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 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.15K- 1.86% |
$433K - $503K
|
60.6K
$33.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.16K- 0.64% |
$439K - $510K
|
179K
$98.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.17K- 45.32% |
$440K - $511K
|
1.41K
$771K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.18K- 3.12% |
$444K - $516K
|
36.6K
$20.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 30.61% |
$450K - $522K
|
2.7K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.2K- 5.08% |
$454K - $527K
|
22.4K
$12.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-1.21K- 4.47% |
$455K - $528K
|
25.8K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.24K- 4.09% |
$467K - $542K
|
29K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.24K- 3.82% |
$468K - $543K
|
31.2K
$17.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.24K- 1.34% |
$468K - $544K
|
91.3K
$50M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 56.6% |
$482K - $560K
|
980
$537K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.28K- 11.96% |
$484K - $563K
|
9.46K
$5.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.29K- 1.66% |
$485K - $564K
|
76.1K
$41.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.3K- 47.92% |
$491K - $570K
|
1.41K
$774K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.31K- 72.92% |
$493K - $572K
|
485
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.33K- 11.21% |
$500K - $581K
|
10.5K
$5.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 1.23% |
$504K - $586K
|
108K
$58.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.34K- 2.57% |
$505K - $586K
|
50.7K
$27.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.35K- 65.57% |
$509K - $592K
|
709
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 0.16% |
$510K - $592K
|
842K
$462M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.39K- 22.08% |
$525K - $610K
|
4.91K
$2.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.39K- 7.04% |
$525K - $610K
|
18.4K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.4K- 39.97% |
$529K - $614K
|
2.1K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.4K- 43.99% |
$529K - $614K
|
1.79K
$978K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 38.16% |
$538K - $624K
|
2.31K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.43K- 2.03% |
$541K - $628K
|
69.3K
$38M
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.49% |
$541K - $629K
|
95K
$52.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.45K- 56.06% |
$546K - $634K
|
1.14K
$622K
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-1.47K- 2.22% |
$555K - $644K
|
64.7K
$35.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 1.14% |
$572K - $664K
|
131K
$72M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.53K- 78.67% |
$576K - $669K
|
414
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.55K- 38.08% |
$583K - $677K
|
2.51K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.56K- 12.26% |
$587K - $681K
|
11.1K
$6.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.56K- 1.41% |
$588K - $683K
|
109K
$59.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.57K- 45.22% |
$591K - $686K
|
1.9K
$1.04M
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.57K- 10.94% |
$594K - $690K
|
12.8K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.59K- 18.89% |
$600K - $696K
|
6.82K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.6K- 4.24% |
$602K - $699K
|
36K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.61K- 11.33% |
$609K - $707K
|
12.6K
$6.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 12.0% |
$609K - $707K
|
11.8K
$6.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.63K- 1.67% |
$617K - $716K
|
96.3K
$52.8M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 5.36% |
$618K - $718K
|
28.9K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.65K- 38.56% |
$623K - $723K
|
2.63K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.68K- 20.21% |
$635K - $737K
|
6.64K
$3.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.69K- 19.37% |
$638K - $741K
|
7.04K
$3.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.8K- 0.68% |
$681K - $790K
|
264K
$145M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.82K- 2.08% |
$685K - $796K
|
85.3K
$46.8M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 4.28% |
$704K - $818K
|
41.8K
$22.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.88K- 18.3% |
$709K - $823K
|
8.38K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 6.37% |
$714K - $829K
|
27.8K
$15.2M
|