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 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-32- 2.11% |
$12.1K - $14K
|
1.48K
$853K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.45% |
$12.5K - $14.5K
|
2.25K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-34- 0.81% |
$12.8K - $14.9K
|
4.15K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-34- 0.58% |
$12.8K - $14.9K
|
5.85K
$3.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-34- 3.37% |
$12.8K - $14.9K
|
976
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-34- 1.98% |
$12.8K - $14.9K
|
1.68K
$966K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-35- 3.56% |
$13.2K - $15.3K
|
948
$545K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-35- 1.82% |
$13.2K - $15.3K
|
1.89K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-35- 1.25% |
$13.2K - $15.3K
|
2.78K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-35- 0.37% |
$13.2K - $15.3K
|
9.5K
$5.47M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-35- 4.36% |
$13.2K - $15.3K
|
767
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-36- 2.41% |
$13.6K - $15.8K
|
1.46K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36- 5.61% |
$13.6K - $15.8K
|
606
$349K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36- 4.82% |
$13.6K - $15.8K
|
711
$409K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-38- 2.68% |
$14.3K - $16.7K
|
1.38K
$793K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 0.16% |
$14.3K - $16.7K
|
24.1K
$13.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-39- 6.99% |
$14.7K - $17.1K
|
519
$299K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-39- 1.13% |
$14.7K - $17.1K
|
3.42K
$1.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 4.03% |
$14.7K - $17.1K
|
928
$534K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-39- 1.07% |
$14.7K - $17.1K
|
3.59K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-40- 5.43% |
$15.1K - $17.5K
|
696
$400K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-40- 3.53% |
$15.1K - $17.5K
|
1.09K
$629K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-40- 1.46% |
$15.1K - $17.5K
|
2.7K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-41- 2.82% |
$15.5K - $18K
|
1.41K
$812K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-41- 3.35% |
$15.5K - $18K
|
1.18K
$680K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-42- 0.51% |
$15.8K - $18.4K
|
8.26K
$4.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-42- 0.53% |
$15.8K - $18.4K
|
7.84K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-42- 2.02% |
$15.8K - $18.4K
|
2.03K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-43- 15.41% |
$16.2K - $18.8K
|
236
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-43- 3.52% |
$16.2K - $18.8K
|
1.18K
$679K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-44- 4.32% |
$16.6K - $19.3K
|
974
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-44- 3.69% |
$16.6K - $19.3K
|
1.15K
$661K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-45- 4.44% |
$17K - $19.7K
|
969
$557K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-45- 2.09% |
$17K - $19.7K
|
2.11K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 78.95% |
$17K - $19.7K
|
12
$6.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-45- 3.8% |
$17K - $19.7K
|
1.14K
$656K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-46- 7.08% |
$17.4K - $20.2K
|
604
$347K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-46- 7.34% |
$17.4K - $20.2K
|
581
$334K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-46- 2.24% |
$17.4K - $20.2K
|
2K
$1.15M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-47- 7.98% |
$17.7K - $20.6K
|
542
$312K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-49- 2.28% |
$18.5K - $21.5K
|
2.1K
$1.21M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 1.18% |
$18.9K - $21.9K
|
4.19K
$2.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 6.07% |
$18.9K - $21.9K
|
774
$445K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-50- 0.85% |
$18.9K - $21.9K
|
5.83K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-50- 1.19% |
$18.9K - $21.9K
|
4.16K
$2.39M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-50- 1.9% |
$18.9K - $21.9K
|
2.59K
$1.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-51- 0.32% |
$19.2K - $22.3K
|
16K
$9.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-52- 2.01% |
$19.6K - $22.8K
|
2.54K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-54- 8.7% |
$20.4K - $23.7K
|
567
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-54- 0.14% |
$20.4K - $23.7K
|
39.3K
$22.6M
|