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 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-945- 3.17% |
$357K - $414K
|
28.9K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-951- 19.25% |
$359K - $417K
|
3.99K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-979- 4.38% |
$369K - $429K
|
21.4K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-980- 5.63% |
$370K - $429K
|
16.4K
$9.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-989- 0.97% |
$373K - $433K
|
101K
$55.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-991- 7.09% |
$374K - $434K
|
13K
$7.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-999- 5.84% |
$377K - $438K
|
16.1K
$8.91M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-1.01K- 2.14% |
$382K - $444K
|
46.3K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 4.35% |
$384K - $447K
|
22.4K
$12.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.02K- 5.57% |
$386K - $448K
|
17.3K
$9.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.03K- 6.37% |
$389K - $452K
|
15.2K
$8.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 1.27% |
$392K - $455K
|
80.9K
$44.7M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.05K- 29.06% |
$395K - $458K
|
2.55K
$1.41M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 18.0% |
$397K - $461K
|
4.8K
$2.65M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.06K- 40.5% |
$398K - $462K
|
1.55K
$857K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.06K- 16.01% |
$401K - $466K
|
5.58K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.08K- 4.1% |
$409K - $475K
|
25.3K
$14M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 9.1% |
$413K - $479K
|
10.9K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.11K- 6.3% |
$418K - $486K
|
16.5K
$9.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.13K- 6.38% |
$426K - $494K
|
16.6K
$9.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.13K- 2.31% |
$426K - $494K
|
47.8K
$26.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.13K- 1.89% |
$427K - $496K
|
58.7K
$32.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.15K- 1.86% |
$433K - $503K
|
60.6K
$33.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.16K- 0.64% |
$439K - $510K
|
179K
$99.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.17K- 45.32% |
$440K - $511K
|
1.41K
$778K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.18K- 3.12% |
$444K - $516K
|
36.6K
$20.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 30.61% |
$450K - $522K
|
2.7K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.2K- 5.08% |
$454K - $527K
|
22.4K
$12.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-1.21K- 4.47% |
$455K - $528K
|
25.8K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.24K- 4.09% |
$467K - $542K
|
29K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.24K- 3.82% |
$468K - $543K
|
31.2K
$17.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.24K- 1.34% |
$468K - $544K
|
91.3K
$50.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 56.6% |
$482K - $560K
|
980
$542K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.28K- 11.96% |
$484K - $563K
|
9.46K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.29K- 1.66% |
$485K - $564K
|
76.1K
$42.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.3K- 47.92% |
$491K - $570K
|
1.41K
$781K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.31K- 72.92% |
$493K - $572K
|
485
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.33K- 11.21% |
$500K - $581K
|
10.5K
$5.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 1.23% |
$504K - $586K
|
108K
$59.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.34K- 2.57% |
$505K - $586K
|
50.7K
$28M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.35K- 65.57% |
$509K - $592K
|
709
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 0.16% |
$510K - $592K
|
842K
$466M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.39K- 22.08% |
$525K - $610K
|
4.91K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.39K- 7.04% |
$525K - $610K
|
18.4K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.4K- 39.97% |
$529K - $614K
|
2.1K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.4K- 43.99% |
$529K - $614K
|
1.79K
$987K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 38.16% |
$538K - $624K
|
2.31K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.43K- 2.03% |
$541K - $628K
|
69.3K
$38.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.49% |
$541K - $629K
|
95K
$52.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.45K- 56.06% |
$546K - $634K
|
1.14K
$627K
|