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 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 62.38% |
$626K - $686K
|
1.02K
$570K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.74K- 3.03% |
$647K - $710K
|
55.7K
$31.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 2.93% |
$655K - $718K
|
58.5K
$32.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 1.63% |
$663K - $727K
|
108K
$60.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 7.75% |
$667K - $731K
|
21.4K
$12M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.82K- 11.35% |
$675K - $740K
|
14.2K
$7.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.85K- 8.24% |
$687K - $753K
|
20.6K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-1.86K- 4.44% |
$689K - $756K
|
39.9K
$22.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-1.88K- 42.23% |
$697K - $764K
|
2.57K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.88K- 3.05% |
$698K - $765K
|
59.7K
$33.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.88K- 10.97% |
$699K - $767K
|
15.3K
$8.57M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.9K- 7.13% |
$706K - $774K
|
24.8K
$13.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.91K- 76.36% |
$709K - $777K
|
591
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.91K- 4.07% |
$709K - $778K
|
45K
$25.2M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.91K- 4.07% |
$709K - $778K
|
45K
$25.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.93K- 31.39% |
$717K - $786K
|
4.22K
$2.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 27.53% |
$722K - $792K
|
5.12K
$2.87M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.95K- 4.54% |
$726K - $796K
|
41.1K
$23.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.99K- 4.34% |
$739K - $810K
|
43.8K
$24.6M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2K- 55.88% |
$743K - $815K
|
1.58K
$885K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.02K- 1.8% |
$751K - $824K
|
111K
$62M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.02K- 11.03% |
$751K - $824K
|
16.3K
$9.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.03K- 7.46% |
$752K - $825K
|
25.1K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.05K- 0.48% |
$760K - $833K
|
421K
$236M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.1K- 33.49% |
$780K - $855K
|
4.17K
$2.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-2.1K- 1.94% |
$781K - $857K
|
106K
$59.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.12K- 7.79% |
$789K - $865K
|
25.1K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.13K- 1.33% |
$790K - $867K
|
158K
$88.4M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.13K- 6.69% |
$791K - $868K
|
29.7K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 7.68% |
$802K - $879K
|
26K
$14.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.28K- 3.08% |
$847K - $929K
|
71.6K
$40.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.31K- 7.46% |
$856K - $939K
|
28.6K
$16M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-2.31K- 11.09% |
$857K - $940K
|
18.5K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-2.32K- 9.24% |
$862K - $945K
|
22.8K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.34K- 22.35% |
$867K - $951K
|
8.11K
$4.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.36K- 4.77% |
$878K - $963K
|
47.2K
$26.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.4K- 23.81% |
$891K - $977K
|
7.68K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.4K- 4.77% |
$891K - $977K
|
47.9K
$26.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.45K- 55.6% |
$911K - $999K
|
1.96K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.49K- 3.23% |
$925K - $1.01M
|
74.6K
$41.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-2.5K- 3.03% |
$928K - $1.02M
|
79.9K
$44.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.54K- 50.65% |
$942K - $1.03M
|
2.47K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-2.55K- 3.68% |
$947K - $1.04M
|
66.8K
$37.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 6.11% |
$961K - $1.05M
|
39.8K
$22.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.61K- 4.11% |
$971K - $1.06M
|
60.9K
$34.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.64K- 48.18% |
$979K - $1.07M
|
2.84K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
SELL
|
- |
-2.7K- 4.4% |
$1M - $1.1M
|
58.6K
$32.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.73K- 29.21% |
$1.02M - $1.11M
|
6.62K
$3.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.79K- 0.43% |
$1.04M - $1.14M
|
653K
$366M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.8K- 3.31% |
$1.04M - $1.14M
|
82K
$46M
|