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 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
11K+ 68.02% |
$3.59M - $4.11M
|
27.1K
$15M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11K+ 0.67% |
$3.59M - $4.1M
|
1.64M
$905M
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
10.7K+ 4.46% |
$3.5M - $4M
|
250K
$138M
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
10.6K+ 107.49% |
$3.46M - $3.95M
|
20.4K
$11.3M
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.5KNew |
$3.45M - $3.94M
|
10.5K
$5.81M
|
|
Jan 18, 2023
Q4 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
10.4K+ 484.07% |
$3.4M - $3.88M
|
12.5K
$6.91M
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10.2KNew |
$3.34M - $3.82M
|
10.2K
$5.64M
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
10.2K+ 4.43% |
$3.34M - $3.81M
|
240K
$133M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.2K+ 6.8% |
$3.34M - $3.81M
|
160K
$88.4M
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
10.2K+ 9.0% |
$3.33M - $3.81M
|
123K
$68M
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10.1KNew |
$3.31M - $3.78M
|
10.1K
$5.58M
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
10.1K+ 293.7% |
$3.3M - $3.77M
|
13.5K
$7.46M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
10K+ 156.16% |
$3.28M - $3.75M
|
16.4K
$9.07M
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
9.94KNew |
$3.26M - $3.72M
|
9.94K
$5.5M
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9.79KNew |
$3.21M - $3.67M
|
9.79K
$5.41M
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.67K+ 208.32% |
$3.17M - $3.62M
|
14.3K
$7.91M
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
9.64K+ 12849.33% |
$3.16M - $3.61M
|
9.71K
$5.37M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9.63K+ 18.53% |
$3.16M - $3.61M
|
61.6K
$34.1M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.62K+ 99.61% |
$3.15M - $3.6M
|
19.3K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
9.6K+ 368.24% |
$3.15M - $3.6M
|
12.2K
$6.75M
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
9.59K+ 1262.24% |
$3.14M - $3.59M
|
10.4K
$5.72M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.49K+ 7.45% |
$3.11M - $3.55M
|
137K
$75.7M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.44K+ 185.73% |
$3.09M - $3.53M
|
14.5K
$8.02M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.43K+ 1.21% |
$3.09M - $3.53M
|
790K
$437M
|
|
Feb 07, 2023
Q4 2022
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
9.33K+ 13.29% |
$3.06M - $3.5M
|
79.6K
$44M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.32K+ 9.88% |
$3.05M - $3.49M
|
104K
$57.3M
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9.27K+ 6.29% |
$3.04M - $3.47M
|
157K
$86.6M
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.92K+ 20.83% |
$2.92M - $3.34M
|
51.8K
$28.6M
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.54K+ 128.93% |
$2.8M - $3.2M
|
15.2K
$8.38M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
8.39K+ 6.5% |
$2.75M - $3.14M
|
137K
$76M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
8.38K+ 33.16% |
$2.75M - $3.14M
|
33.6K
$18.6M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8.34K+ 278133.34% |
$2.73M - $3.13M
|
8.35K
$4.61M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8.3K+ 33.78% |
$2.72M - $3.11M
|
32.9K
$18.2M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8.22K+ 760.5% |
$2.69M - $3.08M
|
9.3K
$5.14M
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
8.16KNew |
$2.67M - $3.06M
|
8.16K
$4.51M
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
8.08K+ 106.41% |
$2.65M - $3.03M
|
15.7K
$8.66M
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8.03KNew |
$2.63M - $3.01M
|
8.03K
$4.44M
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
7.88K+ 73.07% |
$2.58M - $2.95M
|
18.7K
$10.3M
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.8K+ 2.71% |
$2.56M - $2.92M
|
296K
$164M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$2.55M - $2.92M
|
7.8K
$4.31M
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
7.77K+ 9.79% |
$2.55M - $2.91M
|
87.2K
$48.2M
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
7.75KNew |
$2.54M - $2.9M
|
7.75K
$4.28M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.7KNew |
$2.52M - $2.88M
|
7.7K
$4.26M
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
7.7KNew |
$2.52M - $2.88M
|
7.7K
$4.25M
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.65KNew |
$2.51M - $2.86M
|
7.65K
$4.23M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.64K+ 32.8% |
$2.5M - $2.86M
|
30.9K
$17.1M
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7.63K+ 2.55% |
$2.5M - $2.86M
|
307K
$170M
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
7.54K+ 3.61% |
$2.47M - $2.82M
|
216K
$120M
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
7.54KNew |
$2.47M - $2.82M
|
7.54K
$4.17M
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
7.53KNew |
$2.47M - $2.82M
|
7.53K
$4.16M
|