Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-8- 0.04% |
$3.02K - $3.51K
|
20K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8- 0.05% |
$3.02K - $3.51K
|
14.6K
$8.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-9- 2.98% |
$3.4K - $3.94K
|
293
$162K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-9- 0.37% |
$3.4K - $3.94K
|
2.44K
$1.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 2.9% |
$3.4K - $3.94K
|
301
$166K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 2.88% |
$3.77K - $4.38K
|
337
$186K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10- 2.06% |
$3.77K - $4.38K
|
476
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10- 0.52% |
$3.77K - $4.38K
|
1.92K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 0.75% |
$3.77K - $4.38K
|
1.33K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 17.86% |
$3.77K - $4.38K
|
46
$25.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-11- 1.23% |
$4.15K - $4.82K
|
880
$486K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-11- 1.36% |
$4.15K - $4.82K
|
800
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-11- 1.6% |
$4.15K - $4.82K
|
677
$374K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-11- 1.81% |
$4.15K - $4.82K
|
598
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 0.43% |
$4.53K - $5.26K
|
2.76K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-12- 0.4% |
$4.53K - $5.26K
|
2.96K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-13- 2.9% |
$4.91K - $5.7K
|
435
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-13- 1.34% |
$4.91K - $5.7K
|
954
$526K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13- 0.35% |
$4.91K - $5.7K
|
3.73K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-13- 0.15% |
$4.91K - $5.7K
|
8.79K
$4.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13- 1.31% |
$4.91K - $5.7K
|
978
$540K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13- 0.37% |
$4.91K - $5.7K
|
3.49K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14- 1.93% |
$5.28K - $6.13K
|
712
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-14- 0.96% |
$5.28K - $6.13K
|
1.44K
$795K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-14- 2.0% |
$5.28K - $6.13K
|
687
$379K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15- 0.34% |
$5.66K - $6.57K
|
4.4K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-15- 0.24% |
$5.66K - $6.57K
|
6.22K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15- 0.37% |
$5.66K - $6.57K
|
4.01K
$2.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-15- 2.14% |
$5.66K - $6.57K
|
687
$379K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-16- 57.14% |
$6.04K - $7.01K
|
12
$6.62K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-16- 7.58% |
$6.04K - $7.01K
|
195
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-16- 1.45% |
$6.04K - $7.01K
|
1.08K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-16- 0.63% |
$6.04K - $7.01K
|
2.54K
$1.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-16- 1.92% |
$6.04K - $7.01K
|
818
$451K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-17- 1.61% |
$6.41K - $7.45K
|
1.04K
$572K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-17- 2.43% |
$6.41K - $7.45K
|
682
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-17- 2.13% |
$6.41K - $7.45K
|
783
$432K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-18- 1.97% |
$6.79K - $7.89K
|
898
$495K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-18- 0.33% |
$6.79K - $7.89K
|
5.46K
$3.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
SELL
|
- |
-19- 1.38% |
$7.17K - $8.33K
|
1.36K
$751K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-19- 0.22% |
$7.17K - $8.33K
|
8.66K
$4.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-19- 0.45% |
$7.17K - $8.33K
|
4.22K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-20- 3.15% |
$7.55K - $8.76K
|
614
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-20- 0.56% |
$7.55K - $8.76K
|
3.55K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-20- 1.83% |
$7.55K - $8.76K
|
1.07K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-20- 0.44% |
$7.55K - $8.76K
|
4.56K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-21- 0.73% |
$7.92K - $9.2K
|
2.86K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-22- 2.47% |
$8.3K - $9.64K
|
869
$479K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-22- 0.18% |
$8.3K - $9.64K
|
12.4K
$6.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-22- 5.7% |
$8.3K - $9.64K
|
364
$201K
|