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 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-521- 4.37% |
$171K - $206K
|
11.4K
$6.3M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-522- 5.0% |
$171K - $206K
|
9.92K
$5.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-523- 9.95% |
$172K - $207K
|
4.73K
$2.62M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-531- 0.34% |
$174K - $210K
|
155K
$85.5M
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-534- 21.85% |
$175K - $211K
|
1.91K
$1.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-534- 0.37% |
$175K - $211K
|
145K
$80.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-536- 29.4% |
$176K - $212K
|
1.29K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-538- 30.96% |
$177K - $213K
|
1.2K
$663K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-539- 3.12% |
$177K - $213K
|
16.8K
$9.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-542- 3.49% |
$178K - $214K
|
15K
$8.28M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-544- 5.49% |
$179K - $215K
|
9.37K
$5.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-545- 2.5% |
$179K - $215K
|
21.3K
$11.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-552- 70.95% |
$181K - $218K
|
226
$125K
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-555- 29.65% |
$182K - $219K
|
1.32K
$728K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-558- 5.44% |
$183K - $220K
|
9.69K
$5.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-568- 3.12% |
$186K - $224K
|
17.6K
$9.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-571- 1.16% |
$187K - $226K
|
48.8K
$27M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-574- 81.77% |
$188K - $227K
|
128
$70.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-581- 0.32% |
$191K - $230K
|
180K
$99.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-586- 16.57% |
$192K - $231K
|
2.95K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-598Closed |
$196K - $236K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-600- 24.92% |
$197K - $237K
|
1.81K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-600- 30.0% |
$197K - $237K
|
1.4K
$774K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-603- 4.6% |
$198K - $238K
|
12.5K
$6.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-605- 12.9% |
$199K - $239K
|
4.08K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-607- 66.7% |
$199K - $240K
|
303
$168K
|
|
|
Oct 20, 2022
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-609- 5.96% |
$200K - $241K
|
9.62K
$5.32M
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-609- 5.96% |
$200K - $241K
|
9.62K
$5.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-619- 3.75% |
$203K - $245K
|
15.9K
$8.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-622- 3.17% |
$204K - $246K
|
19K
$10.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-626- 7.98% |
$206K - $247K
|
7.22K
$3.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-637- 1.93% |
$209K - $252K
|
32.3K
$17.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-638- 0.57% |
$209K - $252K
|
111K
$61.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-645- 2.57% |
$212K - $255K
|
24.5K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-648- 0.5% |
$213K - $256K
|
129K
$71.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-654- 27.49% |
$215K - $258K
|
1.73K
$954K
|
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-656- 0.18% |
$215K - $259K
|
364K
$201M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-656- 45.87% |
$215K - $259K
|
774
$428K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-664- 4.69% |
$218K - $262K
|
13.5K
$7.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-672- 5.07% |
$221K - $265K
|
12.6K
$6.95M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-677- 1.71% |
$222K - $267K
|
38.9K
$21.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-687Closed |
$226K - $271K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-694- 46.27% |
$228K - $274K
|
806
$446K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-698- 36.68% |
$229K - $276K
|
1.21K
$666K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-699- 4.31% |
$229K - $276K
|
15.5K
$8.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-700- 3.7% |
$230K - $277K
|
18.2K
$10.1M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-710- 9.11% |
$233K - $280K
|
7.08K
$3.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-711- 10.05% |
$233K - $281K
|
6.36K
$3.52M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-712- 47.85% |
$234K - $281K
|
776
$429K
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-713- 30.99% |
$234K - $282K
|
1.59K
$878K
|