Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-35- 1.18% |
$13.7K - $14.7K
|
2.93K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-35- 0.33% |
$13.7K - $14.7K
|
10.6K
$5.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35- 1.75% |
$13.7K - $14.7K
|
1.96K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-35- 16.59% |
$13.7K - $14.7K
|
176
$96.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-35- 1.03% |
$13.7K - $14.7K
|
3.36K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-37- 5.14% |
$14.5K - $15.6K
|
683
$374K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-38- 0.18% |
$14.9K - $16K
|
20.6K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 0.69% |
$15.3K - $16.4K
|
5.58K
$3.05M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-39- 11.4% |
$15.3K - $16.4K
|
303
$166K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-41- 5.73% |
$16.1K - $17.2K
|
675
$370K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-41- 2.16% |
$16.1K - $17.2K
|
1.86K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-41- 0.92% |
$16.1K - $17.2K
|
4.42K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-43- 0.82% |
$16.9K - $18.1K
|
5.2K
$2.85M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-44- 5.89% |
$17.3K - $18.5K
|
703
$385K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-44- 7.26% |
$17.3K - $18.5K
|
562
$308K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-44- 3.41% |
$17.3K - $18.5K
|
1.25K
$682K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-46- 0.53% |
$18.1K - $19.4K
|
8.67K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-46- 1.0% |
$18.1K - $19.4K
|
4.54K
$2.49M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-46- 2.51% |
$18.1K - $19.4K
|
1.79K
$978K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-47- 6.33% |
$18.5K - $19.8K
|
695
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-48- 0.78% |
$18.8K - $20.2K
|
6.12K
$3.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 3.23% |
$18.8K - $20.2K
|
1.44K
$786K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-48- 5.65% |
$18.8K - $20.2K
|
802
$439K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-48- 19.12% |
$18.8K - $20.2K
|
203
$111K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-49- 15.08% |
$19.2K - $20.6K
|
276
$151K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 7.07% |
$19.6K - $21K
|
657
$360K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50- 0.11% |
$19.6K - $21K
|
45K
$24.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-52- 4.95% |
$20.4K - $21.9K
|
999
$547K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-54- 3.51% |
$21.2K - $22.7K
|
1.48K
$812K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-55- 2.14% |
$21.6K - $23.1K
|
2.51K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.15% |
$21.6K - $23.1K
|
36.2K
$19.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-57- 95.0% |
$22.4K - $24K
|
3
$1.64K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-58- 2.21% |
$22.8K - $24.4K
|
2.57K
$1.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-60- 4.92% |
$23.6K - $25.2K
|
1.16K
$635K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-60- 1.6% |
$23.6K - $25.2K
|
3.69K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-60- 0.58% |
$23.6K - $25.2K
|
10.3K
$5.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-61- 3.07% |
$24K - $25.7K
|
1.93K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-61- 0.27% |
$24K - $25.7K
|
22.4K
$12.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-61- 9.98% |
$24K - $25.7K
|
550
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-61- 5.1% |
$24K - $25.7K
|
1.14K
$621K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-63- 3.4% |
$24.7K - $26.5K
|
1.79K
$979K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-63- 3.12% |
$24.7K - $26.5K
|
1.95K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-63- 0.39% |
$24.7K - $26.5K
|
16.2K
$8.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-63- 5.13% |
$24.7K - $26.5K
|
1.17K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-63- 0.89% |
$24.7K - $26.5K
|
7.05K
$3.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-64- 8.04% |
$25.1K - $26.9K
|
732
$401K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-64- 0.11% |
$25.1K - $26.9K
|
56.5K
$30.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-64- 1.32% |
$25.1K - $26.9K
|
4.77K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-64- 0.35% |
$25.1K - $26.9K
|
18.1K
$9.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-64- 4.01% |
$25.1K - $26.9K
|
1.53K
$839K
|