Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
983+ 6.2% |
$323K - $388K
|
16.8K
$9.22M
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
974+ 19.58% |
$320K - $385K
|
5.95K
$3.26M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
973+ 18.89% |
$319K - $384K
|
6.13K
$3.35M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
966+ 127.44% |
$317K - $382K
|
1.72K
$944K
|
|
Oct 18, 2022
Q3 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
965+ 81.99% |
$317K - $381K
|
2.14K
$1.17M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
945+ 2.71% |
$310K - $373K
|
35.8K
$19.6M
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
944+ 8.97% |
$310K - $373K
|
11.5K
$6.28M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
943+ 5.59% |
$310K - $373K
|
17.8K
$9.76M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
933New |
$306K - $369K
|
933
$511K
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
925+ 61.87% |
$304K - $365K
|
2.42K
$1.32M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
916+ 11.77% |
$301K - $362K
|
8.7K
$4.76M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
916+ 2.22% |
$301K - $362K
|
42.2K
$23.1M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
900+ 3.29% |
$295K - $356K
|
28.3K
$15.5M
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
900+ 6.03% |
$295K - $356K
|
15.8K
$8.66M
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
888New |
$292K - $351K
|
888
$486K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
888+ 1.74% |
$292K - $351K
|
52K
$28.5M
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
884+ 4.65% |
$290K - $349K
|
19.9K
$10.9M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
882New |
$290K - $348K
|
882
$483K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
879+ 8.17% |
$289K - $347K
|
11.6K
$6.37M
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
878+ 77.7% |
$288K - $347K
|
2.01K
$1.1M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
875+ 6.93% |
$287K - $346K
|
13.5K
$7.39M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
872New |
$286K - $344K
|
872
$477K
|
|
Nov 09, 2022
Q3 2022
|
True Wealth Financial Partners
|
BUY
|
- |
870+ 3.4% |
$286K - $344K
|
26.4K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
869+ 15.7% |
$285K - $343K
|
6.41K
$3.51M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
861+ 2.74% |
$283K - $340K
|
32.3K
$17.7M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
856+ 21.21% |
$281K - $338K
|
4.89K
$2.68M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
855New |
$281K - $338K
|
855
$468K
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
850+ 23.31% |
$279K - $336K
|
4.5K
$2.46M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
850+ 70.95% |
$279K - $336K
|
2.05K
$1.12M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
838+ 5.08% |
$275K - $331K
|
17.3K
$9.49M
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
833+ 1.1% |
$273K - $329K
|
76.3K
$41.8M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
830+ 33.24% |
$272K - $328K
|
3.33K
$1.82M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
827+ 3.35% |
$272K - $327K
|
25.5K
$14M
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
820New |
$269K - $324K
|
820
$449K
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
817New |
$268K - $323K
|
817
$447K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
812+ 309.92% |
$267K - $321K
|
1.07K
$588K
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
806+ 5.59% |
$265K - $318K
|
15.2K
$8.33M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
806+ 2.85% |
$265K - $318K
|
29.1K
$15.9M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
802+ 8.2% |
$263K - $317K
|
10.6K
$5.8M
|
|
Nov 08, 2022
Q3 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
799+ 3.99% |
$262K - $316K
|
20.8K
$11.4M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
794+ 92.22% |
$261K - $314K
|
1.66K
$906K
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
794+ 130.81% |
$261K - $314K
|
1.4K
$767K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
790+ 0.46% |
$259K - $312K
|
174K
$95.4M
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
784+ 19.87% |
$257K - $310K
|
4.73K
$2.59M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
779+ 27.72% |
$256K - $308K
|
3.59K
$1.96M
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
779+ 24.08% |
$256K - $308K
|
4.01K
$2.2M
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
776+ 4.26% |
$255K - $307K
|
19K
$10.4M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
773+ 15.45% |
$254K - $305K
|
5.78K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
767New |
$252K - $303K
|
767
$420K
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
765New |
$251K - $302K
|
765
$419K
|