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
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10.4K+ 954.14% |
$3.41M - $4.1M
|
11.5K
$6.34M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 698.32% |
$3.4M - $4.09M
|
11.8K
$6.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
10.1KNew |
$3.33M - $4.01M
|
10.1K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.1K+ 178.49% |
$3.32M - $4M
|
15.8K
$8.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 150.69% |
$3.32M - $3.99M
|
16.8K
$9.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10K+ 29.77% |
$3.29M - $3.96M
|
43.7K
$24.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
10K+ 333.33% |
$3.28M - $3.95M
|
13K
$7.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$3.28M - $3.95M
|
10K
$5.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.94K+ 161.02% |
$3.26M - $3.93M
|
16.1K
$8.91M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.79K+ 19.68% |
$3.21M - $3.87M
|
59.5K
$32.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
9.65K+ 4.7% |
$3.17M - $3.81M
|
215K
$119M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.65K+ 4.7% |
$3.17M - $3.81M
|
215K
$119M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
9.62K+ 10.8% |
$3.16M - $3.8M
|
98.7K
$54.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
9.55K+ 3820.0% |
$3.14M - $3.77M
|
9.8K
$5.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.48K+ 67.91% |
$3.11M - $3.74M
|
23.4K
$13M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9.47K+ 8.97% |
$3.11M - $3.74M
|
115K
$63.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.23K+ 5.02% |
$3.03M - $3.65M
|
193K
$107M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.2K+ 22.42% |
$3.02M - $3.64M
|
50.2K
$27.8M
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
9.14K+ 8.83% |
$3M - $3.61M
|
113K
$62.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
9.12K+ 9.49% |
$3M - $3.6M
|
105K
$58.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.03K+ 68.6% |
$2.96M - $3.57M
|
22.2K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
9.02KNew |
$2.96M - $3.56M
|
9.02K
$4.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
8.77K+ 7.39% |
$2.88M - $3.47M
|
127K
$70.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.62K+ 71.79% |
$2.83M - $3.41M
|
20.6K
$11.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
8.53K+ 12.59% |
$2.8M - $3.37M
|
76.2K
$42.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
8.53K+ 56.43% |
$2.8M - $3.37M
|
23.6K
$13.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 58.96% |
$2.78M - $3.34M
|
22.8K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.45K+ 8.77% |
$2.77M - $3.34M
|
105K
$58M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
8.35K+ 6.92% |
$2.74M - $3.3M
|
129K
$71.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.3K+ 359.32% |
$2.73M - $3.28M
|
10.6K
$5.87M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
8.29K+ 5.96% |
$2.72M - $3.28M
|
147K
$81.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.28K+ 5.84% |
$2.72M - $3.27M
|
150K
$82.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8.23K+ 10.37% |
$2.7M - $3.25M
|
87.6K
$48.4M
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
8.15K+ 3.73% |
$2.67M - $3.22M
|
226K
$125M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
7.87KNew |
$2.58M - $3.11M
|
7.87K
$4.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
7.87KNew |
$2.58M - $3.11M
|
7.87K
$4.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
7.86K+ 8.4% |
$2.58M - $3.1M
|
101K
$56M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
7.85KNew |
$2.58M - $3.1M
|
7.85K
$4.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.75K+ 170.55% |
$2.55M - $3.06M
|
12.3K
$6.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
7.68K+ 132.39% |
$2.52M - $3.03M
|
13.5K
$7.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Front Street Capital Management, Inc.
|
BUY
|
- |
7.66K+ 19.45% |
$2.52M - $3.03M
|
47K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.38K+ 16.88% |
$2.42M - $2.92M
|
51.1K
$28.3M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.36K+ 7.26% |
$2.42M - $2.91M
|
109K
$60.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
7.16K+ 24.01% |
$2.35M - $2.83M
|
37K
$20.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.15K+ 103.68% |
$2.35M - $2.82M
|
14K
$7.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
7.04K+ 9.47% |
$2.31M - $2.78M
|
81.4K
$45M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
7.03K+ 11.55% |
$2.31M - $2.78M
|
67.9K
$37.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
7.01K+ 36.35% |
$2.3M - $2.77M
|
26.3K
$14.5M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.98K+ 11.8% |
$2.29M - $2.76M
|
66.2K
$36.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
6.88K+ 9.48% |
$2.26M - $2.72M
|
79.4K
$43.9M
|