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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10K- 23.17% |
$3.79M - $4.4M
|
33.3K
$18.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.1K- 16.78% |
$3.82M - $4.43M
|
50.2K
$27.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-10.5K- 86.43% |
$3.97M - $4.61M
|
1.65K
$913K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-10.8K- 6.16% |
$4.09M - $4.75M
|
165K
$91.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 13.69% |
$4.25M - $4.93M
|
71K
$39.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.3K- 20.96% |
$4.26M - $4.94M
|
42.5K
$23.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-11.4K- 1.97% |
$4.29M - $4.98M
|
565K
$312M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11.6K- 0.91% |
$4.37M - $5.07M
|
1.26M
$696M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-11.7K- 7.14% |
$4.42M - $5.13M
|
152K
$84.2M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.9K- 76.43% |
$4.47M - $5.19M
|
3.66K
$2.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12K- 86.14% |
$4.51M - $5.24M
|
1.92K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.2K- 7.93% |
$4.59M - $5.33M
|
141K
$78.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-12.3K- 18.34% |
$4.62M - $5.37M
|
54.6K
$30.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.3K- 1.37% |
$4.64M - $5.39M
|
885K
$489M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-12.3K- 4.31% |
$4.65M - $5.39M
|
274K
$151M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.2K- 82.86% |
$4.98M - $5.79M
|
2.73K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13.4K- 48.6% |
$5.05M - $5.86M
|
14.1K
$7.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-13.5K- 55.86% |
$5.11M - $5.94M
|
10.7K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-13.9K- 62.91% |
$5.23M - $6.07M
|
8.17K
$4.51M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14K- 28.67% |
$5.29M - $6.14M
|
34.9K
$19.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 14.71% |
$5.5M - $6.39M
|
84.5K
$46.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.7K- 6.16% |
$5.54M - $6.43M
|
223K
$124M
|
|
|
Feb 01, 2024
Q4 2023
|
Globe Life Inc.
|
SELL
|
- |
-15K- 2.03% |
$5.66M - $6.57M
|
723K
$400M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-15.2K- 30.41% |
$5.75M - $6.68M
|
34.9K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-17.1K- 42.45% |
$6.46M - $7.5M
|
23.2K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-17.6K- 58.09% |
$6.64M - $7.71M
|
12.7K
$7.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-17.8K- 40.49% |
$6.72M - $7.8M
|
26.2K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-17.9K- 83.89% |
$6.76M - $7.85M
|
3.44K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-19.2K- 12.93% |
$7.23M - $8.4M
|
129K
$71.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-19.7K- 56.32% |
$7.44M - $8.65M
|
15.3K
$8.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.5K- 0.93% |
$7.73M - $8.98M
|
2.19M
$1.21B
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-20.8K- 39.9% |
$7.86M - $9.12M
|
31.4K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-22.2K- 10.53% |
$8.39M - $9.75M
|
189K
$104M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-23K- 8.81% |
$8.68M - $10.1M
|
238K
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-23K- 8.81% |
$8.68M - $10.1M
|
238K
$132M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.3K- 24.37% |
$8.8M - $10.2M
|
72.4K
$40M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-23.4K- 11.87% |
$8.82M - $10.2M
|
174K
$96M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24.2K- 14.62% |
$9.11M - $10.6M
|
141K
$78M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-25.3K- 43.02% |
$9.55M - $11.1M
|
33.5K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-25.6K- 4.12% |
$9.68M - $11.2M
|
597K
$330M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-27.9K- 74.07% |
$10.5M - $12.2M
|
9.77K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-28.1K- 9.21% |
$10.6M - $12.3M
|
277K
$153M
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.4K- 96.81% |
$10.7M - $12.4M
|
934
$516K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-28.9KClosed |
$10.9M - $12.7M
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-29.3K- 34.75% |
$11.1M - $12.8M
|
55K
$30.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Axis Capital Holdings LTD
|
SELL
|
- |
-30.4K- 10.66% |
$11.5M - $13.3M
|
255K
$141M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.5K- 3.15% |
$11.5M - $13.4M
|
936K
$518M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30.9K- 75.54% |
$11.6M - $13.5M
|
10K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31.5K- 24.96% |
$11.9M - $13.8M
|
94.7K
$52.4M
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
SELL
|
- |
-32K- 11.25% |
$12.1M - $14M
|
252K
$140M
|