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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-295- 30.83% |
$116K - $124K
|
662
$365K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-298- 10.79% |
$117K - $125K
|
2.47K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.18% |
$118K - $126K
|
25.2K
$13.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-304- 17.46% |
$119K - $128K
|
1.44K
$793K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-304- 34.62% |
$119K - $128K
|
574
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-305- 4.61% |
$120K - $128K
|
6.32K
$3.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-307- 12.09% |
$121K - $129K
|
2.23K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-307- 3.33% |
$121K - $129K
|
8.92K
$4.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-312- 2.6% |
$123K - $131K
|
11.7K
$6.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-312- 1.4% |
$123K - $131K
|
22K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-313- 2.06% |
$123K - $132K
|
14.9K
$8.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-316- 9.49% |
$124K - $133K
|
3.01K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-317- 6.97% |
$124K - $133K
|
4.23K
$2.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-325- 0.69% |
$128K - $137K
|
46.7K
$25.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-326- 13.19% |
$128K - $137K
|
2.15K
$1.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-327- 2.3% |
$128K - $138K
|
13.9K
$7.65M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-329- 1.79% |
$129K - $138K
|
18.1K
$9.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-329- 5.51% |
$129K - $138K
|
5.64K
$3.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-330- 5.93% |
$130K - $139K
|
5.24K
$2.89M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-331- 0.69% |
$130K - $139K
|
47.3K
$26.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-332- 2.4% |
$130K - $140K
|
13.5K
$7.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-338- 85.79% |
$133K - $142K
|
56
$30.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-342- 2.69% |
$134K - $144K
|
12.4K
$6.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-343- 7.83% |
$135K - $144K
|
4.04K
$2.23M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-343- 0.9% |
$135K - $144K
|
37.6K
$20.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-345- 2.94% |
$135K - $145K
|
11.4K
$6.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-346- 2.28% |
$136K - $146K
|
14.8K
$8.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-349- 6.86% |
$137K - $147K
|
4.74K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-350- 1.16% |
$137K - $147K
|
29.8K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-350- 0.37% |
$137K - $147K
|
94.4K
$52.1M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-351- 9.11% |
$138K - $148K
|
3.5K
$1.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-352- 1.96% |
$138K - $148K
|
17.6K
$9.71M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-356- 3.46% |
$140K - $150K
|
9.93K
$5.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-358- 16.06% |
$141K - $151K
|
1.87K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-359- 1.01% |
$141K - $151K
|
35.1K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-359- 39.28% |
$141K - $151K
|
555
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-362- 12.84% |
$142K - $152K
|
2.46K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-366- 6.33% |
$144K - $154K
|
5.42K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-372- 35.8% |
$146K - $156K
|
667
$368K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-377- 2.3% |
$148K - $159K
|
16K
$8.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-378- 2.07% |
$148K - $159K
|
17.9K
$9.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-379- 5.08% |
$149K - $159K
|
7.09K
$3.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-379- 2.18% |
$149K - $159K
|
17K
$9.38M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-385- 5.29% |
$151K - $162K
|
6.89K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-386- 28.76% |
$152K - $162K
|
956
$527K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-386- 6.95% |
$152K - $162K
|
5.17K
$2.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-394- 0.58% |
$155K - $166K
|
68.1K
$37.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-394- 30.73% |
$155K - $166K
|
888
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-395- 1.87% |
$155K - $166K
|
20.7K
$11.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-397- 8.79% |
$156K - $167K
|
4.12K
$2.27M
|