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 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
600+ 2.69% |
$197K - $237K
|
22.9K
$12.5M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
599+ 33.28% |
$197K - $237K
|
2.4K
$1.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
594+ 5.48% |
$195K - $235K
|
11.4K
$6.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Independent Family Office, LLC
|
BUY
|
- |
589+ 12.54% |
$193K - $233K
|
5.29K
$2.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
587+ 62.51% |
$193K - $232K
|
1.53K
$835K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
585+ 19.99% |
$192K - $231K
|
3.51K
$1.92M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
584+ 56.92% |
$192K - $231K
|
1.61K
$881K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
577+ 31.95% |
$189K - $228K
|
2.38K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
573+ 44.01% |
$188K - $226K
|
1.88K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
570+ 7.42% |
$187K - $225K
|
8.25K
$4.52M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
564+ 6.87% |
$185K - $223K
|
8.77K
$4.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
563+ 1.5% |
$185K - $222K
|
38.1K
$20.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
562+ 2.74% |
$185K - $222K
|
21.1K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
561+ 2.46% |
$184K - $222K
|
23.4K
$12.8M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
559+ 85.74% |
$184K - $221K
|
1.21K
$663K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
555+ 3.45% |
$182K - $219K
|
16.6K
$9.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
549+ 1.37% |
$180K - $217K
|
40.5K
$22.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
549+ 1.26% |
$180K - $217K
|
44.2K
$24.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
549+ 38.58% |
$180K - $217K
|
1.97K
$1.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
547+ 40.22% |
$180K - $216K
|
1.91K
$1.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
546+ 4.09% |
$179K - $216K
|
13.9K
$7.61M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
541+ 0.87% |
$178K - $214K
|
62.7K
$34.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
538+ 6.51% |
$177K - $213K
|
8.81K
$4.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
535+ 8.24% |
$176K - $211K
|
7.03K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
529+ 35.96% |
$174K - $209K
|
2K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
525+ 20.86% |
$172K - $207K
|
3.04K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
520+ 4.27% |
$171K - $205K
|
12.7K
$6.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
498+ 1.72% |
$163K - $197K
|
29.4K
$16.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
496+ 12.17% |
$163K - $196K
|
4.57K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
493+ 97.62% |
$162K - $195K
|
998
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
492+ 2.21% |
$162K - $194K
|
22.8K
$12.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
490+ 6.35% |
$161K - $194K
|
8.2K
$4.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
483+ 3.14% |
$159K - $191K
|
15.9K
$8.69M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
472+ 42.95% |
$155K - $186K
|
1.57K
$860K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
470+ 1.55% |
$154K - $186K
|
30.8K
$16.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
467+ 28.05% |
$153K - $184K
|
2.13K
$1.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
464+ 6.92% |
$152K - $183K
|
7.17K
$3.93M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
461+ 5.59% |
$151K - $182K
|
8.72K
$4.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
455+ 36.23% |
$149K - $180K
|
1.71K
$937K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
454+ 5.4% |
$149K - $179K
|
8.87K
$4.85M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
447+ 9.32% |
$147K - $177K
|
5.24K
$2.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
447+ 16.4% |
$147K - $177K
|
3.17K
$1.74M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
443+ 1.29% |
$145K - $175K
|
34.8K
$19M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
442+ 4.25% |
$145K - $175K
|
10.8K
$5.93M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
440+ 17.64% |
$144K - $174K
|
2.94K
$1.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
433+ 42.45% |
$142K - $171K
|
1.45K
$795K
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
427+ 7.26% |
$140K - $169K
|
6.31K
$3.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
426+ 44.56% |
$140K - $168K
|
1.38K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
421+ 40.6% |
$138K - $166K
|
1.46K
$798K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
413+ 54.06% |
$136K - $163K
|
1.18K
$644K
|