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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.34K- 1.83% |
$1.26M - $1.46M
|
179K
$91.5M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.35K- 4.46% |
$1.26M - $1.47M
|
71.8K
$36.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.39K- 91.86% |
$1.28M - $1.48M
|
300
$153K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.46K- 53.8% |
$1.3M - $1.52M
|
2.97K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.49K- 14.79% |
$1.32M - $1.53M
|
20.1K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.64K- 11.32% |
$1.37M - $1.6M
|
28.5K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-3.79K- 8.33% |
$1.43M - $1.66M
|
41.7K
$21.3M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.79K- 7.02% |
$1.43M - $1.66M
|
50.2K
$25.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.8K- 7.01% |
$1.43M - $1.66M
|
50.4K
$25.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.86K- 3.36% |
$1.46M - $1.69M
|
111K
$56.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.92K- 24.2% |
$1.48M - $1.72M
|
12.3K
$6.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.93K- 2.68% |
$1.48M - $1.72M
|
142K
$72.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.93K- 7.42% |
$1.48M - $1.72M
|
49K
$25.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.02K- 2.97% |
$1.52M - $1.76M
|
131K
$67.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.07K- 3.13% |
$1.54M - $1.78M
|
126K
$64.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.16K- 1.38% |
$1.57M - $1.82M
|
298K
$152M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.23K- 13.65% |
$1.59M - $1.85M
|
26.7K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-4.24K- 1.61% |
$1.6M - $1.86M
|
260K
$133M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.25K- 3.43% |
$1.6M - $1.86M
|
120K
$61.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.3K- 1.14% |
$1.62M - $1.89M
|
372K
$190M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.37K- 0.14% |
$1.65M - $1.92M
|
3.11M
$1.59B
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.41K- 45.69% |
$1.66M - $1.93M
|
5.24K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.46K- 21.76% |
$1.68M - $1.95M
|
16K
$8.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-4.61K- 5.67% |
$1.74M - $2.02M
|
76.6K
$39.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.69K- 27.44% |
$1.77M - $2.06M
|
12.4K
$6.34M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-4.77K- 13.61% |
$1.8M - $2.09M
|
30.3K
$15.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.78K- 3.02% |
$1.8M - $2.09M
|
154K
$78.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-4.79K- 20.2% |
$1.81M - $2.1M
|
18.9K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.82K- 0.02% |
$1.82M - $2.11M
|
21.8M
$11.2B
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-4.89K- 29.6% |
$1.85M - $2.14M
|
11.6K
$5.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.92K- 1.94% |
$1.86M - $2.16M
|
249K
$127M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.98K- 30.98% |
$1.88M - $2.18M
|
11.1K
$5.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.01K- 1.8% |
$1.89M - $2.19M
|
274K
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.01K- 9.27% |
$1.89M - $2.2M
|
49K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.03K- 19.89% |
$1.9M - $2.2M
|
20.3K
$10.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5.07K- 90.44% |
$1.91M - $2.22M
|
536
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-5.16K- 52.6% |
$1.95M - $2.26M
|
4.65K
$2.37M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.19K- 7.08% |
$1.96M - $2.27M
|
68.1K
$34.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.28K- 70.7% |
$1.99M - $2.31M
|
2.19K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.47K- 3.79% |
$2.07M - $2.4M
|
139K
$71.1M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.49K- 2.48% |
$2.07M - $2.41M
|
216K
$110M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.6K- 0.65% |
$2.11M - $2.46M
|
852K
$435M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.74K- 0.48% |
$2.17M - $2.51M
|
1.18M
$605M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.82K- 66.48% |
$2.2M - $2.55M
|
2.94K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.87K- 55.48% |
$2.21M - $2.57M
|
4.71K
$2.41M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.9K- 37.4% |
$2.23M - $2.59M
|
9.88K
$5.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.98K- 9.25% |
$2.26M - $2.62M
|
58.7K
$30M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6.23K- 18.85% |
$2.35M - $2.73M
|
26.8K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.25K- 29.62% |
$2.36M - $2.74M
|
14.9K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 49.24% |
$2.43M - $2.82M
|
6.64K
$3.39M
|