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, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-15.6K- 50.2% |
$5.11M - $5.84M
|
15.5K
$7.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-15.8K- 2.96% |
$5.18M - $5.92M
|
519K
$265M
|
|
|
Feb 03, 2023
Q4 2022
|
Fairfield University
|
SELL
|
- |
-15.8K- 8.14% |
$5.18M - $5.93M
|
178K
$91.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-15.9K- 4.72% |
$5.21M - $5.96M
|
321K
$164M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16.5K- 69.86% |
$5.41M - $6.18M
|
7.12K
$3.64M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-16.8K- 8.1% |
$5.51M - $6.3M
|
191K
$97.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-16.9K- 9.01% |
$5.53M - $6.32M
|
170K
$87.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17K- 4.91% |
$5.58M - $6.38M
|
330K
$169M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.8K- 94.61% |
$5.84M - $6.68M
|
1.02K
$519K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-18K- 30.25% |
$5.89M - $6.74M
|
41.5K
$21.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-19.7K- 1.38% |
$6.47M - $7.39M
|
1.41M
$722M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-20.3K- 48.26% |
$6.64M - $7.59M
|
21.7K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-20.3K- 14.58% |
$6.66M - $7.62M
|
119K
$60.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-20.7K- 41.87% |
$6.79M - $7.76M
|
28.8K
$14.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-20.8K- 0.69% |
$6.8M - $7.77M
|
3M
$1.53B
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22K- 99.99% |
$7.21M - $8.24M
|
2
$1.02K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-22.8K- 38.37% |
$7.48M - $8.55M
|
36.7K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-23K- 44.77% |
$7.55M - $8.63M
|
28.4K
$14.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-24.1K- 6.29% |
$7.9M - $9.03M
|
359K
$184M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-24.2K- 16.7% |
$7.92M - $9.05M
|
121K
$61.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.2K- 33.04% |
$7.94M - $9.08M
|
49.1K
$25.1M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24.3K- 25.88% |
$7.96M - $9.1M
|
69.6K
$35.6M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25.3K- 78.36% |
$8.3M - $9.49M
|
6.99K
$3.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-26K- 2.83% |
$8.53M - $9.76M
|
894K
$457M
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-28.2K- 28.54% |
$9.23M - $10.6M
|
70.5K
$36.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-28.6K- 4.83% |
$9.37M - $10.7M
|
564K
$288M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-31K- 23.27% |
$10.2M - $11.6M
|
102K
$52.3M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-31.2K- 23.33% |
$10.2M - $11.7M
|
102K
$52.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-31.5K- 81.13% |
$10.3M - $11.8M
|
7.33K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-31.8K- 16.9% |
$10.4M - $11.9M
|
157K
$80.1M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-31.8K- 16.9% |
$10.4M - $11.9M
|
157K
$80.1M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-32.1K- 24.82% |
$10.5M - $12M
|
97.2K
$49.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-32.6K- 7.18% |
$10.7M - $12.2M
|
421K
$215M
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
SELL
|
- |
-34.1K- 25.55% |
$11.2M - $12.8M
|
99.5K
$50.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36K- 76.88% |
$11.8M - $13.5M
|
10.8K
$5.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-38.4K- 7.48% |
$12.6M - $14.4M
|
475K
$243M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-39.3K- 71.33% |
$12.9M - $14.7M
|
15.8K
$8.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.4K- 4.84% |
$12.9M - $14.8M
|
774K
$396M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39.6K- 17.65% |
$13M - $14.8M
|
185K
$94.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-39.8K- 16.01% |
$13.1M - $14.9M
|
209K
$107M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-41.8K- 7.23% |
$13.7M - $15.7M
|
536K
$274M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-41.8K- 60.05% |
$13.7M - $15.7M
|
27.8K
$14.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42K- 1.34% |
$13.8M - $15.7M
|
3.1M
$1.58B
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-42.7K- 6.76% |
$14M - $16M
|
589K
$301M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-42.9K- 3.73% |
$14.1M - $16.1M
|
1.11M
$566M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-44.6K- 35.44% |
$14.6M - $16.7M
|
81.3K
$41.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-45.8K- 19.88% |
$15M - $17.1M
|
184K
$94.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-50.2K- 51.33% |
$16.5M - $18.8M
|
47.6K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-53K- 3.91% |
$17.4M - $19.9M
|
1.3M
$666M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-53.8K- 4.24% |
$17.6M - $20.2M
|
1.22M
$622M
|