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 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.2K- 82.86% |
$4.98M - $5.79M
|
2.73K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13.4K- 48.6% |
$5.05M - $5.86M
|
14.1K
$7.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-13.5K- 55.86% |
$5.11M - $5.94M
|
10.7K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-13.9K- 62.91% |
$5.23M - $6.07M
|
8.17K
$4.47M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14K- 28.67% |
$5.29M - $6.14M
|
34.9K
$19.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 14.71% |
$5.5M - $6.39M
|
84.5K
$46.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.7K- 6.16% |
$5.54M - $6.43M
|
223K
$122M
|
|
|
Feb 01, 2024
Q4 2023
|
Globe Life Inc.
|
SELL
|
- |
-15K- 2.03% |
$5.66M - $6.57M
|
723K
$396M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-15.2K- 30.41% |
$5.75M - $6.68M
|
34.9K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-17.1K- 42.45% |
$6.46M - $7.5M
|
23.2K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-17.6K- 58.09% |
$6.64M - $7.71M
|
12.7K
$6.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-17.8K- 40.49% |
$6.72M - $7.8M
|
26.2K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-17.9K- 83.89% |
$6.76M - $7.85M
|
3.44K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-19.2K- 12.93% |
$7.23M - $8.4M
|
129K
$70.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-19.7K- 56.32% |
$7.44M - $8.65M
|
15.3K
$8.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.5K- 0.93% |
$7.73M - $8.98M
|
2.19M
$1.2B
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-20.8K- 39.9% |
$7.86M - $9.12M
|
31.4K
$17.2M
|
|
|
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
$131M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-23K- 8.81% |
$8.68M - $10.1M
|
238K
$131M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.3K- 24.37% |
$8.8M - $10.2M
|
72.4K
$39.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-23.4K- 11.87% |
$8.82M - $10.2M
|
174K
$95.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24.2K- 14.62% |
$9.11M - $10.6M
|
141K
$77.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-25.3K- 43.02% |
$9.55M - $11.1M
|
33.5K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-25.6K- 4.12% |
$9.68M - $11.2M
|
597K
$327M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-27.9K- 74.07% |
$10.5M - $12.2M
|
9.77K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-28.1K- 9.21% |
$10.6M - $12.3M
|
277K
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.4K- 96.81% |
$10.7M - $12.4M
|
934
$512K
|
|
|
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
$30.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Axis Capital Holdings LTD
|
SELL
|
- |
-30.4K- 10.66% |
$11.5M - $13.3M
|
255K
$140M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.5K- 3.15% |
$11.5M - $13.4M
|
936K
$513M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30.9K- 75.54% |
$11.6M - $13.5M
|
10K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31.5K- 24.96% |
$11.9M - $13.8M
|
94.7K
$51.9M
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
SELL
|
- |
-32K- 11.25% |
$12.1M - $14M
|
252K
$138M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-34K- 30.07% |
$12.8M - $14.9M
|
79.1K
$43.4M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-36.7K- 8.62% |
$13.8M - $16.1M
|
389K
$213M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-37.5K- 8.03% |
$14.1M - $16.4M
|
430K
$235M
|
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-38.1K- 68.06% |
$14.4M - $16.7M
|
17.9K
$9.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-40.4K- 77.01% |
$15.2M - $17.7M
|
12.1K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-43.2K- 4.49% |
$16.3M - $18.9M
|
919K
$504M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-43.6K- 53.73% |
$16.4M - $19.1M
|
37.5K
$20.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.3K- 8.29% |
$16.7M - $19.4M
|
491K
$269M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-45.9K- 42.49% |
$17.3M - $20.1M
|
62.2K
$34.1M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-48K- 8.11% |
$18.1M - $21M
|
544K
$298M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-51.6K- 63.65% |
$19.5M - $22.6M
|
29.5K
$16.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-52.6K- 8.85% |
$19.8M - $23M
|
541K
$297M
|
|
|
Feb 02, 2024
Q4 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-53.3K- 58.64% |
$20.1M - $23.3M
|
37.6K
$20.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-58.7K- 88.5% |
$22.1M - $25.7M
|
7.62K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-76.7K- 12.94% |
$28.9M - $33.6M
|
516K
$283M
|