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 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
135+ 6.84% |
$44.3K - $53.3K
|
2.11K
$1.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
134+ 55.14% |
$44K - $52.9K
|
377
$206K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
132+ 19.97% |
$43.3K - $52.1K
|
793
$434K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
132+ 0.93% |
$43.3K - $52.1K
|
14.3K
$7.81M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
130+ 8.38% |
$42.7K - $51.4K
|
1.68K
$921K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
128+ 11.39% |
$42K - $50.6K
|
1.25K
$685K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
128+ 12.97% |
$42K - $50.6K
|
1.12K
$610K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
127+ 7.04% |
$41.7K - $50.2K
|
1.93K
$1.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
127+ 1.01% |
$41.7K - $50.2K
|
12.7K
$6.97M
|
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
BUY
|
- |
125+ 18.85% |
$41K - $49.4K
|
788
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
124New |
$40.7K - $49K
|
124
$67.9K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
121+ 3.8% |
$39.7K - $47.8K
|
3.3K
$1.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
120+ 5.86% |
$39.4K - $47.4K
|
2.17K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
120+ 285.71% |
$39.4K - $47.4K
|
162
$88.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
119+ 12.42% |
$39.1K - $47K
|
1.08K
$590K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
118+ 9.81% |
$38.7K - $46.6K
|
1.32K
$723K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
117+ 1.71% |
$38.4K - $46.2K
|
6.95K
$3.81M
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
BUY
|
- |
116+ 0.81% |
$38.1K - $45.8K
|
14.4K
$7.91M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
BUY
|
- |
113+ 2.83% |
$37.1K - $44.6K
|
4.11K
$2.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
110+ 3.01% |
$36.1K - $43.5K
|
3.76K
$2.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
110+ 2.62% |
$36.1K - $43.5K
|
4.31K
$2.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
108+ 3.39% |
$35.5K - $42.7K
|
3.29K
$1.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
106+ 14.4% |
$34.8K - $41.9K
|
842
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
106+ 1.44% |
$34.8K - $41.9K
|
7.47K
$4.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
103+ 4.36% |
$33.8K - $40.7K
|
2.47K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
102+ 3.66% |
$33.5K - $40.3K
|
2.89K
$1.58M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
102+ 1.66% |
$33.5K - $40.3K
|
6.24K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
101+ 2.61% |
$33.2K - $39.9K
|
3.97K
$2.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
100New |
$32.8K - $39.5K
|
100
$54.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
100+ 0.54% |
$32.8K - $39.5K
|
18.7K
$10.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
BUY
|
- |
98+ 0.86% |
$32.2K - $38.7K
|
11.5K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
98+ 8.11% |
$32.2K - $38.7K
|
1.31K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
98+ 3.38% |
$32.2K - $38.7K
|
3K
$1.64M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
96+ 5.53% |
$31.5K - $37.9K
|
1.83K
$1M
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
95+ 0.8% |
$31.2K - $37.5K
|
11.9K
$6.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
94+ 0.34% |
$30.9K - $37.1K
|
27.4K
$15M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
94+ 0.7% |
$30.9K - $37.1K
|
13.6K
$7.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
93+ 0.43% |
$30.5K - $36.7K
|
21.5K
$11.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
93+ 5.4% |
$30.5K - $36.7K
|
1.82K
$994K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
92+ 10.54% |
$30.2K - $36.3K
|
965
$528K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
90+ 1.68% |
$29.5K - $35.6K
|
5.43K
$2.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
90+ 6.47% |
$29.5K - $35.6K
|
1.48K
$811K
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
89+ 1.92% |
$29.2K - $35.2K
|
4.73K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
89+ 3.71% |
$29.2K - $35.2K
|
2.49K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
87+ 3.66% |
$28.6K - $34.4K
|
2.47K
$1.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
86+ 9.44% |
$28.2K - $34K
|
997
$546K
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
84+ 12.32% |
$27.6K - $33.2K
|
766
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
84+ 0.48% |
$27.6K - $33.2K
|
17.8K
$9.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
83+ 0.41% |
$27.2K - $32.8K
|
20.3K
$11.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
82+ 1.89% |
$26.9K - $32.4K
|
4.41K
$2.42M
|