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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-71- 1.73% |
$26.8K - $31.1K
|
4.02K
$2.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-72- 2.82% |
$27.2K - $31.5K
|
2.48K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-74- 8.38% |
$27.9K - $32.4K
|
809
$447K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-75- 7.77% |
$28.3K - $32.9K
|
890
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-76- 4.67% |
$28.7K - $33.3K
|
1.55K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-76- 71.7% |
$28.7K - $33.3K
|
30
$16.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-77- 3.16% |
$29.1K - $33.7K
|
2.36K
$1.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-77- 0.84% |
$29.1K - $33.7K
|
9.12K
$5.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-78- 2.04% |
$29.4K - $34.2K
|
3.75K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78- 0.96% |
$29.4K - $34.2K
|
8.05K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-78- 0.93% |
$29.4K - $34.2K
|
8.28K
$4.58M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-78- 1.49% |
$29.4K - $34.2K
|
5.17K
$2.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-79- 0.37% |
$29.8K - $34.6K
|
21.2K
$11.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-80- 1.89% |
$30.2K - $35.1K
|
4.15K
$2.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-80- 13.99% |
$30.2K - $35.1K
|
492
$272K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-80- 1.76% |
$30.2K - $35.1K
|
4.46K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-83- 0.58% |
$31.3K - $36.4K
|
14.1K
$7.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-84- 10.46% |
$31.7K - $36.8K
|
719
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-85- 2.83% |
$32.1K - $37.2K
|
2.92K
$1.61M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-85- 5.5% |
$32.1K - $37.2K
|
1.46K
$808K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-86- 0.25% |
$32.4K - $37.7K
|
33.9K
$18.7M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-86- 6.94% |
$32.4K - $37.7K
|
1.15K
$638K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-86- 12.23% |
$32.4K - $37.7K
|
617
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-86- 14.41% |
$32.4K - $37.7K
|
511
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-88- 1.02% |
$33.2K - $38.6K
|
8.54K
$4.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-89- 4.88% |
$33.6K - $39K
|
1.73K
$959K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-90- 26.47% |
$34K - $39.4K
|
250
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-92- 39.66% |
$34.7K - $40.3K
|
140
$77.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-92- 14.0% |
$34.7K - $40.3K
|
565
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
SELL
|
- |
-93- 13.21% |
$35.1K - $40.8K
|
611
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-96- 0.14% |
$36.2K - $42.1K
|
70.2K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-96- 1.73% |
$36.2K - $42.1K
|
5.45K
$3.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-98- 1.97% |
$37K - $42.9K
|
4.88K
$2.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-98- 6.27% |
$37K - $42.9K
|
1.47K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-98- 6.22% |
$37K - $42.9K
|
1.48K
$817K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-100- 1.02% |
$37.7K - $43.8K
|
9.7K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 11.9% |
$37.7K - $43.8K
|
740
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 4.68% |
$37.7K - $43.8K
|
2.04K
$1.12M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-102- 13.58% |
$38.5K - $44.7K
|
649
$359K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-103- 5.64% |
$38.9K - $45.1K
|
1.72K
$953K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-104- 8.31% |
$39.2K - $45.6K
|
1.15K
$635K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-105- 12.28% |
$39.6K - $46K
|
750
$415K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-106- 0.77% |
$40K - $46.4K
|
13.7K
$7.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-109- 1.86% |
$41.1K - $47.8K
|
5.74K
$3.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-110- 1.09% |
$41.5K - $48.2K
|
10K
$5.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-111- 2.98% |
$41.9K - $48.6K
|
3.61K
$2M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-113- 3.16% |
$42.6K - $49.5K
|
3.46K
$1.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-114- 31.67% |
$43K - $50K
|
246
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-117- 0.4% |
$44.1K - $51.3K
|
29.4K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-118- 2.91% |
$44.5K - $51.7K
|
3.94K
$2.18M
|