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 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
111+ 4.0% |
$36.4K - $41.6K
|
2.89K
$1.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
110+ 12.79% |
$36K - $41.2K
|
970
$530K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
110+ 0.81% |
$36K - $41.2K
|
13.7K
$7.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110New |
$36K - $41.2K
|
110
$60.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
109+ 2.63% |
$35.7K - $40.8K
|
4.25K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
109+ 0.2% |
$35.7K - $40.8K
|
53.6K
$29.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
108+ 10.74% |
$35.4K - $40.5K
|
1.11K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
106+ 4.21% |
$34.7K - $39.7K
|
2.63K
$1.43M
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
104+ 13.87% |
$34.1K - $39K
|
854
$466K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
103+ 4.71% |
$33.7K - $38.6K
|
2.29K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
103+ 0.37% |
$33.7K - $38.6K
|
27.9K
$15.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
102New |
$33.4K - $38.2K
|
102
$55.7K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
102New |
$33.4K - $38.2K
|
102
$55.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
101+ 0.37% |
$33.1K - $37.8K
|
27.5K
$15M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
100+ 1.44% |
$32.8K - $37.5K
|
7.05K
$3.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.97% |
$32.8K - $37.5K
|
3.46K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 2.51% |
$32.8K - $37.5K
|
4.09K
$2.23M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 6.81% |
$32.8K - $37.5K
|
1.57K
$856K
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
98+ 3.32% |
$32.1K - $36.7K
|
3.05K
$1.67M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
98+ 1.53% |
$32.1K - $36.7K
|
6.52K
$3.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
97+ 6.47% |
$31.8K - $36.3K
|
1.6K
$872K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
97+ 3.36% |
$31.8K - $36.3K
|
2.98K
$1.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
94New |
$30.8K - $35.2K
|
94
$51.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
94+ 34.31% |
$30.8K - $35.2K
|
368
$201K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
94+ 96.91% |
$30.8K - $35.2K
|
191
$104K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
92+ 4.95% |
$30.1K - $34.5K
|
1.95K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
92+ 3.5% |
$30.1K - $34.5K
|
2.72K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
92+ 11.63% |
$30.1K - $34.5K
|
883
$482K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
90New |
$29.5K - $33.7K
|
90
$49.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
88+ 139.68% |
$28.8K - $33K
|
151
$82.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
86+ 4.08% |
$28.2K - $32.2K
|
2.2K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
85+ 0.95% |
$27.8K - $31.8K
|
9.02K
$4.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
85+ 1.18% |
$27.8K - $31.8K
|
7.32K
$4M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
85+ 0.55% |
$27.8K - $31.8K
|
15.5K
$8.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
83+ 4150.0% |
$27.2K - $31.1K
|
85
$46.4K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
82+ 2.42% |
$26.9K - $30.7K
|
3.47K
$1.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
81+ 1.2% |
$26.5K - $30.3K
|
6.86K
$3.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
80+ 5.8% |
$26.2K - $30K
|
1.46K
$797K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.8% |
$25.9K - $29.6K
|
9.9K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
79+ 0.92% |
$25.9K - $29.6K
|
8.63K
$4.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
78+ 216.67% |
$25.6K - $29.2K
|
114
$62.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
78+ 0.52% |
$25.6K - $29.2K
|
15.1K
$8.22M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
77+ 0.26% |
$25.2K - $28.8K
|
29.9K
$16.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
76+ 7.27% |
$24.9K - $28.5K
|
1.12K
$613K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
75+ 6.3% |
$24.6K - $28.1K
|
1.27K
$691K
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
75+ 0.24% |
$24.6K - $28.1K
|
31.7K
$17.3M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
75New |
$24.6K - $28.1K
|
75
$41K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
73+ 1.34% |
$23.9K - $27.3K
|
5.51K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
72+ 0.18% |
$23.6K - $27K
|
40.9K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
72+ 6.21% |
$23.6K - $27K
|
1.23K
$672K
|