Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-20.3K- 20.52% |
$7.06M - $7.76M
|
78.4K
$43.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 1.74% |
$7.12M - $7.82M
|
1.15M
$635M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-21.4K- 21.2% |
$7.46M - $8.2M
|
79.6K
$43.9M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-21.7K- 3.31% |
$7.57M - $8.32M
|
635K
$350M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-22.9K- 10.83% |
$7.97M - $8.76M
|
188K
$104M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-23.4K- 4.94% |
$8.17M - $8.97M
|
451K
$249M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-24.8K- 47.78% |
$8.66M - $9.51M
|
27.1K
$15M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-25K- 83.53% |
$8.71M - $9.57M
|
4.93K
$2.72M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25.5K- 41.87% |
$8.9M - $9.77M
|
35.4K
$19.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-25.9K- 51.23% |
$9.01M - $9.9M
|
24.6K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-26.5K- 2.03% |
$9.24M - $10.1M
|
1.28M
$704M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-26.6K- 50.25% |
$9.29M - $10.2M
|
26.4K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.9K- 59.95% |
$9.37M - $10.3M
|
18K
$9.91M
|
|
|
May 01, 2023
Q1 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-28K- 17.07% |
$9.76M - $10.7M
|
136K
$75M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28.3K- 86.87% |
$9.88M - $10.9M
|
4.29K
$2.36M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-28.8K- 95.72% |
$10.1M - $11M
|
1.29K
$712K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.4K- 63.89% |
$10.2M - $11.3M
|
16.6K
$9.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.9K- 48.17% |
$10.4M - $11.4M
|
32.1K
$17.7M
|
|
|
May 04, 2023
Q1 2023
|
Fairfield University
|
SELL
|
- |
-32.5K- 18.22% |
$11.3M - $12.5M
|
146K
$80.5M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-34.2K- 19.06% |
$11.9M - $13.1M
|
145K
$80M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-34.2K- 8.15% |
$11.9M - $13.1M
|
386K
$213M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-34.4K- 28.86% |
$12M - $13.2M
|
84.8K
$46.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-35.5K- 49.63% |
$12.4M - $13.6M
|
36K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-36.5K- 32.78% |
$12.7M - $14M
|
74.9K
$41.3M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-36.7K- 6.51% |
$12.8M - $14.1M
|
527K
$291M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36.8K- 6.05% |
$12.8M - $14.1M
|
571K
$315M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-37.9K- 39.57% |
$13.2M - $14.5M
|
57.8K
$31.9M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-38.7K- 17.16% |
$13.5M - $14.8M
|
187K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-40.7K- 96.19% |
$14.2M - $15.6M
|
1.61K
$889K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-42K- 57.59% |
$14.6M - $16.1M
|
30.9K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-45.2K- 38.26% |
$15.8M - $17.3M
|
73K
$40.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-45.4K- 27.07% |
$15.8M - $17.4M
|
122K
$67.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.2K- 21.89% |
$16.1M - $17.7M
|
165K
$90.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-46.4K- 10.11% |
$16.2M - $17.8M
|
413K
$228M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-50.1K- 36.03% |
$17.5M - $19.2M
|
89K
$49.1M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-50.6K- 18.89% |
$17.7M - $19.4M
|
217K
$120M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-52.7K- 98.43% |
$18.4M - $20.2M
|
843
$465K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52.9K- 54.89% |
$18.5M - $20.3M
|
43.5K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-53.2K- 1.89% |
$18.5M - $20.4M
|
2.75M
$1.52B
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-54.5KClosed |
$19M - $20.9M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-54.5K- 4.47% |
$19M - $20.9M
|
1.17M
$644M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-54.6K- 98.29% |
$19M - $20.9M
|
950
$524K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-56.6K- 10.56% |
$19.7M - $21.7M
|
480K
$265M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-58.5K- 7.56% |
$20.4M - $22.4M
|
716K
$395M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-64.7K- 66.52% |
$22.6M - $24.8M
|
32.6K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.9K- 2.46% |
$23.7M - $26M
|
2.7M
$1.49B
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-74.9K- 12.1% |
$26.1M - $28.7M
|
544K
$300M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-77K- 98.03% |
$26.9M - $29.5M
|
1.55K
$853K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-78.7K- 5.57% |
$27.4M - $30.1M
|
1.33M
$736M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-85.1K- 37.57% |
$29.7M - $32.6M
|
141K
$78M
|