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 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.16% |
$3.28K - $3.95K
|
6.38K
$3.26M
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.41% |
$3.28K - $3.95K
|
2.45K
$1.25M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
10+ 0.15% |
$3.28K - $3.95K
|
6.56K
$3.35M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 0.26% |
$2.95K - $3.56K
|
3.45K
$1.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
9+ 0.6% |
$2.95K - $3.56K
|
1.52K
$776K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
9+ 0.43% |
$2.95K - $3.56K
|
2.11K
$1.08M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
9+ 0.16% |
$2.95K - $3.56K
|
5.75K
$2.94M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.65% |
$2.63K - $3.16K
|
1.24K
$633K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
7New |
$2.3K - $2.77K
|
7
$3.58K
|
|
|
Nov 04, 2022
Q3 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.4% |
$2.3K - $2.77K
|
1.77K
$905K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.4% |
$2.3K - $2.77K
|
1.78K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7+ 0.69% |
$2.3K - $2.77K
|
1.02K
$523K
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
BUY
|
- |
6+ 0.59% |
$1.97K - $2.37K
|
1.03K
$526K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
6+ 0.5% |
$1.97K - $2.37K
|
1.22K
$622K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 0.37% |
$1.97K - $2.37K
|
1.62K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
6+ 0.37% |
$1.97K - $2.37K
|
1.63K
$835K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6+ 100.0% |
$1.97K - $2.37K
|
12
$6.13K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.38% |
$1.64K - $1.98K
|
1.32K
$673K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.22% |
$1.64K - $1.98K
|
2.27K
$1.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.64K - $1.98K
|
2.04K
$1.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.38% |
$1.64K - $1.98K
|
1.33K
$678K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5+ 0.39% |
$1.64K - $1.98K
|
1.3K
$663K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.25% |
$1.64K - $1.98K
|
2.04K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 0.41% |
$1.64K - $1.98K
|
1.22K
$626K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 0.15% |
$1.64K - $1.98K
|
3.42K
$1.75M
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
4+ 0.1% |
$1.31K - $1.58K
|
3.85K
$1.97M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
4+ 6.15% |
$1.31K - $1.58K
|
69
$35.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.31K - $1.58K
|
1.98K
$1.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4+ 0.38% |
$1.31K - $1.58K
|
1.05K
$538K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4+ 0.24% |
$1.31K - $1.58K
|
1.7K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.52% |
$1.31K - $1.58K
|
766
$392K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.35% |
$1.31K - $1.58K
|
1.16K
$591K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.19% |
$985 - $1.19K
|
1.54K
$789K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.44% |
$985 - $1.19K
|
678
$347K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
3+ 0.27% |
$985 - $1.19K
|
1.11K
$565K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.37% |
$985 - $1.19K
|
815
$417K
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.4% |
$985 - $1.19K
|
745
$381K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3+ 0.33% |
$985 - $1.19K
|
915
$468K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.41% |
$985 - $1.19K
|
743
$380K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.07% |
$985 - $1.19K
|
4.5K
$2.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
3+ 0.1% |
$985 - $1.19K
|
2.87K
$1.47M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3+ 0.34% |
$985 - $1.19K
|
882
$451K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.46% |
$657 - $790
|
435
$222K
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.31% |
$657 - $790
|
643
$329K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.28% |
$657 - $790
|
708
$362K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$657 - $790
|
5.44K
$2.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.15% |
$657 - $790
|
1.38K
$703K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$657 - $790
|
3.05K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.11% |
$657 - $790
|
1.88K
$961K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.59% |
$657 - $790
|
343
$175K
|