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 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.6K- 0.65% |
$2.11M - $2.46M
|
852K
$467M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.74K- 0.48% |
$2.17M - $2.51M
|
1.18M
$649M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.82K- 66.48% |
$2.2M - $2.55M
|
2.94K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.87K- 55.48% |
$2.21M - $2.57M
|
4.71K
$2.58M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.9K- 37.4% |
$2.23M - $2.59M
|
9.88K
$5.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.98K- 9.25% |
$2.26M - $2.62M
|
58.7K
$32.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6.23K- 18.85% |
$2.35M - $2.73M
|
26.8K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.25K- 29.62% |
$2.36M - $2.74M
|
14.9K
$8.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 49.24% |
$2.43M - $2.82M
|
6.64K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.68K- 24.01% |
$2.52M - $2.92M
|
21.1K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6.74K- 2.32% |
$2.54M - $2.95M
|
284K
$156M
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-7K- 6.19% |
$2.64M - $3.07M
|
106K
$58.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-7.06K- 11.35% |
$2.66M - $3.09M
|
55.1K
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.08K- 14.47% |
$2.67M - $3.1M
|
41.9K
$22.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.27K- 21.01% |
$2.74M - $3.19M
|
27.3K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-7.27K- 58.84% |
$2.74M - $3.19M
|
5.09K
$2.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.3K- 27.1% |
$2.75M - $3.2M
|
19.6K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.39K- 6.49% |
$2.79M - $3.24M
|
107K
$58.4M
|
|
|
Mar 13, 2025
Q4 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-7.45K- 16.53% |
$2.81M - $3.26M
|
37.6K
$20.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.54K- 4.82% |
$2.84M - $3.3M
|
149K
$81.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.67K- 14.22% |
$2.89M - $3.36M
|
46.3K
$25.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 40.02% |
$2.91M - $3.38M
|
11.5K
$6.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.75K- 73.88% |
$2.92M - $3.39M
|
2.74K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-8.04K- 28.64% |
$3.03M - $3.52M
|
20K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-8.15K- 33.97% |
$3.08M - $3.57M
|
15.8K
$8.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-8.26K- 4.57% |
$3.12M - $3.62M
|
173K
$94.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-8.53K- 6.66% |
$3.22M - $3.74M
|
119K
$65.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.03K- 58.84% |
$3.41M - $3.96M
|
6.32K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.06K- 20.78% |
$3.42M - $3.97M
|
34.5K
$18.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-9.37K- 79.88% |
$3.54M - $4.11M
|
2.36K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.52K- 3.73% |
$3.59M - $4.17M
|
246K
$135M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.68K- 6.68% |
$3.65M - $4.24M
|
135K
$74.1M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-9.74K- 12.57% |
$3.67M - $4.27M
|
67.7K
$37.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-9.81K- 92.3% |
$3.7M - $4.3M
|
818
$448K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10K- 23.17% |
$3.79M - $4.4M
|
33.3K
$18.3M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10K- 23.17% |
$3.79M - $4.4M
|
33.3K
$18.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.1K- 16.78% |
$3.82M - $4.43M
|
50.2K
$27.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-10.5K- 86.43% |
$3.97M - $4.61M
|
1.65K
$905K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-10.8K- 6.16% |
$4.09M - $4.75M
|
165K
$90.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 13.69% |
$4.25M - $4.93M
|
71K
$38.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.3K- 20.96% |
$4.26M - $4.94M
|
42.5K
$23.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-11.4K- 1.97% |
$4.29M - $4.98M
|
565K
$310M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11.6K- 0.91% |
$4.37M - $5.07M
|
1.26M
$690M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-11.7K- 7.14% |
$4.42M - $5.13M
|
152K
$83.4M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.9K- 76.43% |
$4.47M - $5.19M
|
3.66K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12K- 86.14% |
$4.51M - $5.24M
|
1.92K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.2K- 7.93% |
$4.59M - $5.33M
|
141K
$77.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-12.3K- 18.34% |
$4.62M - $5.37M
|
54.6K
$29.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.3K- 1.37% |
$4.64M - $5.39M
|
885K
$485M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-12.3K- 4.31% |
$4.65M - $5.39M
|
274K
$150M
|