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 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
764New |
$251K - $302K
|
764
$418K
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
762New |
$250K - $301K
|
762
$417K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
758+ 45.72% |
$249K - $299K
|
2.42K
$1.32M
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
757+ 10.85% |
$249K - $299K
|
7.73K
$4.23M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
753+ 25.59% |
$247K - $297K
|
3.7K
$2.02M
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
751+ 26.61% |
$247K - $297K
|
3.57K
$1.96M
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
750New |
$246K - $296K
|
750
$411K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
739+ 50.14% |
$243K - $292K
|
2.21K
$1.21M
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
732+ 0.71% |
$240K - $289K
|
103K
$56.7M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
725+ 7.67% |
$238K - $286K
|
10.2K
$5.57M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
724+ 7.66% |
$238K - $286K
|
10.2K
$5.57M
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
723+ 2.02% |
$237K - $286K
|
36.5K
$20M
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
721+ 0.16% |
$237K - $285K
|
441K
$242M
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
720+ 6.91% |
$236K - $284K
|
11.1K
$6.1M
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
718+ 3.89% |
$236K - $284K
|
19.2K
$10.5M
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
715+ 8.7% |
$235K - $282K
|
8.93K
$4.89M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
714+ 15.34% |
$234K - $282K
|
5.37K
$2.94M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
713+ 1.73% |
$234K - $282K
|
42K
$23M
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
713+ 28.87% |
$234K - $282K
|
3.18K
$1.74M
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
710+ 24.76% |
$233K - $280K
|
3.58K
$1.96M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
709+ 1.84% |
$233K - $280K
|
39.3K
$21.5M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
705New |
$231K - $279K
|
705
$386K
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
695New |
$228K - $275K
|
695
$380K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
691+ 1.19% |
$227K - $273K
|
58.5K
$32.1M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
681+ 6.11% |
$224K - $269K
|
11.8K
$6.48M
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
677+ 91.86% |
$222K - $267K
|
1.41K
$774K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
673+ 13.72% |
$221K - $266K
|
5.58K
$3.05M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
666New |
$219K - $263K
|
666
$365K
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
664+ 24.37% |
$218K - $262K
|
3.39K
$1.86M
|
|
Oct 18, 2022
Q3 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
663+ 21.23% |
$218K - $262K
|
3.79K
$2.07M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
658+ 1.71% |
$216K - $260K
|
39.2K
$21.5M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
654+ 9.29% |
$215K - $258K
|
7.7K
$4.21M
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
653+ 37.59% |
$214K - $258K
|
2.39K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
653+ 20.57% |
$214K - $258K
|
3.83K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
653+ 4.81% |
$214K - $258K
|
14.2K
$7.79M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
650+ 7.59% |
$213K - $257K
|
9.22K
$5.05M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
638New |
$209K - $252K
|
638
$349K
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
638New |
$209K - $252K
|
638
$349K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
637+ 3.5% |
$209K - $252K
|
18.8K
$10.3M
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
635New |
$208K - $251K
|
635
$348K
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
634+ 5.12% |
$208K - $250K
|
13K
$7.13M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
634+ 0.51% |
$208K - $250K
|
124K
$67.9M
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
628+ 15.98% |
$206K - $248K
|
4.56K
$2.5M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
627+ 1.33% |
$206K - $248K
|
47.9K
$26.2M
|
|
Oct 20, 2022
Q3 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
618+ 0.6% |
$203K - $244K
|
104K
$56.9M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
609+ 8.71% |
$200K - $241K
|
7.6K
$4.16M
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
609+ 4.66% |
$200K - $241K
|
13.7K
$7.49M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
607+ 7.17% |
$199K - $240K
|
9.08K
$4.97M
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
601+ 31.52% |
$197K - $237K
|
2.51K
$1.37M
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
600+ 17.44% |
$197K - $237K
|
4.04K
$2.21M
|