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 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-165- 1.03% |
$62.3K - $72.3K
|
15.9K
$8.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-166- 9.93% |
$62.6K - $72.7K
|
1.51K
$784K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-166- 9.93% |
$62.6K - $72.7K
|
1.51K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-167- 3.76% |
$63K - $73.2K
|
4.27K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-168- 0.22% |
$63.4K - $73.6K
|
77.3K
$40.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-169- 19.47% |
$63.8K - $74.1K
|
699
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-169- 2.6% |
$63.8K - $74.1K
|
6.33K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-171- 2.71% |
$64.5K - $74.9K
|
6.15K
$3.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-172- 1.98% |
$64.9K - $75.4K
|
8.52K
$4.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-174- 0.09% |
$65.7K - $76.2K
|
191K
$99.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-175- 23.43% |
$66K - $76.7K
|
572
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-176- 17.1% |
$66.4K - $77.1K
|
853
$444K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-177- 2.34% |
$66.8K - $77.6K
|
7.38K
$3.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-177- 15.89% |
$66.8K - $77.6K
|
937
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-179- 1.81% |
$67.5K - $78.4K
|
9.73K
$5.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-181- 11.96% |
$68.3K - $79.3K
|
1.33K
$693K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-183- 7.13% |
$69K - $80.2K
|
2.38K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-183- 11.13% |
$69K - $80.2K
|
1.46K
$760K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-186- 0.52% |
$70.2K - $81.5K
|
35.6K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-186- 1.35% |
$70.2K - $81.5K
|
13.6K
$7.1M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-186- 3.6% |
$70.2K - $81.5K
|
4.99K
$2.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-187- 12.76% |
$70.6K - $81.9K
|
1.28K
$665K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-187- 26.71% |
$70.6K - $81.9K
|
513
$267K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-190- 2.47% |
$71.7K - $83.3K
|
7.49K
$3.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-194- 4.21% |
$73.2K - $85K
|
4.42K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-194- 3.51% |
$73.2K - $85K
|
5.34K
$2.78M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-194- 23.18% |
$73.2K - $85K
|
643
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-196- 1.57% |
$74K - $85.9K
|
12.3K
$6.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-197- 24.2% |
$74.3K - $86.3K
|
617
$321K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-199- 6.23% |
$75.1K - $87.2K
|
2.99K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-199- 2.76% |
$75.1K - $87.2K
|
7K
$3.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-200- 7.69% |
$75.5K - $87.6K
|
2.4K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-202- 0.87% |
$76.2K - $88.5K
|
23K
$12M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-203- 19.41% |
$76.6K - $89K
|
843
$439K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-203- 8.99% |
$76.6K - $89K
|
2.05K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-204- 4.83% |
$77K - $89.4K
|
4.02K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-204- 15.42% |
$77K - $89.4K
|
1.12K
$582K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-204- 6.39% |
$77K - $89.4K
|
2.99K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-205- 10.04% |
$77.4K - $89.8K
|
1.84K
$956K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-206- 1.63% |
$77.7K - $90.3K
|
12.5K
$6.48M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-208- 7.11% |
$78.5K - $91.1K
|
2.72K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-209- 11.25% |
$78.9K - $91.6K
|
1.65K
$858K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-210- 8.81% |
$79.2K - $92K
|
2.18K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-216- 30.04% |
$81.5K - $94.6K
|
503
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-216- 0.11% |
$81.5K - $94.6K
|
193K
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-216- 26.47% |
$81.5K - $94.6K
|
600
$312K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-217- 4.4% |
$81.9K - $95.1K
|
4.71K
$2.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-218- 4.27% |
$82.3K - $95.5K
|
4.89K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-220- 14.97% |
$83K - $96.4K
|
1.25K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-223- 1.6% |
$84.1K - $97.7K
|
13.7K
$7.12M
|