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
|
Ami Asset Management Corp
|
BUY
|
- |
24.9KNew |
$8.17M - $9.34M
|
24.9K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24.9K+ 438.43% |
$8.15M - $9.32M
|
30.5K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
24.6KNew |
$8.06M - $9.21M
|
24.6K
$13.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
24.4KNew |
$7.98M - $9.12M
|
24.4K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.4K+ 2.0% |
$7.66M - $8.76M
|
1.19M
$658M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22.6KNew |
$7.42M - $8.48M
|
22.6K
$12.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
22.1K+ 244.97% |
$7.24M - $8.27M
|
31.1K
$17.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
21.9KNew |
$7.16M - $8.19M
|
21.9K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
21.7KNew |
$7.11M - $8.13M
|
21.7K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
21.7K+ 24.42% |
$7.1M - $8.12M
|
110K
$61M
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
21K+ 443.38% |
$6.88M - $7.87M
|
25.8K
$14.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21K+ 290.46% |
$6.87M - $7.85M
|
28.2K
$15.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
20.6K+ 107.37% |
$6.75M - $7.72M
|
39.8K
$22M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
20.6K+ 726.85% |
$6.75M - $7.72M
|
23.4K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20.4K+ 369.58% |
$6.7M - $7.66M
|
26K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.2K+ 0.77% |
$6.63M - $7.58M
|
2.65M
$1.47B
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
20.1KNew |
$6.57M - $7.51M
|
20.1K
$11.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
20KNew |
$6.56M - $7.5M
|
20K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19.9KNew |
$6.53M - $7.47M
|
19.9K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
19.6K+ 9.01% |
$6.41M - $7.33M
|
237K
$131M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
19.6K+ 9.01% |
$6.41M - $7.33M
|
237K
$131M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
19.6K+ 118.32% |
$6.41M - $7.32M
|
36.1K
$19.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19.5K+ 5.25% |
$6.38M - $7.29M
|
391K
$216M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.3K+ 57.16% |
$6.32M - $7.22M
|
53K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
19K+ 33.21% |
$6.24M - $7.13M
|
76.4K
$42.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
19K+ 23.54% |
$6.22M - $7.11M
|
99.6K
$55.1M
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
19KNew |
$6.21M - $7.1M
|
19K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$6.12M - $6.99M
|
18.7K
$10.3M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
18.6KNew |
$6.09M - $6.96M
|
18.6K
$10.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
18.4KNew |
$6.02M - $6.89M
|
18.4K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 5.43% |
$5.88M - $6.72M
|
349K
$193M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
17.8K+ 167.12% |
$5.85M - $6.68M
|
28.5K
$15.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
17.7K+ 23.22% |
$5.81M - $6.64M
|
94K
$52M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
17.6K+ 18.05% |
$5.76M - $6.59M
|
115K
$63.6M
|
|
|
Feb 13, 2023
Q4 2022
|
New York Life Insurance CO
New York, NY |
BUY
|
- |
17.5K+ 1.61% |
$5.74M - $6.57M
|
1.11M
$611M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
17.5K+ 71.81% |
$5.74M - $6.57M
|
41.9K
$23.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
17.4KNew |
$5.7M - $6.51M
|
17.4K
$9.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17.3KNew |
$5.66M - $6.47M
|
17.3K
$9.54M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
17.2K+ 8.01% |
$5.63M - $6.44M
|
232K
$128M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17.2K+ 8.01% |
$5.63M - $6.44M
|
232K
$128M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.1K+ 9.66% |
$5.6M - $6.4M
|
194K
$107M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
16.6K+ 24.72% |
$5.45M - $6.23M
|
83.9K
$46.4M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
16.5KNew |
$5.42M - $6.2M
|
16.5K
$9.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.4K+ 421.74% |
$5.37M - $6.14M
|
20.3K
$11.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16.2K+ 100.91% |
$5.29M - $6.05M
|
32.2K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
16K+ 2.72% |
$5.24M - $5.99M
|
604K
$334M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
16K+ 54.09% |
$5.24M - $5.99M
|
45.5K
$25.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
15.5K+ 65.76% |
$5.09M - $5.82M
|
39.2K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
15.4KNew |
$5.04M - $5.76M
|
15.4K
$8.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
15.4K+ 27.46% |
$5.04M - $5.76M
|
71.4K
$39.5M
|