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 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
45.6K+ 31.3% |
$14.9M - $17.1M
|
191K
$106M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
45.5K+ 64.72% |
$14.9M - $17.1M
|
116K
$64.1M
|
|
|
Mar 14, 2024
Q4 2022
|
University Of Chicago
Chicago, IL |
BUY
|
- |
45.4K+ 137.25% |
$14.9M - $17M
|
78.4K
$43.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
45.1K+ 4.52% |
$14.8M - $16.9M
|
1.04M
$577M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
45.1K+ 4.51% |
$14.8M - $16.9M
|
1.04M
$577M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.9K+ 14.81% |
$14.7M - $16.8M
|
348K
$193M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
44.8K+ 117.04% |
$14.7M - $16.8M
|
83.1K
$45.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
42.9K+ 88.44% |
$14.1M - $16.1M
|
91.5K
$50.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.5K+ 28.01% |
$13.9M - $15.9M
|
194K
$107M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.1K+ 24.94% |
$13.8M - $15.8M
|
211K
$117M
|
|
|
Feb 13, 2023
Q4 2022
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
41.8K+ 58.54% |
$13.7M - $15.6M
|
113K
$62.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
41.4K+ 18.26% |
$13.6M - $15.5M
|
268K
$148M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
40.8KNew |
$13.4M - $15.3M
|
40.8K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
40.4KNew |
$13.2M - $15.1M
|
40.4K
$22.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
40.1KNew |
$13.1M - $15M
|
40.1K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.8KNew |
$12.7M - $14.5M
|
38.8K
$21.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
37.7KNew |
$12.4M - $14.1M
|
37.7K
$20.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.8K+ 3.45% |
$12M - $13.8M
|
1.1M
$609M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
35.5KNew |
$11.6M - $13.3M
|
35.5K
$19.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
34.8K+ 276.78% |
$11.4M - $13M
|
47.4K
$26.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.6K+ 6.46% |
$11.3M - $12.9M
|
569K
$315M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
34.1K+ 202.74% |
$11.2M - $12.8M
|
50.9K
$28.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32.8KNew |
$10.7M - $12.3M
|
32.8K
$18.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32.7K+ 24.79% |
$10.7M - $12.2M
|
165K
$91M
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
32.5K+ 5093.57% |
$10.6M - $12.2M
|
33.1K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
32.5K+ 5.63% |
$10.6M - $12.2M
|
609K
$337M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
31.8KNew |
$10.4M - $11.9M
|
31.8K
$17.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31.6K+ 2937.71% |
$10.3M - $11.8M
|
32.6K
$18M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
31.5K+ 153.49% |
$10.3M - $11.8M
|
52K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.8K+ 218.81% |
$10.1M - $11.5M
|
44.8K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
30.2K+ 10.2% |
$9.88M - $11.3M
|
326K
$180M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
30.1K+ 50.6% |
$9.87M - $11.3M
|
89.7K
$49.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
29.6K+ 4.79% |
$9.71M - $11.1M
|
649K
$359M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
29.6KNew |
$9.7M - $11.1M
|
29.6K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
29.4K+ 3.23% |
$9.63M - $11M
|
938K
$519M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29.4KNew |
$9.62M - $11M
|
29.4K
$16.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29.2K+ 96.27% |
$9.56M - $10.9M
|
59.5K
$32.9M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
29.1KNew |
$9.53M - $10.9M
|
29.1K
$16.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28.7K+ 77.95% |
$9.42M - $10.8M
|
65.6K
$36.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.2K+ 1.64% |
$9.24M - $10.6M
|
1.74M
$963M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
28.1K+ 37.86% |
$9.21M - $10.5M
|
102K
$56.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
28.1K+ 8.18% |
$9.2M - $10.5M
|
372K
$205M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$8.94M - $10.2M
|
27.3K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.3K+ 12.63% |
$8.94M - $10.2M
|
243K
$134M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27.1K+ 4.63% |
$8.88M - $10.1M
|
612K
$338M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
27.1K+ 35.49% |
$8.87M - $10.1M
|
103K
$57.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
26.7K+ 37.1% |
$8.75M - $10M
|
98.7K
$54.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
26K+ 170.96% |
$8.52M - $9.74M
|
41.2K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
25.8K+ 1021.03% |
$8.46M - $9.68M
|
28.4K
$15.7M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.4K+ 1968.99% |
$8.32M - $9.51M
|
26.7K
$14.8M
|