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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.61K+ 42.39% |
$528K - $604K
|
5.42K
$2.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.61KNew |
$526K - $602K
|
1.61K
$821K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
1.6K+ 1.86% |
$526K - $601K
|
87.6K
$44.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.6KNew |
$525K - $600K
|
1.6K
$818K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
1.6K+ 0.72% |
$524K - $599K
|
223K
$114M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.59K+ 17.25% |
$521K - $595K
|
10.8K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.58KNew |
$518K - $592K
|
1.58K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.57KNew |
$513K - $586K
|
1.57K
$800K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
1.56K+ 4.49% |
$510K - $583K
|
36.2K
$18.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
1.55K+ 75.78% |
$508K - $581K
|
3.6K
$1.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.55KNew |
$508K - $581K
|
1.55K
$792K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.54K+ 69.41% |
$503K - $575K
|
3.75K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.53K+ 7.69% |
$501K - $573K
|
21.4K
$11M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.52KNew |
$499K - $571K
|
1.52K
$779K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 4.24% |
$494K - $564K
|
37K
$18.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
1.51KNew |
$493K - $564K
|
1.51K
$769K
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.5KNew |
$493K - $563K
|
1.5K
$769K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5K+ 11.79% |
$490K - $561K
|
14.2K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.49K+ 3.53% |
$489K - $558K
|
43.7K
$22.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 8.96% |
$485K - $555K
|
18K
$9.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 12.62% |
$485K - $554K
|
13.2K
$6.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.48K+ 73.9% |
$484K - $554K
|
3.48K
$1.78M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.48K+ 13.94% |
$484K - $553K
|
12.1K
$6.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.48K+ 11.37% |
$484K - $553K
|
14.5K
$7.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47K+ 8.7% |
$483K - $552K
|
18.4K
$9.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.47K+ 152.28% |
$481K - $550K
|
2.43K
$1.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.45K+ 1.0% |
$476K - $545K
|
146K
$74.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.45K+ 2.39% |
$475K - $543K
|
62.1K
$31.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.45K+ 439.82% |
$474K - $542K
|
1.78K
$908K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.44K+ 4.79% |
$472K - $540K
|
31.6K
$16.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.44K+ 87.11% |
$472K - $539K
|
3.09K
$1.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.44KNew |
$472K - $539K
|
1.44K
$736K
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 12.05% |
$470K - $537K
|
13.3K
$6.82M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 90.03% |
$464K - $531K
|
2.99K
$1.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.42K+ 20.31% |
$464K - $531K
|
8.39K
$4.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.41K+ 18.37% |
$463K - $530K
|
9.11K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 7.74% |
$459K - $525K
|
19.5K
$9.98M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.4KNew |
$459K - $525K
|
1.4K
$716K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.4KNew |
$457K - $523K
|
1.4K
$714K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.39K+ 39.36% |
$454K - $519K
|
4.91K
$2.51M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.39KNew |
$454K - $519K
|
1.39K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.38KNew |
$451K - $516K
|
1.38K
$704K
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.38K+ 2.85% |
$451K - $515K
|
49.7K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.38K+ 1.81% |
$451K - $515K
|
77.1K
$39.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.37K+ 0.52% |
$450K - $514K
|
267K
$136M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.36K+ 78.78% |
$445K - $509K
|
3.08K
$1.58M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.36K+ 9.46% |
$445K - $508K
|
15.7K
$8.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.35K+ 114.78% |
$443K - $506K
|
2.53K
$1.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.34K+ 10.51% |
$438K - $501K
|
14.1K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.33KNew |
$437K - $500K
|
1.33K
$682K
|