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 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10.4K- 10.07% |
$3.63M - $3.99M
|
92.9K
$51.3M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10.4K- 6.45% |
$3.64M - $3.99M
|
151K
$83.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10.6K- 20.77% |
$3.68M - $4.04M
|
40.2K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-10.7K- 17.04% |
$3.74M - $4.11M
|
52.2K
$28.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.8K- 3.1% |
$3.77M - $4.14M
|
338K
$187M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-11K- 38.2% |
$3.83M - $4.21M
|
17.8K
$9.82M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-11.5K- 4.52% |
$4M - $4.39M
|
242K
$134M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.6K- 62.8% |
$4.04M - $4.44M
|
6.87K
$3.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-11.6K- 12.35% |
$4.05M - $4.45M
|
82.4K
$45.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.8K- 1.32% |
$4.12M - $4.52M
|
882K
$487M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-11.9K- 35.97% |
$4.16M - $4.56M
|
21.2K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-12K- 17.39% |
$4.18M - $4.6M
|
57K
$31.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 4.97% |
$4.22M - $4.63M
|
231K
$128M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-12.1K- 95.41% |
$4.22M - $4.64M
|
583
$322K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.3K- 17.66% |
$4.29M - $4.71M
|
57.3K
$31.6M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-12.4K- 18.68% |
$4.31M - $4.74M
|
53.8K
$29.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-12.4K- 92.24% |
$4.34M - $4.76M
|
1.05K
$578K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-12.8K- 15.55% |
$4.45M - $4.89M
|
69.4K
$38.3M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.9K- 5.48% |
$4.51M - $4.96M
|
223K
$123M
|
|
|
Feb 10, 2025
Q1 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-13K- 41.88% |
$4.52M - $4.96M
|
18K
$9.93M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.3K- 6.81% |
$4.62M - $5.08M
|
182K
$100M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.3K- 61.31% |
$4.64M - $5.1M
|
8.41K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.3K- 17.78% |
$4.64M - $5.1M
|
61.6K
$34M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-13.3K- 2.57% |
$4.65M - $5.11M
|
505K
$279M
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-13.5K- 1.04% |
$4.71M - $5.17M
|
1.29M
$712M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 36.58% |
$4.71M - $5.17M
|
23.4K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-13.6K- 73.95% |
$4.76M - $5.23M
|
4.81K
$2.65M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14.1K- 17.11% |
$4.91M - $5.39M
|
68.2K
$37.7M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-14.2K- 5.76% |
$4.94M - $5.42M
|
232K
$128M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14.3K- 34.77% |
$5M - $5.49M
|
26.9K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-14.4K- 47.02% |
$5.01M - $5.5M
|
16.2K
$8.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-14.9K- 1.86% |
$5.19M - $5.7M
|
785K
$433M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-15.1K- 11.54% |
$5.25M - $5.77M
|
116K
$63.8M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.3K- 53.08% |
$5.35M - $5.87M
|
13.6K
$7.49M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15.3K- 3.38% |
$5.35M - $5.87M
|
439K
$242M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.1K- 5.29% |
$5.61M - $6.16M
|
288K
$159M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-16.7K- 95.17% |
$5.81M - $6.39M
|
847
$468K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.8K- 1.97% |
$5.86M - $6.44M
|
835K
$461M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-17K- 6.37% |
$5.92M - $6.51M
|
250K
$138M
|
|
|
Aug 13, 2024
Q1 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-17.4K- 23.46% |
$6.08M - $6.68M
|
56.9K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.6K- 5.33% |
$6.13M - $6.73M
|
312K
$172M
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-18.2K- 30.34% |
$6.34M - $6.96M
|
41.7K
$23.1M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-18.6K- 86.7% |
$6.48M - $7.11M
|
2.85K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-18.6K- 5.72% |
$6.5M - $7.14M
|
307K
$170M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.2K- 20.97% |
$6.69M - $7.35M
|
72.3K
$39.9M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-20K- 28.0% |
$6.98M - $7.67M
|
51.5K
$28.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.2K- 8.03% |
$7.04M - $7.73M
|
231K
$128M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-20.3K- 20.52% |
$7.06M - $7.76M
|
78.4K
$43.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 1.74% |
$7.12M - $7.82M
|
1.15M
$635M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-21.4K- 21.2% |
$7.46M - $8.2M
|
79.6K
$43.9M
|