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 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
17+ 0.57% |
$5.57K - $6.37K
|
3.02K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
17+ 340.0% |
$5.57K - $6.37K
|
22
$12K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.56% |
$5.24K - $5.99K
|
1.04K
$568K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
16+ 64.0% |
$5.24K - $5.99K
|
41
$22.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
15+ 0.35% |
$4.91K - $5.62K
|
4.33K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 2.29% |
$4.91K - $5.62K
|
670
$366K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 0.91% |
$4.91K - $5.62K
|
1.66K
$907K
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
14+ 0.5% |
$4.59K - $5.24K
|
2.84K
$1.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14+ 6.64% |
$4.59K - $5.24K
|
225
$123K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
14+ 0.51% |
$4.59K - $5.24K
|
2.76K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14+ 0.5% |
$4.59K - $5.24K
|
2.83K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
14+ 0.13% |
$4.59K - $5.24K
|
10.7K
$5.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.4% |
$4.26K - $4.87K
|
3.29K
$1.8M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 0.99% |
$4.26K - $4.87K
|
1.33K
$726K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
13+ 0.1% |
$4.26K - $4.87K
|
13.6K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
13+ 0.42% |
$4.26K - $4.87K
|
3.1K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12+ 0.52% |
$3.93K - $4.49K
|
2.33K
$1.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12+ 0.35% |
$3.93K - $4.49K
|
3.44K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
11+ 0.36% |
$3.6K - $4.12K
|
3.1K
$1.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
11+ 1.2% |
$3.6K - $4.12K
|
926
$506K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11+ 0.85% |
$3.6K - $4.12K
|
1.3K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
11+ 0.82% |
$3.6K - $4.12K
|
1.36K
$741K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11New |
$3.6K - $4.12K
|
11
$6.01K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
10+ 0.93% |
$3.28K - $3.75K
|
1.09K
$594K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10New |
$3.28K - $3.75K
|
10
$5.46K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.62% |
$3.28K - $3.75K
|
1.63K
$891K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.12% |
$3.28K - $3.75K
|
8.2K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.17% |
$3.28K - $3.75K
|
6K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 0.98% |
$3.28K - $3.75K
|
1.03K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
10+ 0.92% |
$3.28K - $3.75K
|
1.1K
$598K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
10+ 0.57% |
$3.28K - $3.75K
|
1.76K
$959K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10+ 0.39% |
$3.28K - $3.75K
|
2.6K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9+ 0.4% |
$2.95K - $3.37K
|
2.28K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8+ 0.98% |
$2.62K - $3K
|
823
$449K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8+ 0.72% |
$2.62K - $3K
|
1.11K
$608K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8+ 0.69% |
$2.62K - $3K
|
1.17K
$639K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 0.98% |
$2.62K - $3K
|
822
$449K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$2.62K - $3K
|
3.31K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.18% |
$2.62K - $3K
|
4.58K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.41% |
$2.29K - $2.62K
|
1.73K
$944K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.54% |
$2.29K - $2.62K
|
1.31K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6+ 0.05% |
$1.97K - $2.25K
|
11.8K
$6.47M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.82% |
$1.97K - $2.25K
|
736
$402K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
6+ 0.1% |
$1.97K - $2.25K
|
5.95K
$3.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.09% |
$1.97K - $2.25K
|
6.75K
$3.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.3% |
$1.97K - $2.25K
|
2.01K
$1.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6+ 4.84% |
$1.97K - $2.25K
|
130
$71K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.81% |
$1.97K - $2.25K
|
749
$409K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6+ 0.24% |
$1.97K - $2.25K
|
2.51K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.26% |
$1.64K - $1.87K
|
1.93K
$1.05M
|