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% |
$44.8B - $51.2B
|
137M
$75.7B
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6.11M+ 54191.91% |
$2B - $2.29B
|
6.12M
$3.38B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.65MNew |
$1.2B - $1.37B
|
3.65M
$2.02B
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.44M+ 34.39% |
$799M - $913M
|
9.53M
$5.27B
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.44M+ 34.39% |
$799M - $913M
|
9.53M
$5.27B
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.61M+ 5652.21% |
$527M - $603M
|
1.64M
$906M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.48M+ 284.37% |
$486M - $555M
|
2M
$1.11B
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
1.34MNew |
$439M - $502M
|
1.34M
$741M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
989KNew |
$324M - $370M
|
989K
$547M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
864KNew |
$283M - $324M
|
864K
$478M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
806K+ 6.22% |
$264M - $302M
|
13.8M
$7.61B
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
674K+ 385.59% |
$221M - $252M
|
849K
$469M
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
650KNew |
$213M - $243M
|
650K
$359M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
550K+ 2.93% |
$180M - $206M
|
19.3M
$10.7B
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
480K+ 2.31% |
$157M - $180M
|
21.2M
$11.7B
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
463K+ 85.04% |
$152M - $173M
|
1.01M
$557M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
422K+ 6.04% |
$138M - $158M
|
7.41M
$4.1B
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
405K+ 612.14% |
$133M - $152M
|
471K
$260M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
394K+ 74.77% |
$129M - $148M
|
921K
$509M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
381K+ 27.15% |
$125M - $143M
|
1.78M
$986M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
377KNew |
$124M - $141M
|
377K
$209M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
351K+ 6080.19% |
$115M - $132M
|
357K
$197M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
328K+ 8.78% |
$107M - $123M
|
4.06M
$2.24B
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
317KNew |
$104M - $119M
|
317K
$175M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
293K+ 70.06% |
$96M - $110M
|
711K
$393M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
289K+ 158.77% |
$94.7M - $108M
|
471K
$260M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
277K+ 13521.46% |
$90.8M - $104M
|
279K
$154M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
272K+ 1547.67% |
$89.1M - $102M
|
289K
$160M
|
|
|
Sep 20, 2024
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
256KNew |
$83.9M - $95.9M
|
256K
$142M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
244K+ 24.94% |
$79.9M - $91.3M
|
1.22M
$675M
|
|
|
Feb 15, 2023
Q4 2022
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
242KNew |
$79.4M - $90.8M
|
242K
$134M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
226K+ 1591.4% |
$74.2M - $84.8M
|
241K
$133M
|
|
|
Jan 17, 2023
Q4 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
220KNew |
$72M - $82.3M
|
220K
$121M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218K+ 414.53% |
$71.4M - $81.6M
|
270K
$149M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
191K+ 184.66% |
$62.6M - $71.6M
|
295K
$163M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 4.86% |
$54.4M - $62.2M
|
3.58M
$1.98B
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
162K+ 11.53% |
$53.2M - $60.8M
|
1.57M
$868M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
138KNew |
$45.2M - $51.7M
|
138K
$76.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
123K+ 108.68% |
$40.3M - $46.1M
|
236K
$131M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 11.62% |
$39.9M - $45.6M
|
1.17M
$647M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
117KNew |
$38.4M - $43.8M
|
117K
$64.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
116K+ 14.09% |
$37.9M - $43.3M
|
937K
$518M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
114K+ 2900.94% |
$37.3M - $42.7M
|
118K
$65.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108K+ 1.21% |
$35.3M - $40.4M
|
8.99M
$4.97B
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 3.99% |
$34.8M - $39.8M
|
2.77M
$1.53B
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106K+ 1716.97% |
$34.6M - $39.6M
|
112K
$61.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 2.78% |
$34.6M - $39.5M
|
3.9M
$2.16B
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
105K+ 167.59% |
$34.4M - $39.4M
|
168K
$92.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
104K+ 30.5% |
$34.2M - $39.1M
|
446K
$247M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
103K+ 8.88% |
$33.8M - $38.6M
|
1.26M
$699M
|