Purchases and Sales Made in Q3 2022 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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 14, 2022 Q3 2022
Oldfather Financial Services, LLC

BUY
 -
3.12K
+ 2.86%
$1.02M - $1.23M
112K $62.1M
Oct 21, 2022 Q3 2022
Intelligence Driven Advisers, LLC

BUY
 -
3.11K
+ 5.99%
$1.02M - $1.23M
55.1K $30.5M
Nov 14, 2022 Q3 2022
Bluefin Capital Management, LLC

New York, NY
BUY
 -
3.1K
New
$1.02M - $1.22M
3.1K $1.71M
Nov 08, 2022 Q3 2022
Wms Partners, LLC

BUY
 -
3.08K
+ 290.67%
$1.01M - $1.22M
4.15K $2.29M
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
3.05K
+ 9.65%
$1M - $1.21M
34.7K $19.2M
Oct 25, 2022 Q3 2022
Newman & Schimel, LLC

BUY
 -
3.04K
+ 73.07%
$998K - $1.2M
7.2K $3.98M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.04K
+ 11.56%
$998K - $1.2M
29.3K $16.2M
Nov 14, 2022 Q3 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.03K
+ 337.42%
$995K - $1.2M
3.93K $2.17M
Oct 20, 2022 Q3 2022
First Financial Corp

BUY
 -
3.03K
+ 6.84%
$993K - $1.2M
47.3K $26.1M
Nov 07, 2023 Q3 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3.01K
+ 16.49%
$989K - $1.19M
21.3K $11.8M
Nov 14, 2022 Q3 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
3K
+ 39.39%
$985K - $1.19M
10.6K $5.87M
Oct 12, 2022 Q3 2022
Swm Advisors

BUY
 -
2.95K
+ 2.34%
$970K - $1.17M
129K $71.4M
Nov 14, 2022 Q3 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
2.95K
+ 327.05%
$968K - $1.17M
3.85K $2.13M
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
2.83K
New
$930K - $1.12M
2.83K $1.57M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.83K
+ 25.43%
$929K - $1.12M
14K $7.72M
Oct 21, 2022 Q3 2022
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
2.83K
New
$929K - $1.12M
2.83K $1.56M
Nov 14, 2022 Q3 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
2.82K
+ 5.79%
$925K - $1.11M
51.5K $28.4M
Nov 14, 2022 Q3 2022
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
2.79K
+ 53.54%
$917K - $1.1M
8.01K $4.43M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
2.79K
+ 9.72%
$916K - $1.1M
31.5K $17.4M
Nov 01, 2022 Q3 2022
Gyl Financial Synergies, LLC

BUY
 -
2.78K
+ 78.98%
$912K - $1.1M
6.29K $3.48M
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
2.76K
+ 5.48%
$906K - $1.09M
53.1K $29.4M
Jan 02, 2024 Q3 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
2.69K
+ 26.69%
$884K - $1.06M
12.8K $7.07M
Nov 14, 2022 Q3 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
2.68K
+ 33.66%
$880K - $1.06M
10.6K $5.88M
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
2.66K
+ 18.54%
$874K - $1.05M
17K $9.41M
Oct 07, 2022 Q3 2022
High Tower Trust Services, Lta

BUY
 -
2.66K
+ 136.16%
$874K - $1.05M
4.62K $2.55M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
2.66K
+ 4.6%
$873K - $1.05M
60.5K $33.4M
Oct 24, 2022 Q3 2022
Trevian Wealth Management LLC

BUY
 -
2.65K
+ 2.15%
$869K - $1.05M
126K $69.6M
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
2.63K
+ 31.82%
$865K - $1.04M
10.9K $6.03M
Nov 10, 2022 Q3 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
2.62K
+ 29066.67%
$859K - $1.03M
2.63K $1.45M
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
2.61K
+ 4.02%
$857K - $1.03M
67.5K $37.3M
Nov 03, 2022 Q3 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
2.6K
+ 3.04%
$853K - $1.03M
88K $48.7M
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
2.58K
+ 11.52%
$846K - $1.02M
24.9K $13.8M
Nov 10, 2022 Q3 2022
Lansing Street Advisors

BUY
 -
2.57K
+ 165.42%
$845K - $1.02M
4.13K $2.28M
Nov 14, 2022 Q3 2022
Stordahl Capital Management, Inc.

BUY
 -
2.54K
+ 1.67%
$834K - $1M
155K $85.5M
Nov 14, 2022 Q3 2022
Srb Corp

Boston, MA
BUY
 -
2.53K
New
$831K - $999K
2.53K $1.4M
Oct 25, 2022 Q3 2022
Applied Capital LLC

BUY
 -
2.52K
+ 4.33%
$828K - $996K
60.7K $33.6M
Nov 14, 2022 Q3 2022
New England Asset Management Inc

Farmington, CT
BUY
 -
2.52K
+ 44.93%
$826K - $994K
8.12K $4.49M
Nov 14, 2022 Q3 2022
Baker Ellis Asset Management LLC

BUY
 -
2.52K
+ 9.09%
$826K - $994K
30.2K $16.7M
Oct 14, 2022 Q3 2022
Well Done, LLC

BUY
 -
2.51K
+ 34.72%
$822K - $990K
9.72K $5.37M
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
2.51K
+ 76.68%
$822K - $990K
5.77K $3.19M
Nov 18, 2022 Q3 2022
Alamar Capital Management, LLC

BUY
 -
2.5K
+ 20.93%
$821K - $988K
14.5K $7.99M
Oct 18, 2022 Q3 2022
Level Financial Advisors, Inc.

BUY
 -
2.49K
+ 2.9%
$816K - $982K
88.2K $48.8M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
2.47K
+ 2.99%
$812K - $977K
85.1K $47M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
2.42K
New
$794K - $956K
2.42K $1.34M
Nov 09, 2022 Q3 2022
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
2.39K
+ 90.78%
$785K - $945K
5.03K $2.78M
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.38K
+ 28.28%
$781K - $939K
10.8K $5.96M
Jun 17, 2024 Q3 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
2.35K
+ 22.02%
$772K - $929K
13K $7.2M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
2.34K
New
$769K - $925K
2.34K $1.29M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.34K
+ 5.14%
$767K - $923K
47.8K $26.4M

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