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 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15.3K+ 825.19% |
$5M - $5.72M
|
17.1K
$9.46M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.2K+ 13.1% |
$4.99M - $5.71M
|
132K
$72.7M
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
15.1KNew |
$4.96M - $5.67M
|
15.1K
$8.37M
|
|
Jan 11, 2023
Q4 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
15.1K+ 19.12% |
$4.95M - $5.66M
|
94.1K
$52M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15K+ 247.53% |
$4.92M - $5.62M
|
21.1K
$11.7M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
14.9K+ 19.43% |
$4.9M - $5.6M
|
91.8K
$50.8M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
14.4K+ 7.15% |
$4.72M - $5.4M
|
216K
$119M
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
14.4K+ 135.47% |
$4.71M - $5.39M
|
25K
$13.8M
|
|
Feb 03, 2023
Q4 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.3K+ 16.29% |
$4.67M - $5.34M
|
102K
$56.3M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
14.2K+ 204.3% |
$4.66M - $5.32M
|
21.2K
$11.7M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
14.2K+ 172.95% |
$4.65M - $5.31M
|
22.4K
$12.4M
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14.1KNew |
$4.64M - $5.3M
|
14.1K
$7.82M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 5.87% |
$4.62M - $5.28M
|
255K
$141M
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
14KNew |
$4.59M - $5.25M
|
14K
$7.74M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13.9KNew |
$4.55M - $5.21M
|
13.9K
$7.68M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.9KNew |
$4.55M - $5.21M
|
13.9K
$7.68M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
13.7K+ 2.93% |
$4.49M - $5.13M
|
481K
$266M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.6K+ 9.04% |
$4.44M - $5.08M
|
164K
$90.4M
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
13.2KNew |
$4.31M - $4.93M
|
13.2K
$7.28M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.1K+ 26.26% |
$4.3M - $4.92M
|
63.1K
$34.9M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.1K+ 47.72% |
$4.29M - $4.91M
|
40.6K
$22.4M
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
BUY
|
- |
13K+ 17.5% |
$4.26M - $4.87M
|
87.3K
$48.3M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
13K+ 544.9% |
$4.25M - $4.86M
|
15.4K
$8.5M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12.7K+ 1287.92% |
$4.16M - $4.75M
|
13.7K
$7.56M
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.5KNew |
$4.11M - $4.7M
|
12.5K
$6.94M
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.5K+ 7.52% |
$4.11M - $4.7M
|
179K
$99.1M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.4K+ 11.42% |
$4.07M - $4.65M
|
121K
$67M
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
12.4K+ 29.27% |
$4.05M - $4.63M
|
54.6K
$30.2M
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
12.3K+ 6.38% |
$4.01M - $4.59M
|
204K
$113M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 39.28% |
$3.99M - $4.56M
|
43.2K
$23.9M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.1K+ 68.41% |
$3.96M - $4.53M
|
29.8K
$16.5M
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.1K+ 2.25% |
$3.95M - $4.52M
|
548K
$303M
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12K+ 20.92% |
$3.95M - $4.51M
|
69.6K
$38.5M
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
11.9KNew |
$3.9M - $4.45M
|
11.9K
$6.57M
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
11.8K+ 5.19% |
$3.88M - $4.44M
|
240K
$133M
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
11.8K+ 16.81% |
$3.87M - $4.43M
|
82.1K
$45.4M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11.7K+ 6.87% |
$3.84M - $4.39M
|
182K
$101M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
11.7K+ 24.32% |
$3.84M - $4.39M
|
59.9K
$33.1M
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
11.7K+ 1526.41% |
$3.83M - $4.37M
|
12.4K
$6.88M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
11.6K+ 16.41% |
$3.8M - $4.34M
|
82.2K
$45.4M
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11.5K+ 21.97% |
$3.76M - $4.3M
|
63.7K
$35.2M
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
11.4K+ 41.27% |
$3.74M - $4.28M
|
39.1K
$21.6M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 6.38% |
$3.68M - $4.21M
|
187K
$104M
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
11.2KNew |
$3.67M - $4.19M
|
11.2K
$6.19M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
11.2K+ 257.69% |
$3.66M - $4.19M
|
15.5K
$8.58M
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
11.2K+ 1.74% |
$3.66M - $4.18M
|
652K
$361M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.1K+ 82.19% |
$3.63M - $4.15M
|
24.6K
$13.6M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11K+ 25.29% |
$3.62M - $4.14M
|
54.7K
$30.3M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 5.98% |
$3.61M - $4.12M
|
195K
$108M
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11KNew |
$3.59M - $4.11M
|
11K
$6.06M
|