Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-148- 4.19% |
$51.6K - $56.7K
|
3.39K
$1.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-152- 0.24% |
$53K - $58.2K
|
63.5K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-154- 0.83% |
$53.7K - $59K
|
18.4K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-159- 4.23% |
$55.4K - $60.9K
|
3.6K
$1.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-161- 21.38% |
$56.1K - $61.7K
|
592
$327K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-163- 15.92% |
$56.8K - $62.4K
|
861
$475K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-163- 4.41% |
$56.8K - $62.4K
|
3.54K
$1.95M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-164- 10.86% |
$57.2K - $62.8K
|
1.35K
$743K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-166- 7.27% |
$57.9K - $63.6K
|
2.12K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-167- 48.13% |
$58.2K - $64K
|
180
$99.4K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-168- 0.8% |
$58.6K - $64.3K
|
20.8K
$11.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-169- 9.47% |
$58.9K - $64.7K
|
1.62K
$892K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-169- 3.87% |
$58.9K - $64.7K
|
4.2K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169- 3.59% |
$58.9K - $64.7K
|
4.54K
$2.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-170- 5.26% |
$59.3K - $65.1K
|
3.07K
$1.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-170- 8.93% |
$59.3K - $65.1K
|
1.73K
$958K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-170- 2.14% |
$59.3K - $65.1K
|
7.77K
$4.29M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-171- 0.25% |
$59.6K - $65.5K
|
68.6K
$37.9M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-172- 10.97% |
$60K - $65.9K
|
1.4K
$771K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-176- 9.41% |
$61.4K - $67.4K
|
1.7K
$936K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-177- 8.29% |
$61.7K - $67.8K
|
1.96K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-177- 1.61% |
$61.7K - $67.8K
|
10.8K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-180- 1.6% |
$62.8K - $68.9K
|
11.1K
$6.12M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-182- 2.33% |
$63.5K - $69.7K
|
7.61K
$4.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-183- 11.21% |
$63.8K - $70.1K
|
1.45K
$801K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-185- 4.53% |
$64.5K - $70.8K
|
3.9K
$2.15M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-186- 1.98% |
$64.9K - $71.2K
|
9.21K
$5.08M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-186- 9.46% |
$64.9K - $71.2K
|
1.78K
$983K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-187- 5.65% |
$65.2K - $71.6K
|
3.12K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-188- 3.78% |
$65.5K - $72K
|
4.79K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-190- 17.46% |
$66.2K - $72.8K
|
898
$496K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-191- 0.67% |
$66.6K - $73.1K
|
28.2K
$15.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-194- 3.98% |
$67.6K - $74.3K
|
4.68K
$2.58M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-195- 1.88% |
$68K - $74.7K
|
10.2K
$5.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-195- 1.73% |
$68K - $74.7K
|
11.1K
$6.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-195- 7.56% |
$68K - $74.7K
|
2.39K
$1.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-200- 14.42% |
$69.7K - $76.6K
|
1.19K
$655K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-200- 14.08% |
$69.7K - $76.6K
|
1.22K
$674K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 18.74% |
$69.7K - $76.6K
|
867
$479K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-201- 0.55% |
$70.1K - $77K
|
36.5K
$20.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-203- 18.68% |
$70.8K - $77.7K
|
884
$488K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-209- 1.25% |
$72.9K - $80K
|
16.6K
$9.15M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-209- 5.66% |
$72.9K - $80K
|
3.49K
$1.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-211- 0.53% |
$73.6K - $80.8K
|
39.5K
$21.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-211- 67.85% |
$73.6K - $80.8K
|
100
$55.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-213- 4.92% |
$74.3K - $81.6K
|
4.12K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-214- 1.54% |
$74.6K - $81.9K
|
13.7K
$7.56M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-214- 1.54% |
$74.6K - $81.9K
|
13.7K
$7.56M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-215- 1.73% |
$75K - $82.3K
|
12.2K
$6.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-217- 0.23% |
$75.7K - $83.1K
|
93K
$51.3M
|