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 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
82+ 1.89% |
$26.9K - $32.4K
|
4.41K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
82+ 1.91% |
$26.9K - $32.4K
|
4.38K
$2.39M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
82+ 3.46% |
$26.9K - $32.4K
|
2.45K
$1.34M
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
81+ 0.23% |
$26.6K - $32K
|
35.3K
$19.3M
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
80+ 0.16% |
$26.3K - $31.6K
|
50.1K
$27.3M
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
80+ 0.64% |
$26.3K - $31.6K
|
12.7K
$6.92M
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
78+ 1.02% |
$25.6K - $30.8K
|
7.73K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
77+ 0.81% |
$25.3K - $30.4K
|
9.59K
$5.24M
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
76+ 2.21% |
$25K - $30K
|
3.52K
$1.92M
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 1.02% |
$25K - $30K
|
7.51K
$4.1M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
76+ 0.95% |
$25K - $30K
|
8.05K
$4.4M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
75New |
$24.6K - $29.6K
|
75
$41K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
75New |
$24.6K - $29.6K
|
75
$41K
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
74+ 0.09% |
$24.3K - $29.2K
|
86.9K
$47.5M
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
73+ 4.42% |
$24K - $28.8K
|
1.73K
$942K
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
72+ 2.58% |
$23.6K - $28.4K
|
2.86K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
72+ 1.18% |
$23.6K - $28.4K
|
6.19K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
70+ 5.87% |
$23K - $27.7K
|
1.26K
$689K
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
70+ 9.2% |
$23K - $27.7K
|
831
$454K
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
70+ 2.77% |
$23K - $27.7K
|
2.59K
$1.42M
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
68+ 3.42% |
$22.3K - $26.9K
|
2.06K
$1.12M
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
66+ 1.8% |
$21.7K - $26.1K
|
3.73K
$2.04M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
66+ 1.06% |
$21.7K - $26.1K
|
6.27K
$3.42M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
65+ 1.82% |
$21.3K - $25.7K
|
3.63K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
65+ 0.19% |
$21.3K - $25.7K
|
34.3K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
64+ 2.63% |
$21K - $25.3K
|
2.5K
$1.36M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
63+ 1.15% |
$20.7K - $24.9K
|
5.54K
$3.03M
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
62+ 2.27% |
$20.4K - $24.5K
|
2.79K
$1.52M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
62+ 3.21% |
$20.4K - $24.5K
|
2K
$1.09M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
62+ 7.13% |
$20.4K - $24.5K
|
932
$509K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
61+ 2.37% |
$20K - $24.1K
|
2.63K
$1.44M
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
61+ 0.22% |
$20K - $24.1K
|
27.9K
$15.3M
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
61+ 0.33% |
$20K - $24.1K
|
18.5K
$10.1M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 4.26% |
$19.7K - $23.7K
|
1.47K
$803K
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
59+ 0.39% |
$19.4K - $23.3K
|
15.3K
$8.37M
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
58+ 1.09% |
$19K - $22.9K
|
5.39K
$2.94M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
58+ 4.53% |
$19K - $22.9K
|
1.34K
$730K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
57+ 4.45% |
$18.7K - $22.5K
|
1.34K
$730K
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
56+ 0.53% |
$18.4K - $22.1K
|
10.7K
$5.83M
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
56+ 0.18% |
$18.4K - $22.1K
|
31.7K
$17.3M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 0.54% |
$18.1K - $21.7K
|
10.2K
$5.59M
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
54+ 9.11% |
$17.7K - $21.3K
|
647
$353K
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
53+ 0.42% |
$17.4K - $20.9K
|
12.8K
$6.97M
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
53+ 0.86% |
$17.4K - $20.9K
|
6.24K
$3.41M
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
52+ 2.51% |
$17.1K - $20.5K
|
2.12K
$1.16M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
52+ 0.82% |
$17.1K - $20.5K
|
6.41K
$3.5M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
52+ 2.78% |
$17.1K - $20.5K
|
1.92K
$1.05M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52+ 8.87% |
$17.1K - $20.5K
|
638
$348K
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
50+ 0.7% |
$16.4K - $19.8K
|
7.24K
$3.95M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 0.21% |
$16.4K - $19.8K
|
24.2K
$13.2M
|