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 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-632- 1.73% |
$235K - $257K
|
35.8K
$20.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-636- 0.17% |
$236K - $259K
|
364K
$204M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-637- 12.16% |
$237K - $259K
|
4.6K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-658- 12.19% |
$244K - $268K
|
4.74K
$2.66M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-659- 52.55% |
$245K - $268K
|
595
$334K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-662- 17.76% |
$246K - $270K
|
3.07K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-666- 5.42% |
$247K - $271K
|
11.6K
$6.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-672- 0.93% |
$250K - $274K
|
71.2K
$39.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-682- 7.67% |
$253K - $278K
|
8.21K
$4.6M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-704- 52.77% |
$261K - $287K
|
630
$353K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-709- 8.13% |
$263K - $289K
|
8.01K
$4.49M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-719Closed |
$267K - $293K
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-722- 1.93% |
$268K - $294K
|
36.8K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-729- 7.24% |
$271K - $297K
|
9.34K
$5.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-732- 0.38% |
$272K - $298K
|
192K
$108M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-748- 12.48% |
$278K - $305K
|
5.24K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-750- 4.97% |
$279K - $305K
|
14.3K
$8.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-754- 10.62% |
$280K - $307K
|
6.35K
$3.56M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-779- 4.24% |
$289K - $317K
|
17.6K
$9.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-787- 2.04% |
$292K - $321K
|
37.8K
$21.2M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-795- 25.74% |
$295K - $324K
|
2.29K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-809- 9.9% |
$300K - $329K
|
7.36K
$4.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-819- 3.68% |
$304K - $334K
|
21.4K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-819- 3.29% |
$304K - $334K
|
24.1K
$13.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-825- 1.78% |
$306K - $336K
|
45.5K
$25.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-825- 0.72% |
$306K - $336K
|
113K
$63.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-832- 16.14% |
$309K - $339K
|
4.32K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-837- 7.53% |
$311K - $341K
|
10.3K
$5.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-839- 7.88% |
$312K - $342K
|
9.81K
$5.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-840- 6.22% |
$312K - $342K
|
12.7K
$7.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-840- 42.45% |
$312K - $342K
|
1.14K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-844- 5.82% |
$313K - $344K
|
13.7K
$7.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-847- 47.85% |
$315K - $345K
|
923
$518K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-865- 71.19% |
$321K - $352K
|
350
$196K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-867- 4.83% |
$322K - $353K
|
17.1K
$9.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-867- 8.9% |
$322K - $353K
|
8.88K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-867- 12.23% |
$322K - $353K
|
6.22K
$3.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-888- 0.07% |
$330K - $362K
|
1.25M
$703M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-890- 5.01% |
$331K - $362K
|
16.9K
$9.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-896- 5.56% |
$333K - $365K
|
15.2K
$8.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-898- 0.97% |
$334K - $366K
|
91.5K
$51.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-903- 4.7% |
$335K - $368K
|
18.3K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-921- 68.42% |
$342K - $375K
|
425
$238K
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-926- 0.93% |
$344K - $377K
|
98.7K
$55.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-944- 2.85% |
$351K - $384K
|
32.1K
$18M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-985- 21.66% |
$366K - $401K
|
3.56K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1K- 48.17% |
$371K - $407K
|
1.08K
$603K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.01K- 17.92% |
$373K - $409K
|
4.6K
$2.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.03K- 1.19% |
$383K - $420K
|
85.6K
$48M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.04K- 3.67% |
$385K - $422K
|
27.2K
$15.2M
|