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 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.4K+ 52.41% |
$1.44M - $1.65M
|
12.8K
$7.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.39KNew |
$1.44M - $1.64M
|
4.39K
$2.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.38K+ 14.9% |
$1.43M - $1.64M
|
33.8K
$18.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.37K+ 9.14% |
$1.43M - $1.64M
|
52.2K
$28.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.29K+ 50.49% |
$1.41M - $1.61M
|
12.8K
$7.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4.27KNew |
$1.4M - $1.6M
|
4.27K
$2.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.22K+ 48.79% |
$1.38M - $1.58M
|
12.9K
$7.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.22K+ 7.48% |
$1.38M - $1.58M
|
60.6K
$33.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
4.2K+ 10.7% |
$1.38M - $1.57M
|
43.5K
$24M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.2KNew |
$1.38M - $1.57M
|
4.2K
$2.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$1.35M - $1.55M
|
4.13K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 101.49% |
$1.34M - $1.53M
|
8.12K
$4.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.08KNew |
$1.34M - $1.53M
|
4.08K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.08K+ 3.15% |
$1.34M - $1.53M
|
134K
$73.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.06K+ 0.53% |
$1.33M - $1.52M
|
769K
$425M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.02K+ 102.42% |
$1.32M - $1.51M
|
7.94K
$4.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4KNew |
$1.31M - $1.5M
|
4K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 50.25% |
$1.26M - $1.44M
|
11.5K
$6.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.84K+ 10.19% |
$1.26M - $1.44M
|
41.5K
$22.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.83K+ 18.81% |
$1.25M - $1.43M
|
24.2K
$13.4M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.8K+ 1.68% |
$1.24M - $1.42M
|
230K
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.79KNew |
$1.24M - $1.42M
|
3.79K
$2.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.78K+ 12.22% |
$1.24M - $1.42M
|
34.7K
$19.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
3.78KNew |
$1.24M - $1.42M
|
3.78K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
3.77K+ 2.24% |
$1.23M - $1.41M
|
172K
$94.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.71KNew |
$1.22M - $1.39M
|
3.71K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.7K+ 5.57% |
$1.21M - $1.39M
|
70.1K
$38.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.69K+ 51.71% |
$1.21M - $1.38M
|
10.8K
$5.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.69K+ 20.84% |
$1.21M - $1.38M
|
21.4K
$11.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.68KNew |
$1.2M - $1.38M
|
3.68K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.65K+ 39.64% |
$1.2M - $1.37M
|
12.9K
$7.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 6.07% |
$1.19M - $1.36M
|
63.6K
$35.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.63K+ 22.98% |
$1.19M - $1.36M
|
19.4K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.6KNew |
$1.18M - $1.35M
|
3.6K
$1.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
3.57K+ 386.35% |
$1.17M - $1.34M
|
4.49K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.57KNew |
$1.17M - $1.34M
|
3.57K
$1.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.56K+ 4.03% |
$1.17M - $1.33M
|
91.9K
$50.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.55K+ 381.83% |
$1.16M - $1.33M
|
4.48K
$2.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.55K+ 3.22% |
$1.16M - $1.33M
|
114K
$62.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.5K+ 239.68% |
$1.15M - $1.31M
|
4.96K
$2.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.49KNew |
$1.14M - $1.31M
|
3.49K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
3.48K+ 29.94% |
$1.14M - $1.3M
|
15.1K
$8.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.47K+ 3.93% |
$1.14M - $1.3M
|
91.7K
$50.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.46KNew |
$1.13M - $1.29M
|
3.46K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.36KNew |
$1.1M - $1.26M
|
3.36K
$1.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.33K+ 16.21% |
$1.09M - $1.25M
|
23.9K
$13.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.33K+ 30.64% |
$1.09M - $1.25M
|
14.2K
$7.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.32K+ 47400.0% |
$1.09M - $1.24M
|
3.33K
$1.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.31K+ 4.36% |
$1.09M - $1.24M
|
79.2K
$43.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.31KNew |
$1.08M - $1.24M
|
3.31K
$1.83M
|