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 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-209- 11.25% |
$78.9K - $91.6K
|
1.65K
$904K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-210- 8.81% |
$79.2K - $92K
|
2.18K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-216- 30.04% |
$81.5K - $94.6K
|
503
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-216- 0.11% |
$81.5K - $94.6K
|
193K
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-216- 26.47% |
$81.5K - $94.6K
|
600
$329K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-217- 4.4% |
$81.9K - $95.1K
|
4.71K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-218- 4.27% |
$82.3K - $95.5K
|
4.89K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-220- 14.97% |
$83K - $96.4K
|
1.25K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-223- 1.6% |
$84.1K - $97.7K
|
13.7K
$7.49M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-224- 4.05% |
$84.5K - $98.2K
|
5.31K
$2.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-227- 0.3% |
$85.7K - $99.5K
|
75.7K
$41.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-227- 0.98% |
$85.7K - $99.5K
|
22.9K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-227- 3.06% |
$85.7K - $99.5K
|
7.19K
$3.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-228- 2.87% |
$86K - $99.9K
|
7.71K
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-229- 2.12% |
$86.4K - $100K
|
10.6K
$5.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-230- 1.57% |
$86.8K - $101K
|
14.4K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-230- 2.2% |
$86.8K - $101K
|
10.2K
$5.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-231- 3.61% |
$87.2K - $101K
|
6.16K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-232- 12.15% |
$87.5K - $102K
|
1.68K
$920K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-233- 0.84% |
$87.9K - $102K
|
27.4K
$15M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-236- 0.34% |
$89K - $103K
|
69.9K
$38.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-238- 0.91% |
$89.8K - $104K
|
25.9K
$14.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-242- 1.62% |
$91.3K - $106K
|
14.7K
$8.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-243- 2.61% |
$91.7K - $106K
|
9.07K
$4.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-243- 25.71% |
$91.7K - $106K
|
702
$385K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-248- 1.91% |
$93.6K - $109K
|
12.7K
$6.98M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-249- 27.73% |
$94K - $109K
|
649
$356K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-250- 19.67% |
$94.3K - $110K
|
1.02K
$560K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-252- 18.96% |
$95.1K - $110K
|
1.08K
$590K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-253- 6.85% |
$95.5K - $111K
|
3.44K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-254- 0.99% |
$95.8K - $111K
|
25.3K
$13.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-254- 3.51% |
$95.8K - $111K
|
6.99K
$3.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-256- 2.06% |
$96.6K - $112K
|
12.2K
$6.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-261- 5.48% |
$98.5K - $114K
|
4.51K
$2.47M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-261- 2.22% |
$98.5K - $114K
|
11.5K
$6.3M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-262- 10.42% |
$98.9K - $115K
|
2.25K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-263- 2.31% |
$99.2K - $115K
|
11.1K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-265- 1.46% |
$100K - $116K
|
17.9K
$9.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-268- 18.66% |
$101K - $117K
|
1.17K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-270- 2.85% |
$102K - $118K
|
9.21K
$5.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-273- 7.81% |
$103K - $120K
|
3.22K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-274- 0.76% |
$103K - $120K
|
35.6K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-276- 0.57% |
$104K - $121K
|
48K
$26.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-281- 1.31% |
$106K - $123K
|
21.2K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-285- 0.93% |
$108K - $125K
|
30.3K
$16.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-296- 8.16% |
$112K - $130K
|
3.33K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-298- 13.56% |
$112K - $131K
|
1.9K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-300- 99.34% |
$113K - $131K
|
2
$1.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-302- 12.56% |
$114K - $132K
|
2.1K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-307- 5.69% |
$116K - $135K
|
5.09K
$2.79M
|