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
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.55K- 38.08% |
$583K - $677K
|
2.51K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.56K- 12.26% |
$587K - $681K
|
11.1K
$6.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.56K- 1.41% |
$588K - $683K
|
109K
$59.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.57K- 45.22% |
$591K - $686K
|
1.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.59K- 18.89% |
$600K - $696K
|
6.82K
$3.72M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.6K- 4.24% |
$602K - $699K
|
36K
$19.7M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.61K- 11.33% |
$609K - $707K
|
12.6K
$6.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 12.0% |
$609K - $707K
|
11.8K
$6.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.63K- 1.67% |
$617K - $716K
|
96.3K
$52.5M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 5.36% |
$618K - $718K
|
28.9K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.65K- 38.56% |
$623K - $723K
|
2.63K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.68K- 20.21% |
$635K - $737K
|
6.64K
$3.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.69K- 19.37% |
$638K - $741K
|
7.04K
$3.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.8K- 0.68% |
$681K - $790K
|
264K
$144M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.82K- 2.08% |
$685K - $796K
|
85.3K
$46.5M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 4.28% |
$704K - $818K
|
41.8K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.88K- 18.3% |
$709K - $823K
|
8.38K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 6.37% |
$714K - $829K
|
27.8K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.93K- 23.31% |
$728K - $846K
|
6.35K
$3.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-1.94K- 1.82% |
$733K - $851K
|
105K
$57.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.97K- 10.21% |
$742K - $861K
|
17.3K
$9.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.97K- 31.84% |
$744K - $865K
|
4.22K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.98K- 2.96% |
$746K - $866K
|
64.9K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.98K- 12.76% |
$747K - $868K
|
13.5K
$7.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.01K- 15.81% |
$757K - $879K
|
10.7K
$5.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.07K- 10.18% |
$779K - $905K
|
18.2K
$9.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-2.07K- 2.82% |
$780K - $905K
|
71.1K
$38.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.08K- 22.44% |
$783K - $909K
|
7.17K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.14K- 21.03% |
$806K - $936K
|
8.02K
$4.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.16K- 2.59% |
$815K - $946K
|
81.2K
$44.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-2.17K- 72.52% |
$818K - $950K
|
821
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.17K- 96.11% |
$820K - $952K
|
88
$48K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 31.91% |
$829K - $963K
|
4.69K
$2.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.2K- 3.03% |
$830K - $964K
|
70.3K
$38.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.21K- 27.03% |
$833K - $968K
|
5.96K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.21K- 38.48% |
$834K - $969K
|
3.54K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.22K- 5.98% |
$837K - $972K
|
34.9K
$19M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.28K- 16.18% |
$858K - $997K
|
11.8K
$6.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.28K- 4.61% |
$859K - $998K
|
47.1K
$25.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.28K- 52.53% |
$862K - $1M
|
2.06K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.34K- 5.05% |
$883K - $1.02M
|
44K
$24M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.37K- 59.4% |
$893K - $1.04M
|
1.62K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.38K- 54.92% |
$897K - $1.04M
|
1.95K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.39K- 1.83% |
$901K - $1.05M
|
128K
$69.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.42K- 1.49% |
$913K - $1.06M
|
160K
$87.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.44K- 9.14% |
$921K - $1.07M
|
24.2K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.45K- 1.56% |
$924K - $1.07M
|
155K
$84.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.48K- 30.29% |
$937K - $1.09M
|
5.72K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.5K- 23.41% |
$943K - $1.1M
|
8.18K
$4.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.51K- 8.98% |
$945K - $1.1M
|
25.4K
$13.9M
|