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
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.96K+ 50.87% |
$643K - $734K
|
5.82K
$3.22M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.95K+ 20.98% |
$640K - $732K
|
11.3K
$6.23M
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.95KNew |
$639K - $731K
|
1.95K
$1.08M
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.93K+ 46.66% |
$631K - $722K
|
6.06K
$3.35M
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 143.71% |
$625K - $714K
|
3.23K
$1.79M
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.89KNew |
$619K - $707K
|
1.89K
$1.04M
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.87K+ 191.99% |
$613K - $700K
|
2.84K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.86K+ 40.17% |
$610K - $697K
|
6.5K
$3.59M
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.86K+ 17.51% |
$609K - $696K
|
12.5K
$6.9M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.85K+ 9.5% |
$605K - $692K
|
21.3K
$11.8M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.85K+ 3.95% |
$605K - $691K
|
48.6K
$26.9M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 3.02% |
$604K - $690K
|
62.8K
$34.7M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.84K+ 17.36% |
$602K - $688K
|
12.4K
$6.86M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.83K+ 0.95% |
$601K - $687K
|
195K
$108M
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
1.8K+ 1.07% |
$591K - $675K
|
170K
$93.9M
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.8KNew |
$590K - $674K
|
1.8K
$995K
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.8K+ 66.65% |
$588K - $672K
|
4.49K
$2.48M
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.79K+ 4.65% |
$587K - $671K
|
40.3K
$22.3M
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.79K+ 22.75% |
$587K - $671K
|
9.66K
$5.34M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.79K+ 3.2% |
$586K - $670K
|
57.8K
$31.9M
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.78K+ 100.39% |
$584K - $668K
|
3.56K
$1.97M
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 8.46% |
$584K - $667K
|
22.9K
$12.6M
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.78K+ 107.61% |
$584K - $667K
|
3.44K
$1.9M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.78KNew |
$583K - $666K
|
1.78K
$983K
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.77K+ 1.78% |
$581K - $664K
|
102K
$56.2M
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.77KNew |
$579K - $662K
|
1.77K
$977K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.75KNew |
$572K - $654K
|
1.75K
$965K
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
1.74K+ 13.79% |
$571K - $653K
|
14.4K
$7.96M
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.73K+ 24.65% |
$567K - $649K
|
8.76K
$4.84M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.73K+ 4.87% |
$567K - $648K
|
37.3K
$20.6M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.73K+ 7.81% |
$566K - $647K
|
23.8K
$13.2M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
1.72K+ 61.68% |
$562K - $643K
|
4.5K
$2.49M
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.69KNew |
$555K - $634K
|
1.69K
$936K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.69K+ 1.95% |
$554K - $634K
|
88.5K
$48.9M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.69KNew |
$554K - $633K
|
1.69K
$935K
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.69KNew |
$554K - $633K
|
1.69K
$934K
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.69KNew |
$554K - $633K
|
1.69K
$934K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 248.97% |
$553K - $632K
|
2.37K
$1.31M
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.68KNew |
$550K - $629K
|
1.68K
$929K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1.68K+ 27.95% |
$550K - $629K
|
7.69K
$4.25M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.68K+ 7.55% |
$549K - $627K
|
23.9K
$13.2M
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
1.67K+ 31.62% |
$548K - $626K
|
6.96K
$3.85M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.67K+ 40.82% |
$547K - $626K
|
5.77K
$3.19M
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.66K+ 11.47% |
$542K - $620K
|
16.1K
$8.89M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$539K - $616K
|
1.65K
$909K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.62K+ 10.85% |
$530K - $606K
|
16.5K
$9.15M
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
1.62K+ 3.42% |
$530K - $606K
|
48.9K
$27M
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.62K+ 44.89% |
$529K - $605K
|
5.21K
$2.88M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.61K+ 8.28% |
$529K - $605K
|
21.1K
$11.7M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.61K+ 42.39% |
$528K - $604K
|
5.42K
$3M
|