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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-126- 25.1% |
$49.5K - $53K
|
376
$216K
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-129- 8.35% |
$50.7K - $54.3K
|
1.42K
$815K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 0.47% |
$51.1K - $54.7K
|
27.5K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-130- 16.33% |
$51.1K - $54.7K
|
666
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-133- 7.26% |
$52.2K - $56K
|
1.7K
$977K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-134- 9.42% |
$52.6K - $56.4K
|
1.29K
$741K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-136- 11.2% |
$53.4K - $57.2K
|
1.08K
$620K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-136- 0.52% |
$53.4K - $57.2K
|
26K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-137- 3.02% |
$53.8K - $57.6K
|
4.4K
$2.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-138- 2.88% |
$54.2K - $58.1K
|
4.66K
$2.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-143- 6.82% |
$56.2K - $60.2K
|
1.96K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-145- 6.98% |
$56.9K - $61K
|
1.93K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-147- 0.44% |
$57.7K - $61.8K
|
33.3K
$19.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-147- 41.06% |
$57.7K - $61.8K
|
211
$121K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-148- 0.38% |
$58.1K - $62.3K
|
39.3K
$22.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-148- 4.5% |
$58.1K - $62.3K
|
3.14K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-148- 2.05% |
$58.1K - $62.3K
|
7.07K
$4.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-150- 3.79% |
$58.9K - $63.1K
|
3.81K
$2.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-150- 5.87% |
$58.9K - $63.1K
|
2.4K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-150- 3.51% |
$58.9K - $63.1K
|
4.13K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-150- 10.71% |
$58.9K - $63.1K
|
1.25K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-150- 0.63% |
$58.9K - $63.1K
|
23.6K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-154- 6.07% |
$60.5K - $64.8K
|
2.39K
$1.37M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-154- 1.29% |
$60.5K - $64.8K
|
11.8K
$6.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-157- 16.22% |
$61.7K - $66K
|
811
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-157- 0.63% |
$61.7K - $66K
|
24.7K
$14.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-163- 6.91% |
$64K - $68.6K
|
2.2K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-164- 16.94% |
$64.4K - $69K
|
804
$462K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-166- 2.94% |
$65.2K - $69.8K
|
5.48K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-166- 0.65% |
$65.2K - $69.8K
|
25.5K
$14.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-167- 2.5% |
$65.6K - $70.3K
|
6.51K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-167- 0.97% |
$65.6K - $70.3K
|
17K
$9.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-168- 10.6% |
$66K - $70.7K
|
1.42K
$815K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-170- 0.83% |
$66.8K - $71.5K
|
20.4K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-171- 6.37% |
$67.2K - $71.9K
|
2.52K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-171- 0.98% |
$67.2K - $71.9K
|
17.3K
$9.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-172- 6.49% |
$67.5K - $72.4K
|
2.48K
$1.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-173- 0.17% |
$67.9K - $72.8K
|
102K
$58.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-174- 4.92% |
$68.3K - $73.2K
|
3.36K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-175- 18.9% |
$68.7K - $73.6K
|
751
$432K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-177- 7.7% |
$69.5K - $74.5K
|
2.12K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-178- 0.21% |
$69.9K - $74.9K
|
83.4K
$47.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-178- 10.0% |
$69.9K - $74.9K
|
1.6K
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-179- 1.66% |
$70.3K - $75.3K
|
10.6K
$6.11M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-180- 2.21% |
$70.7K - $75.7K
|
7.97K
$4.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-180- 2.67% |
$70.7K - $75.7K
|
6.55K
$3.77M
|
|
|
Jul 15, 2025
Q3 2023
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-180- 11.76% |
$70.7K - $75.7K
|
1.35K
$777K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-182- 6.74% |
$71.5K - $76.6K
|
2.52K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-183- 3.94% |
$71.9K - $77K
|
4.46K
$2.57M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-183- 14.41% |
$71.9K - $77K
|
1.09K
$625K
|