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 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.09K- 11.83% |
$1.01M - $1.22M
|
23K
$11.8M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.11K- 16.74% |
$1.02M - $1.23M
|
15.5K
$7.91M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.13K- 13.09% |
$1.03M - $1.24M
|
20.8K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3.16K- 19.89% |
$1.04M - $1.25M
|
12.7K
$6.5M
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.16K- 4.14% |
$1.04M - $1.25M
|
73.3K
$37.5M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 10.25% |
$1.05M - $1.26M
|
27.9K
$14.3M
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.29K- 52.84% |
$1.08M - $1.3M
|
2.94K
$1.5M
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.31K- 5.94% |
$1.09M - $1.31M
|
52.3K
$26.8M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.31K- 99.79% |
$1.09M - $1.31M
|
7
$3.58K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.33K- 34.74% |
$1.09M - $1.31M
|
6.25K
$3.19M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-3.46K- 5.68% |
$1.14M - $1.37M
|
57.5K
$29.4M
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.5K- 11.86% |
$1.15M - $1.38M
|
26K
$13.3M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-3.53K- 11.26% |
$1.16M - $1.39M
|
27.8K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.53K- 0.66% |
$1.16M - $1.4M
|
535K
$273M
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.57K- 45.91% |
$1.17M - $1.41M
|
4.21K
$2.15M
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-3.7K- 3.36% |
$1.21M - $1.46M
|
106K
$54.3M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.79K- 8.24% |
$1.24M - $1.5M
|
42.2K
$21.6M
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.79K- 11.4% |
$1.24M - $1.5M
|
29.5K
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.88K- 3.09% |
$1.27M - $1.53M
|
121K
$62.1M
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-3.93K- 12.32% |
$1.29M - $1.55M
|
27.9K
$14.3M
|
|
Nov 02, 2022
Q3 2022
|
Mercer Investments LLC
|
SELL
|
- |
-4.03K- 15.22% |
$1.32M - $1.59M
|
22.4K
$11.5M
|
|
Oct 31, 2022
Q3 2022
|
Nat West Group PLC
|
SELL
|
- |
-4.16K- 68.67% |
$1.36M - $1.64M
|
1.9K
$969K
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.25K- 45.95% |
$1.4M - $1.68M
|
5K
$2.56M
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-4.27K- 11.13% |
$1.4M - $1.69M
|
34.1K
$17.4M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.28K- 15.0% |
$1.4M - $1.69M
|
24.2K
$12.4M
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-4.38K- 27.88% |
$1.44M - $1.73M
|
11.3K
$5.79M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.43K- 42.13% |
$1.45M - $1.75M
|
6.09K
$3.11M
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-4.5K- 8.55% |
$1.48M - $1.78M
|
48.2K
$24.6M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.56K- 1.07% |
$1.5M - $1.8M
|
420K
$215M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.7K- 6.83% |
$1.54M - $1.86M
|
64.1K
$32.8M
|
|
Nov 07, 2022
Q3 2022
|
Fairfield University
|
SELL
|
- |
-4.77K- 2.4% |
$1.57M - $1.89M
|
194K
$99.3M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.85K- 16.15% |
$1.59M - $1.92M
|
25.2K
$12.9M
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.97K- 0.84% |
$1.63M - $1.96M
|
585K
$299M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.98K- 10.37% |
$1.64M - $1.97M
|
43.1K
$22M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-5.02K- 69.93% |
$1.65M - $1.98M
|
2.16K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.03K- 8.08% |
$1.65M - $1.99M
|
57.2K
$29.2M
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-5.07K- 59.94% |
$1.66M - $2M
|
3.39K
$1.73M
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-5.14K- 23.63% |
$1.69M - $2.03M
|
16.6K
$8.5M
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.19K- 27.93% |
$1.7M - $2.05M
|
13.4K
$6.85M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.28K- 12.31% |
$1.73M - $2.09M
|
37.6K
$19.2M
|
|
Aug 13, 2024
Q3 2022
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-5.35K- 6.23% |
$1.76M - $2.11M
|
80.4K
$41.1M
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.36K- 54.0% |
$1.76M - $2.12M
|
4.57K
$2.33M
|
|
Jun 20, 2024
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.4K- 6.66% |
$1.77M - $2.13M
|
75.7K
$38.7M
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-5.44K- 67.22% |
$1.79M - $2.15M
|
2.65K
$1.36M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.52K- 3.65% |
$1.81M - $2.18M
|
146K
$74.4M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.57K- 32.43% |
$1.83M - $2.2M
|
11.6K
$5.93M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.66K- 1.65% |
$1.86M - $2.24M
|
338K
$173M
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.75KClosed |
$1.89M - $2.27M
|
0
$0
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-5.81K- 89.56% |
$1.91M - $2.29M
|
677
$346K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.83K- 20.24% |
$1.92M - $2.3M
|
23K
$11.7M
|