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 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-79.3K- 87.0% |
$29.9M - $34.7M
|
11.8K
$6.49M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-82K- 96.99% |
$30.9M - $35.9M
|
2.55K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-84.2K- 98.95% |
$31.8M - $36.9M
|
896
$491K
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-84.2K- 93.78% |
$31.8M - $36.9M
|
5.58K
$3.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-98.6K- 17.85% |
$37.2M - $43.2M
|
454K
$249M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-116K- 18.51% |
$43.8M - $50.9M
|
511K
$280M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-124K- 93.9% |
$46.7M - $54.3M
|
8.04K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-247K- 20.87% |
$93.3M - $108M
|
938K
$514M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-281K- 87.31% |
$106M - $123M
|
40.9K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-289K- 19.89% |
$109M - $127M
|
1.16M
$637M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-377K- 11.42% |
$142M - $165M
|
2.92M
$1.6B
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-513K- 41.99% |
$194M - $225M
|
709K
$388M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-574K- 93.48% |
$216M - $251M
|
40K
$21.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-589K- 23.68% |
$222M - $258M
|
1.9M
$1.04B
|
|
|
Feb 12, 2024
Q4 2023
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-627K- 85.85% |
$236M - $275M
|
103K
$56.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-945K- 6.99% |
$356M - $414M
|
12.6M
$6.89B
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.67M- 95.63% |
$630M - $732M
|
76.4K
$41.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 9.03% |
$678M - $787M
|
18.1M
$9.92B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.94M- 48.97% |
$732M - $850M
|
2.02M
$1.11B
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.04M- 94.41% |
$770M - $894M
|
121K
$66.2M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.15M- 99.77% |
$1.94B - $2.26B
|
11.8K
$6.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.78M- 41.74% |
$2.93B - $3.41B
|
10.9M
$5.95B
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.93M- 99.9% |
$2.99B - $3.48B
|
7.94K
$4.35M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.1M- 54.64% |
$4.93B - $5.73B
|
10.9M
$5.95B
|