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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-618- 67.76% |
$215K - $237K
|
294
$162K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-621- 10.35% |
$217K - $238K
|
5.38K
$2.97M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-632- 1.45% |
$220K - $242K
|
43.1K
$23.8M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-641- 1.55% |
$223K - $245K
|
40.8K
$22.5M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-645- 2.82% |
$225K - $247K
|
22.2K
$12.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-653- 16.59% |
$228K - $250K
|
3.28K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-653- 0.24% |
$228K - $250K
|
270K
$149M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-671- 1.27% |
$234K - $257K
|
52.1K
$28.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-673- 0.61% |
$235K - $258K
|
109K
$60.4M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-685- 1.4% |
$239K - $262K
|
48.2K
$26.6M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-693- 17.73% |
$242K - $265K
|
3.22K
$1.77M
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-703- 1.9% |
$245K - $269K
|
36.3K
$20M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-725- 2.33% |
$253K - $278K
|
30.4K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-725- 4.99% |
$253K - $278K
|
13.8K
$7.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Nat West Group PLC
|
SELL
|
- |
-727- 48.73% |
$253K - $278K
|
765
$422K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-729- 8.55% |
$254K - $279K
|
7.8K
$4.3M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-740- 7.33% |
$258K - $283K
|
9.36K
$5.16M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-743- 12.64% |
$259K - $285K
|
5.14K
$2.83M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-763- 99.61% |
$266K - $292K
|
3
$1.66K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-773- 13.99% |
$270K - $296K
|
4.75K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-790- 2.31% |
$275K - $303K
|
33.5K
$18.5M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-799- 12.48% |
$279K - $306K
|
5.6K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-800- 8.08% |
$279K - $306K
|
9.1K
$5.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-810- 1.88% |
$282K - $310K
|
42.3K
$23.4M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-822- 3.79% |
$287K - $315K
|
20.9K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-825- 1.59% |
$288K - $316K
|
50.9K
$28.1M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-829- 25.63% |
$289K - $317K
|
2.41K
$1.33M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-832- 53.61% |
$290K - $319K
|
720
$397K
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-833- 14.8% |
$290K - $319K
|
4.79K
$2.65M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-835- 7.41% |
$291K - $320K
|
10.4K
$5.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-848- 26.34% |
$296K - $325K
|
2.37K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-865- 11.8% |
$302K - $331K
|
6.47K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-865- 2.79% |
$302K - $331K
|
30.2K
$16.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-868- 2.94% |
$303K - $332K
|
28.7K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-869- 1.06% |
$303K - $333K
|
80.8K
$44.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-870- 21.09% |
$303K - $333K
|
3.26K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-872- 3.7% |
$304K - $334K
|
22.7K
$12.5M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-875- 1.83% |
$305K - $335K
|
46.9K
$25.9M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-883- 52.25% |
$308K - $338K
|
807
$445K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-886- 17.64% |
$309K - $339K
|
4.14K
$2.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-893- 0.57% |
$311K - $342K
|
155K
$85.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-894- 5.4% |
$312K - $342K
|
15.6K
$8.63M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-897- 5.84% |
$313K - $343K
|
14.5K
$7.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-899- 0.24% |
$313K - $344K
|
371K
$205M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-900- 44.8% |
$314K - $345K
|
1.11K
$612K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-900Closed |
$314K - $345K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-901- 4.27% |
$314K - $345K
|
20.2K
$11.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-901- 33.23% |
$314K - $345K
|
1.81K
$999K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-911- 1.86% |
$318K - $349K
|
48.1K
$26.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-928- 11.93% |
$324K - $355K
|
6.85K
$3.78M
|