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
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
275New |
$90.1K - $103K
|
275
$163K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
272+ 1.45% |
$89.1K - $102K
|
19K
$11.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
269+ 9.07% |
$88.1K - $101K
|
3.24K
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
267+ 20.57% |
$87.5K - $100K
|
1.57K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
267New |
$87.5K - $100K
|
267
$158K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
266+ 4.26% |
$87.2K - $99.6K
|
6.5K
$3.85M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
261+ 6.09% |
$85.5K - $97.8K
|
4.55K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
260+ 20.98% |
$85.2K - $97.4K
|
1.5K
$886K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
257+ 4.61% |
$84.2K - $96.3K
|
5.84K
$3.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
257+ 24.98% |
$84.2K - $96.3K
|
1.29K
$760K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
256+ 2.08% |
$83.9K - $95.9K
|
12.6K
$7.42M
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
256+ 5.45% |
$83.9K - $95.9K
|
4.95K
$2.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
255+ 6.31% |
$83.5K - $95.5K
|
4.3K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
254+ 25.6% |
$83.2K - $95.1K
|
1.25K
$737K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
253+ 7.56% |
$82.9K - $94.8K
|
3.6K
$2.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
250+ 26.8% |
$81.9K - $93.6K
|
1.18K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
250+ 11.76% |
$81.9K - $93.6K
|
2.38K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
249+ 1.57% |
$81.6K - $93.3K
|
16.1K
$9.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
248+ 34.88% |
$81.3K - $92.9K
|
959
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
242+ 16.58% |
$79.3K - $90.6K
|
1.7K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
237+ 13.39% |
$77.7K - $88.8K
|
2.01K
$1.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
232+ 7.86% |
$76K - $86.9K
|
3.18K
$1.88M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
232New |
$76K - $86.9K
|
232
$137K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
229+ 6.95% |
$75K - $85.8K
|
3.53K
$2.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
227+ 14.58% |
$74.4K - $85K
|
1.78K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
226+ 0.8% |
$74K - $84.6K
|
28.4K
$16.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
225+ 1.91% |
$73.7K - $84.3K
|
12K
$7.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
223+ 124.58% |
$73.1K - $83.5K
|
402
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
223+ 5.01% |
$73.1K - $83.5K
|
4.67K
$2.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
222+ 51.03% |
$72.7K - $83.1K
|
657
$388K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
221+ 4.31% |
$72.4K - $82.8K
|
5.34K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
220+ 7.61% |
$72.1K - $82.4K
|
3.11K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
220+ 0.05% |
$72.1K - $82.4K
|
420K
$249M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
219+ 7.92% |
$71.8K - $82K
|
2.98K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
218+ 0.05% |
$71.4K - $81.6K
|
436K
$258M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
216+ 22.62% |
$70.8K - $80.9K
|
1.17K
$692K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
215+ 13.48% |
$70.4K - $80.5K
|
1.81K
$1.07M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
212New |
$69.5K - $79.4K
|
212
$125K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
212New |
$69.5K - $79.4K
|
212
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
211+ 211.0% |
$69.1K - $79K
|
311
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
210+ 12.86% |
$68.8K - $78.7K
|
1.84K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
207New |
$67.8K - $77.5K
|
207
$122K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
205+ 13.78% |
$67.2K - $76.8K
|
1.69K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
203+ 15.82% |
$66.5K - $76K
|
1.49K
$879K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
202+ 14.07% |
$66.2K - $75.7K
|
1.64K
$969K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
200+ 1.72% |
$65.5K - $74.9K
|
11.8K
$6.99M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
200+ 1.25% |
$65.5K - $74.9K
|
16.2K
$9.58M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200+ 571.43% |
$65.5K - $74.9K
|
235
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
198+ 0.85% |
$64.9K - $74.2K
|
23.6K
$13.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
197+ 5.51% |
$64.5K - $73.8K
|
3.78K
$2.23M
|