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 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-60- 0.88% |
$19.7K - $23.7K
|
6.78K
$3.46M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-60- 2.9% |
$19.7K - $23.7K
|
2.01K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-61- 5.41% |
$20K - $24.1K
|
1.07K
$545K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-63- 7.88% |
$20.7K - $24.9K
|
737
$377K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-64- 2.61% |
$21K - $25.3K
|
2.39K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-66- 3.68% |
$21.7K - $26.1K
|
1.73K
$883K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-68- 4.82% |
$22.3K - $26.9K
|
1.34K
$686K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-69- 0.36% |
$22.7K - $27.3K
|
19K
$9.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-69- 5.62% |
$22.7K - $27.3K
|
1.16K
$592K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-70- 52.24% |
$23K - $27.7K
|
64
$32.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-72- 3.22% |
$23.6K - $28.4K
|
2.17K
$1.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-74- 0.16% |
$24.3K - $29.2K
|
45.3K
$23.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-77- 1.85% |
$25.3K - $30.4K
|
4.09K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-77- 10.2% |
$25.3K - $30.4K
|
678
$347K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-78- 2.41% |
$25.6K - $30.8K
|
3.16K
$1.62M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-78- 2.1% |
$25.6K - $30.8K
|
3.64K
$1.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-78- 0.29% |
$25.6K - $30.8K
|
26.6K
$13.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-81- 0.99% |
$26.6K - $32K
|
8.13K
$4.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-84- 0.1% |
$27.6K - $33.2K
|
88K
$45M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-85- 2.59% |
$27.9K - $33.6K
|
3.2K
$1.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-86- 9.74% |
$28.2K - $34K
|
797
$407K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-87- 0.5% |
$28.6K - $34.4K
|
17.2K
$8.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-90- 10.5% |
$29.5K - $35.6K
|
767
$392K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-90- 2.4% |
$29.5K - $35.6K
|
3.66K
$1.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-90- 0.53% |
$29.5K - $35.6K
|
16.9K
$8.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-95- 3.4% |
$31.2K - $37.5K
|
2.7K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-95- 0.57% |
$31.2K - $37.5K
|
16.5K
$8.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-96- 1.42% |
$31.5K - $37.9K
|
6.68K
$3.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-96- 2.68% |
$31.5K - $37.9K
|
3.49K
$1.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-97- 5.29% |
$31.8K - $38.3K
|
1.74K
$887K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-97- 3.04% |
$31.8K - $38.3K
|
3.09K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-97- 1.21% |
$31.8K - $38.3K
|
7.9K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-98- 3.87% |
$32.2K - $38.7K
|
2.44K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-98- 9.61% |
$32.2K - $38.7K
|
922
$471K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-98- 4.51% |
$32.2K - $38.7K
|
2.08K
$1.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-100- 6.58% |
$32.8K - $39.5K
|
1.42K
$726K
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-100- 1.49% |
$32.8K - $39.5K
|
6.63K
$3.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 21.74% |
$32.8K - $39.5K
|
360
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-101- 9.55% |
$33.2K - $39.9K
|
957
$489K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-103- 11.94% |
$33.8K - $40.7K
|
760
$388K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-103- 0.41% |
$33.8K - $40.7K
|
25.2K
$12.9M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-105- 3.46% |
$34.5K - $41.5K
|
2.93K
$1.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-106- 2.5% |
$34.8K - $41.9K
|
4.13K
$2.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-106- 6.37% |
$34.8K - $41.9K
|
1.56K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-106- 3.86% |
$34.8K - $41.9K
|
2.64K
$1.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-107- 11.69% |
$35.1K - $42.3K
|
808
$413K
|
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-108- 6.02% |
$35.5K - $42.7K
|
1.69K
$861K
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-109- 7.85% |
$35.8K - $43.1K
|
1.28K
$654K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-109- 1.14% |
$35.8K - $43.1K
|
9.46K
$4.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-109- 7.36% |
$35.8K - $43.1K
|
1.37K
$701K
|