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 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.3K+ 0.58% |
$1.08M - $1.24M
|
568K
$314M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.26K+ 18.4% |
$1.07M - $1.22M
|
21K
$11.6M
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.25K+ 22.51% |
$1.07M - $1.22M
|
17.7K
$9.79M
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.24KNew |
$1.06M - $1.21M
|
3.24K
$1.79M
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.23KNew |
$1.06M - $1.21M
|
3.23K
$1.79M
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.23KNew |
$1.06M - $1.21M
|
3.23K
$1.79M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.22KNew |
$1.05M - $1.21M
|
3.22K
$1.78M
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
3.21K+ 1.05% |
$1.05M - $1.2M
|
308K
$170M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.21K+ 77.64% |
$1.05M - $1.2M
|
7.33K
$4.05M
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.17K+ 9.61% |
$1.04M - $1.19M
|
36.1K
$20M
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.16K+ 16.87% |
$1.04M - $1.19M
|
21.9K
$12.1M
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.16K+ 17.05% |
$1.04M - $1.18M
|
21.7K
$12M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.13K+ 6.23% |
$1.03M - $1.17M
|
53.4K
$29.5M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.13K+ 24.69% |
$1.03M - $1.17M
|
15.8K
$8.74M
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.12KNew |
$1.02M - $1.17M
|
3.12K
$1.73M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.1K+ 19.32% |
$1.02M - $1.16M
|
19.2K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.09K+ 31.95% |
$1.01M - $1.16M
|
12.8K
$7.06M
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
3.08K+ 293.71% |
$1.01M - $1.15M
|
4.13K
$2.28M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.04K+ 30.1% |
$995K - $1.14M
|
13.1K
$7.26M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.03K+ 1.58% |
$994K - $1.14M
|
195K
$108M
|
|
Feb 10, 2023
Q4 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
3.03K+ 0.91% |
$993K - $1.14M
|
337K
$187M
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3K+ 37.48% |
$984K - $1.12M
|
11K
$6.09M
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3K+ 6.33% |
$983K - $1.12M
|
50.4K
$27.8M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.93K+ 16.23% |
$960K - $1.1M
|
21K
$11.6M
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.93K+ 14.68% |
$959K - $1.1M
|
22.9K
$12.6M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.93K+ 18.95% |
$959K - $1.1M
|
18.4K
$10.2M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.93KNew |
$958K - $1.1M
|
2.93K
$1.62M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.91K+ 25.46% |
$953K - $1.09M
|
14.3K
$7.93M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.9KNew |
$949K - $1.09M
|
2.9K
$1.6M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.87K+ 10.92% |
$940K - $1.07M
|
29.1K
$16.1M
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.82K+ 4.04% |
$924K - $1.06M
|
72.5K
$40.1M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.81K+ 17.77% |
$920K - $1.05M
|
18.6K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 31.09% |
$918K - $1.05M
|
11.8K
$6.53M
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
BUY
|
- |
2.8K+ 2.63% |
$917K - $1.05M
|
109K
$60.3M
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.78K+ 16.7% |
$910K - $1.04M
|
19.4K
$10.7M
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.72K+ 1.76% |
$890K - $1.02M
|
157K
$87M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.71KNew |
$889K - $1.02M
|
2.71K
$1.5M
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.71K+ 16.76% |
$886K - $1.01M
|
18.8K
$10.4M
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.7K+ 174.92% |
$884K - $1.01M
|
4.24K
$2.35M
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.7K+ 54.2% |
$883K - $1.01M
|
7.67K
$4.24M
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.67K+ 339.87% |
$874K - $999K
|
3.45K
$1.91M
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.66K+ 150.79% |
$873K - $997K
|
4.43K
$2.45M
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.63K+ 100.11% |
$861K - $984K
|
5.25K
$2.9M
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.62K+ 23.93% |
$857K - $980K
|
13.6K
$7.49M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.61K+ 5.44% |
$854K - $976K
|
50.5K
$27.9M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.6K+ 3.37% |
$853K - $975K
|
79.8K
$44.1M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.59K+ 9.69% |
$848K - $969K
|
29.3K
$16.2M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.58KNew |
$845K - $966K
|
2.58K
$1.43M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
2.56K+ 33.44% |
$837K - $957K
|
10.2K
$5.64M
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2.55K+ 222.47% |
$837K - $957K
|
3.7K
$2.05M
|