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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
141+ 18.24% |
$46.3K - $55.7K
|
914
$467K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
139+ 5.69% |
$45.6K - $54.9K
|
2.58K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
139+ 3.74% |
$45.6K - $54.9K
|
3.86K
$1.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
137+ 21.92% |
$45K - $54.1K
|
762
$390K
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
135+ 1.64% |
$44.3K - $53.3K
|
8.38K
$4.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
135+ 6.84% |
$44.3K - $53.3K
|
2.11K
$1.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
134+ 55.14% |
$44K - $52.9K
|
377
$193K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
132+ 19.97% |
$43.3K - $52.1K
|
793
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
132+ 0.93% |
$43.3K - $52.1K
|
14.3K
$7.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
130+ 8.38% |
$42.7K - $51.4K
|
1.68K
$860K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
128+ 11.39% |
$42K - $50.6K
|
1.25K
$640K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
128+ 12.97% |
$42K - $50.6K
|
1.12K
$570K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
127+ 7.04% |
$41.7K - $50.2K
|
1.93K
$988K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
127+ 1.01% |
$41.7K - $50.2K
|
12.7K
$6.51M
|
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
BUY
|
- |
125+ 18.85% |
$41K - $49.4K
|
788
$403K
|
|
|
Mar 04, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
125+ 4.11% |
$41K - $49.4K
|
3.17K
$1.62M
|
|
|
Mar 28, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
125+ 4.11% |
$41K - $49.4K
|
3.17K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
124New |
$40.7K - $49K
|
124
$63.4K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
121+ 3.8% |
$39.7K - $47.8K
|
3.3K
$1.69M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
120+ 5.86% |
$39.4K - $47.4K
|
2.17K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
120+ 285.71% |
$39.4K - $47.4K
|
162
$82.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
119+ 12.42% |
$39.1K - $47K
|
1.08K
$551K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
118+ 9.81% |
$38.7K - $46.6K
|
1.32K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
117+ 1.71% |
$38.4K - $46.2K
|
6.95K
$3.55M
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
BUY
|
- |
116+ 0.81% |
$38.1K - $45.8K
|
14.4K
$7.39M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
BUY
|
- |
113+ 2.83% |
$37.1K - $44.6K
|
4.11K
$2.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
110+ 3.01% |
$36.1K - $43.5K
|
3.76K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
110+ 2.62% |
$36.1K - $43.5K
|
4.31K
$2.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
108+ 3.39% |
$35.5K - $42.7K
|
3.29K
$1.68M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
106+ 14.4% |
$34.8K - $41.9K
|
842
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
106+ 1.44% |
$34.8K - $41.9K
|
7.47K
$3.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
103+ 4.36% |
$33.8K - $40.7K
|
2.47K
$1.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
102+ 3.66% |
$33.5K - $40.3K
|
2.89K
$1.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
102+ 1.66% |
$33.5K - $40.3K
|
6.24K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
101+ 2.61% |
$33.2K - $39.9K
|
3.97K
$2.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
100New |
$32.8K - $39.5K
|
100
$51.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
100+ 0.54% |
$32.8K - $39.5K
|
18.7K
$9.57M
|
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
BUY
|
- |
98+ 0.86% |
$32.2K - $38.7K
|
11.5K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
98+ 8.11% |
$32.2K - $38.7K
|
1.31K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
98+ 3.38% |
$32.2K - $38.7K
|
3K
$1.53M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
96+ 5.53% |
$31.5K - $37.9K
|
1.83K
$936K
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
95+ 0.8% |
$31.2K - $37.5K
|
11.9K
$6.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
94+ 0.34% |
$30.9K - $37.1K
|
27.4K
$14M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
94+ 0.7% |
$30.9K - $37.1K
|
13.6K
$6.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
93+ 0.43% |
$30.5K - $36.7K
|
21.5K
$11M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
93+ 5.4% |
$30.5K - $36.7K
|
1.82K
$928K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
92+ 10.54% |
$30.2K - $36.3K
|
965
$493K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
90+ 1.68% |
$29.5K - $35.6K
|
5.43K
$2.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
90+ 6.47% |
$29.5K - $35.6K
|
1.48K
$757K
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
89+ 1.92% |
$29.2K - $35.2K
|
4.73K
$2.42M
|