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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-150- 2.07% |
$56.6K - $65.7K
|
7.11K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-152- 2.92% |
$57.4K - $66.6K
|
5.05K
$2.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-154- 3.26% |
$58.1K - $67.5K
|
4.57K
$2.5M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-154- 15.7% |
$58.1K - $67.5K
|
827
$453K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-156- 0.62% |
$58.9K - $68.4K
|
25K
$13.7M
|
|
|
Apr 10, 2025
Q4 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-156- 2.96% |
$58.9K - $68.4K
|
5.11K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-160- 0.63% |
$60.4K - $70.1K
|
25.3K
$13.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-161- 0.87% |
$60.7K - $70.5K
|
18.3K
$10M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-161- 7.62% |
$60.7K - $70.5K
|
1.95K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-165- 1.03% |
$62.3K - $72.3K
|
15.9K
$8.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-166- 9.93% |
$62.6K - $72.7K
|
1.51K
$825K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-166- 9.93% |
$62.6K - $72.7K
|
1.51K
$825K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-167- 3.76% |
$63K - $73.2K
|
4.27K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-168- 0.22% |
$63.4K - $73.6K
|
77.3K
$42.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-169- 19.47% |
$63.8K - $74.1K
|
699
$383K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-169- 2.6% |
$63.8K - $74.1K
|
6.33K
$3.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-171- 2.71% |
$64.5K - $74.9K
|
6.15K
$3.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-172- 1.98% |
$64.9K - $75.4K
|
8.52K
$4.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-174- 0.09% |
$65.7K - $76.2K
|
191K
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-175- 23.43% |
$66K - $76.7K
|
572
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-176- 17.1% |
$66.4K - $77.1K
|
853
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-177- 2.34% |
$66.8K - $77.6K
|
7.38K
$4.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-177- 15.89% |
$66.8K - $77.6K
|
937
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-179- 1.81% |
$67.5K - $78.4K
|
9.73K
$5.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-181- 11.96% |
$68.3K - $79.3K
|
1.33K
$730K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-183- 7.13% |
$69K - $80.2K
|
2.38K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-183- 11.13% |
$69K - $80.2K
|
1.46K
$801K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-186- 0.52% |
$70.2K - $81.5K
|
35.6K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-186- 1.35% |
$70.2K - $81.5K
|
13.6K
$7.47M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-186- 3.6% |
$70.2K - $81.5K
|
4.99K
$2.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-187- 12.76% |
$70.6K - $81.9K
|
1.28K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-187- 26.71% |
$70.6K - $81.9K
|
513
$281K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-190- 2.47% |
$71.7K - $83.3K
|
7.49K
$4.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-194- 4.21% |
$73.2K - $85K
|
4.42K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-194- 3.51% |
$73.2K - $85K
|
5.34K
$2.93M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-194- 23.18% |
$73.2K - $85K
|
643
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-196- 1.57% |
$74K - $85.9K
|
12.3K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-197- 24.2% |
$74.3K - $86.3K
|
617
$338K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-199- 6.23% |
$75.1K - $87.2K
|
2.99K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-199- 2.76% |
$75.1K - $87.2K
|
7K
$3.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-200- 7.69% |
$75.5K - $87.6K
|
2.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-202- 0.87% |
$76.2K - $88.5K
|
23K
$12.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-203- 19.41% |
$76.6K - $89K
|
843
$462K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-203- 8.99% |
$76.6K - $89K
|
2.05K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-204- 4.83% |
$77K - $89.4K
|
4.02K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-204- 15.42% |
$77K - $89.4K
|
1.12K
$613K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-204- 6.39% |
$77K - $89.4K
|
2.99K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-205- 10.04% |
$77.4K - $89.8K
|
1.84K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-206- 1.63% |
$77.7K - $90.3K
|
12.5K
$6.83M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-208- 7.11% |
$78.5K - $91.1K
|
2.72K
$1.49M
|