Purchases and Sales Made in Q1 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 Q1 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 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-280- 88.89% |
$97.6K - $107K
|
35
$20.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-283- 14.51% |
$98.7K - $108K
|
1.67K
$986K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-284- 17.4% |
$99K - $109K
|
1.35K
$797K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-284- 11.75% |
$99K - $109K
|
2.13K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-289- 3.58% |
$101K - $111K
|
7.79K
$4.6M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-290- 3.4% |
$101K - $111K
|
8.24K
$4.87M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-292- 88.48% |
$102K - $112K
|
38
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-299- 12.75% |
$104K - $114K
|
2.05K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 16.89% |
$105K - $115K
|
1.48K
$873K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-304- 13.05% |
$106K - $116K
|
2.03K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-306- 5.51% |
$107K - $117K
|
5.25K
$3.1M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-306- 4.33% |
$107K - $117K
|
6.76K
$4M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-311- 3.09% |
$108K - $119K
|
9.74K
$5.76M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-312- 10.83% |
$109K - $119K
|
2.57K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-314- 1.28% |
$109K - $120K
|
24.2K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-314- 3.89% |
$109K - $120K
|
7.76K
$4.59M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-315- 3.49% |
$110K - $121K
|
8.71K
$5.15M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-316- 2.03% |
$110K - $121K
|
15.2K
$9.01M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-317- 21.64% |
$111K - $121K
|
1.15K
$679K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-323- 2.95% |
$113K - $124K
|
10.6K
$6.29M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-335- 1.18% |
$117K - $128K
|
28K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-336- 6.5% |
$117K - $129K
|
4.83K
$2.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-337- 1.14% |
$117K - $129K
|
29.3K
$17.3M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-338- 4.11% |
$118K - $129K
|
7.89K
$4.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-340- 21.41% |
$119K - $130K
|
1.25K
$738K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-340- 2.08% |
$119K - $130K
|
16K
$9.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-341- 45.65% |
$119K - $131K
|
406
$240K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-345- 2.01% |
$120K - $132K
|
16.8K
$9.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-345- 25.57% |
$120K - $132K
|
1K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-345- 17.4% |
$120K - $132K
|
1.64K
$969K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-350- 0.43% |
$122K - $134K
|
81.3K
$48M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-350- 3.95% |
$122K - $134K
|
8.51K
$5.03M
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-352- 7.34% |
$123K - $135K
|
4.44K
$2.63M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-354- 19.91% |
$123K - $136K
|
1.42K
$842K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-356- 16.16% |
$124K - $136K
|
1.85K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-357- 17.11% |
$124K - $137K
|
1.73K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-368- 9.82% |
$128K - $141K
|
3.38K
$2M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-372- 3.76% |
$130K - $142K
|
9.53K
$5.63M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-377- 2.74% |
$131K - $144K
|
13.4K
$7.91M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-379- 6.99% |
$132K - $145K
|
5.04K
$2.98M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-382- 3.92% |
$133K - $146K
|
9.36K
$5.53M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-382- 68.09% |
$133K - $146K
|
179
$106K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-382- 12.95% |
$133K - $146K
|
2.57K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-383- 17.25% |
$134K - $147K
|
1.84K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-392- 0.16% |
$137K - $150K
|
246K
$145M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-395- 39.98% |
$138K - $151K
|
593
$351K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-397- 1.59% |
$138K - $152K
|
24.6K
$14.6M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-400- 2.49% |
$139K - $153K
|
15.7K
$9.27M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-405- 10.97% |
$141K - $155K
|
3.29K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-406- 6.91% |
$142K - $155K
|
5.47K
$3.23M
|