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 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.28K- 38.51% |
$419K - $504K
|
2.04K
$1.13M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 1.15% |
$422K - $508K
|
111K
$61.3M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1.3K- 2.14% |
$428K - $515K
|
59.5K
$32.9M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 20.79% |
$428K - $515K
|
4.97K
$2.74M
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.31K- 9.69% |
$431K - $519K
|
12.2K
$6.77M
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.32K- 3.76% |
$432K - $519K
|
33.7K
$18.6M
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.32K- 67.29% |
$434K - $522K
|
642
$355K
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 3.96% |
$434K - $523K
|
32.1K
$17.7M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.32K- 22.63% |
$435K - $523K
|
4.53K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.32K- 76.58% |
$435K - $523K
|
405
$224K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.33K- 7.68% |
$437K - $526K
|
16K
$8.84M
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.34K- 48.46% |
$440K - $530K
|
1.43K
$788K
|
|
Oct 11, 2022
Q3 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.35K- 35.76% |
$442K - $531K
|
2.42K
$1.34M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.35K- 1.8% |
$444K - $534K
|
74K
$40.9M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.36K- 8.98% |
$445K - $536K
|
13.7K
$7.59M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.4K- 5.42% |
$459K - $552K
|
24.4K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.41K- 1.98% |
$461K - $555K
|
69.7K
$38.5M
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.42K- 5.08% |
$467K - $562K
|
26.6K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 14.81% |
$481K - $578K
|
8.42K
$4.65M
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 15.21% |
$485K - $583K
|
8.23K
$4.55M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.48K- 16.47% |
$485K - $583K
|
7.48K
$4.14M
|
|
Nov 09, 2022
Q3 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 10.0% |
$492K - $593K
|
13.5K
$7.46M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.57K- 5.21% |
$516K - $621K
|
28.6K
$15.8M
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.6K- 28.21% |
$524K - $630K
|
4.06K
$2.24M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.61K- 1.62% |
$529K - $636K
|
97.9K
$54.1M
|
|
Nov 15, 2022
Q3 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.67K- 2.73% |
$548K - $660K
|
59.5K
$32.9M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.68K- 19.02% |
$551K - $663K
|
7.14K
$3.95M
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.69K- 31.61% |
$555K - $668K
|
3.66K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.72K- 10.27% |
$565K - $680K
|
15.1K
$8.32M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.73K- 3.5% |
$569K - $685K
|
47.7K
$26.4M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 17.31% |
$576K - $694K
|
8.39K
$4.64M
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
SELL
|
- |
-1.78K- 2.54% |
$583K - $702K
|
68.3K
$37.7M
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.78K- 5.87% |
$583K - $702K
|
28.5K
$15.7M
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-1.79K- 5.51% |
$587K - $706K
|
30.7K
$17M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.79K- 11.56% |
$588K - $708K
|
13.7K
$7.58M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.81K- 24.93% |
$594K - $714K
|
5.44K
$3.01M
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 5.82% |
$597K - $718K
|
29.4K
$16.3M
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.83K- 3.3% |
$602K - $725K
|
53.7K
$29.7M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.84K- 36.45% |
$604K - $727K
|
3.21K
$1.77M
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.87K- 1.38% |
$615K - $740K
|
133K
$73.7M
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-1.9K- 2.49% |
$624K - $751K
|
74.3K
$41.1M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.94K- 14.67% |
$636K - $766K
|
11.3K
$6.23M
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.98K- 49.4% |
$649K - $781K
|
2.02K
$1.12M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.04K- 18.67% |
$670K - $806K
|
8.89K
$4.92M
|
|
Nov 14, 2022
Q3 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-2.04K- 7.71% |
$670K - $807K
|
24.5K
$13.5M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-2.06K- 21.19% |
$675K - $812K
|
7.64K
$4.22M
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.09K- 0.72% |
$687K - $827K
|
288K
$159M
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.11K- 70.02% |
$694K - $835K
|
905
$500K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.16K- 15.54% |
$709K - $853K
|
11.7K
$6.48M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.16K- 14.97% |
$709K - $853K
|
12.3K
$6.78M
|