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 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.31K- 72.92% |
$493K - $572K
|
485
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.33K- 11.21% |
$500K - $581K
|
10.5K
$5.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 1.23% |
$504K - $586K
|
108K
$59.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.34K- 2.57% |
$505K - $586K
|
50.7K
$28M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.35K- 65.57% |
$509K - $592K
|
709
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 0.16% |
$510K - $592K
|
842K
$465M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.39K- 22.08% |
$525K - $610K
|
4.91K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.39K- 7.04% |
$525K - $610K
|
18.4K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.4K- 39.97% |
$529K - $614K
|
2.1K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.4K- 43.99% |
$529K - $614K
|
1.79K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.43K- 38.16% |
$538K - $624K
|
2.31K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.43K- 2.03% |
$541K - $628K
|
69.3K
$38.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.49% |
$541K - $629K
|
95K
$52.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.45K- 56.06% |
$546K - $634K
|
1.14K
$626K
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-1.47K- 2.22% |
$555K - $644K
|
64.7K
$35.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 1.14% |
$572K - $664K
|
131K
$72.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.53K- 78.67% |
$576K - $669K
|
414
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.55K- 38.08% |
$583K - $677K
|
2.51K
$1.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.56K- 12.26% |
$587K - $681K
|
11.1K
$6.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.56K- 1.41% |
$588K - $683K
|
109K
$60.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.57K- 45.22% |
$591K - $686K
|
1.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.59K- 18.89% |
$600K - $696K
|
6.82K
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.6K- 4.24% |
$602K - $699K
|
36K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.61K- 11.33% |
$609K - $707K
|
12.6K
$6.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 12.0% |
$609K - $707K
|
11.8K
$6.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.63K- 1.67% |
$617K - $716K
|
96.3K
$53.1M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 5.36% |
$618K - $718K
|
28.9K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.65K- 38.56% |
$623K - $723K
|
2.63K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.68K- 20.21% |
$635K - $737K
|
6.64K
$3.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.69K- 19.37% |
$638K - $741K
|
7.04K
$3.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.8K- 0.68% |
$681K - $790K
|
264K
$146M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.82K- 2.08% |
$685K - $796K
|
85.3K
$47.1M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 4.28% |
$704K - $818K
|
41.8K
$23.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.88K- 18.3% |
$709K - $823K
|
8.38K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.89K- 6.37% |
$714K - $829K
|
27.8K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.93K- 23.31% |
$728K - $846K
|
6.35K
$3.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-1.94K- 1.82% |
$733K - $851K
|
105K
$57.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.97K- 10.21% |
$742K - $861K
|
17.3K
$9.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.97K- 31.84% |
$744K - $865K
|
4.22K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.98K- 2.96% |
$746K - $866K
|
64.9K
$35.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.98K- 12.76% |
$747K - $868K
|
13.5K
$7.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.01K- 15.81% |
$757K - $879K
|
10.7K
$5.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.07K- 10.18% |
$779K - $905K
|
18.2K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-2.07K- 2.82% |
$780K - $905K
|
71.1K
$39.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.08K- 22.44% |
$783K - $909K
|
7.17K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.14K- 21.03% |
$806K - $936K
|
8.02K
$4.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.16K- 2.59% |
$815K - $946K
|
81.2K
$44.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-2.17K- 72.52% |
$818K - $950K
|
821
$453K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.17K- 96.11% |
$820K - $952K
|
88
$48.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 31.91% |
$829K - $963K
|
4.69K
$2.59M
|