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 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5.94KNew |
$1.95M - $2.22M
|
5.94K
$3.28M
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
5.92K+ 5.62% |
$1.94M - $2.22M
|
111K
$61.5M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.91K+ 16.68% |
$1.94M - $2.21M
|
41.3K
$22.8M
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.87KNew |
$1.92M - $2.2M
|
5.87K
$3.25M
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
5.86K+ 2593.81% |
$1.92M - $2.2M
|
6.09K
$3.37M
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
5.85K+ 8.24% |
$1.92M - $2.19M
|
76.9K
$42.5M
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
5.85KNew |
$1.92M - $2.19M
|
5.85K
$3.23M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.79K+ 7.82% |
$1.9M - $2.17M
|
79.8K
$44.1M
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.75K+ 5.63% |
$1.88M - $2.15M
|
108K
$59.6M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
5.75K+ 17.99% |
$1.88M - $2.15M
|
37.7K
$20.8M
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.73K+ 3.37% |
$1.88M - $2.15M
|
176K
$97.2M
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
5.62K+ 28.69% |
$1.84M - $2.1M
|
25.2K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.59K+ 4.86% |
$1.83M - $2.1M
|
121K
$66.7M
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.55KNew |
$1.82M - $2.08M
|
5.55K
$3.07M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.53KNew |
$1.81M - $2.07M
|
5.53K
$3.06M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
5.52K+ 26.47% |
$1.81M - $2.07M
|
26.4K
$14.6M
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.52K+ 19.74% |
$1.81M - $2.07M
|
33.5K
$18.5M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.42K+ 32.09% |
$1.78M - $2.03M
|
22.3K
$12.3M
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.4K+ 20.98% |
$1.77M - $2.02M
|
31.1K
$17.2M
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5.38K+ 4.79% |
$1.76M - $2.01M
|
118K
$65.1M
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
5.36K+ 4.7% |
$1.76M - $2.01M
|
119K
$66M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.32K+ 87.41% |
$1.74M - $1.99M
|
11.4K
$6.31M
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
5.23K+ 94.82% |
$1.71M - $1.96M
|
10.8K
$5.94M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
5.23K+ 153.0% |
$1.71M - $1.96M
|
8.65K
$4.78M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
5.23K+ 17.04% |
$1.71M - $1.96M
|
35.9K
$19.9M
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.21K+ 8542.62% |
$1.71M - $1.95M
|
5.27K
$2.91M
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.15K+ 14.81% |
$1.69M - $1.93M
|
39.9K
$22.1M
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.14K+ 426.85% |
$1.68M - $1.92M
|
6.34K
$3.5M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.06K+ 24.53% |
$1.66M - $1.9M
|
25.7K
$14.2M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$1.65M - $1.89M
|
5.05K
$2.79M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.01K+ 80.26% |
$1.64M - $1.88M
|
11.3K
$6.23M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
5KNew |
$1.64M - $1.87M
|
5K
$2.77M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5K+ 38.79% |
$1.64M - $1.87M
|
17.9K
$9.89M
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
4.99K+ 30.71% |
$1.63M - $1.87M
|
21.2K
$11.7M
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.99KNew |
$1.63M - $1.87M
|
4.99K
$2.76M
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.98K+ 6.23% |
$1.63M - $1.86M
|
84.9K
$46.9M
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
4.93K+ 16.59% |
$1.62M - $1.85M
|
34.7K
$19.2M
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
4.9KNew |
$1.61M - $1.84M
|
4.9K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 36.24% |
$1.58M - $1.8M
|
18.1K
$10M
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.79K+ 110.93% |
$1.57M - $1.79M
|
9.11K
$5.04M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.78KNew |
$1.57M - $1.79M
|
4.78K
$2.64M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.78KNew |
$1.57M - $1.79M
|
4.78K
$2.64M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.76K+ 1.41% |
$1.56M - $1.78M
|
342K
$189M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.69K+ 7.03% |
$1.54M - $1.76M
|
71.5K
$39.5M
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.58K+ 20.36% |
$1.5M - $1.71M
|
27.1K
$15M
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.52K+ 6.9% |
$1.48M - $1.69M
|
70.1K
$38.7M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.5K+ 59.31% |
$1.47M - $1.68M
|
12.1K
$6.68M
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.48K+ 326.38% |
$1.47M - $1.68M
|
5.85K
$3.23M
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
4.43K+ 102.64% |
$1.45M - $1.66M
|
8.74K
$4.83M
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
4.4K+ 12.22% |
$1.44M - $1.65M
|
40.4K
$22.3M
|