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 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-574K- 93.48% |
$216M - $251M
|
40K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-589K- 23.68% |
$222M - $258M
|
1.9M
$989M
|
|
|
Feb 12, 2024
Q4 2023
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-627K- 85.85% |
$236M - $275M
|
103K
$53.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-945K- 6.99% |
$356M - $414M
|
12.6M
$6.54B
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.67M- 95.63% |
$630M - $732M
|
76.4K
$39.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 9.03% |
$678M - $787M
|
18.1M
$9.42B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.94M- 48.97% |
$732M - $850M
|
2.02M
$1.05B
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.04M- 94.41% |
$770M - $894M
|
121K
$62.9M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.15M- 99.77% |
$1.94B - $2.26B
|
11.8K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.78M- 41.74% |
$2.93B - $3.41B
|
10.9M
$5.65B
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.93M- 99.9% |
$2.99B - $3.48B
|
7.94K
$4.13M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.1M- 54.64% |
$4.93B - $5.73B
|
10.9M
$5.65B
|