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 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-316- 9.49% |
$124K - $133K
|
3.01K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-317- 6.97% |
$124K - $133K
|
4.23K
$2.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-325- 0.69% |
$128K - $137K
|
46.7K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-326- 13.19% |
$128K - $137K
|
2.15K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-327- 2.3% |
$128K - $138K
|
13.9K
$7.59M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-329- 1.79% |
$129K - $138K
|
18.1K
$9.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-329- 5.51% |
$129K - $138K
|
5.64K
$3.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-330- 5.93% |
$130K - $139K
|
5.24K
$2.87M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-331- 0.69% |
$130K - $139K
|
47.3K
$25.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-332- 2.4% |
$130K - $140K
|
13.5K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-338- 85.79% |
$133K - $142K
|
56
$30.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-342- 2.69% |
$134K - $144K
|
12.4K
$6.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-343- 7.83% |
$135K - $144K
|
4.04K
$2.21M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-343- 0.9% |
$135K - $144K
|
37.6K
$20.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-345- 2.94% |
$135K - $145K
|
11.4K
$6.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-346- 2.28% |
$136K - $146K
|
14.8K
$8.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-349- 6.86% |
$137K - $147K
|
4.74K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-350- 1.16% |
$137K - $147K
|
29.8K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-350- 0.37% |
$137K - $147K
|
94.4K
$51.7M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-351- 9.11% |
$138K - $148K
|
3.5K
$1.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-352- 1.96% |
$138K - $148K
|
17.6K
$9.64M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-356- 3.46% |
$140K - $150K
|
9.93K
$5.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-358- 16.06% |
$141K - $151K
|
1.87K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-359- 1.01% |
$141K - $151K
|
35.1K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-359- 39.28% |
$141K - $151K
|
555
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-362- 12.84% |
$142K - $152K
|
2.46K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-366- 6.33% |
$144K - $154K
|
5.42K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-372- 35.8% |
$146K - $156K
|
667
$365K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-377- 2.3% |
$148K - $159K
|
16K
$8.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-378- 2.07% |
$148K - $159K
|
17.9K
$9.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-379- 5.08% |
$149K - $159K
|
7.09K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-379- 2.18% |
$149K - $159K
|
17K
$9.31M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-385- 5.29% |
$151K - $162K
|
6.89K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-386- 28.76% |
$152K - $162K
|
956
$523K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-386- 6.95% |
$152K - $162K
|
5.17K
$2.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-394- 0.58% |
$155K - $166K
|
68.1K
$37.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-394- 30.73% |
$155K - $166K
|
888
$486K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-395- 1.87% |
$155K - $166K
|
20.7K
$11.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-397- 8.79% |
$156K - $167K
|
4.12K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-398- 40.28% |
$156K - $167K
|
590
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-400- 3.22% |
$157K - $168K
|
12K
$6.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-400- 2.58% |
$157K - $168K
|
15.1K
$8.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 2.25% |
$157K - $168K
|
17.4K
$9.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-406- 4.49% |
$159K - $171K
|
8.63K
$4.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-408- 2.53% |
$160K - $172K
|
15.7K
$8.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-410- 2.58% |
$161K - $172K
|
15.5K
$8.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-413- 6.56% |
$162K - $174K
|
5.89K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-429- 1.13% |
$168K - $180K
|
37.5K
$20.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-431- 7.79% |
$169K - $181K
|
5.1K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-435- 15.14% |
$171K - $183K
|
2.44K
$1.33M
|