Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-554- 7.02% |
$218K - $233K
|
7.34K
$4.34M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-555- 17.96% |
$218K - $233K
|
2.54K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-565- 18.3% |
$222K - $238K
|
2.52K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-567- 3.21% |
$223K - $239K
|
17.1K
$10.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-589- 40.29% |
$231K - $248K
|
873
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-592- 1.14% |
$232K - $249K
|
51.4K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-595- 1.93% |
$234K - $250K
|
30.2K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-600- 5.95% |
$236K - $252K
|
9.48K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-600- 32.5% |
$236K - $252K
|
1.25K
$737K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-602- 2.08% |
$236K - $253K
|
28.3K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-603- 2.81% |
$237K - $254K
|
20.8K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-620- 2.22% |
$243K - $261K
|
27.3K
$16.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-630- 0.68% |
$247K - $265K
|
92.6K
$54.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-630- 3.58% |
$247K - $265K
|
17K
$10M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-634- 26.53% |
$249K - $267K
|
1.76K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-637- 4.88% |
$250K - $268K
|
12.4K
$7.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-639- 0.51% |
$251K - $269K
|
124K
$73.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-645- 3.34% |
$253K - $271K
|
18.6K
$11M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-646- 2.69% |
$254K - $272K
|
23.4K
$13.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-649- 4.57% |
$255K - $273K
|
13.5K
$8.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-653- 3.68% |
$256K - $275K
|
17.1K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-658- 19.56% |
$258K - $277K
|
2.71K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-663- 11.71% |
$260K - $279K
|
5K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-669- 7.46% |
$263K - $281K
|
8.3K
$4.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-670- 21.43% |
$263K - $282K
|
2.46K
$1.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-671- 14.23% |
$264K - $282K
|
4.04K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-671- 5.37% |
$264K - $282K
|
11.8K
$6.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-675- 2.77% |
$265K - $284K
|
23.7K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-677- 14.39% |
$266K - $285K
|
4.03K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-678- 1.54% |
$266K - $285K
|
43.5K
$25.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-680- 50.37% |
$267K - $286K
|
670
$396K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-698- 3.14% |
$274K - $294K
|
21.5K
$12.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-698- 6.43% |
$274K - $294K
|
10.2K
$6M
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-700- 23.06% |
$275K - $294K
|
2.34K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-706- 0.89% |
$277K - $297K
|
78.2K
$46.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-718- 3.42% |
$282K - $302K
|
20.3K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-723- 53.79% |
$284K - $304K
|
621
$367K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-726- 43.29% |
$285K - $305K
|
951
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-726- 41.87% |
$285K - $305K
|
1.01K
$596K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-733- 1.48% |
$288K - $308K
|
49K
$28.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-738- 2.57% |
$290K - $310K
|
28K
$16.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-743- 8.62% |
$292K - $313K
|
7.88K
$4.66M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-744- 3.28% |
$292K - $313K
|
21.9K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-768- 14.01% |
$302K - $323K
|
4.71K
$2.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-773- 5.33% |
$304K - $325K
|
13.7K
$8.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-793- 2.0% |
$311K - $334K
|
39K
$23M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-803- 5.63% |
$315K - $338K
|
13.5K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-810- 2.14% |
$318K - $341K
|
37K
$21.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-821- 5.26% |
$322K - $345K
|
14.8K
$8.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-828- 4.54% |
$325K - $348K
|
17.4K
$10.3M
|