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 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
52+ 2.51% |
$17.1K - $20.5K
|
2.12K
$1.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
52+ 0.82% |
$17.1K - $20.5K
|
6.41K
$3.28M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
52+ 2.78% |
$17.1K - $20.5K
|
1.92K
$981K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52+ 8.87% |
$17.1K - $20.5K
|
638
$326K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
50+ 0.7% |
$16.4K - $19.8K
|
7.24K
$3.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 0.21% |
$16.4K - $19.8K
|
24.2K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
50+ 1.59% |
$16.4K - $19.8K
|
3.19K
$1.63M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
47+ 4.13% |
$15.4K - $18.6K
|
1.18K
$605K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
46+ 3.44% |
$15.1K - $18.2K
|
1.38K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
46New |
$15.1K - $18.2K
|
46
$23.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
45+ 2.06% |
$14.8K - $17.8K
|
2.23K
$1.14M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
45+ 4.92% |
$14.8K - $17.8K
|
960
$491K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 2.0% |
$14.8K - $17.8K
|
2.29K
$1.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
44+ 3.45% |
$14.4K - $17.4K
|
1.32K
$675K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
44+ 2.52% |
$14.4K - $17.4K
|
1.79K
$914K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
43+ 0.26% |
$14.1K - $17K
|
16.3K
$8.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
43+ 7.28% |
$14.1K - $17K
|
634
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
43+ 3.57% |
$14.1K - $17K
|
1.25K
$638K
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
42+ 0.12% |
$13.8K - $16.6K
|
36K
$18.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
42+ 4.33% |
$13.8K - $16.6K
|
1.01K
$518K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
42+ 5.07% |
$13.8K - $16.6K
|
871
$445K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
40+ 0.16% |
$13.1K - $15.8K
|
24.9K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
40+ 0.37% |
$13.1K - $15.8K
|
10.8K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
39+ 3.22% |
$12.8K - $15.4K
|
1.25K
$640K
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38+ 3.63% |
$12.5K - $15K
|
1.09K
$555K
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
BUY
|
- |
37+ 0.12% |
$12.1K - $14.6K
|
29.7K
$15.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
37+ 1.35% |
$12.1K - $14.6K
|
2.78K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
37+ 1.26% |
$12.1K - $14.6K
|
2.97K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
37+ 0.34% |
$12.1K - $14.6K
|
10.9K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
37+ 2.85% |
$12.1K - $14.6K
|
1.34K
$683K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
36+ 3.56% |
$11.8K - $14.2K
|
1.05K
$535K
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
34+ 0.31% |
$11.2K - $13.4K
|
10.9K
$5.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
34+ 1.59% |
$11.2K - $13.4K
|
2.18K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
34+ 3.2% |
$11.2K - $13.4K
|
1.1K
$561K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
33+ 2.08% |
$10.8K - $13K
|
1.62K
$828K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
32+ 2.56% |
$10.5K - $12.6K
|
1.28K
$656K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
32+ 0.25% |
$10.5K - $12.6K
|
12.8K
$6.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
30+ 2.06% |
$9.85K - $11.9K
|
1.48K
$759K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30+ 0.06% |
$9.85K - $11.9K
|
52.5K
$26.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
30+ 3.46% |
$9.85K - $11.9K
|
897
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
30+ 0.26% |
$9.85K - $11.9K
|
11.8K
$6.03M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
29+ 30.21% |
$9.52K - $11.5K
|
125
$63.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
29+ 0.15% |
$9.52K - $11.5K
|
19.4K
$9.91M
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
28+ 4.31% |
$9.19K - $11.1K
|
678
$347K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
28+ 2.73% |
$9.19K - $11.1K
|
1.05K
$538K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
28+ 0.83% |
$9.19K - $11.1K
|
3.42K
$1.75M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
27+ 2.69% |
$8.86K - $10.7K
|
1.03K
$527K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
26New |
$8.54K - $10.3K
|
26
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.42% |
$8.54K - $10.3K
|
6.23K
$3.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
25+ 0.76% |
$8.21K - $9.88K
|
3.32K
$1.7M
|