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
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35K+ 91.79% |
$11.5M - $13.8M
|
73.1K
$40.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Bishop Rock Capital, L.P.
New York, NY |
BUY
|
- |
34.6KNew |
$11.4M - $13.7M
|
34.6K
$19.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
34.4K+ 149.98% |
$11.3M - $13.6M
|
57.3K
$31.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.5K+ 23.74% |
$11M - $13.2M
|
175K
$96.6M
|
|
|
Nov 14, 2022
Q3 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
32.3K+ 70.34% |
$10.6M - $12.8M
|
78.2K
$43.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.9K+ 19.98% |
$10.5M - $12.6M
|
192K
$106M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
31.5K+ 74.44% |
$10.3M - $12.4M
|
73.8K
$40.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.3K+ 2.58% |
$9.63M - $11.6M
|
1.17M
$645M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
29.3K+ 278.85% |
$9.62M - $11.6M
|
39.8K
$22M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
28.8K+ 15.97% |
$9.45M - $11.4M
|
209K
$116M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
28.2K+ 280.81% |
$9.26M - $11.1M
|
38.3K
$21.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
28K+ 325.75% |
$9.18M - $11M
|
36.6K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
28K+ 14.19% |
$9.18M - $11M
|
225K
$124M
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
27.9KNew |
$9.16M - $11M
|
27.9K
$15.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
27.8KNew |
$9.11M - $11M
|
27.8K
$15.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
27.4KNew |
$9.01M - $10.8M
|
27.4K
$15.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
27.2KNew |
$8.93M - $10.8M
|
27.2K
$15M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.8K+ 8.37% |
$8.8M - $10.6M
|
347K
$192M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26.4K+ 2.78% |
$8.68M - $10.4M
|
977K
$540M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
26.2K+ 4.36% |
$8.6M - $10.4M
|
627K
$347M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
26.1K+ 25.78% |
$8.56M - $10.3M
|
127K
$70.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26K+ 2.48% |
$8.53M - $10.3M
|
1.07M
$594M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.7K+ 9.26% |
$8.44M - $10.2M
|
303K
$168M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
25.4K+ 4.28% |
$8.34M - $10M
|
619K
$342M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
24.9K+ 10.32% |
$8.18M - $9.85M
|
267K
$147M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
24.6KNew |
$8.07M - $9.71M
|
24.6K
$13.6M
|
|
|
Nov 09, 2022
Q3 2022
|
New York Life Insurance CO
New York, NY |
BUY
|
- |
24.5K+ 2.3% |
$8.03M - $9.67M
|
1.09M
$601M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
23.5K+ 737.44% |
$7.71M - $9.28M
|
26.7K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
22.6K+ 135.85% |
$7.42M - $8.93M
|
39.3K
$21.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
22.6K+ 6.64% |
$7.41M - $8.91M
|
362K
$200M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.4K+ 10.63% |
$7.35M - $8.85M
|
233K
$129M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
22.2K+ 4.33% |
$7.3M - $8.78M
|
536K
$296M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22K+ 1100000.0% |
$7.22M - $8.69M
|
22K
$12.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
20.9K+ 53.33% |
$6.85M - $8.24M
|
60K
$33.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
20.5K+ 30.66% |
$6.74M - $8.11M
|
87.5K
$48.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
20.5K+ 14.01% |
$6.72M - $8.09M
|
167K
$92.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
20K+ 11.99% |
$6.58M - $7.92M
|
187K
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
19.8K+ 8.07% |
$6.5M - $7.82M
|
265K
$147M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.3K+ 9.68% |
$6.32M - $7.61M
|
218K
$121M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.2K+ 45.64% |
$6.29M - $7.57M
|
61.2K
$33.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.1K+ 16.77% |
$6.27M - $7.54M
|
133K
$73.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
18.9K+ 113.12% |
$6.19M - $7.45M
|
35.5K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18.8K+ 24.33% |
$6.16M - $7.42M
|
95.9K
$53M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
18.7K+ 8.52% |
$6.13M - $7.37M
|
238K
$131M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 1.1% |
$6.1M - $7.34M
|
1.71M
$948M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18.6K+ 14.71% |
$6.09M - $7.33M
|
145K
$80M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
17.5K+ 897.64% |
$5.76M - $6.93M
|
19.5K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 10.52% |
$5.75M - $6.92M
|
184K
$102M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
17.5KNew |
$5.75M - $6.92M
|
17.5K
$9.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
17.4K+ 3.05% |
$5.72M - $6.89M
|
588K
$325M
|