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 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.09K- 3.53% |
$1.17M - $1.35M
|
84.4K
$46.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.1K- 5.2% |
$1.17M - $1.36M
|
56.6K
$31M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.18K- 1.48% |
$1.2M - $1.39M
|
211K
$116M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.2K- 1.11% |
$1.21M - $1.4M
|
286K
$157M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-3.24K- 14.52% |
$1.22M - $1.42M
|
19K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.26K- 56.79% |
$1.23M - $1.43M
|
2.48K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.28K- 49.59% |
$1.24M - $1.44M
|
3.33K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.29K- 13.29% |
$1.24M - $1.44M
|
21.5K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.33K- 6.76% |
$1.26M - $1.46M
|
46K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.34K- 1.83% |
$1.26M - $1.46M
|
179K
$98.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.35K- 4.46% |
$1.26M - $1.47M
|
71.8K
$39.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.39K- 91.86% |
$1.28M - $1.48M
|
300
$164K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.46K- 53.8% |
$1.3M - $1.52M
|
2.97K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.49K- 14.79% |
$1.32M - $1.53M
|
20.1K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.64K- 11.32% |
$1.37M - $1.6M
|
28.5K
$15.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-3.79K- 8.33% |
$1.43M - $1.66M
|
41.7K
$22.8M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.79K- 7.02% |
$1.43M - $1.66M
|
50.2K
$27.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.8K- 7.01% |
$1.43M - $1.66M
|
50.4K
$27.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.86K- 3.36% |
$1.46M - $1.69M
|
111K
$60.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.92K- 24.2% |
$1.48M - $1.72M
|
12.3K
$6.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.93K- 2.68% |
$1.48M - $1.72M
|
142K
$78.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.93K- 7.42% |
$1.48M - $1.72M
|
49K
$26.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.02K- 2.97% |
$1.52M - $1.76M
|
131K
$71.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.07K- 3.13% |
$1.54M - $1.78M
|
126K
$69.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.16K- 1.38% |
$1.57M - $1.82M
|
298K
$163M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.23K- 13.65% |
$1.59M - $1.85M
|
26.7K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-4.24K- 1.61% |
$1.6M - $1.86M
|
260K
$142M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.25K- 3.43% |
$1.6M - $1.86M
|
120K
$65.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.3K- 1.14% |
$1.62M - $1.89M
|
372K
$204M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.37K- 0.14% |
$1.65M - $1.92M
|
3.11M
$1.7B
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.41K- 45.69% |
$1.66M - $1.93M
|
5.24K
$2.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.46K- 21.76% |
$1.68M - $1.95M
|
16K
$8.79M
|
|
|
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
$42M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.69K- 27.44% |
$1.77M - $2.06M
|
12.4K
$6.8M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-4.77K- 13.61% |
$1.8M - $2.09M
|
30.3K
$16.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.78K- 3.02% |
$1.8M - $2.09M
|
154K
$84.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-4.79K- 20.2% |
$1.81M - $2.1M
|
18.9K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.82K- 0.02% |
$1.82M - $2.11M
|
21.8M
$12B
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-4.89K- 29.6% |
$1.85M - $2.14M
|
11.6K
$6.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.92K- 1.94% |
$1.86M - $2.16M
|
249K
$136M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.98K- 30.98% |
$1.88M - $2.18M
|
11.1K
$6.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.01K- 1.8% |
$1.89M - $2.19M
|
274K
$150M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.01K- 9.27% |
$1.89M - $2.2M
|
49K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.03K- 19.89% |
$1.9M - $2.2M
|
20.3K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5.07K- 90.44% |
$1.91M - $2.22M
|
536
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-5.16K- 52.6% |
$1.95M - $2.26M
|
4.65K
$2.55M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.19K- 7.08% |
$1.96M - $2.27M
|
68.1K
$37.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.28K- 70.7% |
$1.99M - $2.31M
|
2.19K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.47K- 3.79% |
$2.07M - $2.4M
|
139K
$76.2M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.49K- 2.48% |
$2.07M - $2.41M
|
216K
$118M
|