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 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
911+ 4.48% |
$298K - $341K
|
21.3K
$11.6M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
911+ 81.7% |
$298K - $341K
|
2.03K
$1.11M
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
908New |
$297K - $340K
|
908
$498K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
907New |
$297K - $340K
|
907
$497K
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
906+ 23.55% |
$297K - $339K
|
4.75K
$2.6M
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
895+ 14.03% |
$293K - $335K
|
7.27K
$3.99M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
893New |
$293K - $334K
|
893
$489K
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
890+ 6.31% |
$292K - $333K
|
15K
$8.21M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
888+ 8.57% |
$291K - $333K
|
11.2K
$6.16M
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
887+ 21.04% |
$291K - $332K
|
5.1K
$2.8M
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
886New |
$290K - $332K
|
886
$486K
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
884+ 1.54% |
$290K - $331K
|
58.2K
$31.9M
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
882+ 38.58% |
$289K - $330K
|
3.17K
$1.74M
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
879+ 51.58% |
$288K - $329K
|
2.58K
$1.42M
|
|
Feb 10, 2023
Q4 2022
|
Mercer Investments LLC
|
BUY
|
- |
879+ 3.92% |
$288K - $329K
|
23.3K
$12.8M
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
877New |
$287K - $328K
|
877
$481K
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
876+ 63.66% |
$287K - $328K
|
2.25K
$1.23M
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
876New |
$287K - $328K
|
876
$480K
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
875New |
$287K - $328K
|
875
$480K
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
866New |
$284K - $324K
|
866
$475K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
865+ 3.93% |
$283K - $324K
|
22.9K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
864+ 12.55% |
$283K - $324K
|
7.75K
$4.25M
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
860New |
$282K - $322K
|
860
$471K
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
858+ 22.53% |
$281K - $321K
|
4.67K
$2.56M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
855New |
$280K - $320K
|
855
$469K
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
847New |
$278K - $317K
|
847
$464K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
845New |
$277K - $316K
|
845
$463K
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
842New |
$276K - $315K
|
842
$461K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
839+ 39.39% |
$275K - $314K
|
2.97K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
BUY
|
- |
837+ 1.78% |
$274K - $313K
|
47.9K
$26.2M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
837+ 1.75% |
$274K - $313K
|
48.6K
$26.6M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
836+ 20.37% |
$274K - $313K
|
4.94K
$2.71M
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
835+ 127.48% |
$274K - $313K
|
1.49K
$817K
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
833+ 9.24% |
$273K - $312K
|
9.85K
$5.4M
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
830+ 7.42% |
$272K - $311K
|
12K
$6.59M
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
824+ 40.08% |
$270K - $309K
|
2.88K
$1.58M
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
BUY
|
- |
819+ 8.47% |
$268K - $307K
|
10.5K
$5.75M
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
800+ 80.16% |
$262K - $300K
|
1.8K
$985K
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
796New |
$261K - $298K
|
796
$436K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
793+ 75.38% |
$260K - $297K
|
1.85K
$1.01M
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
786+ 14.4% |
$258K - $294K
|
6.24K
$3.42M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
784+ 2.75% |
$257K - $294K
|
29.3K
$16.1M
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
778New |
$255K - $291K
|
778
$426K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
776+ 1.44% |
$254K - $291K
|
54.8K
$30M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
771+ 43.1% |
$253K - $289K
|
2.56K
$1.4M
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
766New |
$251K - $287K
|
766
$420K
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
766New |
$251K - $287K
|
766
$420K
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
762New |
$250K - $285K
|
762
$418K
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
757+ 25.53% |
$248K - $284K
|
3.72K
$2.04M
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
756New |
$248K - $283K
|
756
$414K
|