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 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.94K- 14.67% |
$636K - $766K
|
11.3K
$5.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.98K- 49.4% |
$649K - $781K
|
2.02K
$1.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.04K- 18.67% |
$670K - $806K
|
8.89K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-2.04K- 7.71% |
$670K - $807K
|
24.5K
$12.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-2.06K- 21.19% |
$675K - $812K
|
7.64K
$3.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.09K- 0.72% |
$687K - $827K
|
288K
$147M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.11K- 70.02% |
$694K - $835K
|
905
$463K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.16K- 15.54% |
$709K - $853K
|
11.7K
$6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.16K- 14.97% |
$709K - $853K
|
12.3K
$6.27M
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.17K- 17.49% |
$711K - $856K
|
10.2K
$5.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.18K- 18.24% |
$715K - $860K
|
9.76K
$4.99M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.2K- 52.59% |
$724K - $871K
|
1.99K
$1.02M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.2K- 6.93% |
$724K - $871K
|
29.6K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.27K- 25.07% |
$745K - $896K
|
6.78K
$3.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-2.3K- 2.34% |
$755K - $909K
|
95.8K
$49M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.3K- 2.84% |
$756K - $910K
|
78.9K
$40.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.38K- 35.95% |
$782K - $941K
|
4.24K
$2.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.39K- 19.82% |
$783K - $943K
|
9.65K
$4.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
SELL
|
- |
-2.4K- 2.71% |
$786K - $946K
|
86K
$44M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.43K- 6.88% |
$796K - $958K
|
32.8K
$16.8M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.44K- 4.65% |
$800K - $963K
|
50K
$25.6M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.44K- 39.1% |
$802K - $965K
|
3.8K
$1.94M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 2.56% |
$814K - $979K
|
94.3K
$48.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.48K- 4.17% |
$815K - $980K
|
57K
$29.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.5K- 23.19% |
$821K - $988K
|
8.28K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-2.53K- 50.05% |
$831K - $999K
|
2.53K
$1.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.54K- 22.73% |
$834K - $1M
|
8.63K
$4.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.56K- 12.66% |
$841K - $1.01M
|
17.7K
$9.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.58K- 14.83% |
$846K - $1.02M
|
14.8K
$7.57M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.6K- 6.16% |
$853K - $1.03M
|
39.6K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.63K- 12.94% |
$864K - $1.04M
|
17.7K
$9.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.63K- 20.13% |
$865K - $1.04M
|
10.4K
$5.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.72K- 12.8% |
$892K - $1.07M
|
18.5K
$9.46M
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.73K- 15.31% |
$895K - $1.08M
|
15.1K
$7.71M
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.73K- 6.28% |
$897K - $1.08M
|
40.8K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.74K- 3.06% |
$899K - $1.08M
|
86.8K
$44.4M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.76K- 4.82% |
$904K - $1.09M
|
54.4K
$27.8M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.81K- 12.08% |
$922K - $1.11M
|
20.4K
$10.4M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.81K- 12.08% |
$922K - $1.11M
|
20.4K
$10.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.81K- 14.91% |
$923K - $1.11M
|
16.1K
$8.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.83K- 39.6% |
$929K - $1.12M
|
4.32K
$2.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.83K- 35.49% |
$929K - $1.12M
|
5.15K
$2.63M
|
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.9K- 15.25% |
$953K - $1.15M
|
16.1K
$8.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.91K- 8.34% |
$954K - $1.15M
|
32K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.94K- 6.21% |
$965K - $1.16M
|
44.4K
$22.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 0.5% |
$990K - $1.19M
|
597K
$305M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.03K- 2.57% |
$993K - $1.2M
|
115K
$58.6M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.03K- 13.43% |
$994K - $1.2M
|
19.5K
$9.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.03K- 35.7% |
$995K - $1.2M
|
5.46K
$2.79M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.08K- 14.82% |
$1.01M - $1.22M
|
17.7K
$9.05M
|