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 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17.3K+ 105.17% |
$5.68M - $6.83M
|
33.7K
$18.7M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
17.3K+ 9.38% |
$5.67M - $6.83M
|
201K
$111M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
17.1K+ 29.89% |
$5.61M - $6.75M
|
74.3K
$41.1M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
16.8K+ 18.97% |
$5.52M - $6.65M
|
106K
$58.3M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.7K+ 102.82% |
$5.48M - $6.6M
|
32.9K
$18.2M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.2K+ 16.19% |
$5.32M - $6.4M
|
116K
$64.3M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.2K+ 9.51% |
$5.31M - $6.39M
|
186K
$103M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
16.2K+ 12.28% |
$5.3M - $6.38M
|
148K
$81.6M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16K+ 40.22% |
$5.26M - $6.32M
|
55.8K
$30.9M
|
|
Oct 11, 2022
Q3 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
16K+ 25.41% |
$5.25M - $6.32M
|
79K
$43.7M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16K+ 19.69% |
$5.25M - $6.32M
|
97.2K
$53.7M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15.6K+ 1.94% |
$5.14M - $6.18M
|
821K
$454M
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
15.5K+ 1.74% |
$5.1M - $6.14M
|
909K
$502M
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15.5K+ 26691.38% |
$5.08M - $6.12M
|
15.5K
$8.59M
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
15.4K+ 12.56% |
$5.06M - $6.09M
|
138K
$76.3M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 13.09% |
$5.01M - $6.03M
|
132K
$72.9M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15K+ 25.71% |
$4.93M - $5.93M
|
73.4K
$40.6M
|
|
Nov 09, 2022
Q3 2022
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
15K+ 27.13% |
$4.92M - $5.92M
|
70.2K
$38.8M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
15K+ 4.78% |
$4.92M - $5.91M
|
328K
$181M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15K+ 3.56% |
$4.91M - $5.91M
|
435K
$241M
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
14.7K+ 7.12% |
$4.84M - $5.82M
|
222K
$123M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 312.07% |
$4.68M - $5.64M
|
18.8K
$10.4M
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
14.2K+ 14.42% |
$4.67M - $5.62M
|
113K
$62.4M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.2K+ 143.21% |
$4.66M - $5.61M
|
24.1K
$13.3M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14.2K+ 37.3% |
$4.66M - $5.6M
|
52.2K
$28.9M
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
13.9K+ 24.85% |
$4.56M - $5.49M
|
69.8K
$38.6M
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
13.6K+ 5.76% |
$4.45M - $5.36M
|
249K
$138M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13.5K+ 514.59% |
$4.43M - $5.34M
|
16.1K
$8.92M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.8KNew |
$4.22M - $5.07M
|
12.8K
$7.1M
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12.8K+ 616.3% |
$4.21M - $5.06M
|
14.9K
$8.24M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
12.5K+ 131.89% |
$4.09M - $4.92M
|
21.9K
$12.1M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
12.4K+ 3.77% |
$4.08M - $4.91M
|
342K
$189M
|
|
Nov 14, 2022
Q3 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
12.4K+ 19.51% |
$4.06M - $4.89M
|
75.8K
$41.9M
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.3KNew |
$4.04M - $4.86M
|
12.3K
$6.8M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 0.07% |
$3.97M - $4.78M
|
17.7M
$9.8B
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.1K+ 214.83% |
$3.96M - $4.77M
|
17.7K
$9.77M
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12K+ 2.12% |
$3.95M - $4.75M
|
578K
$320M
|
|
Nov 03, 2022
Q3 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
12K+ 21.05% |
$3.94M - $4.74M
|
69K
$38.1M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12K+ 117.04% |
$3.93M - $4.73M
|
22.2K
$12.3M
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
11.7KNew |
$3.83M - $4.61M
|
11.7K
$6.45M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.5K+ 1.17% |
$3.79M - $4.56M
|
999K
$552M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.5K+ 16.35% |
$3.76M - $4.53M
|
81.5K
$45.1M
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
11.4K+ 10.9% |
$3.75M - $4.51M
|
116K
$64.2M
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
11.3K+ 5.73% |
$3.7M - $4.45M
|
208K
$115M
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
11.1K+ 3.4% |
$3.64M - $4.37M
|
337K
$186M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
11K+ 65.71% |
$3.6M - $4.33M
|
27.7K
$15.3M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
10.8K+ 2.66% |
$3.55M - $4.28M
|
418K
$231M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8K+ 633.39% |
$3.54M - $4.26M
|
12.5K
$6.91M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.7K+ 157.58% |
$3.53M - $4.24M
|
17.6K
$9.7M
|
|
Oct 07, 2022
Q3 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.7K+ 15.28% |
$3.52M - $4.24M
|
81K
$44.8M
|