Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-63- 3.12% |
$24.7K - $26.5K
|
1.95K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-63- 0.39% |
$24.7K - $26.5K
|
16.2K
$8.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-63- 5.13% |
$24.7K - $26.5K
|
1.17K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-63- 0.89% |
$24.7K - $26.5K
|
7.05K
$3.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-64- 8.04% |
$25.1K - $26.9K
|
732
$400K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-64- 0.11% |
$25.1K - $26.9K
|
56.5K
$30.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-64- 1.32% |
$25.1K - $26.9K
|
4.77K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-64- 0.35% |
$25.1K - $26.9K
|
18.1K
$9.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-64- 4.01% |
$25.1K - $26.9K
|
1.53K
$838K
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-65- 7.31% |
$25.5K - $27.3K
|
824
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-65- 2.46% |
$25.5K - $27.3K
|
2.57K
$1.41M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-65- 4.18% |
$25.5K - $27.3K
|
1.49K
$814K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-66- 0.56% |
$25.9K - $27.8K
|
11.7K
$6.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-66- 2.63% |
$25.9K - $27.8K
|
2.44K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-66- 1.21% |
$25.9K - $27.8K
|
5.37K
$2.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-68- 0.88% |
$26.7K - $28.6K
|
7.68K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-68- 0.9% |
$26.7K - $28.6K
|
7.46K
$4.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-69- 4.11% |
$27.1K - $29K
|
1.61K
$880K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-69- 0.52% |
$27.1K - $29K
|
13.3K
$7.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-70- 10.62% |
$27.5K - $29.4K
|
589
$322K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-71- 3.02% |
$27.9K - $29.9K
|
2.28K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.9% |
$27.9K - $29.9K
|
2.38K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-74- 3.13% |
$29.1K - $31.1K
|
2.29K
$1.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-75- 1.82% |
$29.5K - $31.6K
|
4.05K
$2.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-75- 2.03% |
$29.5K - $31.6K
|
3.63K
$1.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-75- 0.26% |
$29.5K - $31.6K
|
29K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-75- 1.72% |
$29.5K - $31.6K
|
4.3K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-76- 0.7% |
$29.8K - $32K
|
10.7K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-76- 0.22% |
$29.8K - $32K
|
33.9K
$18.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-77- 1.68% |
$30.2K - $32.4K
|
4.52K
$2.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-77- 2.67% |
$30.2K - $32.4K
|
2.81K
$1.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-82- 23.5% |
$32.2K - $34.5K
|
267
$146K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-82- 1.85% |
$32.2K - $34.5K
|
4.35K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-83- 6.39% |
$32.6K - $34.9K
|
1.22K
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-83- 3.19% |
$32.6K - $34.9K
|
2.52K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-85- 6.27% |
$33.4K - $35.8K
|
1.27K
$694K
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-85- 1.65% |
$33.4K - $35.8K
|
5.06K
$2.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-86- 5.98% |
$33.8K - $36.2K
|
1.35K
$739K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-86- 2.62% |
$33.8K - $36.2K
|
3.19K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-88- 0.5% |
$34.6K - $37K
|
17.5K
$9.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-88- 4.03% |
$34.6K - $37K
|
2.1K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-90- 2.46% |
$35.3K - $37.9K
|
3.57K
$1.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-90- 3.36% |
$35.3K - $37.9K
|
2.59K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-90- 10.53% |
$35.3K - $37.9K
|
765
$418K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-92- 0.16% |
$36.1K - $38.7K
|
56.9K
$31.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-92- 2.57% |
$36.1K - $38.7K
|
3.49K
$1.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 0.43% |
$36.1K - $38.7K
|
21.4K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-92- 3.23% |
$36.1K - $38.7K
|
2.76K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-92- 2.45% |
$36.1K - $38.7K
|
3.66K
$2M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-93- 4.85% |
$36.5K - $39.1K
|
1.82K
$996K
|