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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-249- 27.73% |
$94K - $109K
|
649
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-250- 19.67% |
$94.3K - $110K
|
1.02K
$564K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-252- 18.96% |
$95.1K - $110K
|
1.08K
$595K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-253- 6.85% |
$95.5K - $111K
|
3.44K
$1.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-254- 0.99% |
$95.8K - $111K
|
25.3K
$14M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-254- 3.51% |
$95.8K - $111K
|
6.99K
$3.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-256- 2.06% |
$96.6K - $112K
|
12.2K
$6.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-261- 5.48% |
$98.5K - $114K
|
4.51K
$2.49M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-261- 2.22% |
$98.5K - $114K
|
11.5K
$6.36M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-262- 10.42% |
$98.9K - $115K
|
2.25K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-263- 2.31% |
$99.2K - $115K
|
11.1K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-265- 1.46% |
$100K - $116K
|
17.9K
$9.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-268- 18.66% |
$101K - $117K
|
1.17K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-270- 2.85% |
$102K - $118K
|
9.21K
$5.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-273- 7.81% |
$103K - $120K
|
3.22K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-274- 0.76% |
$103K - $120K
|
35.6K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-276- 0.57% |
$104K - $121K
|
48K
$26.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-281- 1.31% |
$106K - $123K
|
21.2K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-285- 0.93% |
$108K - $125K
|
30.3K
$16.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-296- 8.16% |
$112K - $130K
|
3.33K
$1.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-298- 13.56% |
$112K - $131K
|
1.9K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-300- 99.34% |
$113K - $131K
|
2
$1.11K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-302- 12.56% |
$114K - $132K
|
2.1K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-307- 5.69% |
$116K - $135K
|
5.09K
$2.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-308- 6.82% |
$116K - $135K
|
4.21K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-312- 29.63% |
$118K - $137K
|
741
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-312- 6.8% |
$118K - $137K
|
4.27K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-319- 4.93% |
$120K - $140K
|
6.16K
$3.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-322- 1.94% |
$121K - $141K
|
16.3K
$9.01M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-323- 2.26% |
$122K - $142K
|
14K
$7.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-324- 5.29% |
$122K - $142K
|
5.8K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-325- 7.15% |
$123K - $142K
|
4.22K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-330- 1.16% |
$125K - $145K
|
28K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-331- 27.09% |
$125K - $145K
|
891
$493K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-335- 4.2% |
$126K - $147K
|
7.64K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-336- 0.48% |
$127K - $147K
|
70.1K
$38.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-337- 1.15% |
$127K - $148K
|
28.9K
$16M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-339- 14.15% |
$128K - $149K
|
2.06K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-340- 2.29% |
$128K - $149K
|
14.5K
$8.01M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-341- 2.91% |
$129K - $149K
|
11.4K
$6.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-341- 1.62% |
$129K - $149K
|
20.7K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-347- 1.22% |
$131K - $152K
|
28K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-354- 20.95% |
$134K - $155K
|
1.34K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-357- 8.83% |
$135K - $156K
|
3.69K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-360- 42.96% |
$136K - $158K
|
478
$264K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-364- 0.29% |
$137K - $160K
|
123K
$68.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-369- 2.75% |
$139K - $162K
|
13K
$7.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-370- 0.95% |
$140K - $162K
|
38.7K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-374- 1.29% |
$141K - $164K
|
28.5K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-375- 0.73% |
$141K - $164K
|
51K
$28.2M
|