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 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-34K- 30.07% |
$12.8M - $14.9M
|
79.1K
$43.8M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-36.7K- 8.62% |
$13.8M - $16.1M
|
389K
$215M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-37.5K- 8.03% |
$14.1M - $16.4M
|
430K
$237M
|
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-38.1K- 68.06% |
$14.4M - $16.7M
|
17.9K
$9.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-40.4K- 77.01% |
$15.2M - $17.7M
|
12.1K
$6.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-43.2K- 4.49% |
$16.3M - $18.9M
|
919K
$508M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-43.6K- 53.73% |
$16.4M - $19.1M
|
37.5K
$20.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.3K- 8.29% |
$16.7M - $19.4M
|
491K
$271M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-45.9K- 42.49% |
$17.3M - $20.1M
|
62.2K
$34.4M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-48K- 8.11% |
$18.1M - $21M
|
544K
$301M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-51.6K- 63.65% |
$19.5M - $22.6M
|
29.5K
$16.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-52.6K- 8.85% |
$19.8M - $23M
|
541K
$299M
|
|
|
Feb 02, 2024
Q4 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-53.3K- 58.64% |
$20.1M - $23.3M
|
37.6K
$20.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-58.7K- 88.5% |
$22.1M - $25.7M
|
7.62K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-76.7K- 12.94% |
$28.9M - $33.6M
|
516K
$285M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-79.3K- 87.0% |
$29.9M - $34.7M
|
11.8K
$6.55M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-82K- 96.99% |
$30.9M - $35.9M
|
2.55K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-84.2K- 98.95% |
$31.8M - $36.9M
|
896
$495K
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-84.2K- 93.78% |
$31.8M - $36.9M
|
5.58K
$3.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-98.6K- 17.85% |
$37.2M - $43.2M
|
454K
$251M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-116K- 18.51% |
$43.8M - $50.9M
|
511K
$283M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-124K- 93.9% |
$46.7M - $54.3M
|
8.04K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-247K- 20.87% |
$93.3M - $108M
|
938K
$518M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-281K- 87.31% |
$106M - $123M
|
40.9K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-289K- 19.89% |
$109M - $127M
|
1.16M
$643M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-377K- 11.42% |
$142M - $165M
|
2.92M
$1.62B
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-513K- 41.99% |
$194M - $225M
|
709K
$392M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-574K- 93.48% |
$216M - $251M
|
40K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-589K- 23.68% |
$222M - $258M
|
1.9M
$1.05B
|
|
|
Feb 12, 2024
Q4 2023
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-627K- 85.85% |
$236M - $275M
|
103K
$57.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-945K- 6.99% |
$356M - $414M
|
12.6M
$6.95B
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.67M- 95.63% |
$630M - $732M
|
76.4K
$42.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 9.03% |
$678M - $787M
|
18.1M
$10B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.94M- 48.97% |
$732M - $850M
|
2.02M
$1.12B
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.04M- 94.41% |
$770M - $894M
|
121K
$66.8M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.15M- 99.77% |
$1.94B - $2.26B
|
11.8K
$6.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.78M- 41.74% |
$2.93B - $3.41B
|
10.9M
$6B
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.93M- 99.9% |
$2.99B - $3.48B
|
7.94K
$4.39M
|