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 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$657 - $790
|
2
$1.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2+ 0.11% |
$657 - $790
|
1.85K
$944K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.03% |
$657 - $790
|
7.5K
$3.84M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2+ 0.08% |
$657 - $790
|
2.5K
$1.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$328 - $395
|
2.78K
$1.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$328 - $395
|
626
$320K
|
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
BUY
|
- |
1+ 0.07% |
$328 - $395
|
1.53K
$782K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$328 - $395
|
3.39K
$1.73M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$328 - $395
|
1.03K
$528K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.67% |
$328 - $395
|
61
$31.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.06% |
$328 - $395
|
1.72K
$880K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.97% |
$328 - $395
|
104
$53.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$328 - $395
|
2.71K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1+ 0.14% |
$328 - $395
|
726
$371K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$328 - $395
|
22.2K
$11.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.06% |
$328 - $395
|
1.7K
$869K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$328 - $395
|
3.3K
$1.69M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.12% |
$328 - $395
|
826
$422K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.13% |
$328 - $395
|
779
$398K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.17% |
$328 - $395
|
584
$299K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$328 - $395
|
577
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$328 - $395
|
3.19K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.06% |
$328 - $395
|
1.66K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.02% |
$328 - $395
|
5.31K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$328 - $395
|
1.09K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$328 - $395
|
1.99K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.48% |
$328 - $395
|
210
$107K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 2.04% |
$328 - $395
|
50
$25.6K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.03% |
$328 - $395
|
3.24K
$1.65M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.79% |
$328 - $395
|
127
$64.9K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.05% |
$328 - $395
|
96
$49.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1- 0.03% |
$328 - $395
|
2.97K
$1.52M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1- 0.07% |
$328 - $395
|
1.44K
$737K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1- 0.13% |
$328 - $395
|
790
$404K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$328 - $395
|
4.66K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.13% |
$328 - $395
|
760
$388K
|
|
|
Dec 22, 2022
Q3 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-1- 0.05% |
$328 - $395
|
2.14K
$1.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.26% |
$657 - $790
|
157
$80.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2- 0.12% |
$657 - $790
|
1.7K
$871K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-3- 0.36% |
$985 - $1.19K
|
827
$423K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-4- 0.16% |
$1.31K - $1.58K
|
2.49K
$1.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.36% |
$1.31K - $1.58K
|
1.12K
$572K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.07% |
$1.31K - $1.58K
|
5.36K
$2.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 0.29% |
$1.64K - $1.98K
|
1.72K
$880K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 0.57% |
$1.64K - $1.98K
|
867
$443K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5- 0.45% |
$1.64K - $1.98K
|
1.11K
$565K
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-5- 0.04% |
$1.64K - $1.98K
|
13.7K
$7.02M
|