Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.03% |
$377 - $438
|
98
$53.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.13% |
$377 - $438
|
779
$425K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-1- 0.04% |
$377 - $438
|
2.31K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1- 0.03% |
$377 - $438
|
3.79K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
E L Financial Corp LTD
|
SELL
|
- |
-1- -0.0% |
$377 - $438
|
1.65M
$902M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1- 0.07% |
$377 - $438
|
1.43K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1- 0.08% |
$377 - $438
|
1.25K
$679K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$377 - $438
|
1.19K
$650K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2- 0.72% |
$755 - $876
|
274
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- 0.17% |
$755 - $876
|
1.2K
$655K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.2% |
$755 - $876
|
1K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2- 0.36% |
$755 - $876
|
553
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2- 0.02% |
$755 - $876
|
8.92K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2- 0.09% |
$755 - $876
|
2.21K
$1.21M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 0.22% |
$755 - $876
|
928
$506K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3- 0.52% |
$1.13K - $1.31K
|
573
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3- 0.32% |
$1.13K - $1.31K
|
935
$510K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4- 0.45% |
$1.51K - $1.75K
|
892
$487K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4- 0.2% |
$1.51K - $1.75K
|
1.98K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-4- 0.04% |
$1.51K - $1.75K
|
8.98K
$4.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-4- 0.45% |
$1.51K - $1.75K
|
894
$488K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 9.52% |
$1.51K - $1.75K
|
38
$20.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4- 0.13% |
$1.51K - $1.75K
|
3.11K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.23% |
$1.51K - $1.75K
|
1.71K
$935K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 0.01% |
$1.51K - $1.75K
|
31K
$16.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 0.12% |
$1.89K - $2.19K
|
4.05K
$2.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-5- 0.74% |
$1.89K - $2.19K
|
670
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5- 0.09% |
$1.89K - $2.19K
|
5.71K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5- 0.38% |
$1.89K - $2.19K
|
1.32K
$721K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5- 0.91% |
$1.89K - $2.19K
|
545
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-6- 1.14% |
$2.26K - $2.63K
|
520
$284K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.86% |
$2.26K - $2.63K
|
695
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6- 0.02% |
$2.26K - $2.63K
|
28.9K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6- 1.15% |
$2.26K - $2.63K
|
518
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7- 0.21% |
$2.64K - $3.07K
|
3.32K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-7- 1.01% |
$2.64K - $3.07K
|
688
$375K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-8- 0.63% |
$3.02K - $3.51K
|
1.26K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-8- 0.04% |
$3.02K - $3.51K
|
20K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8- 0.05% |
$3.02K - $3.51K
|
14.6K
$7.96M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-9- 2.98% |
$3.4K - $3.94K
|
293
$160K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-9- 0.37% |
$3.4K - $3.94K
|
2.44K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 2.9% |
$3.4K - $3.94K
|
301
$164K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 2.88% |
$3.77K - $4.38K
|
337
$184K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10- 2.06% |
$3.77K - $4.38K
|
476
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10- 0.52% |
$3.77K - $4.38K
|
1.92K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 0.75% |
$3.77K - $4.38K
|
1.33K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 17.86% |
$3.77K - $4.38K
|
46
$25.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-11- 1.23% |
$4.15K - $4.82K
|
880
$480K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-11- 1.36% |
$4.15K - $4.82K
|
800
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-11- 1.6% |
$4.15K - $4.82K
|
677
$369K
|