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 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 49.24% |
$2.43M - $2.82M
|
6.64K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.68K- 24.01% |
$2.52M - $2.92M
|
21.1K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6.74K- 2.32% |
$2.54M - $2.95M
|
284K
$145M
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-7K- 6.19% |
$2.64M - $3.07M
|
106K
$54.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-7.06K- 11.35% |
$2.66M - $3.09M
|
55.1K
$28.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.08K- 14.47% |
$2.67M - $3.1M
|
41.9K
$21.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.27K- 21.01% |
$2.74M - $3.19M
|
27.3K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-7.27K- 58.84% |
$2.74M - $3.19M
|
5.09K
$2.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.3K- 27.1% |
$2.75M - $3.2M
|
19.6K
$10M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.39K- 6.49% |
$2.79M - $3.24M
|
107K
$54.4M
|
|
|
Mar 13, 2025
Q4 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-7.45K- 16.53% |
$2.81M - $3.26M
|
37.6K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.54K- 4.82% |
$2.84M - $3.3M
|
149K
$76.1M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.67K- 14.22% |
$2.89M - $3.36M
|
46.3K
$23.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 40.02% |
$2.91M - $3.38M
|
11.5K
$5.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.75K- 73.88% |
$2.92M - $3.39M
|
2.74K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-8.04K- 28.64% |
$3.03M - $3.52M
|
20K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-8.15K- 33.97% |
$3.08M - $3.57M
|
15.8K
$8.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-8.26K- 4.57% |
$3.12M - $3.62M
|
173K
$88.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-8.53K- 6.66% |
$3.22M - $3.74M
|
119K
$61.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.03K- 58.84% |
$3.41M - $3.96M
|
6.32K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.06K- 20.78% |
$3.42M - $3.97M
|
34.5K
$17.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-9.37K- 79.88% |
$3.54M - $4.11M
|
2.36K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.52K- 3.73% |
$3.59M - $4.17M
|
246K
$126M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.68K- 6.68% |
$3.65M - $4.24M
|
135K
$69.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-9.81K- 92.3% |
$3.7M - $4.3M
|
818
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10K- 23.17% |
$3.79M - $4.4M
|
33.3K
$17M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10K- 23.17% |
$3.79M - $4.4M
|
33.3K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.1K- 16.78% |
$3.82M - $4.43M
|
50.2K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-10.5K- 86.43% |
$3.97M - $4.61M
|
1.65K
$844K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-10.8K- 6.16% |
$4.09M - $4.75M
|
165K
$84.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 13.69% |
$4.25M - $4.93M
|
71K
$36.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.3K- 20.96% |
$4.26M - $4.94M
|
42.5K
$21.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-11.4K- 1.97% |
$4.29M - $4.98M
|
565K
$289M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11.6K- 0.91% |
$4.37M - $5.07M
|
1.26M
$644M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-11.7K- 7.14% |
$4.42M - $5.13M
|
152K
$77.8M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.9K- 76.43% |
$4.47M - $5.19M
|
3.66K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12K- 86.14% |
$4.51M - $5.24M
|
1.92K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.2K- 7.93% |
$4.59M - $5.33M
|
141K
$72.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-12.3K- 18.34% |
$4.62M - $5.37M
|
54.6K
$27.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.3K- 1.37% |
$4.64M - $5.39M
|
885K
$453M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-12.3K- 4.31% |
$4.65M - $5.39M
|
274K
$140M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.2K- 82.86% |
$4.98M - $5.79M
|
2.73K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13.4K- 48.6% |
$5.05M - $5.86M
|
14.1K
$7.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-13.5K- 55.86% |
$5.11M - $5.94M
|
10.7K
$5.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-13.9K- 62.91% |
$5.23M - $6.07M
|
8.17K
$4.17M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14K- 28.67% |
$5.29M - $6.14M
|
34.9K
$17.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 14.71% |
$5.5M - $6.39M
|
84.5K
$43.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.7K- 6.16% |
$5.54M - $6.43M
|
223K
$114M
|
|
|
Feb 01, 2024
Q4 2023
|
Globe Life Inc.
|
SELL
|
- |
-15K- 2.03% |
$5.66M - $6.57M
|
723K
$370M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-15.2K- 30.41% |
$5.75M - $6.68M
|
34.9K
$17.8M
|