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 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
360+ 28.21% |
$118K - $135K
|
1.64K
$893K
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
353+ 7.72% |
$116K - $132K
|
4.92K
$2.69M
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
352+ 18.92% |
$115K - $132K
|
2.21K
$1.21M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
352+ 10.25% |
$115K - $132K
|
3.79K
$2.07M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
350+ 12.71% |
$115K - $131K
|
3.1K
$1.7M
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
343+ 26.82% |
$112K - $128K
|
1.62K
$886K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
342+ 16.76% |
$112K - $128K
|
2.38K
$1.3M
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
341+ 9.67% |
$112K - $128K
|
3.87K
$2.11M
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
336+ 42.64% |
$110K - $126K
|
1.12K
$614K
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
334+ 4.08% |
$109K - $125K
|
8.53K
$4.66M
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
333+ 0.64% |
$109K - $125K
|
52K
$28.4M
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
332+ 8.77% |
$109K - $124K
|
4.12K
$2.25M
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
330+ 42.53% |
$108K - $124K
|
1.11K
$604K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
330+ 0.94% |
$108K - $124K
|
35.6K
$19.5M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
329New |
$108K - $123K
|
329
$180K
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
328+ 2.39% |
$107K - $123K
|
14.1K
$7.68M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
327+ 9.83% |
$107K - $122K
|
3.65K
$2M
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
324+ 5.62% |
$106K - $121K
|
6.09K
$3.32M
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
324+ 2.0% |
$106K - $121K
|
16.6K
$9.04M
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
323+ 6.45% |
$106K - $121K
|
5.33K
$2.91M
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
313+ 2.1% |
$103K - $117K
|
15.2K
$8.31M
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
312+ 41.05% |
$102K - $117K
|
1.07K
$585K
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
310+ 6.92% |
$102K - $116K
|
4.79K
$2.62M
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
309+ 10.06% |
$101K - $116K
|
3.38K
$1.85M
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
307+ 32.87% |
$101K - $115K
|
1.24K
$678K
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
304+ 17.06% |
$99.6K - $114K
|
2.09K
$1.14M
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
303+ 17.81% |
$99.3K - $113K
|
2K
$1.09M
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
303+ 12.4% |
$99.3K - $113K
|
2.75K
$1.5M
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
303+ 12.14% |
$99.3K - $113K
|
2.8K
$1.53M
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
300+ 3.12% |
$98.3K - $112K
|
9.92K
$5.42M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
296+ 6.71% |
$97K - $111K
|
4.71K
$2.57M
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
294+ 29.49% |
$96.3K - $110K
|
1.29K
$705K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
292+ 768.42% |
$95.7K - $109K
|
330
$180K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
291+ 0.38% |
$95.3K - $109K
|
77.4K
$42.2M
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
290+ 31.28% |
$95K - $109K
|
1.22K
$665K
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
290+ 12.55% |
$95K - $109K
|
2.6K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
287+ 0.53% |
$94K - $107K
|
54.5K
$29.8M
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
282+ 31.97% |
$92.4K - $106K
|
1.16K
$636K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
281+ 5.82% |
$92.1K - $105K
|
5.11K
$2.79M
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
281+ 9.78% |
$92.1K - $105K
|
3.16K
$1.72M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
278+ 7.9% |
$91.1K - $104K
|
3.8K
$2.07M
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
277+ 3.58% |
$90.8K - $104K
|
8.01K
$4.37M
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
276+ 42.66% |
$90.4K - $103K
|
923
$504K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
275+ 14.32% |
$90.1K - $103K
|
2.2K
$1.2M
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
275+ 14.18% |
$90.1K - $103K
|
2.22K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
275New |
$90.1K - $103K
|
275
$150K
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
272+ 1.45% |
$89.1K - $102K
|
19K
$10.4M
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
269+ 9.07% |
$88.1K - $101K
|
3.24K
$1.77M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
267+ 20.57% |
$87.5K - $100K
|
1.57K
$855K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
267New |
$87.5K - $100K
|
267
$146K
|