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 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-600- 12.64% |
$226K - $263K
|
4.15K
$2.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-601- 7.51% |
$227K - $263K
|
7.4K
$4.09M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-603- 44.9% |
$228K - $264K
|
740
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-613- 2.47% |
$231K - $269K
|
24.2K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-613- 1.81% |
$231K - $269K
|
33.3K
$18.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-616- 56.36% |
$232K - $270K
|
477
$263K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-618- 22.06% |
$233K - $271K
|
2.18K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-619- 88.56% |
$234K - $271K
|
80
$44.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-626- 5.35% |
$236K - $274K
|
11.1K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-627- 0.7% |
$237K - $275K
|
88.7K
$49M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-633- 11.58% |
$239K - $277K
|
4.83K
$2.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-635- 6.78% |
$240K - $278K
|
8.73K
$4.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-636- 10.07% |
$240K - $279K
|
5.68K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-651- 59.83% |
$246K - $285K
|
437
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-656- 4.59% |
$248K - $287K
|
13.6K
$7.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-671- 19.95% |
$253K - $294K
|
2.69K
$1.49M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-678- 26.63% |
$256K - $297K
|
1.87K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-703- 14.69% |
$265K - $308K
|
4.08K
$2.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-706- 0.37% |
$266K - $309K
|
192K
$106M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-712- 0.89% |
$269K - $312K
|
79.4K
$43.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-713- 12.73% |
$269K - $312K
|
4.89K
$2.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-718- 2.09% |
$271K - $315K
|
33.7K
$18.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-733- 92.67% |
$277K - $321K
|
58
$32K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-738- 4.68% |
$278K - $323K
|
15K
$8.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-742- 14.27% |
$280K - $325K
|
4.46K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-743- 34.54% |
$280K - $326K
|
1.41K
$778K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-752- 46.45% |
$284K - $330K
|
867
$479K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-763- 7.01% |
$288K - $334K
|
10.1K
$5.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-766- 1.43% |
$289K - $336K
|
52.8K
$29.2M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-774- 1.64% |
$292K - $339K
|
46.5K
$25.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-777- 2.6% |
$293K - $340K
|
29.1K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-788- 10.32% |
$297K - $345K
|
6.85K
$3.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-793- 8.26% |
$299K - $347K
|
8.8K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-794- 24.21% |
$300K - $348K
|
2.49K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-804- 10.95% |
$303K - $352K
|
6.54K
$3.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-808- 61.87% |
$305K - $354K
|
498
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-823- 8.11% |
$311K - $361K
|
9.33K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-830- 63.9% |
$313K - $364K
|
469
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-845- 29.59% |
$319K - $370K
|
2.01K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-887- 22.08% |
$335K - $389K
|
3.13K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-893- 6.04% |
$337K - $391K
|
13.9K
$7.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-896- 8.35% |
$338K - $393K
|
9.84K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-899- 0.36% |
$339K - $394K
|
248K
$137M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-902- 5.32% |
$340K - $395K
|
16.1K
$8.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-911- 6.67% |
$344K - $399K
|
12.7K
$7.04M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-932- 46.53% |
$352K - $408K
|
1.07K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-936- 37.52% |
$353K - $410K
|
1.56K
$861K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-945- 3.17% |
$357K - $414K
|
28.9K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-951- 19.25% |
$359K - $417K
|
3.99K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-979- 4.38% |
$369K - $429K
|
21.4K
$11.8M
|