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 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
25+ 4.5% |
$8.21K - $9.88K
|
580
$296K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25+ 3.55% |
$8.21K - $9.88K
|
729
$373K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25+ 0.55% |
$8.21K - $9.88K
|
4.58K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
24+ 0.22% |
$7.88K - $9.48K
|
10.9K
$5.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.73% |
$7.88K - $9.48K
|
3.3K
$1.68M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 1.21% |
$7.88K - $9.48K
|
2K
$1.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23+ 0.53% |
$7.55K - $9.09K
|
4.34K
$2.22M
|
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
BUY
|
- |
23+ 1.48% |
$7.55K - $9.09K
|
1.58K
$808K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.99% |
$7.55K - $9.09K
|
1.18K
$604K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.4% |
$7.55K - $9.09K
|
5.73K
$2.93M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 30.14% |
$7.22K - $8.69K
|
95
$48.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
21+ 1.14% |
$6.89K - $8.3K
|
1.86K
$951K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
21+ 0.25% |
$6.89K - $8.3K
|
8.28K
$4.23M
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
21+ 1.22% |
$6.89K - $8.3K
|
1.75K
$892K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
20+ 0.03% |
$6.57K - $7.9K
|
57.5K
$29.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
19+ 1.05% |
$6.24K - $7.51K
|
1.83K
$933K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 0.61% |
$6.24K - $7.51K
|
3.14K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
19+ 0.05% |
$6.24K - $7.51K
|
42.2K
$21.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
18+ 60.0% |
$5.91K - $7.11K
|
48
$24.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
18+ 0.03% |
$5.91K - $7.11K
|
57.3K
$29.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
18+ 1.48% |
$5.91K - $7.11K
|
1.23K
$630K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
17+ 8.37% |
$5.58K - $6.72K
|
220
$112K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
16+ 10.26% |
$5.25K - $6.32K
|
172
$87.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 2.43% |
$5.25K - $6.32K
|
675
$345K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
16+ 2.61% |
$5.25K - $6.32K
|
629
$322K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.4% |
$5.25K - $6.32K
|
4.03K
$2.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
16+ 0.66% |
$5.25K - $6.32K
|
2.44K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16+ 320.0% |
$5.25K - $6.32K
|
21
$10.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15New |
$4.92K - $5.93K
|
15
$7.67K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 0.91% |
$4.92K - $5.93K
|
1.66K
$849K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
14+ 0.14% |
$4.6K - $5.53K
|
9.68K
$4.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.24% |
$4.6K - $5.53K
|
5.76K
$2.95M
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
13+ 1.81% |
$4.27K - $5.14K
|
730
$373K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$4.27K - $5.14K
|
4.45K
$2.27M
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
13+ 1.49% |
$4.27K - $5.14K
|
884
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
13+ 0.36% |
$4.27K - $5.14K
|
3.63K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
13+ 0.4% |
$4.27K - $5.14K
|
3.25K
$1.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
12+ 0.33% |
$3.94K - $4.74K
|
3.63K
$1.86M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.94% |
$3.94K - $4.74K
|
1.3K
$662K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12+ 7.36% |
$3.94K - $4.74K
|
175
$89.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
11+ 0.76% |
$3.61K - $4.35K
|
1.45K
$742K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11+ 0.16% |
$3.61K - $4.35K
|
6.74K
$3.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11New |
$3.61K - $4.35K
|
11
$5.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 0.19% |
$3.61K - $4.35K
|
5.78K
$2.96M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.34% |
$3.61K - $4.35K
|
3.28K
$1.68M
|
|
|
Feb 04, 2025
Q3 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
11+ 0.5% |
$3.61K - $4.35K
|
2.19K
$1.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.49% |
$3.28K - $3.95K
|
2.03K
$1.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.13% |
$3.28K - $3.95K
|
7.65K
$3.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10+ 1.55% |
$3.28K - $3.95K
|
655
$335K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.61% |
$3.28K - $3.95K
|
1.65K
$841K
|