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 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.43K+ 168.1% |
$1.45M - $1.75M
|
7.06K
$3.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.43K+ 0.36% |
$1.45M - $1.75M
|
1.24M
$684M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.38K+ 149.47% |
$1.44M - $1.73M
|
7.3K
$4.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.37K+ 37.49% |
$1.43M - $1.73M
|
16K
$8.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.36K+ 6.09% |
$1.43M - $1.72M
|
76K
$42M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
4.23K+ 1.09% |
$1.39M - $1.67M
|
394K
$218M
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.21K+ 124.38% |
$1.38M - $1.66M
|
7.59K
$4.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
4.2KNew |
$1.38M - $1.66M
|
4.2K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.15K+ 210.76% |
$1.36M - $1.64M
|
6.13K
$3.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.14K+ 2670.32% |
$1.36M - $1.64M
|
4.29K
$2.37M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.1K+ 52.72% |
$1.35M - $1.62M
|
11.9K
$6.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.05K+ 1.07% |
$1.33M - $1.6M
|
383K
$212M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04KNew |
$1.33M - $1.6M
|
4.04K
$2.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4K+ 833.33% |
$1.31M - $1.58M
|
4.48K
$2.48M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.98K+ 8.62% |
$1.31M - $1.57M
|
50.1K
$27.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.96K+ 15.49% |
$1.3M - $1.57M
|
29.6K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.96K+ 2.65% |
$1.3M - $1.56M
|
154K
$84.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.95K+ 45.29% |
$1.3M - $1.56M
|
12.7K
$7.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
3.94K+ 1.31% |
$1.29M - $1.56M
|
305K
$169M
|
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.94K+ 3.71% |
$1.29M - $1.56M
|
110K
$60.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 5.85% |
$1.28M - $1.54M
|
70.4K
$38.9M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.86K+ 14.71% |
$1.27M - $1.53M
|
30.1K
$16.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.85K+ 2.66% |
$1.26M - $1.52M
|
148K
$82M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.81K+ 3.86% |
$1.25M - $1.5M
|
102K
$56.6M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
3.78K+ 84.47% |
$1.24M - $1.49M
|
8.26K
$4.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.75K+ 420.76% |
$1.23M - $1.48M
|
4.64K
$2.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
3.73K+ 1.65% |
$1.22M - $1.47M
|
230K
$127M
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
3.65K+ 1.8% |
$1.2M - $1.44M
|
207K
$114M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.57K+ 37.32% |
$1.17M - $1.41M
|
13.1K
$7.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
BUY
|
- |
3.56K+ 22.77% |
$1.17M - $1.41M
|
19.2K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.52KNew |
$1.16M - $1.39M
|
3.52K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.52K+ 2.37% |
$1.16M - $1.39M
|
152K
$83.9M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.52K+ 7.71% |
$1.15M - $1.39M
|
49.1K
$27.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.51K+ 9.62% |
$1.15M - $1.39M
|
40K
$22.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.48K+ 5.74% |
$1.14M - $1.37M
|
64.1K
$35.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
3.47K+ 42.53% |
$1.14M - $1.37M
|
11.6K
$6.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 7.77% |
$1.12M - $1.35M
|
47.4K
$26.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.41K+ 0.93% |
$1.12M - $1.35M
|
371K
$205M
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
3.34KNew |
$1.1M - $1.32M
|
3.34K
$1.85M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
3.33K+ 14.59% |
$1.09M - $1.31M
|
26.1K
$14.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.31K+ 20.54% |
$1.09M - $1.31M
|
19.4K
$10.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
3.3K+ 4.92% |
$1.08M - $1.3M
|
70.3K
$38.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.29K+ 26.35% |
$1.08M - $1.3M
|
15.8K
$8.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.26K+ 138.48% |
$1.07M - $1.29M
|
5.61K
$3.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.21K+ 1.36% |
$1.05M - $1.27M
|
239K
$132M
|
|
|
Dec 12, 2024
Q3 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.2K+ 78.82% |
$1.05M - $1.26M
|
7.26K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.18K+ 12.76% |
$1.04M - $1.26M
|
28.1K
$15.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.14K+ 9.98% |
$1.03M - $1.24M
|
34.6K
$19.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.14K+ 6.65% |
$1.03M - $1.24M
|
50.3K
$27.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
3.13K+ 74.23% |
$1.03M - $1.23M
|
7.34K
$4.05M
|