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 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-249- 0.67% |
$92.5K - $101K
|
37K
$20.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-254- 1.24% |
$94.3K - $103K
|
20.2K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-257- 22.52% |
$95.5K - $105K
|
884
$488K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-258- 20.96% |
$95.8K - $105K
|
973
$537K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-259- 1.05% |
$96.2K - $105K
|
24.4K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-259- 2.31% |
$96.2K - $105K
|
11K
$6.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-265- 10.19% |
$98.4K - $108K
|
2.34K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Mercer Investments LLC
|
SELL
|
- |
-266- 1.1% |
$98.8K - $108K
|
23.8K
$13.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-267- 1.67% |
$99.2K - $109K
|
15.7K
$8.7M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-267- 84.76% |
$99.2K - $109K
|
48
$26.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-271- 0.6% |
$101K - $110K
|
45K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-272- 2.46% |
$101K - $111K
|
10.8K
$5.97M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-272- 1.96% |
$101K - $111K
|
13.6K
$7.53M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-273- 27.46% |
$101K - $111K
|
721
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-273- 19.02% |
$101K - $111K
|
1.16K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-275- 8.19% |
$102K - $112K
|
3.08K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
SELL
|
- |
-276- 14.12% |
$103K - $112K
|
1.68K
$927K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-276- 1.22% |
$103K - $112K
|
22.3K
$12.3M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-278- 20.06% |
$103K - $113K
|
1.11K
$612K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-279- 8.25% |
$104K - $114K
|
3.1K
$1.71M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-283- 2.51% |
$105K - $115K
|
11K
$6.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-285- 0.38% |
$106K - $116K
|
73.9K
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-285- 2.75% |
$106K - $116K
|
10.1K
$5.57M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-286- 7.09% |
$106K - $116K
|
3.75K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-288- 9.47% |
$107K - $117K
|
2.75K
$1.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-291- 0.71% |
$108K - $119K
|
40.6K
$22.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-291- 26.31% |
$108K - $119K
|
815
$450K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-293- 34.31% |
$109K - $119K
|
561
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-294- 2.7% |
$109K - $120K
|
10.6K
$5.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-295- 2.92% |
$110K - $120K
|
9.8K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-295- 23.05% |
$110K - $120K
|
985
$544K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-296- 0.97% |
$110K - $121K
|
30.1K
$16.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-298- 4.77% |
$111K - $121K
|
5.95K
$3.29M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-305- 2.23% |
$113K - $124K
|
13.4K
$7.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-308- 1.27% |
$114K - $125K
|
23.9K
$13.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-311- 1.44% |
$116K - $127K
|
21.2K
$11.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-311- 0.57% |
$116K - $127K
|
54.6K
$30.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-312- 6.5% |
$116K - $127K
|
4.49K
$2.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-314- 13.05% |
$117K - $128K
|
2.09K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-315- 3.3% |
$117K - $128K
|
9.23K
$5.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-318- 0.52% |
$118K - $130K
|
60.5K
$33.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-319- 0.77% |
$118K - $130K
|
41.3K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-320- 9.38% |
$119K - $130K
|
3.09K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-330- 1.05% |
$123K - $134K
|
31K
$17.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-335- 11.64% |
$124K - $136K
|
2.54K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-335- 5.61% |
$124K - $136K
|
5.64K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-337- 4.68% |
$125K - $137K
|
6.87K
$3.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-340- 0.93% |
$126K - $138K
|
36.2K
$20M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-346- 18.7% |
$129K - $141K
|
1.5K
$831K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-347- 7.03% |
$129K - $141K
|
4.59K
$2.54M
|