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
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-161- 0.88% |
$59.8K - $65.6K
|
18.2K
$9.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-168- 11.59% |
$62.4K - $68.4K
|
1.28K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-170- 2.08% |
$63.1K - $69.2K
|
8.02K
$4.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-171- 0.14% |
$63.5K - $69.6K
|
122K
$66.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-177- 0.53% |
$65.7K - $72.1K
|
33.3K
$18.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-178- 0.62% |
$66.1K - $72.5K
|
28.5K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-179- 10.32% |
$66.5K - $72.9K
|
1.56K
$851K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-179- 1.33% |
$66.5K - $72.9K
|
13.2K
$7.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-181- 5.02% |
$67.2K - $73.7K
|
3.42K
$1.87M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-181- 3.15% |
$67.2K - $73.7K
|
5.56K
$3.04M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-185- 10.22% |
$68.7K - $75.3K
|
1.63K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-187- 32.19% |
$69.5K - $76.2K
|
394
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-188- 0.47% |
$69.8K - $76.6K
|
40.2K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-194- 0.8% |
$72.1K - $79K
|
24K
$13.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-196- 0.23% |
$72.8K - $79.8K
|
83.5K
$45.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-197- 6.85% |
$73.2K - $80.2K
|
2.68K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-198- 21.95% |
$73.5K - $80.6K
|
704
$385K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-199- 2.26% |
$73.9K - $81K
|
8.62K
$4.72M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-200- 23.98% |
$74.3K - $81.5K
|
634
$347K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-201- 1.33% |
$74.7K - $81.9K
|
14.9K
$8.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-204- 17.42% |
$75.8K - $83.1K
|
967
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-204- 7.4% |
$75.8K - $83.1K
|
2.55K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-205- 4.4% |
$76.1K - $83.5K
|
4.46K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-207- 13.39% |
$76.9K - $84.3K
|
1.34K
$733K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-210- 5.2% |
$78K - $85.5K
|
3.83K
$2.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-211- 1.18% |
$78.4K - $85.9K
|
17.7K
$9.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-213- 15.12% |
$79.1K - $86.8K
|
1.2K
$655K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-215- 0.94% |
$79.9K - $87.6K
|
22.7K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-215- 5.93% |
$79.9K - $87.6K
|
3.41K
$1.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-219- 3.54% |
$81.3K - $89.2K
|
5.97K
$3.27M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-220- 6.15% |
$81.7K - $89.6K
|
3.36K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-220- 13.08% |
$81.7K - $89.6K
|
1.46K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-220- 6.84% |
$81.7K - $89.6K
|
3K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-222- 0.29% |
$82.5K - $90.4K
|
77.4K
$42.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-227- 2.38% |
$84.3K - $92.5K
|
9.3K
$5.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-228- 1.23% |
$84.7K - $92.9K
|
18.4K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-230- 8.96% |
$85.4K - $93.7K
|
2.34K
$1.28M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-231- 15.96% |
$85.8K - $94.1K
|
1.22K
$666K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-237- 3.88% |
$88K - $96.5K
|
5.87K
$3.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-237- 14.15% |
$88K - $96.5K
|
1.44K
$787K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-240- 6.72% |
$89.1K - $97.7K
|
3.33K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-243- 0.7% |
$90.3K - $99K
|
34.5K
$18.9M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-244- 41.64% |
$90.6K - $99.4K
|
342
$187K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-246- 8.48% |
$91.4K - $100K
|
2.66K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
SELL
|
- |
-247- 32.29% |
$91.7K - $101K
|
518
$284K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-247- 0.84% |
$91.7K - $101K
|
29K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-247- 0.63% |
$91.7K - $101K
|
39.1K
$21.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-248- 8.41% |
$92.1K - $101K
|
2.7K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-248- 3.16% |
$92.1K - $101K
|
7.61K
$4.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-249- 35.72% |
$92.5K - $101K
|
448
$245K
|