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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-486- 23.46% |
$183K - $213K
|
1.59K
$811K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-488- 9.16% |
$184K - $214K
|
4.84K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-490- 18.32% |
$185K - $215K
|
2.18K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-493- 0.38% |
$186K - $216K
|
130K
$66.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-495- 2.14% |
$187K - $217K
|
22.6K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-495- 3.82% |
$187K - $217K
|
12.5K
$6.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-499- 22.14% |
$188K - $219K
|
1.76K
$897K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-500- 5.59% |
$189K - $219K
|
8.44K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-500- 3.67% |
$189K - $219K
|
13.1K
$6.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-501- 2.42% |
$189K - $220K
|
20.2K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-511- 3.72% |
$193K - $224K
|
13.2K
$6.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-526- 32.67% |
$198K - $230K
|
1.08K
$554K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-528- 26.76% |
$199K - $231K
|
1.45K
$739K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-537- 65.89% |
$203K - $235K
|
278
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-551- 14.94% |
$208K - $241K
|
3.14K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-555- 4.17% |
$209K - $243K
|
12.8K
$6.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-557- 2.32% |
$210K - $244K
|
23.5K
$12M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-558- 18.92% |
$211K - $245K
|
2.39K
$1.22M
|
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-558- 1.21% |
$211K - $245K
|
45.4K
$23.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-559- 3.78% |
$211K - $245K
|
14.2K
$7.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-576- 32.8% |
$217K - $252K
|
1.18K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-584- 14.38% |
$220K - $256K
|
3.48K
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-588- 3.17% |
$222K - $258K
|
18K
$9.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-588- 0.74% |
$222K - $258K
|
79K
$40.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-600- 12.64% |
$226K - $263K
|
4.15K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-601- 7.51% |
$227K - $263K
|
7.4K
$3.78M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-603- 44.9% |
$228K - $264K
|
740
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-613- 2.47% |
$231K - $269K
|
24.2K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-613- 1.81% |
$231K - $269K
|
33.3K
$17M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-616- 56.36% |
$232K - $270K
|
477
$244K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-618- 22.06% |
$233K - $271K
|
2.18K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-619- 88.56% |
$234K - $271K
|
80
$40.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-626- 5.35% |
$236K - $274K
|
11.1K
$5.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-627- 0.7% |
$237K - $275K
|
88.7K
$45.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-633- 11.58% |
$239K - $277K
|
4.83K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-635- 6.78% |
$240K - $278K
|
8.73K
$4.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-636- 10.07% |
$240K - $279K
|
5.68K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-651- 59.83% |
$246K - $285K
|
437
$223K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-656- 4.59% |
$248K - $287K
|
13.6K
$6.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-671- 19.95% |
$253K - $294K
|
2.69K
$1.38M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-678- 26.63% |
$256K - $297K
|
1.87K
$955K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-684- 1.91% |
$258K - $300K
|
35.2K
$18M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-703- 14.69% |
$265K - $308K
|
4.08K
$2.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-706- 0.37% |
$266K - $309K
|
192K
$97.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-712- 0.89% |
$269K - $312K
|
79.4K
$40.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-713- 12.73% |
$269K - $312K
|
4.89K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-718- 2.09% |
$271K - $315K
|
33.7K
$17.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-733- 92.67% |
$277K - $321K
|
58
$29.6K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-738- 4.68% |
$278K - $323K
|
15K
$7.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-742- 14.27% |
$280K - $325K
|
4.46K
$2.28M
|