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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
77+ 0.26% |
$25.2K - $28.8K
|
29.9K
$18.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
76+ 7.27% |
$24.9K - $28.5K
|
1.12K
$697K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
75+ 6.3% |
$24.6K - $28.1K
|
1.27K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
75+ 0.24% |
$24.6K - $28.1K
|
31.7K
$19.7M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
75New |
$24.6K - $28.1K
|
75
$46.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
73+ 1.34% |
$23.9K - $27.3K
|
5.51K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
72+ 0.18% |
$23.6K - $27K
|
40.9K
$25.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
72+ 6.21% |
$23.6K - $27K
|
1.23K
$764K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
71+ 10.03% |
$23.3K - $26.6K
|
779
$484K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
71+ 6.34% |
$23.3K - $26.6K
|
1.19K
$740K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
71+ 0.95% |
$23.3K - $26.6K
|
7.55K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
69+ 0.08% |
$22.6K - $25.8K
|
88.4K
$54.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
68+ 7.11% |
$22.3K - $25.5K
|
1.02K
$636K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
68New |
$22.3K - $25.5K
|
68
$42.2K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
67+ 1.51% |
$22K - $25.1K
|
4.5K
$2.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
67+ 5.38% |
$22K - $25.1K
|
1.31K
$815K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
67+ 1.98% |
$22K - $25.1K
|
3.45K
$2.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
65+ 1.76% |
$21.3K - $24.3K
|
3.76K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
65+ 1.2% |
$21.3K - $24.3K
|
5.5K
$3.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65+ 3.8% |
$21.3K - $24.3K
|
1.78K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
64+ 6.78% |
$21K - $24K
|
1.01K
$626K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
62+ 9.06% |
$20.3K - $23.2K
|
746
$463K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
61+ 5.72% |
$20K - $22.8K
|
1.13K
$700K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
61+ 0.25% |
$20K - $22.8K
|
24.7K
$15.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
60+ 0.43% |
$19.7K - $22.5K
|
14K
$8.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
58+ 6.24% |
$19K - $21.7K
|
987
$613K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
57+ 0.72% |
$18.7K - $21.3K
|
8K
$4.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
57+ 9.31% |
$18.7K - $21.3K
|
669
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
57+ 6.9% |
$18.7K - $21.3K
|
883
$548K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
56+ 3.4% |
$18.3K - $21K
|
1.7K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
56+ 0.9% |
$18.3K - $21K
|
6.29K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
55+ 4.58% |
$18K - $20.6K
|
1.26K
$779K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
54+ 0.45% |
$17.7K - $20.2K
|
12K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
54+ 3.65% |
$17.7K - $20.2K
|
1.53K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
52+ 5.66% |
$17K - $19.5K
|
970
$602K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
51+ 182.14% |
$16.7K - $19.1K
|
79
$49.1K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 0.17% |
$16.7K - $19.1K
|
29.6K
$18.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
50+ 1.38% |
$16.4K - $18.7K
|
3.68K
$2.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
48+ 5.5% |
$15.7K - $18K
|
920
$571K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
48+ 0.51% |
$15.7K - $18K
|
9.53K
$5.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
47+ 0.91% |
$15.4K - $17.6K
|
5.2K
$3.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
47+ 1.38% |
$15.4K - $17.6K
|
3.44K
$2.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
47+ 6.93% |
$15.4K - $17.6K
|
725
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
47+ 0.47% |
$15.4K - $17.6K
|
10.1K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
47+ 5.29% |
$15.4K - $17.6K
|
935
$581K
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
45+ 0.67% |
$14.7K - $16.9K
|
6.72K
$4.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
45+ 0.29% |
$14.7K - $16.9K
|
15.6K
$9.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
44+ 0.56% |
$14.4K - $16.5K
|
7.89K
$4.9M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
44+ 0.61% |
$14.4K - $16.5K
|
7.28K
$4.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
43New |
$14.1K - $16.1K
|
43
$26.7K
|