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 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-887- 27.33% |
$348K - $373K
|
2.36K
$1.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-896- 54.4% |
$352K - $377K
|
751
$414K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-899- 28.51% |
$353K - $378K
|
2.25K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-904- 7.26% |
$355K - $380K
|
11.5K
$6.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-908- 7.94% |
$357K - $382K
|
10.5K
$5.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-922- 28.99% |
$362K - $388K
|
2.26K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-925- 4.51% |
$363K - $389K
|
19.6K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-934- 1.98% |
$367K - $393K
|
46.3K
$25.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-944- 5.14% |
$371K - $397K
|
17.4K
$9.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-944- 1.58% |
$371K - $397K
|
58.6K
$32.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-949- 13.55% |
$373K - $399K
|
6.06K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-974- 1.43% |
$382K - $410K
|
67.1K
$37M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-978- 0.71% |
$384K - $411K
|
137K
$75.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-980- 31.77% |
$385K - $412K
|
2.11K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-993- 32.4% |
$390K - $418K
|
2.07K
$1.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1K- 49.55% |
$393K - $421K
|
1.02K
$562K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 24.08% |
$397K - $425K
|
3.19K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.01K- 1.33% |
$397K - $426K
|
74.9K
$41.3M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.05K- 5.52% |
$414K - $443K
|
18K
$9.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.07K- 2.76% |
$421K - $451K
|
37.8K
$20.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 57.95% |
$425K - $456K
|
786
$434K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.1K- 2.8% |
$431K - $462K
|
38.1K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.11K- 1.55% |
$437K - $468K
|
70.4K
$38.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.12K- 4.46% |
$440K - $472K
|
24K
$13.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.12K- 5.05% |
$441K - $472K
|
21.1K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.15K- 1.25% |
$451K - $483K
|
90.3K
$49.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.16K- 3.12% |
$454K - $486K
|
35.9K
$19.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.17K- 13.23% |
$459K - $492K
|
7.67K
$4.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.19K- 1.34% |
$466K - $499K
|
87.1K
$48.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.19K- 22.78% |
$467K - $500K
|
4.03K
$2.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.19K- 12.52% |
$468K - $501K
|
8.32K
$4.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 5.53% |
$469K - $502K
|
20.4K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.19K- 3.96% |
$469K - $502K
|
28.9K
$16M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-1.2K- 3.85% |
$469K - $503K
|
29.9K
$16.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.22K- 37.16% |
$478K - $512K
|
2.06K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.22K- 9.26% |
$480K - $514K
|
12K
$6.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.23K- 3.61% |
$482K - $517K
|
32.8K
$18.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 6.02% |
$484K - $518K
|
19.2K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.23K- 68.92% |
$484K - $519K
|
556
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.26K- 21.38% |
$493K - $528K
|
4.62K
$2.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27K- 9.98% |
$497K - $532K
|
11.4K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.3K- 4.2% |
$511K - $547K
|
29.6K
$16.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.31K- 72.88% |
$513K - $549K
|
486
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.33K- 6.2% |
$524K - $561K
|
20.2K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.34K- 2.51% |
$527K - $565K
|
52.3K
$28.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-1.35K- 3.32% |
$528K - $566K
|
39.1K
$21.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 22.93% |
$536K - $574K
|
4.59K
$2.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 5.74% |
$552K - $591K
|
23.1K
$12.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.41K- 40.85% |
$554K - $593K
|
2.04K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.42K- 11.03% |
$556K - $596K
|
11.4K
$6.3M
|