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 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.38K- 3.73% |
$479K - $527K
|
35.5K
$19.6M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.38K- 5.36% |
$480K - $527K
|
24.3K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.38K- 27.02% |
$480K - $528K
|
3.72K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.38K- 47.92% |
$481K - $528K
|
1.5K
$828K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.39K- 9.19% |
$486K - $534K
|
13.8K
$7.6M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.41K- 40.83% |
$492K - $540K
|
2.04K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.42K- 13.36% |
$494K - $543K
|
9.19K
$5.07M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.43K- 4.86% |
$498K - $547K
|
27.9K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.46K- 12.35% |
$509K - $559K
|
10.4K
$5.72M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.47K- 8.85% |
$511K - $561K
|
15.1K
$8.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-1.49K- 7.07% |
$521K - $572K
|
19.6K
$10.8M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.5K- 5.97% |
$521K - $572K
|
23.5K
$13M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 43.57% |
$522K - $573K
|
1.94K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-1.5K- 11.99% |
$524K - $576K
|
11K
$6.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.51K- 6.63% |
$525K - $577K
|
21.2K
$11.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.54K- 1.57% |
$538K - $591K
|
96.8K
$53.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.62K- 18.79% |
$565K - $620K
|
7K
$3.86M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.64K- 4.05% |
$572K - $629K
|
38.9K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.65K- 1.76% |
$576K - $633K
|
92.4K
$51M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.66K- 1.99% |
$577K - $634K
|
81.4K
$44.9M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.67K- 73.41% |
$581K - $638K
|
603
$333K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.67K- 5.23% |
$581K - $638K
|
30.2K
$16.7M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.67K- 2.27% |
$583K - $640K
|
71.9K
$39.7M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.67K- 58.79% |
$583K - $640K
|
1.17K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.73K- 0.56% |
$602K - $661K
|
305K
$168M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.73K- 3.73% |
$604K - $664K
|
44.8K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.74K- 96.72% |
$606K - $666K
|
59
$32.6K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.77K- 31.84% |
$616K - $677K
|
3.78K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-1.79K- 0.72% |
$625K - $686K
|
248K
$137M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-1.8K- 22.19% |
$626K - $687K
|
6.29K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.83K- 42.8% |
$638K - $700K
|
2.44K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.83K- 17.69% |
$638K - $701K
|
8.52K
$4.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.84K- 47.61% |
$641K - $704K
|
2.02K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.86K- 23.15% |
$648K - $712K
|
6.17K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.89K- 2.13% |
$657K - $722K
|
86.6K
$47.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.89K- 9.93% |
$658K - $723K
|
17.1K
$9.44M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.89K- 8.89% |
$660K - $725K
|
19.4K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.9K- 3.22% |
$662K - $727K
|
57.1K
$31.5M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.9K- 11.63% |
$662K - $727K
|
14.4K
$7.96M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.91K- 20.92% |
$665K - $730K
|
7.21K
$3.98M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.93K- 9.8% |
$673K - $739K
|
17.8K
$9.81M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.96K- 12.04% |
$684K - $752K
|
14.3K
$7.91M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.98K- 3.31% |
$692K - $760K
|
57.9K
$31.9M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.99K- 24.93% |
$693K - $762K
|
5.99K
$3.3M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.99K- 61.54% |
$695K - $764K
|
1.25K
$687K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2K- 7.48% |
$696K - $764K
|
24.7K
$13.6M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.04K- 54.6% |
$710K - $780K
|
1.69K
$934K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.04K- 14.9% |
$710K - $780K
|
11.6K
$6.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.1K- 2.65% |
$731K - $803K
|
77.1K
$42.6M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 2.48% |
$735K - $807K
|
82.8K
$45.7M
|