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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
200+ 0.33% |
$65.7K - $79K
|
61.5K
$34M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200+ 8.24% |
$65.7K - $79K
|
2.63K
$1.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
200+ 20.0% |
$65.7K - $79K
|
1.2K
$663K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
200+ 5.28% |
$65.7K - $79K
|
3.99K
$2.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
194+ 0.1% |
$63.7K - $76.6K
|
192K
$106M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
194+ 0.75% |
$63.7K - $76.6K
|
26.1K
$14.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
193+ 2.65% |
$63.4K - $76.2K
|
7.47K
$4.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
191+ 1.46% |
$62.7K - $75.5K
|
13.3K
$7.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
190+ 2.31% |
$62.4K - $75.1K
|
8.42K
$4.66M
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
187+ 28.08% |
$61.4K - $73.9K
|
853
$472K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
186+ 27.8% |
$61.1K - $73.5K
|
855
$473K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
185+ 2.98% |
$60.7K - $73.1K
|
6.39K
$3.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
184+ 4.0% |
$60.4K - $72.7K
|
4.78K
$2.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
183+ 0.44% |
$60.1K - $72.3K
|
41.4K
$22.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
181+ 0.11% |
$59.4K - $71.5K
|
168K
$92.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
180+ 18.29% |
$59.1K - $71.1K
|
1.16K
$643K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
180New |
$59.1K - $71.1K
|
180
$99.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
177+ 2.28% |
$58.1K - $69.9K
|
7.94K
$4.39M
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
177+ 3.35% |
$58.1K - $69.9K
|
5.46K
$3.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
177+ 4.96% |
$58.1K - $69.9K
|
3.75K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
177+ 1.29% |
$58.1K - $69.9K
|
13.9K
$7.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
175+ 7.8% |
$57.5K - $69.1K
|
2.42K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
175New |
$57.5K - $69.1K
|
175
$96.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
171+ 19.41% |
$56.1K - $67.6K
|
1.05K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
170+ 0.36% |
$55.8K - $67.2K
|
46.8K
$25.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
170+ 16.67% |
$55.8K - $67.2K
|
1.19K
$658K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
169+ 1.15% |
$55.5K - $66.8K
|
14.8K
$8.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
169+ 1.64% |
$55.5K - $66.8K
|
10.5K
$5.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
166+ 3.71% |
$54.5K - $65.6K
|
4.64K
$2.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
165+ 4.15% |
$54.2K - $65.2K
|
4.14K
$2.29M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
164+ 3.88% |
$53.8K - $64.8K
|
4.39K
$2.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
163+ 16.32% |
$53.5K - $64.4K
|
1.16K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
163+ 4.6% |
$53.5K - $64.4K
|
3.71K
$2.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
162+ 2.29% |
$53.2K - $64K
|
7.23K
$4M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
160+ 70.48% |
$52.5K - $63.2K
|
387
$214K
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
160+ 1.95% |
$52.5K - $63.2K
|
8.36K
$4.62M
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
158+ 1.6% |
$51.9K - $62.4K
|
10K
$5.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
155+ 11.52% |
$50.9K - $61.2K
|
1.5K
$829K
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
154+ 1.72% |
$50.6K - $60.8K
|
9.12K
$5.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
153+ 7.85% |
$50.2K - $60.4K
|
2.1K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
151+ 0.35% |
$49.6K - $59.7K
|
42.8K
$23.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
151+ 2.42% |
$49.6K - $59.7K
|
6.38K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
150+ 2.2% |
$49.2K - $59.3K
|
6.97K
$3.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
148+ 0.17% |
$48.6K - $58.5K
|
88.3K
$48.8M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
147+ 8.58% |
$48.3K - $58.1K
|
1.86K
$1.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
143+ 10.83% |
$46.9K - $56.5K
|
1.46K
$809K
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
141+ 18.24% |
$46.3K - $55.7K
|
914
$505K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
139+ 5.69% |
$45.6K - $54.9K
|
2.58K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
139+ 3.74% |
$45.6K - $54.9K
|
3.86K
$2.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
137+ 21.92% |
$45K - $54.1K
|
762
$421K
|