Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-13- 0.42% |
$5.11K - $5.47K
|
3.06K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13- 0.29% |
$5.11K - $5.47K
|
4.44K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-13- 0.97% |
$5.11K - $5.47K
|
1.33K
$732K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 2.53% |
$5.11K - $5.47K
|
500
$276K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-13- 2.26% |
$5.11K - $5.47K
|
563
$311K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 2.53% |
$5.11K - $5.47K
|
500
$276K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.41% |
$5.11K - $5.47K
|
3.19K
$1.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-15- 0.04% |
$5.89K - $6.31K
|
37.6K
$20.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
SELL
|
- |
-15- 0.13% |
$5.89K - $6.31K
|
11.1K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-15- 1.35% |
$5.89K - $6.31K
|
1.09K
$603K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16- 1.22% |
$6.28K - $6.73K
|
1.29K
$714K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-16- 2.25% |
$6.28K - $6.73K
|
694
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-17- 2.71% |
$6.68K - $7.15K
|
611
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-17- 2.0% |
$6.68K - $7.15K
|
833
$460K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-18- 0.71% |
$7.07K - $7.57K
|
2.53K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-18- 2.76% |
$7.07K - $7.57K
|
635
$350K
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-18- 1.92% |
$7.07K - $7.57K
|
920
$508K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-20- 3.25% |
$7.85K - $8.41K
|
596
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-20- 41.67% |
$7.85K - $8.41K
|
28
$15.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-20- 2.68% |
$7.85K - $8.41K
|
725
$400K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-20- 1.07% |
$7.85K - $8.41K
|
1.85K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-20- 1.49% |
$7.85K - $8.41K
|
1.32K
$730K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 1.35% |
$7.85K - $8.41K
|
1.47K
$808K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-20- 2.71% |
$7.85K - $8.41K
|
717
$396K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
SELL
|
- |
-21- 5.17% |
$8.25K - $8.83K
|
385
$212K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-21- 0.43% |
$8.25K - $8.83K
|
4.92K
$2.71M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-21- 0.31% |
$8.25K - $8.83K
|
6.8K
$3.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-22- 0.15% |
$8.64K - $9.25K
|
14.8K
$8.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-23- 3.58% |
$9.03K - $9.68K
|
619
$342K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.68% |
$9.03K - $9.68K
|
3.38K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-23- 0.98% |
$9.03K - $9.68K
|
2.31K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.34% |
$9.42K - $10.1K
|
7.02K
$3.87M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-25- 2.89% |
$9.82K - $10.5K
|
839
$463K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-25- 0.24% |
$9.82K - $10.5K
|
10.6K
$5.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-25- 4.52% |
$9.82K - $10.5K
|
528
$291K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 13.89% |
$9.82K - $10.5K
|
155
$85.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25- 1.27% |
$9.82K - $10.5K
|
1.94K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-25- 1.85% |
$9.82K - $10.5K
|
1.33K
$733K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-26- 10.32% |
$10.2K - $10.9K
|
226
$125K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-26- 1.21% |
$10.2K - $10.9K
|
2.12K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-26- 1.14% |
$10.2K - $10.9K
|
2.25K
$1.24M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-26- 0.5% |
$10.2K - $10.9K
|
5.2K
$2.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-27- 2.41% |
$10.6K - $11.4K
|
1.1K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-28- 0.69% |
$11K - $11.8K
|
4.06K
$2.24M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-28- 0.63% |
$11K - $11.8K
|
4.4K
$2.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.08% |
$11.4K - $12.2K
|
35.8K
$19.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-29- 1.14% |
$11.4K - $12.2K
|
2.52K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-30- 1.32% |
$11.8K - $12.6K
|
2.25K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-30- 3.15% |
$11.8K - $12.6K
|
922
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-32- 4.92% |
$12.6K - $13.5K
|
619
$342K
|