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 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-120- 2.15% |
$45.3K - $52.6K
|
5.47K
$3.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-121- 15.39% |
$45.7K - $53K
|
665
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-121- 3.01% |
$45.7K - $53K
|
3.9K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-121- 2.44% |
$45.7K - $53K
|
4.84K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-122- 1.28% |
$46K - $53.5K
|
9.41K
$5.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-125- 2.0% |
$47.2K - $54.8K
|
6.11K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-127- 8.2% |
$47.9K - $55.7K
|
1.42K
$786K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-131- 2.95% |
$49.4K - $57.4K
|
4.31K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-132- 15.12% |
$49.8K - $57.8K
|
741
$410K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-134- 11.03% |
$50.6K - $58.7K
|
1.08K
$598K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-135- 3.97% |
$50.9K - $59.2K
|
3.26K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-135- 4.82% |
$50.9K - $59.2K
|
2.66K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-137- 12.56% |
$51.7K - $60K
|
954
$527K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-139- 0.21% |
$52.4K - $60.9K
|
65.3K
$36.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-139- 3.16% |
$52.4K - $60.9K
|
4.26K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-140- 11.19% |
$52.8K - $61.3K
|
1.11K
$614K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-141- 1.8% |
$53.2K - $61.8K
|
7.69K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-142- 7.75% |
$53.6K - $62.2K
|
1.69K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-143- 0.25% |
$54K - $62.7K
|
56.1K
$31M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-145- 1.26% |
$54.7K - $63.5K
|
11.4K
$6.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-145- 1.1% |
$54.7K - $63.5K
|
13.1K
$7.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-146- 3.16% |
$55.1K - $64K
|
4.47K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-147- 2.87% |
$55.5K - $64.4K
|
4.97K
$2.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-149- 13.39% |
$56.2K - $65.3K
|
964
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-149- 5.59% |
$56.2K - $65.3K
|
2.52K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-150- 2.07% |
$56.6K - $65.7K
|
7.11K
$3.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-152- 2.92% |
$57.4K - $66.6K
|
5.05K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-154- 3.26% |
$58.1K - $67.5K
|
4.57K
$2.53M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-154- 15.7% |
$58.1K - $67.5K
|
827
$457K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-156- 0.62% |
$58.9K - $68.4K
|
25K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-160- 0.63% |
$60.4K - $70.1K
|
25.3K
$14M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-161- 0.87% |
$60.7K - $70.5K
|
18.3K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-161- 7.62% |
$60.7K - $70.5K
|
1.95K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-165- 1.03% |
$62.3K - $72.3K
|
15.9K
$8.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-166- 9.93% |
$62.6K - $72.7K
|
1.51K
$833K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-166- 9.93% |
$62.6K - $72.7K
|
1.51K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-167- 3.76% |
$63K - $73.2K
|
4.27K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-168- 0.22% |
$63.4K - $73.6K
|
77.3K
$42.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-169- 19.47% |
$63.8K - $74.1K
|
699
$386K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-169- 2.6% |
$63.8K - $74.1K
|
6.33K
$3.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-171- 2.71% |
$64.5K - $74.9K
|
6.15K
$3.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-172- 1.98% |
$64.9K - $75.4K
|
8.52K
$4.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-174- 0.09% |
$65.7K - $76.2K
|
191K
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-175- 23.43% |
$66K - $76.7K
|
572
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-176- 17.1% |
$66.4K - $77.1K
|
853
$472K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-177- 2.34% |
$66.8K - $77.6K
|
7.38K
$4.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-177- 15.89% |
$66.8K - $77.6K
|
937
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-179- 1.81% |
$67.5K - $78.4K
|
9.73K
$5.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-181- 11.96% |
$68.3K - $79.3K
|
1.33K
$736K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-183- 7.13% |
$69K - $80.2K
|
2.38K
$1.32M
|