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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.21% |
$9.29K - $10.2K
|
1.11K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-25- 4.35% |
$9.29K - $10.2K
|
550
$301K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-27- 2.16% |
$10K - $11K
|
1.22K
$669K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-27- 0.14% |
$10K - $11K
|
18.7K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-27- 2.45% |
$10K - $11K
|
1.07K
$587K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-27- 4.45% |
$10K - $11K
|
580
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 7.63% |
$10K - $11K
|
327
$179K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-27- 0.28% |
$10K - $11K
|
9.58K
$5.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-28- 2.06% |
$10.4K - $11.4K
|
1.33K
$730K
|
|
|
Aug 09, 2023
Q2 2023
|
E L Financial Corp LTD
|
SELL
|
- |
-29- -0.0% |
$10.8K - $11.8K
|
1.65M
$905M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 15.38% |
$11.1K - $12.2K
|
165
$90.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30- 0.09% |
$11.1K - $12.2K
|
31.6K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-30- 0.18% |
$11.1K - $12.2K
|
16.2K
$8.86M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-30- 13.7% |
$11.1K - $12.2K
|
189
$103K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-32- 1.4% |
$11.9K - $13K
|
2.25K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-32- 1.61% |
$11.9K - $13K
|
1.96K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32- 2.98% |
$11.9K - $13K
|
1.04K
$571K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-32- 2.59% |
$11.9K - $13K
|
1.2K
$659K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-32- 1.3% |
$11.9K - $13K
|
2.44K
$1.33M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-32- 1.4% |
$11.9K - $13K
|
2.25K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-34- 3.72% |
$12.6K - $13.8K
|
879
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
SELL
|
- |
-35- 2.49% |
$13K - $14.3K
|
1.37K
$752K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-35- 2.58% |
$13K - $14.3K
|
1.32K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-35- 0.52% |
$13K - $14.3K
|
6.68K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-36- 0.68% |
$13.4K - $14.7K
|
5.25K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-36- 23.08% |
$13.4K - $14.7K
|
120
$65.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-37- 1.11% |
$13.7K - $15.1K
|
3.29K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-37- 0.6% |
$13.7K - $15.1K
|
6.18K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37- 0.78% |
$13.7K - $15.1K
|
4.71K
$2.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-38- 1.22% |
$14.1K - $15.5K
|
3.07K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-38- 1.22% |
$14.1K - $15.5K
|
3.09K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-38- 2.95% |
$14.1K - $15.5K
|
1.25K
$685K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-38- 10.05% |
$14.1K - $15.5K
|
340
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-38- 1.42% |
$14.1K - $15.5K
|
2.64K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-39- 4.09% |
$14.5K - $15.9K
|
914
$500K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-39- 3.88% |
$14.5K - $15.9K
|
965
$528K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-39- 1.68% |
$14.5K - $15.9K
|
2.28K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-40- 4.3% |
$14.9K - $16.3K
|
891
$488K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-41- 0.32% |
$15.2K - $16.7K
|
12.6K
$6.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-41- 5.7% |
$15.2K - $16.7K
|
678
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-41- 0.17% |
$15.2K - $16.7K
|
23.9K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-42- 0.54% |
$15.6K - $17.1K
|
7.75K
$4.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-42- 5.98% |
$15.6K - $17.1K
|
660
$361K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-42- 3.1% |
$15.6K - $17.1K
|
1.31K
$719K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-43- 0.57% |
$16K - $17.5K
|
7.51K
$4.11M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-43- 1.47% |
$16K - $17.5K
|
2.87K
$1.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-45- 1.02% |
$16.7K - $18.3K
|
4.37K
$2.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47- 1.93% |
$17.5K - $19.1K
|
2.39K
$1.31M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-47- 0.45% |
$17.5K - $19.1K
|
10.3K
$5.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-47- 7.91% |
$17.5K - $19.1K
|
547
$299K
|