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 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.96K- 31.71% |
$2.21M - $2.43M
|
12.8K
$7.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.99K- 6.73% |
$2.23M - $2.44M
|
83K
$46.5M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.38K- 23.74% |
$2.37M - $2.6M
|
20.5K
$11.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-6.38K- 3.92% |
$2.37M - $2.6M
|
156K
$87.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.49K- 2.98% |
$2.41M - $2.64M
|
211K
$118M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.54K- 4.89% |
$2.43M - $2.66M
|
127K
$71.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.97K- 4.86% |
$2.59M - $2.84M
|
136K
$76.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 0.69% |
$2.61M - $2.87M
|
1.02M
$570M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.04K- 1.94% |
$2.62M - $2.87M
|
356K
$200M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.06K- 8.67% |
$2.62M - $2.87M
|
74.3K
$41.7M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.16K- 12.5% |
$2.66M - $2.92M
|
50.1K
$28.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.2K- 0.66% |
$2.67M - $2.93M
|
1.09M
$609M
|
|
|
Mar 14, 2024
Q2 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-7.58K- 8.38% |
$2.81M - $3.09M
|
82.8K
$46.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.6K- 2.41% |
$2.82M - $3.09M
|
308K
$173M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.63K- 24.31% |
$2.83M - $3.11M
|
23.8K
$13.3M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.63K- 85.58% |
$2.83M - $3.11M
|
1.29K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-7.66K- 23.92% |
$2.85M - $3.12M
|
24.4K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-7.87K- 8.64% |
$2.92M - $3.21M
|
83.2K
$46.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.91K- 2.87% |
$2.94M - $3.22M
|
268K
$150M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-7.95K- 35.66% |
$2.95M - $3.24M
|
14.3K
$8.04M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8.01K- 2.61% |
$2.97M - $3.26M
|
299K
$168M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-8.04K- 4.43% |
$2.99M - $3.27M
|
173K
$97.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.26K- 1.72% |
$3.07M - $3.37M
|
471K
$264M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.39K- 1.56% |
$3.12M - $3.42M
|
529K
$297M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.65K- 35.94% |
$3.21M - $3.52M
|
15.4K
$8.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-8.7K- 8.74% |
$3.23M - $3.54M
|
90.8K
$50.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-8.72K- 0.46% |
$3.24M - $3.55M
|
1.9M
$1.07B
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-8.74K- 67.87% |
$3.25M - $3.56M
|
4.14K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.79K- 1.44% |
$3.26M - $3.58M
|
603K
$338M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-8.79K- 4.15% |
$3.27M - $3.58M
|
203K
$114M
|
|
|
Aug 13, 2024
Q2 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-9.25K- 16.24% |
$3.43M - $3.77M
|
47.7K
$26.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9.31K- 27.38% |
$3.46M - $3.79M
|
24.7K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-9.45K- 2.13% |
$3.51M - $3.85M
|
435K
$244M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9.5K- 29.53% |
$3.53M - $3.87M
|
22.7K
$12.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-9.85K- 71.54% |
$3.66M - $4.01M
|
3.92K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.89K- 1.96% |
$3.67M - $4.03M
|
495K
$278M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.1K- 56.21% |
$3.74M - $4.1M
|
7.85K
$4.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.1K- 3.32% |
$3.75M - $4.11M
|
294K
$165M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-10.2K- 9.56% |
$3.77M - $4.14M
|
96.1K
$53.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.5K- 7.25% |
$3.91M - $4.28M
|
135K
$75.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-10.7K- 83.25% |
$3.98M - $4.36M
|
2.15K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-11K- 18.99% |
$4.08M - $4.47M
|
46.9K
$26.3M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-11K- 16.08% |
$4.09M - $4.49M
|
57.5K
$32.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-11.2K- 14.57% |
$4.17M - $4.58M
|
65.9K
$36.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.2K- 76.51% |
$4.18M - $4.58M
|
3.45K
$1.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-11.3K- 94.08% |
$4.19M - $4.59M
|
710
$398K
|
|
|
Jul 19, 2023
Q2 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-11.3K- 6.67% |
$4.2M - $4.6M
|
158K
$88.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.5K- 7.59% |
$4.26M - $4.67M
|
140K
$78.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-12K- 8.82% |
$4.46M - $4.89M
|
124K
$69.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12K- 3.07% |
$4.46M - $4.89M
|
379K
$212M
|