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 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-9.76K- 94.07% |
$3.83M - $4.1M
|
615
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.77K- 16.25% |
$3.84M - $4.11M
|
50.4K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.1K- 7.37% |
$3.95M - $4.23M
|
126K
$69.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-10.4K- 3.49% |
$4.1M - $4.39M
|
289K
$159M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-10.4K- 2.0% |
$4.1M - $4.39M
|
511K
$282M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.6K- 65.4% |
$4.16M - $4.45M
|
5.6K
$3.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-10.9K- 1.2% |
$4.28M - $4.58M
|
898K
$495M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-11.1K- 2.05% |
$4.34M - $4.65M
|
527K
$291M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-11.1K- 81.44% |
$4.35M - $4.66M
|
2.53K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-11.2K- 0.86% |
$4.38M - $4.69M
|
1.28M
$708M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-11.2K- 89.57% |
$4.38M - $4.69M
|
1.3K
$717K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-11.6K- 6.02% |
$4.54M - $4.86M
|
180K
$99.6M
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.9K- 76.43% |
$4.66M - $4.99M
|
3.66K
$2.02M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12.2K- 44.0% |
$4.79M - $5.13M
|
15.5K
$8.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-12.4K- 12.38% |
$4.86M - $5.2M
|
87.5K
$48.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-12.8K- 2.85% |
$5.01M - $5.37M
|
435K
$240M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-13.2K- 2.89% |
$5.19M - $5.55M
|
444K
$245M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-13.4K- 1.05% |
$5.27M - $5.65M
|
1.27M
$701M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.9K- 4.72% |
$5.44M - $5.83M
|
280K
$154M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-14K- 18.41% |
$5.51M - $5.9M
|
62.2K
$34.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-14.1K- 58.78% |
$5.55M - $5.95M
|
9.91K
$5.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-15K- 66.19% |
$5.9M - $6.32M
|
7.67K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-15.2K- 2.51% |
$5.98M - $6.41M
|
593K
$327M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18.9K- 16.52% |
$7.43M - $7.96M
|
95.6K
$52.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-19.2K- 8.9% |
$7.55M - $8.09M
|
197K
$109M
|
|
|
Nov 14, 2023
Q3 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-20.2K- 11.68% |
$7.92M - $8.48M
|
152K
$84.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-20.2K- 36.43% |
$7.93M - $8.5M
|
35.2K
$19.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-20.4K- 64.71% |
$8.02M - $8.59M
|
11.1K
$6.15M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20.7K- 10.17% |
$8.11M - $8.69M
|
182K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-23.2K- 85.16% |
$9.13M - $9.78M
|
4.05K
$2.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-23.3K- 50.17% |
$9.15M - $9.8M
|
23.1K
$12.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.1K- 37.96% |
$9.48M - $10.2M
|
39.5K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-26K- 16.9% |
$10.2M - $11M
|
128K
$70.6M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.2K- 84.62% |
$10.3M - $11M
|
4.76K
$2.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-26.2K- 84.11% |
$10.3M - $11M
|
4.95K
$2.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-26.6K- 2.91% |
$10.5M - $11.2M
|
887K
$489M
|
|
|
Mar 14, 2024
Q3 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-26.8K- 32.39% |
$10.5M - $11.3M
|
56K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29K- 24.96% |
$11.4M - $12.2M
|
87.1K
$48.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.6K- 2.13% |
$11.6M - $12.5M
|
1.36M
$751M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-30.7K- 31.66% |
$12.1M - $12.9M
|
66.3K
$36.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-31.3K- 6.21% |
$12.3M - $13.2M
|
473K
$261M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-31.4K- 20.41% |
$12.3M - $13.2M
|
123K
$67.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34.7K- 91.25% |
$13.6M - $14.6M
|
3.33K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-37K- 5.97% |
$14.5M - $15.6M
|
584K
$322M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-38.5K- 3.15% |
$15.1M - $16.2M
|
1.19M
$654M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-39.5K- 75.19% |
$15.5M - $16.6M
|
13K
$7.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-42.5K- 5.27% |
$16.7M - $17.9M
|
764K
$421M
|
|
|
Nov 14, 2023
Q3 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-42.7K- 54.91% |
$16.8M - $17.9M
|
35K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-44K- 52.38% |
$17.3M - $18.5M
|
40K
$22.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46.7K- 82.52% |
$18.3M - $19.6M
|
9.88K
$5.45M
|