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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-438- 10.75% |
$172K - $184K
|
3.64K
$2.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-440- 1.28% |
$173K - $185K
|
34K
$18.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-442- 11.96% |
$174K - $186K
|
3.26K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-452- 2.68% |
$178K - $190K
|
16.4K
$9.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-456- 6.93% |
$179K - $192K
|
6.12K
$3.38M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-458- 24.64% |
$180K - $193K
|
1.4K
$774K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-458- 2.68% |
$180K - $193K
|
16.6K
$9.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-461- 6.65% |
$181K - $194K
|
6.47K
$3.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-462- 4.27% |
$181K - $194K
|
10.4K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-472- 36.7% |
$185K - $199K
|
814
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-472- 17.64% |
$185K - $199K
|
2.2K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-473- 3.44% |
$186K - $199K
|
13.3K
$7.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-476- 6.46% |
$187K - $200K
|
6.89K
$3.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-476- 20.65% |
$187K - $200K
|
1.83K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-480- 11.51% |
$188K - $202K
|
3.69K
$2.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-485- 10.13% |
$190K - $204K
|
4.31K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-485- 11.5% |
$190K - $204K
|
3.73K
$2.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-493- 2.53% |
$194K - $207K
|
19K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-493- 11.4% |
$194K - $207K
|
3.83K
$2.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-496- 18.83% |
$195K - $209K
|
2.14K
$1.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-497- 20.65% |
$195K - $209K
|
1.91K
$1.05M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-503Closed |
$198K - $212K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-504- 11.82% |
$198K - $212K
|
3.76K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-518- 5.84% |
$203K - $218K
|
8.36K
$4.62M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-520- 1.8% |
$204K - $219K
|
28.4K
$15.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-521- 4.32% |
$205K - $219K
|
11.5K
$6.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-528- 32.61% |
$207K - $222K
|
1.09K
$603K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-528- 0.87% |
$207K - $222K
|
60.3K
$33.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-540- 47.49% |
$212K - $227K
|
597
$330K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-547- 22.95% |
$215K - $230K
|
1.84K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-547- 4.32% |
$215K - $230K
|
12.1K
$6.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-554- 7.02% |
$218K - $233K
|
7.34K
$4.06M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-555- 17.96% |
$218K - $233K
|
2.54K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-565- 18.3% |
$222K - $238K
|
2.52K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-567- 3.21% |
$223K - $239K
|
17.1K
$9.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-589- 40.29% |
$231K - $248K
|
873
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-592- 1.14% |
$232K - $249K
|
51.4K
$28.4M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-595- 1.93% |
$234K - $250K
|
30.2K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-600- 5.95% |
$236K - $252K
|
9.48K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-600- 32.5% |
$236K - $252K
|
1.25K
$688K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-602- 2.08% |
$236K - $253K
|
28.3K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-603- 2.81% |
$237K - $254K
|
20.8K
$11.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-620- 2.22% |
$243K - $261K
|
27.3K
$15.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-630- 0.68% |
$247K - $265K
|
92.6K
$51.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-630- 3.58% |
$247K - $265K
|
17K
$9.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-634- 26.53% |
$249K - $267K
|
1.76K
$970K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-637- 4.88% |
$250K - $268K
|
12.4K
$6.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-639- 0.51% |
$251K - $269K
|
124K
$68.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-645- 3.34% |
$253K - $271K
|
18.6K
$10.3M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-646- 2.69% |
$254K - $272K
|
23.4K
$12.9M
|