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 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-23- 5.17% |
$8.68K - $10.1K
|
422
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-23- 3.37% |
$8.68K - $10.1K
|
660
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-23- 0.77% |
$8.68K - $10.1K
|
2.98K
$1.64M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-23- 1.17% |
$8.68K - $10.1K
|
1.94K
$1.07M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-23- 1.17% |
$8.68K - $10.1K
|
1.94K
$1.07M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-24- 0.81% |
$9.06K - $10.5K
|
2.94K
$1.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-24- 9.3% |
$9.06K - $10.5K
|
234
$129K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-24- 1.56% |
$9.06K - $10.5K
|
1.51K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-24- 0.25% |
$9.06K - $10.5K
|
9.46K
$5.22M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-24- 0.95% |
$9.06K - $10.5K
|
2.51K
$1.39M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 4.78% |
$9.43K - $11K
|
498
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-25- 2.24% |
$9.43K - $11K
|
1.09K
$601K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-25- 0.31% |
$9.43K - $11K
|
8.13K
$4.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-25- 1.34% |
$9.43K - $11K
|
1.84K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-25- 3.45% |
$9.43K - $11K
|
700
$386K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 2.1% |
$9.43K - $11K
|
1.17K
$644K
|
|
|
Feb 05, 2024
Q4 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-25- 0.01% |
$9.43K - $11K
|
365K
$201M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 1.29% |
$9.43K - $11K
|
1.91K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-25- 1.22% |
$9.43K - $11K
|
2.03K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-26- 1.57% |
$9.81K - $11.4K
|
1.63K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-26- 1.62% |
$9.81K - $11.4K
|
1.58K
$870K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-27- 2.32% |
$10.2K - $11.8K
|
1.14K
$628K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-27- 1.07% |
$10.2K - $11.8K
|
2.49K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-28- 1.15% |
$10.6K - $12.3K
|
2.41K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-29- 29.59% |
$10.9K - $12.7K
|
69
$38.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-29- 1.43% |
$10.9K - $12.7K
|
2K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-29- 0.11% |
$10.9K - $12.7K
|
26.1K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-29- 2.64% |
$10.9K - $12.7K
|
1.07K
$590K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-30- 1.45% |
$11.3K - $13.1K
|
2.03K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-30- 3.99% |
$11.3K - $13.1K
|
721
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-30- 0.34% |
$11.3K - $13.1K
|
8.89K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-30- 0.41% |
$11.3K - $13.1K
|
7.27K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-30- 1.53% |
$11.3K - $13.1K
|
1.93K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-31- 1.55% |
$11.7K - $13.6K
|
1.97K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-32- 2.12% |
$12.1K - $14K
|
1.48K
$814K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-32- 1.77% |
$12.1K - $14K
|
1.77K
$977K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-32- 0.05% |
$12.1K - $14K
|
69.5K
$38.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-32- 2.11% |
$12.1K - $14K
|
1.48K
$818K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.45% |
$12.5K - $14.5K
|
2.25K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-34- 0.81% |
$12.8K - $14.9K
|
4.15K
$2.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-34- 0.58% |
$12.8K - $14.9K
|
5.85K
$3.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-34- 3.37% |
$12.8K - $14.9K
|
976
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-34- 1.98% |
$12.8K - $14.9K
|
1.68K
$926K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-35- 3.56% |
$13.2K - $15.3K
|
948
$523K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-35- 1.82% |
$13.2K - $15.3K
|
1.89K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-35- 1.25% |
$13.2K - $15.3K
|
2.78K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-35- 0.37% |
$13.2K - $15.3K
|
9.5K
$5.24M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-35- 4.36% |
$13.2K - $15.3K
|
767
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-36- 2.41% |
$13.6K - $15.8K
|
1.46K
$803K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-36- 5.61% |
$13.6K - $15.8K
|
606
$334K
|