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 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.22K- 10.49% |
$774K - $851K
|
18.9K
$10.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.27K- 17.9% |
$793K - $870K
|
10.4K
$5.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.27K- 35.88% |
$793K - $871K
|
4.06K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.28K- 32.44% |
$795K - $873K
|
4.75K
$2.62M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.31K- 17.1% |
$805K - $884K
|
11.2K
$6.18M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.33K- 11.09% |
$811K - $891K
|
18.6K
$10.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.34K- 8.9% |
$817K - $898K
|
24K
$13.3M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.4K- 4.61% |
$838K - $921K
|
49.8K
$27.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.41K- 53.69% |
$841K - $924K
|
2.08K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-2.42K- 4.22% |
$844K - $927K
|
54.9K
$30.3M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.43K- 18.88% |
$847K - $931K
|
10.4K
$5.77M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.48K- 12.17% |
$864K - $949K
|
17.9K
$9.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-2.55K- 68.99% |
$890K - $978K
|
1.15K
$634K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-2.56K- 2.61% |
$892K - $980K
|
95.5K
$52.8M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 4.08% |
$904K - $993K
|
61K
$33.7M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.63K- 49.97% |
$915K - $1.01M
|
2.63K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.67K- 11.64% |
$932K - $1.02M
|
20.3K
$11.2M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.68K- 50.78% |
$933K - $1.03M
|
2.6K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.68K- 3.36% |
$933K - $1.03M
|
77.1K
$42.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.7K- 1.84% |
$940K - $1.03M
|
144K
$79.3M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.76K- 78.75% |
$964K - $1.06M
|
746
$412K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.81K- 13.11% |
$978K - $1.07M
|
18.6K
$10.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.82K- 9.59% |
$983K - $1.08M
|
26.6K
$14.7M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-2.82K- 44.75% |
$984K - $1.08M
|
3.48K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.87K- 48.44% |
$1M - $1.1M
|
3.05K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.88K- 20.89% |
$1M - $1.1M
|
10.9K
$6.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.89K- 17.94% |
$1.01M - $1.11M
|
13.2K
$7.3M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.9K- 19.06% |
$1.01M - $1.11M
|
12.3K
$6.8M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.94K- 30.3% |
$1.03M - $1.13M
|
6.77K
$3.74M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.95K- 79.34% |
$1.03M - $1.13M
|
767
$424K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3K- 98.75% |
$1.05M - $1.15M
|
38
$21K
|
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
SELL
|
- |
-3K- 27.03% |
$1.05M - $1.15M
|
8.1K
$4.47M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.02K- 71.29% |
$1.05M - $1.16M
|
1.22K
$673K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.07K- 0.69% |
$1.07M - $1.18M
|
443K
$245M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.08K- 14.38% |
$1.07M - $1.18M
|
18.3K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.13K- 4.57% |
$1.09M - $1.2M
|
65.3K
$36.1M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.14K- 37.38% |
$1.1M - $1.2M
|
5.27K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-3.21K- 30.57% |
$1.12M - $1.23M
|
7.3K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.23K- 3.93% |
$1.13M - $1.24M
|
78.9K
$43.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 3.2% |
$1.15M - $1.26M
|
99.7K
$55M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.32K- 76.42% |
$1.16M - $1.27M
|
1.03K
$566K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.35K- 5.68% |
$1.17M - $1.28M
|
55.6K
$30.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.37K- 5.0% |
$1.17M - $1.29M
|
64K
$35.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-3.43K- 53.73% |
$1.19M - $1.31M
|
2.95K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.45K- 7.0% |
$1.2M - $1.32M
|
45.8K
$25.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.52K- 24.8% |
$1.23M - $1.35M
|
10.7K
$5.89M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.55K- 8.84% |
$1.24M - $1.36M
|
36.6K
$20.2M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.59K- 1.31% |
$1.25M - $1.38M
|
270K
$149M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.63K- 13.42% |
$1.27M - $1.39M
|
23.4K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.66K- 2.18% |
$1.28M - $1.4M
|
164K
$90.6M
|