Purchases and Sales Made in Q2 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 Q2 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 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-104- 1.33% |
$38.6K - $42.4K
|
7.74K
$4.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-105- 1.61% |
$39K - $42.8K
|
6.42K
$3.79M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-106- 5.74% |
$39.4K - $43.2K
|
1.74K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-106- 1.11% |
$39.4K - $43.2K
|
9.46K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-109- 3.22% |
$40.5K - $44.4K
|
3.28K
$1.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-111- 1.88% |
$41.2K - $45.2K
|
5.79K
$3.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-111- 7.47% |
$41.2K - $45.2K
|
1.38K
$813K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-111- 7.55% |
$41.2K - $45.2K
|
1.36K
$804K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-112- 0.65% |
$41.6K - $45.6K
|
17K
$10M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-112- 18.45% |
$41.6K - $45.6K
|
495
$293K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-113- 1.67% |
$42K - $46K
|
6.67K
$3.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-113- 0.12% |
$42K - $46K
|
93.1K
$55.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-114- 13.24% |
$42.3K - $46.4K
|
747
$442K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-114- 1.58% |
$42.3K - $46.4K
|
7.12K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-114- 5.09% |
$42.3K - $46.4K
|
2.12K
$1.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-115- 1.35% |
$42.7K - $46.8K
|
8.4K
$4.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-115- 3.3% |
$42.7K - $46.8K
|
3.37K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-115- 2.32% |
$42.7K - $46.8K
|
4.85K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-116- 15.59% |
$43.1K - $47.2K
|
628
$371K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-117- 1.98% |
$43.5K - $47.7K
|
5.81K
$3.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-118- 1.75% |
$43.8K - $48.1K
|
6.63K
$3.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-121- 11.56% |
$44.9K - $49.3K
|
926
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-124- 0.25% |
$46.1K - $50.5K
|
50.1K
$29.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-125- 12.64% |
$46.4K - $50.9K
|
864
$511K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-125- 9.2% |
$46.4K - $50.9K
|
1.23K
$729K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-125- 0.13% |
$46.4K - $50.9K
|
93.4K
$55.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-127- 8.79% |
$47.2K - $51.7K
|
1.32K
$779K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-130- 4.49% |
$48.3K - $52.9K
|
2.76K
$1.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-130- 2.78% |
$48.3K - $52.9K
|
4.55K
$2.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-130- 11.72% |
$48.3K - $52.9K
|
979
$579K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-130- 5.41% |
$48.3K - $52.9K
|
2.28K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-133- 0.75% |
$49.4K - $54.2K
|
17.6K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-133- 1.57% |
$49.4K - $54.2K
|
8.34K
$4.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-134- 0.9% |
$49.8K - $54.6K
|
14.8K
$8.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-134- 4.17% |
$49.8K - $54.6K
|
3.08K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-134- 12.26% |
$49.8K - $54.6K
|
959
$567K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-136- 0.27% |
$50.5K - $55.4K
|
50.8K
$30M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-140- 7.09% |
$52K - $57K
|
1.84K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-143- 8.86% |
$53.1K - $58.2K
|
1.47K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-143- 0.02% |
$53.1K - $58.2K
|
778K
$460M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-144- 8.33% |
$53.5K - $58.6K
|
1.59K
$937K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-145- 6.78% |
$53.9K - $59.1K
|
2K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-145- 3.26% |
$53.9K - $59.1K
|
4.3K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-145- 99.32% |
$53.9K - $59.1K
|
1
$591
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-146- 1.37% |
$54.2K - $59.5K
|
10.5K
$6.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-146- 2.63% |
$54.2K - $59.5K
|
5.41K
$3.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-150- 7.33% |
$55.7K - $61.1K
|
1.9K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-150- 4.8% |
$55.7K - $61.1K
|
2.98K
$1.76M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-151- 7.02% |
$56.1K - $61.5K
|
2K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-151- 6.13% |
$56.1K - $61.5K
|
2.31K
$1.37M
|