.4K - $20.2K
|
581
$321K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-46- 2.24% |
$17.4K - $20.2K
|
2K
$1.11M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-47- 7.98% |
$17.7K - $20.6K
|
542
$300K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-49- 2.28% |
$18.5K - $21.5K
|
2.1K
$1.16M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 1.18% |
$18.9K - $21.9K
|
4.19K
$2.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 6.07% |
$18.9K - $21.9K
|
774
$428K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-50- 0.85% |
$18.9K - $21.9K
|
5.83K
$3.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-50- 1.19% |
$18.9K - $21.9K
|
4.16K
$2.3M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-50- 1.9% |
$18.9K - $21.9K
|
2.59K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-51- 0.32% |
$19.2K - $22.3K
|
16K
$8.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-52- 2.01% |
$19.6K - $22.8K
|
2.54K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-54- 8.7% |
$20.4K - $23.7K
|
567
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-54- 0.14% |
$20.4K - $23.7K
|
39.3K
$21.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-55- 1.8% |
$20.8K - $24.1K
|
3K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-57- 2.34% |
$21.5K - $25K
|
2.37K
$1.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-57- 1.54% |
$21.5K - $25K
|
3.64K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-58- 10.3% |
$21.9K - $25.4K
|
505
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-58- 6.23% |
$21.9K - $25.4K
|
873
$483K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-58- 1.6% |
$21.9K - $25.4K
|
3.58K
$1.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-59- -0.0% |
$22.3K - $25.9K
|
1.64M
$909M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-59- 3.22% |
$22.3K - $25.9K
|
1.77K
$979K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-60- 0.57% |
$22.6K - $26.3K
|
10.5K
$5.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-60- 4.23% |
$22.6K - $26.3K
|
1.36K
$750K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-61- 0.8% |
$23K - $26.7K
|
7.6K
$4.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-61- 2.73% |
$23K - $26.7K
|
2.17K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-61- 2.04% |
$23K - $26.7K
|
2.93K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-63- 3.84% |
$23.8K - $27.6K
|
1.58K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-63- 8.61% |
$23.8K - $27.6K
|
669
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-63- 2.83% |
$23.8K - $27.6K
|
2.17K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-64- 10.65% |
$24.1K - $28K
|
537
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 32.5% |
$24.5K - $28.5K
|
135
$74.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 2.96% |
$24.5K - $28.5K
|
2.13K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-66- 10.46% |
$24.9K - $28.9K
|
565
$312K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-68- 1.58% |
$25.7K - $29.8K
|
4.24K
$2.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-68- 2.7% |
$25.7K - $29.8K
|
2.45K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-69- 6.12% |
$26K - $30.2K
|
1.06K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-69- 5.19% |
$26K - $30.2K
|
1.26K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-70- 2.16% |
$26.4K - $30.7K
|
3.17K
$1.75M
|