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 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-763- 7.01% |
$288K - $334K
|
10.1K
$5.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-766- 1.43% |
$289K - $336K
|
52.8K
$27M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-774- 1.64% |
$292K - $339K
|
46.5K
$23.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-777- 2.6% |
$293K - $340K
|
29.1K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-788- 10.32% |
$297K - $345K
|
6.85K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-793- 8.26% |
$299K - $347K
|
8.8K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-794- 24.21% |
$300K - $348K
|
2.49K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-804- 10.95% |
$303K - $352K
|
6.54K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-808- 61.87% |
$305K - $354K
|
498
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-823- 8.11% |
$311K - $361K
|
9.33K
$4.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-830- 63.9% |
$313K - $364K
|
469
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-845- 29.59% |
$319K - $370K
|
2.01K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-887- 22.08% |
$335K - $389K
|
3.13K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-893- 6.04% |
$337K - $391K
|
13.9K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-896- 8.35% |
$338K - $393K
|
9.84K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-899- 0.36% |
$339K - $394K
|
248K
$127M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-902- 5.32% |
$340K - $395K
|
16.1K
$8.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-911- 6.67% |
$344K - $399K
|
12.7K
$6.51M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-932- 46.53% |
$352K - $408K
|
1.07K
$547K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-936- 37.52% |
$353K - $410K
|
1.56K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-945- 3.17% |
$357K - $414K
|
28.9K
$14.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-951- 19.25% |
$359K - $417K
|
3.99K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-979- 4.38% |
$369K - $429K
|
21.4K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-980- 5.63% |
$370K - $429K
|
16.4K
$8.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-989- 0.97% |
$373K - $433K
|
101K
$51.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-991- 7.09% |
$374K - $434K
|
13K
$6.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-999- 5.84% |
$377K - $438K
|
16.1K
$8.23M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-1.01K- 2.14% |
$382K - $444K
|
46.3K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 4.35% |
$384K - $447K
|
22.4K
$11.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.02K- 5.57% |
$386K - $448K
|
17.3K
$8.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.03K- 6.37% |
$389K - $452K
|
15.2K
$7.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 1.27% |
$392K - $455K
|
80.9K
$41.4M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.05K- 29.06% |
$395K - $458K
|
2.55K
$1.3M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 18.0% |
$397K - $461K
|
4.8K
$2.45M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.06K- 40.5% |
$398K - $462K
|
1.55K
$792K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.06K- 16.01% |
$401K - $466K
|
5.58K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.08K- 4.1% |
$409K - $475K
|
25.3K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 9.1% |
$413K - $479K
|
10.9K
$5.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.11K- 6.3% |
$418K - $486K
|
16.5K
$8.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.13K- 6.38% |
$426K - $494K
|
16.6K
$8.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.13K- 2.31% |
$426K - $494K
|
47.8K
$24.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.13K- 1.89% |
$427K - $496K
|
58.7K
$30M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.15K- 1.86% |
$433K - $503K
|
60.6K
$31M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.16K- 0.64% |
$439K - $510K
|
179K
$91.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.17K- 45.32% |
$440K - $511K
|
1.41K
$719K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.18K- 3.12% |
$444K - $516K
|
36.6K
$18.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 30.61% |
$450K - $522K
|
2.7K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.2K- 5.08% |
$454K - $527K
|
22.4K
$11.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-1.21K- 4.47% |
$455K - $528K
|
25.8K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.24K- 4.09% |
$467K - $542K
|
29K
$14.8M
|