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 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
266+ 4.26% |
$87.2K - $99.6K
|
6.5K
$3.55M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
261+ 6.09% |
$85.5K - $97.8K
|
4.55K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
260+ 20.98% |
$85.2K - $97.4K
|
1.5K
$819K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
257+ 4.61% |
$84.2K - $96.3K
|
5.84K
$3.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
257+ 24.98% |
$84.2K - $96.3K
|
1.29K
$702K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
256+ 2.08% |
$83.9K - $95.9K
|
12.6K
$6.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
255+ 6.31% |
$83.5K - $95.5K
|
4.3K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
254+ 25.6% |
$83.2K - $95.1K
|
1.25K
$680K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
253+ 7.56% |
$82.9K - $94.8K
|
3.6K
$1.97M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
250+ 26.8% |
$81.9K - $93.6K
|
1.18K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
250+ 11.76% |
$81.9K - $93.6K
|
2.38K
$1.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
249+ 1.57% |
$81.6K - $93.3K
|
16.1K
$8.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
248+ 34.88% |
$81.3K - $92.9K
|
959
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
242+ 16.58% |
$79.3K - $90.6K
|
1.7K
$929K
|
|
|
Feb 09, 2023
Q4 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
237+ 13.39% |
$77.7K - $88.8K
|
2.01K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
232+ 7.86% |
$76K - $86.9K
|
3.18K
$1.74M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
232New |
$76K - $86.9K
|
232
$127K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
229+ 6.95% |
$75K - $85.8K
|
3.53K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
227+ 14.58% |
$74.4K - $85K
|
1.78K
$974K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
226+ 0.8% |
$74K - $84.6K
|
28.4K
$15.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
225+ 1.91% |
$73.7K - $84.3K
|
12K
$6.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
223+ 124.58% |
$73.1K - $83.5K
|
402
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
223+ 5.01% |
$73.1K - $83.5K
|
4.67K
$2.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
222+ 51.03% |
$72.7K - $83.1K
|
657
$359K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
221+ 4.31% |
$72.4K - $82.8K
|
5.34K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
220+ 7.61% |
$72.1K - $82.4K
|
3.11K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
220+ 0.05% |
$72.1K - $82.4K
|
420K
$230M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
219+ 7.92% |
$71.8K - $82K
|
2.98K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
218+ 0.05% |
$71.4K - $81.6K
|
436K
$238M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
216+ 22.62% |
$70.8K - $80.9K
|
1.17K
$640K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
215+ 13.48% |
$70.4K - $80.5K
|
1.81K
$988K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
212New |
$69.5K - $79.4K
|
212
$116K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
212New |
$69.5K - $79.4K
|
212
$116K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
211+ 211.0% |
$69.1K - $79K
|
311
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
210+ 12.86% |
$68.8K - $78.7K
|
1.84K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
207New |
$67.8K - $77.5K
|
207
$113K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
205+ 13.78% |
$67.2K - $76.8K
|
1.69K
$925K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
203+ 15.82% |
$66.5K - $76K
|
1.49K
$812K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
202+ 14.07% |
$66.2K - $75.7K
|
1.64K
$895K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
200+ 1.72% |
$65.5K - $74.9K
|
11.8K
$6.45M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
200+ 1.25% |
$65.5K - $74.9K
|
16.2K
$8.85M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200+ 571.43% |
$65.5K - $74.9K
|
235
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
198+ 0.85% |
$64.9K - $74.2K
|
23.6K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
197+ 5.51% |
$64.5K - $73.8K
|
3.78K
$2.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
193+ 2.56% |
$63.2K - $72.3K
|
7.73K
$4.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
192+ 131.51% |
$62.9K - $71.9K
|
338
$185K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
192+ 6.12% |
$62.9K - $71.9K
|
3.33K
$1.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
191New |
$62.6K - $71.5K
|
191
$104K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
190+ 1.86% |
$62.3K - $71.2K
|
10.4K
$5.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
190+ 6.25% |
$62.3K - $71.2K
|
3.23K
$1.77M
|