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 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-116- 0.51% |
$38K - $43.4K
|
22.7K
$12.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-117- 1.16% |
$38.3K - $43.8K
|
9.96K
$5.51M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-117- 7.95% |
$38.3K - $43.8K
|
1.35K
$749K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-118- 9.11% |
$38.7K - $44.2K
|
1.18K
$651K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-118- 2.08% |
$38.7K - $44.2K
|
5.55K
$3.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-122- 14.27% |
$40K - $45.7K
|
733
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-123- 3.63% |
$40.3K - $46.1K
|
3.26K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-124- 10.5% |
$40.6K - $46.4K
|
1.06K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-124- 9.9% |
$40.6K - $46.4K
|
1.13K
$624K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-127- 3.98% |
$41.6K - $47.6K
|
3.06K
$1.69M
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-127- 3.97% |
$41.6K - $47.6K
|
3.07K
$1.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-128- 0.79% |
$41.9K - $47.9K
|
16K
$8.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-129- 3.04% |
$42.3K - $48.3K
|
4.11K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-130- 5.27% |
$42.6K - $48.7K
|
2.34K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-134- 4.11% |
$43.9K - $50.2K
|
3.13K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-134- 6.06% |
$43.9K - $50.2K
|
2.08K
$1.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-137- 7.74% |
$44.9K - $51.3K
|
1.63K
$903K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-138- 14.05% |
$45.2K - $51.7K
|
844
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-138- 8.13% |
$45.2K - $51.7K
|
1.56K
$862K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-141- 6.08% |
$46.2K - $52.8K
|
2.18K
$1.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-141- 10.19% |
$46.2K - $52.8K
|
1.24K
$687K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-143- 0.95% |
$46.9K - $53.6K
|
14.9K
$8.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-144- 8.69% |
$47.2K - $53.9K
|
1.51K
$836K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-146- 12.66% |
$47.8K - $54.7K
|
1.01K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-146- 10.88% |
$47.8K - $54.7K
|
1.2K
$661K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-149- 4.1% |
$48.8K - $55.8K
|
3.48K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-151- 1.19% |
$49.5K - $56.6K
|
12.5K
$6.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-153- 2.67% |
$50.1K - $57.3K
|
5.58K
$3.08M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-155- 16.06% |
$50.8K - $58.1K
|
810
$448K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-158- 3.34% |
$51.8K - $59.2K
|
4.57K
$2.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-159- 0.78% |
$52.1K - $59.6K
|
20.1K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-159- 6.34% |
$52.1K - $59.6K
|
2.35K
$1.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-161- 9.94% |
$52.8K - $60.3K
|
1.46K
$806K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-162- 7.07% |
$53.1K - $60.7K
|
2.13K
$1.18M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-163- 1.98% |
$53.4K - $61.1K
|
8.08K
$4.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-164- 16.19% |
$53.7K - $61.4K
|
849
$469K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-167- 0.68% |
$54.7K - $62.5K
|
24.5K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-174- 10.64% |
$57K - $65.2K
|
1.46K
$808K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-176- 1.58% |
$57.7K - $65.9K
|
11K
$6.07M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-178- 12.11% |
$58.3K - $66.7K
|
1.29K
$714K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-180- 8.51% |
$59K - $67.4K
|
1.94K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-183- 15.25% |
$60K - $68.5K
|
1.02K
$562K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-186- 7.07% |
$60.9K - $69.7K
|
2.45K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-187- 7.09% |
$61.3K - $70K
|
2.45K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-189- 1.54% |
$61.9K - $70.8K
|
12.1K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-189- 0.33% |
$61.9K - $70.8K
|
57.3K
$31.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-194- 1.12% |
$63.6K - $72.7K
|
17.1K
$9.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 3.63% |
$63.9K - $73K
|
5.17K
$2.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 10.05% |
$65.5K - $74.9K
|
1.79K
$990K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-200- 8.26% |
$65.5K - $74.9K
|
2.22K
$1.23M
|