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 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.46K- 29.54% |
$1.36M - $1.46M
|
8.26K
$4.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-3.56K- 8.91% |
$1.4M - $1.5M
|
36.3K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.56K- 3.86% |
$1.4M - $1.5M
|
88.6K
$50.9M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-3.61K- 2.27% |
$1.42M - $1.52M
|
155K
$89.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.66K- 4.27% |
$1.44M - $1.54M
|
81.9K
$47.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-3.73K- 71.16% |
$1.47M - $1.57M
|
1.51K
$870K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.84K- 1.79% |
$1.51M - $1.62M
|
211K
$122M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3.86K- 32.08% |
$1.52M - $1.62M
|
8.17K
$4.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.88K- 72.8% |
$1.52M - $1.63M
|
1.45K
$833K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.91K- 11.24% |
$1.54M - $1.64M
|
30.9K
$17.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.93K- 2.43% |
$1.54M - $1.65M
|
158K
$91M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-4K- 68.27% |
$1.57M - $1.68M
|
1.86K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.02K- 4.31% |
$1.58M - $1.69M
|
89.3K
$51.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-4.08K- 3.63% |
$1.6M - $1.72M
|
108K
$62.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.12K- 6.28% |
$1.62M - $1.73M
|
61.5K
$35.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.17K- 13.1% |
$1.64M - $1.75M
|
27.6K
$15.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.18K- 4.55% |
$1.64M - $1.76M
|
87.5K
$50.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.26K- 0.9% |
$1.67M - $1.79M
|
467K
$269M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-4.47K- 1.45% |
$1.76M - $1.88M
|
303K
$174M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.52K- 72.34% |
$1.77M - $1.9M
|
1.73K
$993K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.58K- 0.15% |
$1.8M - $1.93M
|
3.11M
$1.79B
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.72K- 26.36% |
$1.86M - $1.99M
|
13.2K
$7.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-4.76K- 63.9% |
$1.87M - $2M
|
2.69K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.79K- 3.55% |
$1.88M - $2.02M
|
130K
$74.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.84K- 75.57% |
$1.9M - $2.04M
|
1.57K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.99K- 24.01% |
$1.96M - $2.1M
|
15.8K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.99K- 2.21% |
$1.96M - $2.1M
|
220K
$127M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5.02K- 8.15% |
$1.97M - $2.11M
|
56.5K
$32.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-5.27K- 29.33% |
$2.07M - $2.22M
|
12.7K
$7.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.27K- 3.68% |
$2.07M - $2.22M
|
138K
$79.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-5.36K- 16.7% |
$2.11M - $2.26M
|
26.8K
$15.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.46K- 27.53% |
$2.15M - $2.3M
|
14.4K
$8.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-5.51K- 56.18% |
$2.16M - $2.32M
|
4.3K
$2.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-5.66K- 1.91% |
$2.22M - $2.38M
|
291K
$167M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.97K- 2.32% |
$2.35M - $2.51M
|
251K
$145M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.02K- 18.73% |
$2.36M - $2.53M
|
26.1K
$15M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.02K- 9.78% |
$2.36M - $2.53M
|
55.6K
$32M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.35K- 68.29% |
$2.49M - $2.67M
|
2.95K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6.71K- 3.03% |
$2.63M - $2.82M
|
214K
$123M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.73K- 8.0% |
$2.64M - $2.83M
|
77.4K
$44.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.75K- 2.76% |
$2.65M - $2.84M
|
238K
$137M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.77K- 4.48% |
$2.66M - $2.85M
|
145K
$83.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7K- 84.64% |
$2.75M - $2.94M
|
1.27K
$731K
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.33K- 20.96% |
$2.88M - $3.08M
|
27.6K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.4K- 2.88% |
$2.91M - $3.11M
|
249K
$143M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.42K- 12.07% |
$2.91M - $3.12M
|
54K
$31.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8.05K- 4.73% |
$3.16M - $3.39M
|
162K
$93.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-8.09K- 16.88% |
$3.18M - $3.4M
|
39.8K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.29K- 71.54% |
$3.25M - $3.49M
|
3.3K
$1.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.46K- 6.72% |
$3.32M - $3.56M
|
117K
$67.5M
|