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 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.01K- 15.81% |
$757K - $879K
|
10.7K
$5.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.07K- 10.18% |
$779K - $905K
|
18.2K
$9.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-2.07K- 2.82% |
$780K - $905K
|
71.1K
$36.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.08K- 22.44% |
$783K - $909K
|
7.17K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.14K- 21.03% |
$806K - $936K
|
8.02K
$4.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.16K- 2.59% |
$815K - $946K
|
81.2K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-2.17K- 72.52% |
$818K - $950K
|
821
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.17K- 96.11% |
$820K - $952K
|
88
$45K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 31.91% |
$829K - $963K
|
4.69K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.2K- 3.03% |
$830K - $964K
|
70.3K
$35.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.21K- 27.03% |
$833K - $968K
|
5.96K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.21K- 38.48% |
$834K - $969K
|
3.54K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.22K- 5.98% |
$837K - $972K
|
34.9K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.28K- 16.18% |
$858K - $997K
|
11.8K
$6.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.28K- 4.61% |
$859K - $998K
|
47.1K
$24.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.28K- 52.53% |
$862K - $1M
|
2.06K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.34K- 5.05% |
$883K - $1.02M
|
44K
$22.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.37K- 59.4% |
$893K - $1.04M
|
1.62K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.38K- 54.92% |
$897K - $1.04M
|
1.95K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.39K- 1.83% |
$901K - $1.05M
|
128K
$65.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.42K- 1.49% |
$913K - $1.06M
|
160K
$81.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.44K- 9.14% |
$921K - $1.07M
|
24.2K
$12.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.45K- 1.56% |
$924K - $1.07M
|
155K
$79.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.48K- 30.29% |
$937K - $1.09M
|
5.72K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.5K- 23.41% |
$943K - $1.1M
|
8.18K
$4.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.51K- 8.98% |
$945K - $1.1M
|
25.4K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.52K- 17.37% |
$949K - $1.1M
|
12K
$6.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.54K- 18.31% |
$958K - $1.11M
|
11.3K
$5.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 5.11% |
$980K - $1.14M
|
48.2K
$24.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.62K- 2.7% |
$987K - $1.15M
|
94.3K
$48.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.65K- 6.98% |
$1M - $1.16M
|
35.4K
$18.1M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.68K- 52.91% |
$1.01M - $1.17M
|
2.38K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.68K- 3.09% |
$1.01M - $1.18M
|
84.3K
$43.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.85K- 2.7% |
$1.07M - $1.25M
|
102K
$52.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.85K- 8.58% |
$1.08M - $1.25M
|
30.4K
$15.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.93K- 7.14% |
$1.11M - $1.28M
|
38.1K
$19.5M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.93K- 58.11% |
$1.11M - $1.28M
|
2.11K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.94K- 71.61% |
$1.11M - $1.29M
|
1.17K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.95K- 9.94% |
$1.11M - $1.29M
|
26.7K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.96K- 34.23% |
$1.12M - $1.3M
|
5.68K
$2.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-3.01K- 0.89% |
$1.13M - $1.32M
|
334K
$171M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 5.09% |
$1.13M - $1.32M
|
56K
$28.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.02K- 0.19% |
$1.14M - $1.32M
|
1.56M
$799M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.09K- 3.53% |
$1.17M - $1.35M
|
84.4K
$43.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.1K- 5.2% |
$1.17M - $1.36M
|
56.6K
$28.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.18K- 1.48% |
$1.2M - $1.39M
|
211K
$108M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.2K- 1.11% |
$1.21M - $1.4M
|
286K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-3.24K- 14.52% |
$1.22M - $1.42M
|
19K
$9.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.26K- 56.79% |
$1.23M - $1.43M
|
2.48K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.28K- 49.59% |
$1.24M - $1.44M
|
3.33K
$1.7M
|