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 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.52K+ 893.35% |
$2.46M - $2.82M
|
8.36K
$4.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.47K+ 25.38% |
$2.45M - $2.8M
|
36.9K
$20.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7.44K+ 2.68% |
$2.44M - $2.79M
|
285K
$158M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
7.42KNew |
$2.43M - $2.78M
|
7.42K
$4.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.41K+ 1684.09% |
$2.43M - $2.78M
|
7.85K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.41K+ 7.55% |
$2.43M - $2.77M
|
106K
$58.3M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.39K+ 68.52% |
$2.42M - $2.77M
|
18.2K
$10M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.38K+ 1.71% |
$2.42M - $2.77M
|
438K
$242M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.32K+ 55.79% |
$2.4M - $2.74M
|
20.5K
$11.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.31K+ 4.93% |
$2.4M - $2.74M
|
156K
$86.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.31K+ 195.04% |
$2.39M - $2.74M
|
11.1K
$6.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
7.3KNew |
$2.39M - $2.73M
|
7.3K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.2K+ 6.28% |
$2.36M - $2.7M
|
122K
$67.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.18K+ 65.94% |
$2.35M - $2.69M
|
18.1K
$9.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.16K+ 9.77% |
$2.35M - $2.68M
|
80.5K
$44.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.09K+ 15.42% |
$2.32M - $2.65M
|
53K
$29.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.09K+ 15.42% |
$2.32M - $2.65M
|
53K
$29.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
7K+ 48.89% |
$2.29M - $2.62M
|
21.3K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.99K+ 1.12% |
$2.29M - $2.62M
|
634K
$350M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
6.99K+ 60.92% |
$2.29M - $2.62M
|
18.5K
$10.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.96K+ 19.06% |
$2.28M - $2.61M
|
43.5K
$24M
|
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6.9KNew |
$2.26M - $2.58M
|
6.9K
$3.81M
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6.9KNew |
$2.26M - $2.58M
|
6.9K
$3.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
6.84K+ 15.41% |
$2.24M - $2.56M
|
51.2K
$28.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.79K+ 21.99% |
$2.22M - $2.54M
|
37.6K
$20.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
6.72K+ 2.52% |
$2.2M - $2.52M
|
273K
$151M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.7KNew |
$2.2M - $2.51M
|
6.7K
$3.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Globe Life Inc.
|
BUY
|
- |
6.6K+ 0.91% |
$2.16M - $2.47M
|
735K
$406M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.56KNew |
$2.15M - $2.46M
|
6.56K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
6.52K+ 34.37% |
$2.14M - $2.44M
|
25.5K
$14.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.5K+ 10.56% |
$2.13M - $2.43M
|
68K
$37.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6.48K+ 2.73% |
$2.12M - $2.43M
|
244K
$135M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.47K+ 123.91% |
$2.12M - $2.42M
|
11.7K
$6.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
6.45K+ 4.33% |
$2.11M - $2.42M
|
155K
$85.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.42K+ 5.79% |
$2.1M - $2.4M
|
117K
$64.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.36K+ 25.52% |
$2.08M - $2.38M
|
31.3K
$17.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
6.35K+ 6.93% |
$2.08M - $2.38M
|
98.1K
$54.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.34K+ 77.61% |
$2.08M - $2.37M
|
14.5K
$8.02M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.32K+ 100.32% |
$2.07M - $2.37M
|
12.6K
$6.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
6.3KNew |
$2.07M - $2.36M
|
6.3K
$3.48M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6.3K+ 35.98% |
$2.07M - $2.36M
|
23.8K
$13.2M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.24KNew |
$2.04M - $2.34M
|
6.24K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.23K+ 161.76% |
$2.04M - $2.33M
|
10.1K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.21K+ 17.9% |
$2.03M - $2.33M
|
40.9K
$22.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.18K+ 11.08% |
$2.03M - $2.32M
|
62K
$34.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.15KNew |
$2.01M - $2.3M
|
6.15K
$3.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.08KNew |
$1.99M - $2.28M
|
6.08K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.03K+ 407.36% |
$1.98M - $2.26M
|
7.51K
$4.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6.03KNew |
$1.98M - $2.26M
|
6.03K
$3.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.94K+ 315.9% |
$1.95M - $2.23M
|
7.82K
$4.32M
|