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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-54- 8.7% |
$20.4K - $23.7K
|
567
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-54- 0.14% |
$20.4K - $23.7K
|
39.3K
$23.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-55- 1.8% |
$20.8K - $24.1K
|
3K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-57- 2.34% |
$21.5K - $25K
|
2.37K
$1.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-57- 1.54% |
$21.5K - $25K
|
3.64K
$2.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-58- 10.3% |
$21.9K - $25.4K
|
505
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-58- 6.23% |
$21.9K - $25.4K
|
873
$516K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-58- 1.6% |
$21.9K - $25.4K
|
3.58K
$2.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-59- -0.0% |
$22.3K - $25.9K
|
1.64M
$973M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-59- 3.22% |
$22.3K - $25.9K
|
1.77K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-60- 0.57% |
$22.6K - $26.3K
|
10.5K
$6.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-60- 4.23% |
$22.6K - $26.3K
|
1.36K
$802K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-61- 0.8% |
$23K - $26.7K
|
7.6K
$4.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-61- 2.73% |
$23K - $26.7K
|
2.17K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-61- 2.04% |
$23K - $26.7K
|
2.93K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-63- 3.84% |
$23.8K - $27.6K
|
1.58K
$933K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-63- 8.61% |
$23.8K - $27.6K
|
669
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-63- 2.83% |
$23.8K - $27.6K
|
2.17K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-64- 10.65% |
$24.1K - $28K
|
537
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 32.5% |
$24.5K - $28.5K
|
135
$79.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 2.96% |
$24.5K - $28.5K
|
2.13K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-66- 10.46% |
$24.9K - $28.9K
|
565
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-68- 1.58% |
$25.7K - $29.8K
|
4.24K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-68- 2.7% |
$25.7K - $29.8K
|
2.45K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-69- 6.12% |
$26K - $30.2K
|
1.06K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-69- 5.19% |
$26K - $30.2K
|
1.26K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-70- 2.16% |
$26.4K - $30.7K
|
3.17K
$1.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-71- 1.73% |
$26.8K - $31.1K
|
4.02K
$2.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-72- 2.82% |
$27.2K - $31.5K
|
2.48K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-74- 8.38% |
$27.9K - $32.4K
|
809
$478K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-75- 7.77% |
$28.3K - $32.9K
|
890
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-76- 4.67% |
$28.7K - $33.3K
|
1.55K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-76- 71.7% |
$28.7K - $33.3K
|
30
$17.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-77- 3.16% |
$29.1K - $33.7K
|
2.36K
$1.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-77- 0.84% |
$29.1K - $33.7K
|
9.12K
$5.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-78- 2.04% |
$29.4K - $34.2K
|
3.75K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78- 0.96% |
$29.4K - $34.2K
|
8.05K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-78- 0.93% |
$29.4K - $34.2K
|
8.28K
$4.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-78- 1.49% |
$29.4K - $34.2K
|
5.17K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-79- 0.37% |
$29.8K - $34.6K
|
21.2K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-80- 1.89% |
$30.2K - $35.1K
|
4.15K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-80- 13.99% |
$30.2K - $35.1K
|
492
$291K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-80- 1.76% |
$30.2K - $35.1K
|
4.46K
$2.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-83- 0.58% |
$31.3K - $36.4K
|
14.1K
$8.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-84- 10.46% |
$31.7K - $36.8K
|
719
$425K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-85- 2.83% |
$32.1K - $37.2K
|
2.92K
$1.72M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-85- 5.5% |
$32.1K - $37.2K
|
1.46K
$864K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-86- 0.25% |
$32.4K - $37.7K
|
33.9K
$20M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-86- 6.94% |
$32.4K - $37.7K
|
1.15K
$682K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-86- 12.23% |
$32.4K - $37.7K
|
617
$365K
|