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 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-145K- 83.16% |
$56.9M - $60.9M
|
29.3K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-153K- 28.84% |
$60M - $64.2M
|
377K
$206M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-205K- 27.11% |
$80.7M - $86.4M
|
552K
$302M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-235K- 99.58% |
$92.3M - $98.9M
|
1K
$549K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-242K- 43.15% |
$95.2M - $102M
|
319K
$175M
|
|
|
Nov 13, 2023
Q3 2023
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-252K- 25.37% |
$98.8M - $106M
|
740K
$405M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-257K- 1.48% |
$101M - $108M
|
17.1M
$9.37B
|
|
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-276K- 98.92% |
$108M - $116M
|
3.01K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-300K- 85.71% |
$118M - $126M
|
50K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-312K- 96.13% |
$123M - $131M
|
12.6K
$6.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-320K- 25.52% |
$126M - $135M
|
934K
$511M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-335K- 73.01% |
$132M - $141M
|
124K
$67.8M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-542K- 12.03% |
$213M - $228M
|
3.96M
$2.17B
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-680K- 35.75% |
$267M - $286M
|
1.22M
$669M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.01M- 51.97% |
$397M - $425M
|
935K
$512M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.39M- 15.01% |
$937M - $1B
|
13.5M
$7.4B
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.94M- 26.16% |
$1.55B - $1.66B
|
11.1M
$6.09B
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.01M- 17.71% |
$1.57B - $1.69B
|
18.6M
$10.2B
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-6.51MClosed |
$2.56B - $2.74B
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-8.18M- 99.75% |
$3.21B - $3.44B
|
20.9K
$11.4M
|