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 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-206- 0.23% |
$80.9K - $86.7K
|
88.3K
$48.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-206- 67.76% |
$80.9K - $86.7K
|
98
$53.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-210- 6.51% |
$82.5K - $88.3K
|
3.02K
$1.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-213- 94.25% |
$83.6K - $89.6K
|
13
$7.12K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-213- 12.76% |
$83.6K - $89.6K
|
1.46K
$797K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-216- 2.23% |
$84.8K - $90.9K
|
9.46K
$5.18M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-216- 1.49% |
$84.8K - $90.9K
|
14.3K
$7.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-218- 17.68% |
$85.6K - $91.7K
|
1.02K
$556K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-222- 2.72% |
$87.2K - $93.4K
|
7.94K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-230- 1.7% |
$90.3K - $96.8K
|
13.3K
$7.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-230- 8.35% |
$90.3K - $96.8K
|
2.52K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-232- 1.79% |
$91.1K - $97.6K
|
12.8K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-232- 0.7% |
$91.1K - $97.6K
|
33K
$18.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-237- 1.11% |
$93.1K - $99.7K
|
21.1K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-238- 18.38% |
$93.5K - $100K
|
1.06K
$579K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-246- 1.01% |
$96.6K - $103K
|
24.2K
$13.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-247- 3.22% |
$97K - $104K
|
7.42K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-249- 9.19% |
$97.8K - $105K
|
2.46K
$1.35M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-249- 8.08% |
$97.8K - $105K
|
2.83K
$1.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-252- 1.67% |
$99K - $106K
|
14.8K
$8.12M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-255- 2.63% |
$100K - $107K
|
9.45K
$5.17M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-256- 6.64% |
$101K - $108K
|
3.6K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-257- 0.34% |
$101K - $108K
|
75.7K
$41.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-259- 26.98% |
$102K - $109K
|
701
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-261- 0.18% |
$102K - $110K
|
144K
$78.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-264- 2.4% |
$104K - $111K
|
10.7K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-264- 0.09% |
$104K - $111K
|
286K
$157M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-265- 4.57% |
$104K - $111K
|
5.53K
$3.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.9% |
$106K - $114K
|
14K
$7.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-273- 3.36% |
$107K - $115K
|
7.86K
$4.31M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-275- 34.38% |
$108K - $116K
|
525
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-276- 6.42% |
$108K - $116K
|
4.02K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-278- 22.86% |
$109K - $117K
|
938
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-286- 5.48% |
$112K - $120K
|
4.94K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-287- 15.87% |
$113K - $121K
|
1.52K
$833K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-290- 34.2% |
$114K - $122K
|
558
$305K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-291- 3.5% |
$114K - $122K
|
8.02K
$4.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-292- 0.79% |
$115K - $123K
|
36.5K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
SELL
|
- |
-293- 2.62% |
$115K - $123K
|
10.9K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-295- 30.83% |
$116K - $124K
|
662
$362K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-298- 10.79% |
$117K - $125K
|
2.47K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.18% |
$118K - $126K
|
25.2K
$13.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-304- 17.46% |
$119K - $128K
|
1.44K
$787K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-304- 34.62% |
$119K - $128K
|
574
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-305- 4.61% |
$120K - $128K
|
6.32K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-307- 12.09% |
$121K - $129K
|
2.23K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-307- 3.33% |
$121K - $129K
|
8.92K
$4.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-312- 2.6% |
$123K - $131K
|
11.7K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-312- 1.4% |
$123K - $131K
|
22K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-313- 2.06% |
$123K - $132K
|
14.9K
$8.14M
|