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 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
625+ 46.92% |
$205K - $234K
|
1.96K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
625New |
$205K - $234K
|
625
$341K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
625New |
$205K - $234K
|
625
$341K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
623New |
$204K - $233K
|
623
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
621+ 93.95% |
$203K - $233K
|
1.28K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
618+ 0.65% |
$202K - $231K
|
95.9K
$52.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
617+ 203.63% |
$202K - $231K
|
920
$502K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
611+ 6.0% |
$200K - $229K
|
10.8K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
611+ 90.12% |
$200K - $229K
|
1.29K
$704K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
608New |
$199K - $228K
|
608
$332K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
606New |
$199K - $227K
|
606
$331K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
604+ 4.84% |
$198K - $226K
|
13.1K
$7.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
603New |
$198K - $226K
|
603
$329K
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
600+ 33.19% |
$197K - $225K
|
2.41K
$1.32M
|
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
598+ 0.74% |
$196K - $224K
|
81.6K
$44.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
598New |
$196K - $224K
|
598
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
597New |
$196K - $224K
|
597
$326K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
596New |
$195K - $223K
|
596
$325K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
596New |
$195K - $223K
|
596
$325K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
596New |
$195K - $223K
|
596
$325K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
595New |
$195K - $223K
|
595
$325K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
592+ 7.37% |
$194K - $222K
|
8.62K
$4.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
591New |
$194K - $221K
|
591
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
591New |
$194K - $221K
|
591
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
590+ 9.9% |
$193K - $221K
|
6.55K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
590+ 1.87% |
$193K - $221K
|
32.1K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
588New |
$193K - $220K
|
588
$321K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
583+ 6.7% |
$191K - $218K
|
9.28K
$5.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
582+ 2.2% |
$191K - $218K
|
27K
$14.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
581New |
$190K - $218K
|
581
$317K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
579New |
$190K - $217K
|
579
$316K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
578New |
$189K - $216K
|
578
$316K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
577New |
$189K - $216K
|
577
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
575New |
$188K - $215K
|
575
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
575New |
$188K - $215K
|
575
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Ascension Asset Management LLC
|
BUY
|
- |
575New |
$188K - $215K
|
575
$314K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
575New |
$188K - $215K
|
575
$314K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
572New |
$187K - $214K
|
572
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
572+ 19.99% |
$187K - $214K
|
3.43K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
569New |
$186K - $213K
|
569
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
569New |
$186K - $213K
|
569
$311K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
553+ 0.96% |
$181K - $207K
|
58K
$31.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
552+ 47.79% |
$181K - $207K
|
1.71K
$932K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
549+ 4575.0% |
$180K - $206K
|
561
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
545+ 7.26% |
$179K - $204K
|
8.06K
$4.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
537+ 0.47% |
$176K - $201K
|
115K
$62.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
536+ 28.06% |
$176K - $201K
|
2.45K
$1.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
532+ 8.25% |
$174K - $199K
|
6.98K
$3.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
523+ 4.61% |
$171K - $196K
|
11.9K
$6.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
518+ 1.18% |
$170K - $194K
|
44.2K
$24.2M
|