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 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.33K+ 2.72% |
$436K - $499K
|
50.3K
$27.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.33K+ 101.22% |
$435K - $497K
|
2.64K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.32K+ 15.17% |
$433K - $495K
|
10K
$5.55M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.31K+ 15.82% |
$429K - $490K
|
9.58K
$5.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 174.8% |
$427K - $488K
|
2.05K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.29K+ 1.04% |
$421K - $482K
|
125K
$69.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.29K+ 55.8% |
$421K - $481K
|
3.59K
$1.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.28KNew |
$420K - $480K
|
1.28K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.27K+ 0.58% |
$415K - $475K
|
219K
$121M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$412K - $471K
|
1.26K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.25K+ 54.02% |
$410K - $468K
|
3.56K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.25K+ 551.77% |
$409K - $467K
|
1.47K
$814K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 4.98% |
$406K - $464K
|
26.1K
$14.4M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.24K+ 1.72% |
$406K - $464K
|
73.5K
$40.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 124.02% |
$406K - $464K
|
2.24K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.24K+ 8.75% |
$405K - $463K
|
15.4K
$8.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.23K+ 1.95% |
$401K - $459K
|
64.2K
$35.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
1.23K+ 5.7% |
$401K - $459K
|
22.7K
$12.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.23KNew |
$401K - $459K
|
1.23K
$677K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.22K+ 3.14% |
$400K - $457K
|
40.1K
$22.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.22K+ 16.54% |
$400K - $457K
|
8.6K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.22KNew |
$398K - $455K
|
1.22K
$672K
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.22KNew |
$398K - $455K
|
1.22K
$672K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 60.57% |
$396K - $453K
|
3.21K
$1.77M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.21K+ 6.37% |
$395K - $452K
|
20.1K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.2KNew |
$394K - $451K
|
1.2K
$665K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.2K+ 7.36% |
$393K - $449K
|
17.5K
$9.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2KNew |
$393K - $449K
|
1.2K
$663K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.2K+ 30.48% |
$393K - $449K
|
5.13K
$2.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.19KNew |
$388K - $444K
|
1.19K
$655K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.18K+ 6.87% |
$388K - $443K
|
18.4K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.18K+ 7.97% |
$388K - $443K
|
16K
$8.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.18K+ 31.71% |
$387K - $443K
|
4.91K
$2.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$387K - $443K
|
1.18K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.17KNew |
$384K - $439K
|
1.17K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.05% |
$383K - $438K
|
58.4K
$32.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.17K+ 10.08% |
$383K - $438K
|
12.8K
$7.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17K+ 3.68% |
$383K - $437K
|
32.9K
$18.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.16KNew |
$380K - $435K
|
1.16K
$642K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 93.84% |
$379K - $433K
|
2.39K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.14K+ 78.95% |
$374K - $427K
|
2.58K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 47.27% |
$372K - $425K
|
3.53K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.13K+ 1.23% |
$372K - $425K
|
93.2K
$51.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.13K+ 15.45% |
$370K - $422K
|
8.43K
$4.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.12K+ 76.27% |
$368K - $420K
|
2.59K
$1.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
1.12KNew |
$367K - $419K
|
1.12K
$619K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.12K+ 84.74% |
$366K - $418K
|
2.43K
$1.34M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.11KNew |
$365K - $417K
|
1.11K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.11K+ 7.38% |
$364K - $416K
|
16.2K
$8.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.1K+ 10.3% |
$362K - $413K
|
11.8K
$6.54M
|