Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
137M+ 112624.56% |
$47B - $51.2B
|
137M
$66.3B
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6.11M+ 54191.91% |
$2.1B - $2.29B
|
6.12M
$2.97B
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.65MNew |
$1.25B - $1.37B
|
3.65M
$1.77B
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.44M+ 34.39% |
$837M - $913M
|
9.53M
$4.62B
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.44M+ 34.39% |
$837M - $913M
|
9.53M
$4.62B
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.61M+ 5652.21% |
$553M - $603M
|
1.64M
$794M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.48M+ 284.37% |
$510M - $555M
|
2M
$971M
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
1.34MNew |
$461M - $502M
|
1.34M
$650M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
989KNew |
$340M - $370M
|
989K
$479M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
864KNew |
$297M - $324M
|
864K
$419M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
806K+ 6.22% |
$277M - $302M
|
13.8M
$6.67B
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
674K+ 385.59% |
$232M - $252M
|
849K
$411M
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
650KNew |
$223M - $243M
|
650K
$315M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
550K+ 2.93% |
$189M - $206M
|
19.3M
$9.35B
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
480K+ 2.31% |
$165M - $180M
|
21.2M
$10.3B
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
463K+ 85.04% |
$159M - $173M
|
1.01M
$488M
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
422K+ 6.04% |
$145M - $158M
|
7.41M
$3.59B
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
405K+ 612.14% |
$139M - $152M
|
471K
$228M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
394K+ 74.77% |
$135M - $148M
|
921K
$446M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
381K+ 27.15% |
$131M - $143M
|
1.78M
$865M
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
377KNew |
$130M - $141M
|
377K
$183M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
351K+ 6080.19% |
$121M - $132M
|
357K
$173M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
328K+ 8.78% |
$113M - $123M
|
4.06M
$1.97B
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
317KNew |
$109M - $119M
|
317K
$154M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
293K+ 70.06% |
$101M - $110M
|
711K
$345M
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
289K+ 158.77% |
$99.3M - $108M
|
471K
$228M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
272K+ 1547.67% |
$93.4M - $102M
|
289K
$140M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
244K+ 24.94% |
$83.8M - $91.3M
|
1.22M
$592M
|
|
Feb 15, 2023
Q4 2022
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
242KNew |
$83.3M - $90.8M
|
242K
$117M
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
226K+ 1591.4% |
$77.8M - $84.8M
|
241K
$117M
|
|
Jan 17, 2023
Q4 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
220KNew |
$75.5M - $82.3M
|
220K
$106M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218K+ 414.53% |
$74.8M - $81.6M
|
270K
$131M
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
191K+ 184.66% |
$65.7M - $71.6M
|
295K
$143M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 4.86% |
$57M - $62.2M
|
3.58M
$1.74B
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
162K+ 11.53% |
$55.8M - $60.8M
|
1.57M
$761M
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
138KNew |
$47.4M - $51.7M
|
138K
$66.9M
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
123K+ 108.68% |
$42.3M - $46.1M
|
236K
$114M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 11.62% |
$41.9M - $45.6M
|
1.17M
$567M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
117KNew |
$40.2M - $43.8M
|
117K
$56.7M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
116K+ 14.09% |
$39.8M - $43.3M
|
937K
$454M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
114K+ 2900.94% |
$39.2M - $42.7M
|
118K
$57.1M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108K+ 1.21% |
$37.1M - $40.4M
|
8.99M
$4.36B
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 3.99% |
$36.5M - $39.8M
|
2.77M
$1.34B
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106K+ 1716.97% |
$36.3M - $39.6M
|
112K
$54.2M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 2.78% |
$36.2M - $39.5M
|
3.9M
$1.89B
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
105K+ 167.59% |
$36.1M - $39.4M
|
168K
$81.3M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
104K+ 30.5% |
$35.8M - $39.1M
|
446K
$216M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
103K+ 8.88% |
$35.4M - $38.6M
|
1.26M
$612M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 76.23% |
$34.8M - $38M
|
234K
$114M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
101K+ 49.34% |
$34.5M - $37.6M
|
304K
$147M
|