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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
410+ 17.49% |
$135K - $162K
|
2.75K
$1.52M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
410+ 10.81% |
$135K - $162K
|
4.2K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
400+ 1.58% |
$131K - $158K
|
25.7K
$14.2M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
399+ 43.37% |
$131K - $158K
|
1.32K
$726K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
399+ 7.72% |
$131K - $158K
|
5.57K
$3.07M
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
396+ 2.5% |
$130K - $156K
|
16.3K
$8.95M
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
393+ 1.65% |
$129K - $155K
|
24.2K
$13.3M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
393+ 0.65% |
$129K - $155K
|
60.6K
$33.4M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
389+ 3.55% |
$128K - $154K
|
11.3K
$6.24M
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
387New |
$127K - $153K
|
387
$213K
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
386+ 6.87% |
$127K - $152K
|
6.01K
$3.31M
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
385+ 36.63% |
$126K - $152K
|
1.44K
$791K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
385New |
$126K - $152K
|
385
$212K
|
|
Nov 09, 2022
Q3 2022
|
Fiduciary Counselling Inc
|
BUY
|
- |
383+ 7.62% |
$126K - $151K
|
5.41K
$2.98M
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
381+ 24.92% |
$125K - $151K
|
1.91K
$1.05M
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
379+ 61.13% |
$124K - $150K
|
999
$550K
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
BUY
|
- |
378+ 19.46% |
$124K - $149K
|
2.32K
$1.28M
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
369+ 12.07% |
$121K - $146K
|
3.43K
$1.89M
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
368+ 33.36% |
$121K - $145K
|
1.47K
$810K
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
360+ 0.88% |
$118K - $142K
|
41.1K
$22.6M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
359+ 9.8% |
$118K - $142K
|
4.02K
$2.21M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
354+ 13.36% |
$116K - $140K
|
3K
$1.65M
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
345New |
$113K - $136K
|
345
$190K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
343+ 14.2% |
$113K - $135K
|
2.76K
$1.52M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
341+ 5.14% |
$112K - $135K
|
6.98K
$3.84M
|
|
Oct 19, 2022
Q3 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
340+ 4.33% |
$112K - $134K
|
8.2K
$4.51M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
333+ 3.98% |
$109K - $132K
|
8.69K
$4.79M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
329New |
$108K - $130K
|
329
$181K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
327+ 3.31% |
$107K - $129K
|
10.2K
$5.62M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
326+ 0.95% |
$107K - $129K
|
34.7K
$19.1M
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
324+ 2.23% |
$106K - $128K
|
14.8K
$8.17M
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
321+ 4.26% |
$105K - $127K
|
7.85K
$4.32M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
319+ 2.0% |
$105K - $126K
|
16.2K
$8.94M
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
315+ 1.6% |
$103K - $124K
|
19.9K
$11M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
312+ 1.68% |
$102K - $123K
|
18.9K
$10.4M
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
312+ 3.75% |
$102K - $123K
|
8.64K
$4.75M
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
305+ 13.07% |
$100K - $120K
|
2.64K
$1.45M
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
303+ 34.67% |
$99.5K - $120K
|
1.18K
$648K
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
303+ 4.93% |
$99.5K - $120K
|
6.45K
$3.55M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
300+ 16.57% |
$98.5K - $119K
|
2.11K
$1.16M
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
299+ 7.64% |
$98.2K - $118K
|
4.21K
$2.32M
|
|
Nov 10, 2022
Q3 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
297+ 0.95% |
$97.5K - $117K
|
31.6K
$17.4M
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
296+ 1.75% |
$97.2K - $117K
|
17.3K
$9.5M
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
295+ 0.75% |
$96.8K - $117K
|
39.8K
$21.9M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
294+ 42.55% |
$96.5K - $116K
|
985
$542K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
292+ 2.69% |
$95.9K - $115K
|
11.2K
$6.14M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
292+ 72.28% |
$95.9K - $115K
|
696
$383K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
292+ 0.74% |
$95.9K - $115K
|
39.8K
$21.9M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
291+ 0.3% |
$95.5K - $115K
|
98.1K
$54M
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
288+ 44.58% |
$94.6K - $114K
|
934
$514K
|