Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
288+ 44.58% |
$94.6K - $114K
|
934
$516K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
287+ 2.53% |
$94.2K - $113K
|
11.6K
$6.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
285+ 35.8% |
$93.6K - $113K
|
1.08K
$598K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
278+ 1.19% |
$91.3K - $110K
|
23.6K
$13.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
272+ 46.66% |
$89.3K - $107K
|
855
$473K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
268+ 14.66% |
$88K - $106K
|
2.1K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
267+ 14.36% |
$87.7K - $105K
|
2.13K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
265+ 0.89% |
$87K - $105K
|
30.1K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
263+ 33.59% |
$86.3K - $104K
|
1.05K
$578K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
260+ 5.05% |
$85.4K - $103K
|
5.4K
$2.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
260+ 20.0% |
$85.4K - $103K
|
1.56K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
256+ 0.89% |
$84K - $101K
|
29.1K
$16.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
251+ 16.64% |
$82.4K - $99.2K
|
1.76K
$972K
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
250+ 4.68% |
$82.1K - $98.8K
|
5.59K
$3.09M
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
250+ 0.9% |
$82.1K - $98.8K
|
27.9K
$15.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
249+ 22.99% |
$81.7K - $98.4K
|
1.33K
$736K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
248+ 11.13% |
$81.4K - $98K
|
2.48K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
248+ 2.16% |
$81.4K - $98K
|
11.7K
$6.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
247New |
$81.1K - $97.6K
|
247
$137K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
245+ 16.07% |
$80.4K - $96.8K
|
1.77K
$978K
|
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
245+ 6.87% |
$80.4K - $96.8K
|
3.81K
$2.11M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
244+ 16.26% |
$80.1K - $96.4K
|
1.75K
$965K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
244+ 22.87% |
$80.1K - $96.4K
|
1.31K
$725K
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
240+ 0.29% |
$78.8K - $94.8K
|
82.8K
$45.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
240+ 6.5% |
$78.8K - $94.8K
|
3.93K
$2.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
237+ 0.35% |
$77.8K - $93.6K
|
68.8K
$38M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
237+ 5.8% |
$77.8K - $93.6K
|
4.32K
$2.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
236+ 1.71% |
$77.5K - $93.2K
|
14K
$7.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
236+ 3.04% |
$77.5K - $93.2K
|
7.99K
$4.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
233+ 41.76% |
$76.5K - $92K
|
791
$437K
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
230+ 11.76% |
$75.5K - $90.9K
|
2.19K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
229+ 1.91% |
$75.2K - $90.5K
|
12.2K
$6.74M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
227+ 3.58% |
$74.5K - $89.7K
|
6.57K
$3.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
226+ 35.2% |
$74.2K - $89.3K
|
868
$480K
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
223+ 5.33% |
$73.2K - $88.1K
|
4.4K
$2.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
222+ 34.96% |
$72.9K - $87.7K
|
857
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
222+ 3.68% |
$72.9K - $87.7K
|
6.25K
$3.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
221+ 4.89% |
$72.6K - $87.3K
|
4.74K
$2.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
221+ 18.07% |
$72.6K - $87.3K
|
1.44K
$798K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
218+ 31.41% |
$71.6K - $86.1K
|
912
$504K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
217+ 11.32% |
$71.2K - $85.7K
|
2.13K
$1.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
216+ 18.82% |
$70.9K - $85.3K
|
1.36K
$754K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
213+ 2.91% |
$69.9K - $84.1K
|
7.53K
$4.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
212+ 1.73% |
$69.6K - $83.7K
|
12.5K
$6.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
210+ 6.43% |
$68.9K - $83K
|
3.48K
$1.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
208New |
$68.3K - $82.2K
|
208
$115K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
205+ 4.38% |
$67.3K - $81K
|
4.89K
$2.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
203+ 22.53% |
$66.6K - $80.2K
|
1.1K
$610K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
200+ 27.62% |
$65.7K - $79K
|
924
$511K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200+ 18.69% |
$65.7K - $79K
|
1.27K
$702K
|