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
|
Opus Investment Management Inc
|
SELL
|
- |
-220- 14.97% |
$83K - $96.4K
|
1.25K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-223- 1.6% |
$84.1K - $97.7K
|
13.7K
$6.99M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-224- 4.05% |
$84.5K - $98.2K
|
5.31K
$2.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-227- 0.3% |
$85.7K - $99.5K
|
75.7K
$38.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-227- 0.98% |
$85.7K - $99.5K
|
22.9K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-227- 3.06% |
$85.7K - $99.5K
|
7.19K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-228- 2.87% |
$86K - $99.9K
|
7.71K
$3.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-229- 2.12% |
$86.4K - $100K
|
10.6K
$5.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-230- 1.57% |
$86.8K - $101K
|
14.4K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-230- 2.2% |
$86.8K - $101K
|
10.2K
$5.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-231- 3.61% |
$87.2K - $101K
|
6.16K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-232- 12.15% |
$87.5K - $102K
|
1.68K
$858K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-233- 0.84% |
$87.9K - $102K
|
27.4K
$14M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-236- 0.34% |
$89K - $103K
|
69.9K
$35.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-238- 0.91% |
$89.8K - $104K
|
25.9K
$13.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-242- 1.62% |
$91.3K - $106K
|
14.7K
$7.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-243- 2.61% |
$91.7K - $106K
|
9.07K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-243- 25.71% |
$91.7K - $106K
|
702
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-248- 1.91% |
$93.6K - $109K
|
12.7K
$6.51M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-249- 27.73% |
$94K - $109K
|
649
$332K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-250- 19.67% |
$94.3K - $110K
|
1.02K
$522K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-252- 18.96% |
$95.1K - $110K
|
1.08K
$551K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-253- 6.85% |
$95.5K - $111K
|
3.44K
$1.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-254- 0.99% |
$95.8K - $111K
|
25.3K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-254- 3.51% |
$95.8K - $111K
|
6.99K
$3.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-256- 2.06% |
$96.6K - $112K
|
12.2K
$6.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-261- 5.48% |
$98.5K - $114K
|
4.51K
$2.3M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-261- 2.22% |
$98.5K - $114K
|
11.5K
$5.88M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-262- 10.42% |
$98.9K - $115K
|
2.25K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-263- 2.31% |
$99.2K - $115K
|
11.1K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-265- 1.46% |
$100K - $116K
|
17.9K
$9.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-268- 18.66% |
$101K - $117K
|
1.17K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-270- 2.85% |
$102K - $118K
|
9.21K
$4.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-273- 7.81% |
$103K - $120K
|
3.22K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-274- 0.76% |
$103K - $120K
|
35.6K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-276- 0.57% |
$104K - $121K
|
48K
$24.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-281- 1.31% |
$106K - $123K
|
21.2K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-285- 0.93% |
$108K - $125K
|
30.3K
$15.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-296- 8.16% |
$112K - $130K
|
3.33K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-298- 13.56% |
$112K - $131K
|
1.9K
$971K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-300- 99.34% |
$113K - $131K
|
2
$1.02K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-302- 12.56% |
$114K - $132K
|
2.1K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-307- 5.69% |
$116K - $135K
|
5.09K
$2.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-308- 6.82% |
$116K - $135K
|
4.21K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-312- 29.63% |
$118K - $137K
|
741
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-312- 6.8% |
$118K - $137K
|
4.27K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-319- 4.93% |
$120K - $140K
|
6.16K
$3.15M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-322- 1.94% |
$121K - $141K
|
16.3K
$8.33M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-323- 2.26% |
$122K - $142K
|
14K
$7.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-324- 5.29% |
$122K - $142K
|
5.8K
$2.96M
|