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 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-69- 0.25% |
$25.6K - $28.1K
|
28K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-70- 13.59% |
$26K - $28.5K
|
445
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-71- 6.53% |
$26.4K - $28.9K
|
1.02K
$557K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-71- 0.3% |
$26.4K - $28.9K
|
23.5K
$12.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-72- 0.52% |
$26.7K - $29.3K
|
13.8K
$7.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-72- 0.72% |
$26.7K - $29.3K
|
9.9K
$5.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-73- 6.34% |
$27.1K - $29.7K
|
1.08K
$590K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-74- 0.52% |
$27.5K - $30.1K
|
14.1K
$7.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-75- 4.84% |
$27.9K - $30.5K
|
1.48K
$808K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-75- 7.04% |
$27.9K - $30.5K
|
990
$542K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-75- 0.41% |
$27.9K - $30.5K
|
18.1K
$9.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-76- 2.89% |
$28.2K - $31K
|
2.55K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-77- 9.6% |
$28.6K - $31.4K
|
725
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-79- 0.61% |
$29.3K - $32.2K
|
12.9K
$7.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-80- 1.02% |
$29.7K - $32.6K
|
7.73K
$4.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-80- 1.98% |
$29.7K - $32.6K
|
3.96K
$2.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-80- 12.31% |
$29.7K - $32.6K
|
570
$312K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-80- 2.12% |
$29.7K - $32.6K
|
3.7K
$2.02M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-82- 6.17% |
$30.5K - $33.4K
|
1.25K
$683K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-82- 3.11% |
$30.5K - $33.4K
|
2.56K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 1.81% |
$30.5K - $33.4K
|
4.44K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-83- 1.56% |
$30.8K - $33.8K
|
5.24K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-83- 4.34% |
$30.8K - $33.8K
|
1.83K
$1M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-84- 0.3% |
$31.2K - $34.2K
|
27.9K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-84- 9.4% |
$31.2K - $34.2K
|
810
$443K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-88- 1.05% |
$32.7K - $35.8K
|
8.27K
$4.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-88- 4.6% |
$32.7K - $35.8K
|
1.82K
$999K
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-89- 0.51% |
$33.1K - $36.2K
|
17.5K
$9.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-90- 5.59% |
$33.4K - $36.7K
|
1.52K
$833K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-91- 0.1% |
$33.8K - $37.1K
|
92.9K
$50.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-93- 4.1% |
$34.5K - $37.9K
|
2.18K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-93- 4.8% |
$34.5K - $37.9K
|
1.85K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-94- 2.7% |
$34.9K - $38.3K
|
3.39K
$1.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-95- 11.53% |
$35.3K - $38.7K
|
729
$399K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-95- 6.9% |
$35.3K - $38.7K
|
1.28K
$701K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-96- 15.69% |
$35.7K - $39.1K
|
516
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-98- 2.03% |
$36.4K - $39.9K
|
4.73K
$2.59M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-100- 8.16% |
$37.1K - $40.7K
|
1.13K
$616K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-103- 1.08% |
$38.3K - $41.9K
|
9.47K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-104- 1.33% |
$38.6K - $42.4K
|
7.74K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-105- 1.61% |
$39K - $42.8K
|
6.42K
$3.51M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-106- 5.74% |
$39.4K - $43.2K
|
1.74K
$953K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-106- 1.11% |
$39.4K - $43.2K
|
9.46K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-109- 3.22% |
$40.5K - $44.4K
|
3.28K
$1.79M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-111- 1.88% |
$41.2K - $45.2K
|
5.79K
$3.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-111- 7.47% |
$41.2K - $45.2K
|
1.38K
$753K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-111- 7.55% |
$41.2K - $45.2K
|
1.36K
$745K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-112- 0.65% |
$41.6K - $45.6K
|
17K
$9.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-112- 18.45% |
$41.6K - $45.6K
|
495
$271K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-113- 1.67% |
$42K - $46K
|
6.67K
$3.65M
|