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 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-3.55K- 3.71% |
$1.32M - $1.45M
|
92K
$50.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.57K- 14.2% |
$1.33M - $1.45M
|
21.6K
$11.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-3.63K- 52.81% |
$1.35M - $1.48M
|
3.25K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.72K- 2.14% |
$1.38M - $1.52M
|
170K
$93.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.74K- 28.42% |
$1.39M - $1.52M
|
9.43K
$5.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-3.75K- 3.87% |
$1.39M - $1.53M
|
93.2K
$51M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-3.78K- 10.85% |
$1.4M - $1.54M
|
31.1K
$17M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.87K- 5.92% |
$1.44M - $1.58M
|
61.5K
$33.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.94K- 15.71% |
$1.46M - $1.6M
|
21.1K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.12K- 6.34% |
$1.53M - $1.68M
|
60.8K
$33.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.18K- 16.76% |
$1.55M - $1.7M
|
20.8K
$11.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-4.21K- 3.85% |
$1.57M - $1.72M
|
105K
$57.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4.28K- 1.48% |
$1.59M - $1.74M
|
285K
$156M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.41K- 30.96% |
$1.64M - $1.8M
|
9.84K
$5.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.45K- 27.5% |
$1.65M - $1.81M
|
11.7K
$6.42M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.59K- 7.41% |
$1.7M - $1.87M
|
57.3K
$31.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.6K- 90.59% |
$1.71M - $1.87M
|
478
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.66K- 1.53% |
$1.73M - $1.9M
|
300K
$165M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.01K- 18.63% |
$1.86M - $2.04M
|
21.9K
$12M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5.09K- 2.08% |
$1.89M - $2.07M
|
239K
$131M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5.09K- 2.08% |
$1.89M - $2.07M
|
239K
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.1K- 27.35% |
$1.89M - $2.08M
|
13.5K
$7.41M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.1K- 10.09% |
$1.9M - $2.08M
|
45.5K
$24.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.1K- 10.09% |
$1.9M - $2.08M
|
45.5K
$24.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.13K- 19.94% |
$1.91M - $2.09M
|
20.6K
$11.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.23K- 1.18% |
$1.94M - $2.13M
|
439K
$241M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.31K- 6.12% |
$1.97M - $2.16M
|
81.4K
$44.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.38K- 20.4% |
$2M - $2.19M
|
21K
$11.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5.42K- 20.12% |
$2.01M - $2.21M
|
21.5K
$11.8M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-5.44K- 13.45% |
$2.02M - $2.22M
|
35K
$19.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairfield University
|
SELL
|
- |
-5.68K- 3.89% |
$2.11M - $2.31M
|
140K
$76.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5.77K- 4.02% |
$2.14M - $2.35M
|
138K
$75.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-5.78K- 85.4% |
$2.15M - $2.35M
|
988
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.85K- 4.2% |
$2.17M - $2.38M
|
133K
$73.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5.86K- 13.48% |
$2.18M - $2.39M
|
37.6K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.86K- 0.94% |
$2.18M - $2.39M
|
618K
$338M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.87K- 3.44% |
$2.18M - $2.39M
|
165K
$90.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.9K- 3.6% |
$2.19M - $2.4M
|
158K
$86.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.94K- 5.92% |
$2.21M - $2.42M
|
94.5K
$51.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.96K- 31.71% |
$2.21M - $2.43M
|
12.8K
$7.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.99K- 6.73% |
$2.23M - $2.44M
|
83K
$45.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-6.38K- 3.92% |
$2.37M - $2.6M
|
156K
$85.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.49K- 2.98% |
$2.41M - $2.64M
|
211K
$115M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.54K- 4.89% |
$2.43M - $2.66M
|
127K
$69.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.97K- 4.86% |
$2.59M - $2.84M
|
136K
$74.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 0.69% |
$2.61M - $2.87M
|
1.02M
$556M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.04K- 1.94% |
$2.62M - $2.87M
|
356K
$195M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.06K- 8.67% |
$2.62M - $2.87M
|
74.3K
$40.7M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.16K- 12.5% |
$2.66M - $2.92M
|
50.1K
$27.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.2K- 0.66% |
$2.67M - $2.93M
|
1.09M
$595M
|