Purchases and Sales Made in Q4 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 Q4 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, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-323- 2.26% |
$122K - $142K
|
14K
$7.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-324- 5.29% |
$122K - $142K
|
5.8K
$2.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-325- 7.15% |
$123K - $142K
|
4.22K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-330- 1.16% |
$125K - $145K
|
28K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-331- 27.09% |
$125K - $145K
|
891
$455K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-335- 4.2% |
$126K - $147K
|
7.64K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-336- 0.48% |
$127K - $147K
|
70.1K
$35.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-337- 1.15% |
$127K - $148K
|
28.9K
$14.8M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-339- 14.15% |
$128K - $149K
|
2.06K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-340- 2.29% |
$128K - $149K
|
14.5K
$7.41M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-341- 2.91% |
$129K - $149K
|
11.4K
$5.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-341- 1.62% |
$129K - $149K
|
20.7K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-347- 1.22% |
$131K - $152K
|
28K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-354- 20.95% |
$134K - $155K
|
1.34K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-357- 8.83% |
$135K - $156K
|
3.69K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-360- 42.96% |
$136K - $158K
|
478
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-364- 0.29% |
$137K - $160K
|
123K
$63.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-369- 2.75% |
$139K - $162K
|
13K
$6.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-370- 0.95% |
$140K - $162K
|
38.7K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-374- 1.29% |
$141K - $164K
|
28.5K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-375- 0.73% |
$141K - $164K
|
51K
$26.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
SELL
|
- |
-376- 2.83% |
$142K - $165K
|
12.9K
$6.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-381- 12.63% |
$144K - $167K
|
2.64K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-385- 7.84% |
$145K - $169K
|
4.53K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-386- 1.13% |
$146K - $169K
|
33.6K
$17.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-387- 10.39% |
$146K - $170K
|
3.34K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-393- 9.89% |
$148K - $172K
|
3.58K
$1.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-396- 4.76% |
$149K - $174K
|
7.92K
$4.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-399- 4.22% |
$151K - $175K
|
9.06K
$4.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-399- 22.45% |
$151K - $175K
|
1.38K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-399- 5.33% |
$151K - $175K
|
7.09K
$3.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-418- 0.56% |
$158K - $183K
|
74K
$37.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-419- 2.78% |
$158K - $184K
|
14.7K
$7.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-420- 19.0% |
$158K - $184K
|
1.79K
$915K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-422- 47.79% |
$159K - $185K
|
461
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-431- 6.89% |
$163K - $189K
|
5.83K
$2.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-434- 3.05% |
$164K - $190K
|
13.8K
$7.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-435- 29.88% |
$164K - $191K
|
1.02K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-440- 4.53% |
$166K - $193K
|
9.26K
$4.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-454- 22.32% |
$171K - $199K
|
1.58K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-457- 22.83% |
$172K - $200K
|
1.55K
$790K
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-465- 12.52% |
$175K - $204K
|
3.25K
$1.66M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-468- 11.63% |
$177K - $205K
|
3.56K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-470- 19.15% |
$177K - $206K
|
1.98K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-471- 4.29% |
$178K - $206K
|
10.5K
$5.38M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-478- 36.38% |
$180K - $209K
|
836
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-482- 29.59% |
$182K - $211K
|
1.15K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-484- 1.47% |
$183K - $212K
|
32.5K
$16.6M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-485- 2.21% |
$183K - $213K
|
21.4K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-486- 0.53% |
$183K - $213K
|
90.6K
$46.3M
|