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 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
515+ 0.69% |
$169K - $193K
|
75.4K
$41.2M
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
511+ 30.09% |
$167K - $191K
|
2.21K
$1.21M
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
508+ 7.4% |
$166K - $190K
|
7.37K
$4.03M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
505+ 2.84% |
$165K - $189K
|
18.3K
$9.97M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
500+ 3.57% |
$164K - $187K
|
14.5K
$7.93M
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
500+ 37.31% |
$164K - $187K
|
1.84K
$1M
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
499+ 75.49% |
$163K - $187K
|
1.16K
$633K
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
497+ 34.09% |
$163K - $186K
|
1.96K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
497+ 12.88% |
$163K - $186K
|
4.36K
$2.38M
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
496+ 0.49% |
$163K - $186K
|
102K
$55.6M
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
491+ 7.85% |
$161K - $184K
|
6.75K
$3.68M
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
490+ 13.03% |
$161K - $184K
|
4.25K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
490+ 2.35% |
$161K - $184K
|
21.3K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
489+ 7.98% |
$160K - $183K
|
6.61K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
487+ 27.34% |
$160K - $182K
|
2.27K
$1.24M
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
477+ 23.57% |
$156K - $179K
|
2.5K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
475+ 0.06% |
$156K - $178K
|
743K
$406M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
468+ 14.58% |
$153K - $175K
|
3.68K
$2.01M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
463+ 31.91% |
$152K - $173K
|
1.91K
$1.05M
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
453+ 21.61% |
$148K - $170K
|
2.55K
$1.39M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
448+ 5.41% |
$147K - $168K
|
8.73K
$4.77M
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
445+ 3.62% |
$146K - $167K
|
12.8K
$6.96M
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
442+ 6.05% |
$145K - $166K
|
7.75K
$4.23M
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
441+ 79.75% |
$144K - $165K
|
994
$543K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
437+ 2.75% |
$143K - $164K
|
16.3K
$8.93M
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
433+ 36.79% |
$142K - $162K
|
1.61K
$879K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
430New |
$141K - $161K
|
430
$235K
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
429+ 21.75% |
$141K - $161K
|
2.4K
$1.31M
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
BUY
|
- |
428+ 11.84% |
$140K - $160K
|
4.04K
$2.21M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
418+ 0.71% |
$137K - $157K
|
59K
$32.2M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
412New |
$135K - $154K
|
412
$225K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
410+ 10.6% |
$134K - $154K
|
4.28K
$2.34M
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
409+ 53.67% |
$134K - $153K
|
1.17K
$640K
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
405+ 0.73% |
$133K - $152K
|
56.1K
$30.7M
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
400+ 68.97% |
$131K - $150K
|
980
$535K
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
390+ 4.73% |
$128K - $146K
|
8.64K
$4.72M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
390New |
$128K - $146K
|
390
$213K
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
385+ 15.27% |
$126K - $144K
|
2.91K
$1.59M
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
383+ 27.53% |
$125K - $143K
|
1.77K
$969K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
381+ 26.11% |
$125K - $143K
|
1.84K
$1M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
380+ 4.0% |
$125K - $142K
|
9.88K
$5.4M
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
380+ 18.61% |
$125K - $142K
|
2.42K
$1.32M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
379+ 0.69% |
$124K - $142K
|
55.6K
$30.3M
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
378+ 5.57% |
$124K - $142K
|
7.17K
$3.91M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
373New |
$122K - $140K
|
373
$204K
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
372+ 44.08% |
$122K - $139K
|
1.22K
$664K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
370New |
$121K - $139K
|
370
$202K
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
368+ 3.47% |
$121K - $138K
|
11K
$6M
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
362+ 0.24% |
$119K - $136K
|
154K
$84.1M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
360+ 17.12% |
$118K - $135K
|
2.46K
$1.35M
|