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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.02% |
$371 - $407
|
4.11K
$2.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$371 - $407
|
9.51K
$5.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.09% |
$371 - $407
|
1.11K
$607K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1- 0.02% |
$371 - $407
|
6.17K
$3.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1- 0.34% |
$371 - $407
|
289
$158K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$371 - $407
|
13.7K
$7.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.04% |
$371 - $407
|
2.78K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1- 0.07% |
$371 - $407
|
1.51K
$829K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.19% |
$371 - $407
|
534
$292K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.1% |
$371 - $407
|
997
$546K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-2- 0.03% |
$743 - $815
|
7.44K
$4.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 0.1% |
$743 - $815
|
1.93K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$743 - $815
|
4.62K
$2.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2- 0.17% |
$743 - $815
|
1.19K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.07% |
$743 - $815
|
3.05K
$1.67M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 18.18% |
$743 - $815
|
9
$4.93K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-3- 0.31% |
$1.11K - $1.22K
|
966
$529K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3- 4.76% |
$1.11K - $1.22K
|
60
$32.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3- 0.07% |
$1.11K - $1.22K
|
4.2K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.8% |
$1.11K - $1.22K
|
373
$204K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 0.98% |
$1.11K - $1.22K
|
302
$165K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-4- 0.1% |
$1.49K - $1.63K
|
4.07K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-4- 0.14% |
$1.49K - $1.63K
|
2.89K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.42% |
$1.49K - $1.63K
|
945
$517K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5- 0.44% |
$1.86K - $2.04K
|
1.14K
$625K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5- 0.16% |
$1.86K - $2.04K
|
3.17K
$1.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-5- 0.3% |
$1.86K - $2.04K
|
1.64K
$898K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-5- 0.09% |
$1.86K - $2.04K
|
5.39K
$2.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5- 0.06% |
$1.86K - $2.04K
|
7.76K
$4.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-6- 0.15% |
$2.23K - $2.44K
|
4.02K
$2.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-6- 0.11% |
$2.23K - $2.44K
|
5.35K
$2.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-6- 0.76% |
$2.23K - $2.44K
|
786
$430K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6- 0.12% |
$2.23K - $2.44K
|
5.13K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6- 0.02% |
$2.23K - $2.44K
|
27.3K
$14.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-7- 0.03% |
$2.6K - $2.85K
|
21.3K
$11.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 1.27% |
$2.6K - $2.85K
|
544
$298K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-7- 0.02% |
$2.6K - $2.85K
|
35.5K
$19.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7- 9.59% |
$2.6K - $2.85K
|
66
$36.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7- 0.45% |
$2.6K - $2.85K
|
1.56K
$854K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8- 1.25% |
$2.97K - $3.26K
|
634
$347K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-8- 0.77% |
$2.97K - $3.26K
|
1.03K
$566K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-8- 0.57% |
$2.97K - $3.26K
|
1.4K
$767K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9- 0.98% |
$3.34K - $3.67K
|
905
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.42% |
$3.34K - $3.67K
|
2.14K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-10- 0.22% |
$3.71K - $4.07K
|
4.59K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10- 2.16% |
$3.71K - $4.07K
|
454
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10- 1.28% |
$3.71K - $4.07K
|
772
$423K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-11- 1.87% |
$4.09K - $4.48K
|
577
$316K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-11- 0.04% |
$4.09K - $4.48K
|
24.5K
$13.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-11- 1.81% |
$4.09K - $4.48K
|
598
$327K
|