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 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-189- 1.54% |
$61.9K - $70.8K
|
12.1K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-189- 0.33% |
$61.9K - $70.8K
|
57.3K
$29.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-194- 1.12% |
$63.6K - $72.7K
|
17.1K
$8.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 3.63% |
$63.9K - $73K
|
5.17K
$2.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 10.05% |
$65.5K - $74.9K
|
1.79K
$915K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-200- 8.26% |
$65.5K - $74.9K
|
2.22K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-203- 9.1% |
$66.5K - $76K
|
2.03K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-203- 1.9% |
$66.5K - $76K
|
10.5K
$5.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-205- 2.43% |
$67.2K - $76.8K
|
8.22K
$4.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-205- 10.73% |
$67.2K - $76.8K
|
1.71K
$872K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-210- 5.76% |
$68.8K - $78.7K
|
3.43K
$1.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-211- 5.41% |
$69.1K - $79K
|
3.69K
$1.89M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-212- 3.53% |
$69.5K - $79.4K
|
5.8K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-217- 4.33% |
$71.1K - $81.3K
|
4.8K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
SELL
|
- |
-218- 1.9% |
$71.4K - $81.6K
|
11.3K
$5.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-219- 2.47% |
$71.8K - $82K
|
8.65K
$4.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-220- 7.29% |
$72.1K - $82.4K
|
2.8K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-220- 2.55% |
$72.1K - $82.4K
|
8.41K
$4.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-223- 2.72% |
$73.1K - $83.5K
|
7.98K
$4.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-225- 93.75% |
$73.7K - $84.3K
|
15
$7.67K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-227- 2.61% |
$74.4K - $85K
|
8.48K
$4.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-233- 1.02% |
$76.3K - $87.3K
|
22.6K
$11.5M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-233- 11.59% |
$76.3K - $87.3K
|
1.78K
$909K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-234- 3.79% |
$76.7K - $87.6K
|
5.94K
$3.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-242- 25.8% |
$79.3K - $90.6K
|
696
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-244- 17.4% |
$79.9K - $91.4K
|
1.16K
$592K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-246- 7.96% |
$80.6K - $92.1K
|
2.84K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-246- 5.84% |
$80.6K - $92.1K
|
3.96K
$2.03M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-247- 2.2% |
$80.9K - $92.5K
|
11K
$5.62M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-249- 5.38% |
$81.6K - $93.3K
|
4.38K
$2.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-250- 0.67% |
$81.9K - $93.6K
|
37.2K
$19M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-255- 3.85% |
$83.5K - $95.5K
|
6.38K
$3.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-255- 1.51% |
$83.5K - $95.5K
|
16.6K
$8.48M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-257- 0.28% |
$84.2K - $96.3K
|
92.4K
$47.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-259- 4.83% |
$84.9K - $97K
|
5.1K
$2.61M
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-261- 1.35% |
$85.5K - $97.8K
|
19.1K
$9.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-262- 0.49% |
$85.8K - $98.1K
|
52.9K
$27M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-265- 13.9% |
$86.8K - $99.3K
|
1.64K
$839K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-266- 2.68% |
$87.2K - $99.6K
|
9.65K
$4.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-276- 13.09% |
$90.4K - $103K
|
1.83K
$936K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-277- 1.94% |
$90.8K - $104K
|
14K
$7.15M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-278- 13.87% |
$91.1K - $104K
|
1.73K
$882K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-279- 6.15% |
$91.4K - $104K
|
4.25K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-279- 20.45% |
$91.4K - $104K
|
1.09K
$555K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-281- 19.57% |
$92.1K - $105K
|
1.16K
$590K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-282- 1.55% |
$92.4K - $106K
|
18K
$9.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-284- 20.61% |
$93K - $106K
|
1.09K
$559K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-285- 4.85% |
$93.4K - $107K
|
5.59K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-285- 8.49% |
$93.4K - $107K
|
3.07K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-287- 2.18% |
$94K - $107K
|
12.9K
$6.57M
|