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 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-19.7K- 1.38% |
$6.47M - $7.39M
|
1.41M
$781M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-20.3K- 48.26% |
$6.64M - $7.59M
|
21.7K
$12M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-20.3K- 14.58% |
$6.66M - $7.62M
|
119K
$65.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-20.7K- 41.87% |
$6.79M - $7.76M
|
28.8K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-20.8K- 0.69% |
$6.8M - $7.77M
|
3M
$1.66B
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22K- 99.99% |
$7.21M - $8.24M
|
2
$1.11K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-22.8K- 38.37% |
$7.48M - $8.55M
|
36.7K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-23K- 44.77% |
$7.55M - $8.63M
|
28.4K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-24.1K- 6.29% |
$7.9M - $9.03M
|
359K
$199M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-24.2K- 16.7% |
$7.92M - $9.05M
|
121K
$66.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.2K- 33.04% |
$7.94M - $9.08M
|
49.1K
$27.2M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24.3K- 25.88% |
$7.96M - $9.1M
|
69.6K
$38.5M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25.3K- 78.36% |
$8.3M - $9.49M
|
6.99K
$3.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-26K- 2.83% |
$8.53M - $9.76M
|
894K
$494M
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-28.2K- 28.54% |
$9.23M - $10.6M
|
70.5K
$39M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-28.6K- 4.83% |
$9.37M - $10.7M
|
564K
$312M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-31K- 23.27% |
$10.2M - $11.6M
|
102K
$56.5M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-31.2K- 23.33% |
$10.2M - $11.7M
|
102K
$56.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-31.5K- 81.13% |
$10.3M - $11.8M
|
7.33K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-31.8K- 16.9% |
$10.4M - $11.9M
|
157K
$86.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-31.8K- 16.9% |
$10.4M - $11.9M
|
157K
$86.6M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-32.1K- 24.82% |
$10.5M - $12M
|
97.2K
$53.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-32.6K- 7.18% |
$10.7M - $12.2M
|
421K
$233M
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
SELL
|
- |
-34.1K- 25.55% |
$11.2M - $12.8M
|
99.5K
$55M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36K- 76.88% |
$11.8M - $13.5M
|
10.8K
$5.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-38.4K- 7.48% |
$12.6M - $14.4M
|
475K
$262M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-39.3K- 71.33% |
$12.9M - $14.7M
|
15.8K
$8.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.4K- 4.84% |
$12.9M - $14.8M
|
774K
$428M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39.6K- 17.65% |
$13M - $14.8M
|
185K
$102M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-39.8K- 16.01% |
$13.1M - $14.9M
|
209K
$116M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-41.8K- 7.23% |
$13.7M - $15.7M
|
536K
$296M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-41.8K- 60.05% |
$13.7M - $15.7M
|
27.8K
$15.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42K- 1.34% |
$13.8M - $15.7M
|
3.1M
$1.71B
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-42.7K- 6.76% |
$14M - $16M
|
589K
$325M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-42.9K- 3.73% |
$14.1M - $16.1M
|
1.11M
$612M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-44.6K- 35.44% |
$14.6M - $16.7M
|
81.3K
$45M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-45.8K- 19.88% |
$15M - $17.1M
|
184K
$102M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-50.2K- 51.33% |
$16.5M - $18.8M
|
47.6K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-53K- 3.91% |
$17.4M - $19.9M
|
1.3M
$720M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-53.8K- 4.24% |
$17.6M - $20.2M
|
1.22M
$672M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-61.1K- 66.84% |
$20M - $22.9M
|
30.3K
$16.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.2K- 14.48% |
$20M - $22.9M
|
361K
$200M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-65.3K- 12.22% |
$21.4M - $24.4M
|
469K
$259M
|
|
|
Feb 14, 2023
Q4 2022
|
Progeny 3, Inc.
Seattle, WA |
SELL
|
- |
-68.7K- 33.32% |
$22.5M - $25.7M
|
138K
$76M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-78.4K- 53.09% |
$25.7M - $29.4M
|
69.3K
$38.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-79.7K- 24.96% |
$26.1M - $29.9M
|
240K
$133M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-88.1K- 12.66% |
$28.9M - $33M
|
608K
$336M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-88.3K- 8.48% |
$28.9M - $33.1M
|
953K
$527M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-95K- 90.56% |
$31.1M - $35.6M
|
9.9K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 0.58% |
$33.5M - $38.3M
|
17.6M
$9.75B
|