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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-25- 3.45% |
$9.43K - $11K
|
700
$387K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 2.1% |
$9.43K - $11K
|
1.17K
$645K
|
|
|
Feb 05, 2024
Q4 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-25- 0.01% |
$9.43K - $11K
|
365K
$201M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 1.29% |
$9.43K - $11K
|
1.91K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-25- 1.22% |
$9.43K - $11K
|
2.03K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-26- 1.57% |
$9.81K - $11.4K
|
1.63K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-26- 1.62% |
$9.81K - $11.4K
|
1.58K
$870K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-27- 2.32% |
$10.2K - $11.8K
|
1.14K
$629K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-27- 1.07% |
$10.2K - $11.8K
|
2.49K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-28- 1.15% |
$10.6K - $12.3K
|
2.41K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-29- 29.59% |
$10.9K - $12.7K
|
69
$38.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-29- 1.43% |
$10.9K - $12.7K
|
2K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-29- 0.11% |
$10.9K - $12.7K
|
26.1K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-29- 2.64% |
$10.9K - $12.7K
|
1.07K
$590K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-30- 1.45% |
$11.3K - $13.1K
|
2.03K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-30- 3.99% |
$11.3K - $13.1K
|
721
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-30- 0.34% |
$11.3K - $13.1K
|
8.89K
$4.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-30- 0.41% |
$11.3K - $13.1K
|
7.27K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-30- 1.53% |
$11.3K - $13.1K
|
1.93K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-31- 1.55% |
$11.7K - $13.6K
|
1.97K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-32- 2.12% |
$12.1K - $14K
|
1.48K
$815K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-32- 1.77% |
$12.1K - $14K
|
1.77K
$978K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-32- 0.05% |
$12.1K - $14K
|
69.5K
$38.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-32- 2.11% |
$12.1K - $14K
|
1.48K
$819K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.45% |
$12.5K - $14.5K
|
2.25K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-34- 0.81% |
$12.8K - $14.9K
|
4.15K
$2.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-34- 0.58% |
$12.8K - $14.9K
|
5.85K
$3.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-34- 3.37% |
$12.8K - $14.9K
|
976
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-34- 1.98% |
$12.8K - $14.9K
|
1.68K
$927K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-35- 3.56% |
$13.2K - $15.3K
|
948
$524K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-35- 1.82% |
$13.2K - $15.3K
|
1.89K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-35- 1.25% |
$13.2K - $15.3K
|
2.78K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-35- 0.37% |
$13.2K - $15.3K
|
9.5K
$5.25M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-35- 4.36% |
$13.2K - $15.3K
|
767
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-36- 2.41% |
$13.6K - $15.8K
|
1.46K
$804K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36- 5.61% |
$13.6K - $15.8K
|
606
$335K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-38- 2.68% |
$14.3K - $16.7K
|
1.38K
$761K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 0.16% |
$14.3K - $16.7K
|
24.1K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-39- 6.99% |
$14.7K - $17.1K
|
519
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-39- 1.13% |
$14.7K - $17.1K
|
3.42K
$1.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 4.03% |
$14.7K - $17.1K
|
928
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-39- 1.07% |
$14.7K - $17.1K
|
3.59K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-40- 5.43% |
$15.1K - $17.5K
|
696
$384K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-40- 3.53% |
$15.1K - $17.5K
|
1.09K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-40- 1.46% |
$15.1K - $17.5K
|
2.7K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-41- 2.82% |
$15.5K - $18K
|
1.41K
$779K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-41- 3.35% |
$15.5K - $18K
|
1.18K
$653K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-42- 0.51% |
$15.8K - $18.4K
|
8.26K
$4.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-42- 0.53% |
$15.8K - $18.4K
|
7.84K
$4.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-42- 2.02% |
$15.8K - $18.4K
|
2.03K
$1.12M
|