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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.25K- 89.71% |
$1.83M - $2.01M
|
602
$291K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.31K- 8.09% |
$1.85M - $2.03M
|
60.3K
$29.2M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.4K- 49.22% |
$1.88M - $2.07M
|
5.57K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.47K- 3.49% |
$1.91M - $2.1M
|
151K
$73.1M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.56K- 51.26% |
$1.94M - $2.13M
|
5.28K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.59K- 36.34% |
$1.95M - $2.14M
|
9.8K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.6K- 7.23% |
$1.95M - $2.14M
|
71.8K
$34.7M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.64K- 18.23% |
$1.96M - $2.16M
|
25.3K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.66K- 2.49% |
$1.97M - $2.17M
|
221K
$107M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-5.81K- 18.32% |
$2.02M - $2.22M
|
25.9K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.82K- 0.74% |
$2.03M - $2.23M
|
784K
$379M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.85K- 43.48% |
$2.04M - $2.24M
|
7.61K
$3.68M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-5.86K- 96.29% |
$2.04M - $2.24M
|
226
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.88K- 29.35% |
$2.05M - $2.25M
|
14.2K
$6.85M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5.92K- 22.05% |
$2.07M - $2.27M
|
20.9K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6K- 4.02% |
$2.09M - $2.3M
|
143K
$69.3M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.02K- 14.56% |
$2.1M - $2.3M
|
35.3K
$17.1M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.06K- 78.13% |
$2.11M - $2.32M
|
1.7K
$820K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6.06K- 8.48% |
$2.11M - $2.32M
|
65.4K
$31.6M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-6.06K- 80.64% |
$2.11M - $2.32M
|
1.46K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.17K- 19.82% |
$2.15M - $2.36M
|
24.9K
$12.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.17K- 7.41% |
$2.15M - $2.36M
|
77.1K
$37.3M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-6.2K- 19.92% |
$2.16M - $2.37M
|
24.9K
$12.1M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.22K- 21.8% |
$2.17M - $2.38M
|
22.3K
$10.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-6.27K- 3.08% |
$2.19M - $2.4M
|
197K
$95.5M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-6.34K- 84.14% |
$2.21M - $2.43M
|
1.2K
$579K
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-6.72K- 9.59% |
$2.34M - $2.57M
|
63.3K
$30.6M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.72K- 10.48% |
$2.34M - $2.57M
|
57.4K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.78K- 86.92% |
$2.36M - $2.59M
|
1.02K
$494K
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-6.78K- 10.53% |
$2.36M - $2.6M
|
57.6K
$27.9M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.98K- 41.78% |
$2.43M - $2.67M
|
9.73K
$4.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7.06K- 7.74% |
$2.46M - $2.71M
|
84.2K
$40.7M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-7.08K- 9.18% |
$2.47M - $2.71M
|
70.1K
$33.9M
|
|
|
May 09, 2023
Q1 2023
|
Alta Advisers LTD
|
SELL
|
- |
-7.09K- 10.36% |
$2.47M - $2.71M
|
61.3K
$29.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-7.24K- 39.12% |
$2.52M - $2.77M
|
11.3K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.27K- 7.73% |
$2.53M - $2.78M
|
86.7K
$42M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-7.37K- 77.6% |
$2.57M - $2.82M
|
2.13K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.37K- 3.4% |
$2.57M - $2.82M
|
209K
$101M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-7.4K- 31.58% |
$2.58M - $2.83M
|
16K
$7.76M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7.53K- 2.37% |
$2.62M - $2.88M
|
310K
$150M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-7.57K- 22.5% |
$2.64M - $2.9M
|
26.1K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.72K- 60.68% |
$2.69M - $2.96M
|
5.01K
$2.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7.81K- 4.58% |
$2.72M - $2.99M
|
163K
$78.7M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.09K- 9.98% |
$2.82M - $3.1M
|
72.9K
$35.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8.22K- 52.97% |
$2.87M - $3.15M
|
7.3K
$3.53M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.29K- 13.13% |
$2.89M - $3.17M
|
54.8K
$26.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.33K- 9.43% |
$2.91M - $3.19M
|
80K
$38.7M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-8.41K- 11.14% |
$2.93M - $3.22M
|
67.1K
$32.5M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.56K- 0.78% |
$2.99M - $3.28M
|
1.09M
$529M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-8.91K- 73.9% |
$3.11M - $3.41M
|
3.15K
$1.52M
|