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 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-311- 3.09% |
$108K - $119K
|
9.74K
$5.38M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-312- 10.83% |
$109K - $119K
|
2.57K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-314- 1.28% |
$109K - $120K
|
24.2K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-314- 3.89% |
$109K - $120K
|
7.76K
$4.29M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-315- 3.49% |
$110K - $121K
|
8.71K
$4.81M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-316- 2.03% |
$110K - $121K
|
15.2K
$8.42M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-317- 21.64% |
$111K - $121K
|
1.15K
$634K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-323- 2.95% |
$113K - $124K
|
10.6K
$5.87M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-335- 1.18% |
$117K - $128K
|
28K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-336- 6.5% |
$117K - $129K
|
4.83K
$2.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-337- 1.14% |
$117K - $129K
|
29.3K
$16.2M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-338- 4.11% |
$118K - $129K
|
7.89K
$4.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-340- 21.41% |
$119K - $130K
|
1.25K
$689K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-340- 2.08% |
$119K - $130K
|
16K
$8.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-341- 45.65% |
$119K - $131K
|
406
$224K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-345- 2.01% |
$120K - $132K
|
16.8K
$9.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-345- 25.57% |
$120K - $132K
|
1K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-345- 17.4% |
$120K - $132K
|
1.64K
$905K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-350- 0.43% |
$122K - $134K
|
81.3K
$44.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-350- 3.95% |
$122K - $134K
|
8.51K
$4.7M
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-352- 7.34% |
$123K - $135K
|
4.44K
$2.45M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-354- 19.91% |
$123K - $136K
|
1.42K
$786K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-356- 16.16% |
$124K - $136K
|
1.85K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-357- 17.11% |
$124K - $137K
|
1.73K
$955K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-368- 9.82% |
$128K - $141K
|
3.38K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-372- 3.76% |
$130K - $142K
|
9.53K
$5.26M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-377- 2.74% |
$131K - $144K
|
13.4K
$7.39M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-379- 6.99% |
$132K - $145K
|
5.04K
$2.79M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-382- 3.92% |
$133K - $146K
|
9.36K
$5.17M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-382- 68.09% |
$133K - $146K
|
179
$98.8K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-382- 12.95% |
$133K - $146K
|
2.57K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-383- 17.25% |
$134K - $147K
|
1.84K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-392- 0.16% |
$137K - $150K
|
246K
$136M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-395- 39.98% |
$138K - $151K
|
593
$327K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-397- 1.59% |
$138K - $152K
|
24.6K
$13.6M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-400- 2.49% |
$139K - $153K
|
15.7K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-405- 10.97% |
$141K - $155K
|
3.29K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-406- 6.91% |
$142K - $155K
|
5.47K
$3.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-407- 3.99% |
$142K - $156K
|
9.79K
$5.4M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-413- 1.03% |
$144K - $158K
|
39.8K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-417- 1.6% |
$145K - $160K
|
25.7K
$14.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-418- 3.26% |
$146K - $160K
|
12.4K
$6.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-420- 59.15% |
$146K - $161K
|
290
$160K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-427- 8.93% |
$149K - $164K
|
4.35K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-438- 2.35% |
$153K - $168K
|
18.2K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-443- 5.13% |
$154K - $170K
|
8.19K
$4.52M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-445- 9.83% |
$155K - $170K
|
4.08K
$2.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-447- 31.13% |
$156K - $171K
|
989
$546K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-448- 0.28% |
$156K - $172K
|
159K
$88.1M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-453- 44.9% |
$158K - $173K
|
556
$307K
|