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 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-314- 5.07% |
$103K - $118K
|
5.88K
$3.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-318- 1.91% |
$104K - $119K
|
16.3K
$9.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-322- 11.68% |
$106K - $121K
|
2.44K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-325- 0.33% |
$106K - $122K
|
98.3K
$54.3M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-335- 5.23% |
$110K - $125K
|
6.07K
$3.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-338- 9.46% |
$111K - $127K
|
3.24K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-340- 1.91% |
$111K - $127K
|
17.5K
$9.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-340- 5.75% |
$111K - $127K
|
5.58K
$3.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-341- 7.86% |
$112K - $128K
|
4K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-341- 5.24% |
$112K - $128K
|
6.17K
$3.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-349- 0.04% |
$114K - $131K
|
800K
$442M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-360- 0.03% |
$118K - $135K
|
1.24M
$684M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-362- 29.75% |
$119K - $136K
|
855
$473K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-362- 9.11% |
$119K - $136K
|
3.61K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-364- 1.25% |
$119K - $136K
|
28.7K
$15.9M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-365- 18.69% |
$120K - $137K
|
1.59K
$878K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-367- 32.54% |
$120K - $137K
|
761
$421K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-377- 20.65% |
$124K - $141K
|
1.45K
$801K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-383- 0.52% |
$125K - $143K
|
72.7K
$40.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-389- 9.98% |
$127K - $146K
|
3.51K
$1.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-393- 10.03% |
$129K - $147K
|
3.53K
$1.95M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-395- 6.67% |
$129K - $148K
|
5.53K
$3.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-396- 4.59% |
$130K - $148K
|
8.24K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-396- 7.27% |
$130K - $148K
|
5.05K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-400- 14.2% |
$131K - $150K
|
2.42K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-404- 21.31% |
$132K - $151K
|
1.49K
$825K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-413- 1.55% |
$135K - $155K
|
26.2K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-415- 1.32% |
$136K - $155K
|
31K
$17.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-441- 32.72% |
$144K - $165K
|
907
$501K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-441- 5.91% |
$144K - $165K
|
7.03K
$3.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-443- 10.41% |
$145K - $166K
|
3.81K
$2.11M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-444- 2.34% |
$145K - $166K
|
18.5K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-446- 1.71% |
$146K - $167K
|
25.7K
$14.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-447- 5.71% |
$146K - $167K
|
7.38K
$4.08M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-448- 42.95% |
$147K - $168K
|
595
$329K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-448- 37.3% |
$147K - $168K
|
753
$416K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-455- 2.71% |
$149K - $170K
|
16.3K
$9.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-461- 0.24% |
$151K - $173K
|
192K
$106M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-465- 10.34% |
$152K - $174K
|
4.03K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-468- 3.35% |
$153K - $175K
|
13.5K
$7.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-469- 8.42% |
$154K - $176K
|
5.1K
$2.82M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-473- 58.54% |
$155K - $177K
|
335
$185K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-479- 6.05% |
$157K - $179K
|
7.44K
$4.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-479- 2.78% |
$157K - $179K
|
16.8K
$9.27M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-484- 76.34% |
$159K - $181K
|
150
$82.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-494- 42.7% |
$162K - $185K
|
663
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-500- 5.93% |
$164K - $187K
|
7.93K
$4.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-506- 8.08% |
$166K - $190K
|
5.76K
$3.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-526- 10.75% |
$172K - $197K
|
4.37K
$2.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-531- 12.19% |
$174K - $199K
|
3.83K
$2.11M
|