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 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-18- 2.8% |
$5.9K - $6.74K
|
625
$319K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-18- 10.17% |
$5.9K - $6.74K
|
159
$81.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-18- 1.19% |
$5.9K - $6.74K
|
1.5K
$767K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-20- 1.25% |
$6.55K - $7.49K
|
1.58K
$805K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-22- 1.2% |
$7.21K - $8.24K
|
1.81K
$925K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-22- 0.46% |
$7.21K - $8.24K
|
4.79K
$2.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-22- 0.91% |
$7.21K - $8.24K
|
2.4K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-22- 0.06% |
$7.21K - $8.24K
|
39.2K
$20M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-23- 2.24% |
$7.54K - $8.61K
|
1K
$513K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-23- 0.51% |
$7.54K - $8.61K
|
4.47K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-25- 1.71% |
$8.19K - $9.36K
|
1.44K
$735K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 1.34% |
$8.19K - $9.36K
|
1.84K
$938K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-25- 1.81% |
$8.19K - $9.36K
|
1.36K
$694K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-25- 0.57% |
$8.19K - $9.36K
|
4.38K
$2.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-27- 0.74% |
$8.85K - $10.1K
|
3.6K
$1.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-27- 2.04% |
$8.85K - $10.1K
|
1.29K
$661K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-27- 0.33% |
$8.85K - $10.1K
|
8.23K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-27- 2.82% |
$8.85K - $10.1K
|
930
$475K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-28- 2.77% |
$9.17K - $10.5K
|
984
$503K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 65.22% |
$9.83K - $11.2K
|
16
$8.18K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 7.96% |
$9.83K - $11.2K
|
347
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-32- 2.98% |
$10.5K - $12K
|
1.04K
$532K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-32- 3.06% |
$10.5K - $12K
|
1.01K
$518K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-32- 3.61% |
$10.5K - $12K
|
855
$437K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-34- 0.75% |
$11.1K - $12.7K
|
4.53K
$2.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-35- 2.54% |
$11.5K - $13.1K
|
1.35K
$688K
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-35- 0.77% |
$11.5K - $13.1K
|
4.49K
$2.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-35- 1.41% |
$11.5K - $13.1K
|
2.44K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-37- 1.1% |
$12.1K - $13.9K
|
3.33K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-37- 1.66% |
$12.1K - $13.9K
|
2.19K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-38- 0.29% |
$12.5K - $14.2K
|
13K
$6.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-40- 6.2% |
$13.1K - $15K
|
605
$309K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-40- 5.24% |
$13.1K - $15K
|
724
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-40- 2.06% |
$13.1K - $15K
|
1.91K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-40- 0.09% |
$13.1K - $15K
|
46.7K
$23.9M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-41- 4.79% |
$13.4K - $15.4K
|
815
$417K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-41- 9.34% |
$13.4K - $15.4K
|
398
$203K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 2.03% |
$13.4K - $15.4K
|
1.98K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-44- 0.06% |
$14.4K - $16.5K
|
68.7K
$35.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-46- 0.57% |
$15.1K - $17.2K
|
8.09K
$4.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-47- 5.48% |
$15.4K - $17.6K
|
810
$414K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-48- 69.57% |
$15.7K - $18K
|
21
$10.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-48- 5.53% |
$15.7K - $18K
|
820
$419K
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-49- 6.39% |
$16.1K - $18.4K
|
718
$367K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 5.53% |
$16.4K - $18.7K
|
854
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.53% |
$16.4K - $18.7K
|
9.32K
$4.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-51- 5.23% |
$16.7K - $19.1K
|
925
$473K
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-51- 6.93% |
$16.7K - $19.1K
|
685
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-51- 0.87% |
$16.7K - $19.1K
|
5.79K
$2.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-53- 2.22% |
$17.4K - $19.9K
|
2.34K
$1.19M
|