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 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.17K- 17.49% |
$711K - $856K
|
10.2K
$5.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.18K- 18.24% |
$715K - $860K
|
9.76K
$5.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.2K- 52.59% |
$724K - $871K
|
1.99K
$1.1M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.2K- 6.93% |
$724K - $871K
|
29.6K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.27K- 25.07% |
$745K - $896K
|
6.78K
$3.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-2.3K- 2.34% |
$755K - $909K
|
95.8K
$53M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.3K- 2.84% |
$756K - $910K
|
78.9K
$43.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.38K- 35.95% |
$782K - $941K
|
4.24K
$2.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.39K- 19.82% |
$783K - $943K
|
9.65K
$5.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
SELL
|
- |
-2.4K- 2.71% |
$786K - $946K
|
86K
$47.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.43K- 6.88% |
$796K - $958K
|
32.8K
$18.2M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.44K- 4.65% |
$800K - $963K
|
50K
$27.6M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.44K- 39.1% |
$802K - $965K
|
3.8K
$2.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 2.56% |
$814K - $979K
|
94.3K
$52.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.48K- 4.17% |
$815K - $980K
|
57K
$31.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.5K- 23.19% |
$821K - $988K
|
8.28K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-2.53K- 50.05% |
$831K - $999K
|
2.53K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.54K- 22.73% |
$834K - $1M
|
8.63K
$4.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.56K- 12.66% |
$841K - $1.01M
|
17.7K
$9.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.58K- 14.83% |
$846K - $1.02M
|
14.8K
$8.18M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.6K- 6.16% |
$853K - $1.03M
|
39.6K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.63K- 12.94% |
$864K - $1.04M
|
17.7K
$9.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.63K- 20.13% |
$865K - $1.04M
|
10.4K
$5.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.72K- 12.8% |
$892K - $1.07M
|
18.5K
$10.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.73K- 15.31% |
$895K - $1.08M
|
15.1K
$8.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.73K- 6.28% |
$897K - $1.08M
|
40.8K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.74K- 3.06% |
$899K - $1.08M
|
86.8K
$48M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.76K- 4.82% |
$904K - $1.09M
|
54.4K
$30.1M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.81K- 12.08% |
$922K - $1.11M
|
20.4K
$11.3M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.81K- 12.08% |
$922K - $1.11M
|
20.4K
$11.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.81K- 14.91% |
$923K - $1.11M
|
16.1K
$8.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.83K- 39.6% |
$929K - $1.12M
|
4.32K
$2.39M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.83K- 35.49% |
$929K - $1.12M
|
5.15K
$2.84M
|
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.9K- 15.25% |
$953K - $1.15M
|
16.1K
$8.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.91K- 8.34% |
$954K - $1.15M
|
32K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.94K- 6.21% |
$965K - $1.16M
|
44.4K
$24.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 0.5% |
$990K - $1.19M
|
597K
$330M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.03K- 2.57% |
$993K - $1.2M
|
115K
$63.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.03K- 13.43% |
$994K - $1.2M
|
19.5K
$10.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.03K- 35.7% |
$995K - $1.2M
|
5.46K
$3.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.08K- 14.82% |
$1.01M - $1.22M
|
17.7K
$9.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.09K- 11.83% |
$1.01M - $1.22M
|
23K
$12.7M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.11K- 16.74% |
$1.02M - $1.23M
|
15.5K
$8.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.13K- 13.09% |
$1.03M - $1.24M
|
20.8K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3.16K- 19.89% |
$1.04M - $1.25M
|
12.7K
$7.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.16K- 4.14% |
$1.04M - $1.25M
|
73.3K
$40.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 10.25% |
$1.05M - $1.26M
|
27.9K
$15.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.29K- 52.84% |
$1.08M - $1.3M
|
2.94K
$1.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.31K- 5.94% |
$1.09M - $1.31M
|
52.3K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.31K- 99.79% |
$1.09M - $1.31M
|
7
$3.87K
|