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 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 76.23% |
$33.2M - $38M
|
234K
$130M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
101K+ 49.34% |
$32.9M - $37.6M
|
304K
$168M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
99.3K+ 7867.51% |
$32.5M - $37.2M
|
101K
$55.6M
|
|
Feb 06, 2023
Q4 2022
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
98.3KNew |
$32.2M - $36.8M
|
98.3K
$54.3M
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
97.2K+ 445.87% |
$31.8M - $36.4M
|
119K
$65.8M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
94.4K+ 97.16% |
$30.9M - $35.4M
|
192K
$106M
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
93.8KNew |
$30.7M - $35.1M
|
93.8K
$51.9M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
93K+ 277.84% |
$30.5M - $34.9M
|
127K
$70M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
92.1K+ 475.17% |
$30.2M - $34.5M
|
111K
$61.6M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
91.9K+ 28.01% |
$30.1M - $34.4M
|
420K
$232M
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
91.2KNew |
$29.9M - $34.2M
|
91.2K
$50.4M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
90KNew |
$29.5M - $33.7M
|
90K
$49.8M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
88.4K+ 63.98% |
$29M - $33.1M
|
226K
$125M
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
81.6KNew |
$26.7M - $30.6M
|
81.6K
$45.1M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
79.9K+ 23.71% |
$26.2M - $29.9M
|
417K
$230M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.9K+ 2.62% |
$25.9M - $29.6M
|
3.09M
$1.71B
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
77.5K+ 136.5% |
$25.4M - $29M
|
134K
$74.3M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
74.9KNew |
$24.6M - $28.1M
|
74.9K
$41.4M
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
74.4KNew |
$24.4M - $27.9M
|
74.4K
$41.1M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
73.6KNew |
$24.1M - $27.6M
|
73.6K
$40.7M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
72.1K+ 106.19% |
$23.6M - $27M
|
140K
$77.4M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
70.7K+ 40.39% |
$23.2M - $26.5M
|
246K
$136M
|
|
Feb 10, 2023
Q4 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
69.5K+ 88.85% |
$22.8M - $26M
|
148K
$81.7M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
69.3KNew |
$22.7M - $26M
|
69.3K
$38.3M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66.3K+ 14.01% |
$21.7M - $24.8M
|
540K
$298M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
65.7K+ 40.11% |
$21.5M - $24.6M
|
229K
$127M
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
63.8K+ 702.8% |
$20.9M - $23.9M
|
72.9K
$40.3M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
63.4K+ 8992.91% |
$20.8M - $23.7M
|
64.1K
$35.4M
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
63.2K+ 185.32% |
$20.7M - $23.7M
|
97.3K
$53.8M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
63KNew |
$20.6M - $23.6M
|
63K
$34.8M
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
61.6K+ 16.94% |
$20.2M - $23.1M
|
426K
$235M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
61KNew |
$20M - $22.8M
|
61K
$33.7M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
59.8K+ 10.02% |
$19.6M - $22.4M
|
657K
$363M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
57.8K+ 71.01% |
$18.9M - $21.6M
|
139K
$76.9M
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.4K+ 578.1% |
$18.5M - $21.1M
|
66.2K
$36.6M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
56.4K+ 36.46% |
$18.5M - $21.1M
|
211K
$117M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.3K+ 5.64% |
$18.4M - $21.1M
|
1.05M
$583M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
55.9K+ 35.62% |
$18.3M - $21M
|
213K
$118M
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
BUY
|
- |
54.5KNew |
$17.9M - $20.4M
|
54.5K
$30.1M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
54.1K+ 4.29% |
$17.7M - $20.3M
|
1.31M
$726M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
52.2KNew |
$17.1M - $19.6M
|
52.2K
$28.9M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
52.1KNew |
$17.1M - $19.5M
|
52.1K
$28.8M
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
51.7KNew |
$17M - $19.4M
|
51.7K
$28.6M
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
51.1KNew |
$16.7M - $19.1M
|
51.1K
$28.2M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.6K+ 3.49% |
$16.6M - $18.9M
|
1.5M
$830M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
49.3KNew |
$16.1M - $18.4M
|
49.3K
$27.2M
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
48.2K+ 165.87% |
$15.8M - $18M
|
77.2K
$42.7M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48K+ 100.87% |
$15.7M - $18M
|
95.6K
$52.8M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
46.7K+ 26.11% |
$15.3M - $17.5M
|
226K
$125M
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
46.2K+ 16.73% |
$15.1M - $17.3M
|
323K
$178M
|