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
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-98- 1.97% |
$37K - $42.9K
|
4.88K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-98- 6.27% |
$37K - $42.9K
|
1.47K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-98- 6.22% |
$37K - $42.9K
|
1.48K
$755K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-100- 1.02% |
$37.7K - $43.8K
|
9.7K
$4.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 11.9% |
$37.7K - $43.8K
|
740
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 4.68% |
$37.7K - $43.8K
|
2.04K
$1.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-102- 13.58% |
$38.5K - $44.7K
|
649
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-103- 5.64% |
$38.9K - $45.1K
|
1.72K
$881K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-104- 8.31% |
$39.2K - $45.6K
|
1.15K
$587K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-105- 12.28% |
$39.6K - $46K
|
750
$383K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-106- 0.77% |
$40K - $46.4K
|
13.7K
$7M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-108- 0.86% |
$40.8K - $47.3K
|
12.5K
$6.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-109- 1.86% |
$41.1K - $47.8K
|
5.74K
$2.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-110- 1.09% |
$41.5K - $48.2K
|
10K
$5.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-111- 2.98% |
$41.9K - $48.6K
|
3.61K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-113- 3.16% |
$42.6K - $49.5K
|
3.46K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-114- 31.67% |
$43K - $50K
|
246
$126K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-117- 0.4% |
$44.1K - $51.3K
|
29.4K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-118- 2.91% |
$44.5K - $51.7K
|
3.94K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-120- 2.15% |
$45.3K - $52.6K
|
5.47K
$2.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-121- 15.39% |
$45.7K - $53K
|
665
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-121- 3.01% |
$45.7K - $53K
|
3.9K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-121- 2.44% |
$45.7K - $53K
|
4.84K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-122- 1.28% |
$46K - $53.5K
|
9.41K
$4.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-125- 2.0% |
$47.2K - $54.8K
|
6.11K
$3.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-127- 8.2% |
$47.9K - $55.7K
|
1.42K
$726K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-131- 2.95% |
$49.4K - $57.4K
|
4.31K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-132- 15.12% |
$49.8K - $57.8K
|
741
$379K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-134- 11.03% |
$50.6K - $58.7K
|
1.08K
$553K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-135- 3.97% |
$50.9K - $59.2K
|
3.26K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-135- 4.82% |
$50.9K - $59.2K
|
2.66K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-137- 12.56% |
$51.7K - $60K
|
954
$488K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-139- 0.21% |
$52.4K - $60.9K
|
65.3K
$33.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-139- 3.16% |
$52.4K - $60.9K
|
4.26K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-140- 11.19% |
$52.8K - $61.3K
|
1.11K
$568K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-141- 1.8% |
$53.2K - $61.8K
|
7.69K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-142- 7.75% |
$53.6K - $62.2K
|
1.69K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-143- 0.25% |
$54K - $62.7K
|
56.1K
$28.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-145- 1.26% |
$54.7K - $63.5K
|
11.4K
$5.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-145- 1.1% |
$54.7K - $63.5K
|
13.1K
$6.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-146- 3.16% |
$55.1K - $64K
|
4.47K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-147- 2.87% |
$55.5K - $64.4K
|
4.97K
$2.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-149- 13.39% |
$56.2K - $65.3K
|
964
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-149- 5.59% |
$56.2K - $65.3K
|
2.52K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-150- 2.07% |
$56.6K - $65.7K
|
7.11K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-152- 2.92% |
$57.4K - $66.6K
|
5.05K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-154- 3.26% |
$58.1K - $67.5K
|
4.57K
$2.34M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-154- 15.7% |
$58.1K - $67.5K
|
827
$423K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-156- 0.62% |
$58.9K - $68.4K
|
25K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-160- 0.63% |
$60.4K - $70.1K
|
25.3K
$12.9M
|