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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-1.17K- 25.76% |
$382K - $460K
|
3.36K
$1.72M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.18K- 6.49% |
$386K - $464K
|
16.9K
$8.65M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 2.3% |
$388K - $467K
|
50.1K
$25.6M
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.2K- 3.8% |
$393K - $473K
|
30.3K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.2K- 2.5% |
$394K - $474K
|
46.9K
$24M
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.21K- 35.08% |
$396K - $476K
|
2.23K
$1.14M
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-1.26K- 63.86% |
$413K - $497K
|
712
$364K
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.28K- 38.84% |
$419K - $504K
|
2.01K
$1.03M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.28K- 38.51% |
$419K - $504K
|
2.04K
$1.04M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 1.15% |
$422K - $508K
|
111K
$56.7M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1.3K- 2.14% |
$428K - $515K
|
59.5K
$30.4M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 20.79% |
$428K - $515K
|
4.97K
$2.54M
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.31K- 9.69% |
$431K - $519K
|
12.2K
$6.26M
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.32K- 3.76% |
$432K - $519K
|
33.7K
$17.2M
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.32K- 67.29% |
$434K - $522K
|
642
$328K
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 3.96% |
$434K - $523K
|
32.1K
$16.4M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.32K- 22.63% |
$435K - $523K
|
4.53K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.32K- 76.58% |
$435K - $523K
|
405
$207K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.33K- 7.68% |
$437K - $526K
|
16K
$8.18M
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.34K- 48.46% |
$440K - $530K
|
1.43K
$729K
|
|
Oct 11, 2022
Q3 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.35K- 35.76% |
$442K - $531K
|
2.42K
$1.23M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.35K- 1.8% |
$444K - $534K
|
74K
$37.8M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.36K- 8.98% |
$445K - $536K
|
13.7K
$7.02M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.4K- 5.42% |
$459K - $552K
|
24.4K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.41K- 1.98% |
$461K - $555K
|
69.7K
$35.6M
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.42K- 5.08% |
$467K - $562K
|
26.6K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 14.81% |
$481K - $578K
|
8.42K
$4.3M
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 15.21% |
$485K - $583K
|
8.23K
$4.21M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.48K- 16.47% |
$485K - $583K
|
7.48K
$3.83M
|
|
Nov 09, 2022
Q3 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 10.0% |
$492K - $593K
|
13.5K
$6.9M
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.5K- 4.61% |
$493K - $593K
|
31.1K
$15.9M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.57K- 5.21% |
$516K - $621K
|
28.6K
$14.6M
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.6K- 28.21% |
$524K - $630K
|
4.06K
$2.07M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.61K- 1.62% |
$529K - $636K
|
97.9K
$50M
|
|
Nov 15, 2022
Q3 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.67K- 2.73% |
$548K - $660K
|
59.5K
$30.4M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.68K- 19.02% |
$551K - $663K
|
7.14K
$3.65M
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.69K- 31.61% |
$555K - $668K
|
3.66K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.72K- 10.27% |
$565K - $680K
|
15.1K
$7.69M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.73K- 3.5% |
$569K - $685K
|
47.7K
$24.4M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 17.31% |
$576K - $694K
|
8.39K
$4.29M
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
SELL
|
- |
-1.78K- 2.54% |
$583K - $702K
|
68.3K
$34.9M
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.78K- 5.87% |
$583K - $702K
|
28.5K
$14.6M
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-1.79K- 5.51% |
$587K - $706K
|
30.7K
$15.7M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.79K- 11.56% |
$588K - $708K
|
13.7K
$7.01M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.81K- 24.93% |
$594K - $714K
|
5.44K
$2.78M
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 5.82% |
$597K - $718K
|
29.4K
$15.1M
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.83K- 3.3% |
$602K - $725K
|
53.7K
$27.4M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.84K- 36.45% |
$604K - $727K
|
3.21K
$1.64M
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.87K- 1.38% |
$615K - $740K
|
133K
$68.1M
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-1.9K- 2.49% |
$624K - $751K
|
74.3K
$38M
|