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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-23K- 8.81% |
$8.68M - $10.1M
|
238K
$131M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23.3K- 24.37% |
$8.8M - $10.2M
|
72.4K
$39.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-23.4K- 11.87% |
$8.82M - $10.2M
|
174K
$95.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24.2K- 14.62% |
$9.11M - $10.6M
|
141K
$77.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-25.3K- 43.02% |
$9.55M - $11.1M
|
33.5K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-25.6K- 4.12% |
$9.68M - $11.2M
|
597K
$330M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-27.9K- 74.07% |
$10.5M - $12.2M
|
9.77K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-28.1K- 9.21% |
$10.6M - $12.3M
|
277K
$153M
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.4K- 96.81% |
$10.7M - $12.4M
|
934
$515K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-28.9KClosed |
$10.9M - $12.7M
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-29.3K- 34.75% |
$11.1M - $12.8M
|
55K
$30.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Axis Capital Holdings LTD
|
SELL
|
- |
-30.4K- 10.66% |
$11.5M - $13.3M
|
255K
$140M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.5K- 3.15% |
$11.5M - $13.4M
|
936K
$517M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30.9K- 75.54% |
$11.6M - $13.5M
|
10K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31.5K- 24.96% |
$11.9M - $13.8M
|
94.7K
$52.3M
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
SELL
|
- |
-32K- 11.25% |
$12.1M - $14M
|
252K
$139M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-34K- 30.07% |
$12.8M - $14.9M
|
79.1K
$43.7M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-36.7K- 8.62% |
$13.8M - $16.1M
|
389K
$215M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-37.5K- 8.03% |
$14.1M - $16.4M
|
430K
$237M
|
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-38.1K- 68.06% |
$14.4M - $16.7M
|
17.9K
$9.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-40.4K- 77.01% |
$15.2M - $17.7M
|
12.1K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-43.2K- 4.49% |
$16.3M - $18.9M
|
919K
$507M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-43.6K- 53.73% |
$16.4M - $19.1M
|
37.5K
$20.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.3K- 8.29% |
$16.7M - $19.4M
|
491K
$271M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-45.9K- 42.49% |
$17.3M - $20.1M
|
62.2K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-48K- 8.11% |
$18.1M - $21M
|
544K
$300M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-51.6K- 63.65% |
$19.5M - $22.6M
|
29.5K
$16.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-52.6K- 8.85% |
$19.8M - $23M
|
541K
$299M
|
|
|
Feb 02, 2024
Q4 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-53.3K- 58.64% |
$20.1M - $23.3M
|
37.6K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-58.7K- 88.5% |
$22.1M - $25.7M
|
7.62K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-76.7K- 12.94% |
$28.9M - $33.6M
|
516K
$285M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-79.3K- 87.0% |
$29.9M - $34.7M
|
11.8K
$6.53M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-82K- 96.99% |
$30.9M - $35.9M
|
2.55K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-84.2K- 98.95% |
$31.8M - $36.9M
|
896
$494K
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-84.2K- 93.78% |
$31.8M - $36.9M
|
5.58K
$3.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-98.6K- 17.85% |
$37.2M - $43.2M
|
454K
$250M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-116K- 18.51% |
$43.8M - $50.9M
|
511K
$282M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-124K- 93.9% |
$46.7M - $54.3M
|
8.04K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-247K- 20.87% |
$93.3M - $108M
|
938K
$517M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-281K- 87.31% |
$106M - $123M
|
40.9K
$22.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-289K- 19.89% |
$109M - $127M
|
1.16M
$642M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-377K- 11.42% |
$142M - $165M
|
2.92M
$1.61B
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-513K- 41.99% |
$194M - $225M
|
709K
$391M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-574K- 93.48% |
$216M - $251M
|
40K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-589K- 23.68% |
$222M - $258M
|
1.9M
$1.05B
|
|
|
Feb 12, 2024
Q4 2023
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-627K- 85.85% |
$236M - $275M
|
103K
$57M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-945K- 6.99% |
$356M - $414M
|
12.6M
$6.93B
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.67M- 95.63% |
$630M - $732M
|
76.4K
$42.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 9.03% |
$678M - $787M
|
18.1M
$9.99B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.94M- 48.97% |
$732M - $850M
|
2.02M
$1.12B
|