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 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
74.1K+ 317.12% |
$24.3M - $29.3M
|
97.4K
$53.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
73.9K+ 20.45% |
$24.3M - $29.2M
|
435K
$238M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
71.4K+ 60.99% |
$23.4M - $28.2M
|
188K
$103M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
71.4K+ 60.99% |
$23.4M - $28.2M
|
188K
$103M
|
|
|
Nov 14, 2022
Q3 2022
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
71.4KNew |
$23.4M - $28.2M
|
71.4K
$39.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
70.9K+ 53.42% |
$23.3M - $28M
|
204K
$112M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
70.8K+ 63.7% |
$23.2M - $28M
|
182K
$99.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
70.8KNew |
$23.2M - $28M
|
70.8K
$38.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
69.2K+ 4.48% |
$22.7M - $27.3M
|
1.61M
$883M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
68.9K+ 25.69% |
$22.6M - $27.2M
|
337K
$184M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
68K+ 2270.39% |
$22.3M - $26.9M
|
71K
$38.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
67.6K+ 196.09% |
$22.2M - $26.7M
|
102K
$55.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.1K+ 40.37% |
$21.1M - $25.3M
|
223K
$122M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61.6K+ 22.89% |
$20.2M - $24.3M
|
331K
$181M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
61.1KNew |
$20.1M - $24.1M
|
61.1K
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.8K+ 1.6% |
$19.6M - $23.6M
|
3.8M
$2.08B
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
57.5KNew |
$18.9M - $22.7M
|
57.5K
$31.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
55.7K+ 4.62% |
$18.3M - $22M
|
1.26M
$689M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
52.8K+ 37.89% |
$17.3M - $20.8M
|
192K
$105M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.6K+ 1.56% |
$17.3M - $20.8M
|
3.42M
$1.87B
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.4K+ 5.54% |
$17.2M - $20.7M
|
998K
$546M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50.7K+ 11.98% |
$16.6M - $20M
|
474K
$259M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
49.5KNew |
$16.3M - $19.6M
|
49.5K
$27.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
49.2K+ 476.88% |
$16.1M - $19.4M
|
59.5K
$32.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
49K+ 444.63% |
$16.1M - $19.3M
|
60K
$32.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.9K+ 7.39% |
$15.7M - $18.9M
|
696K
$381M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
47.2K+ 4.96% |
$15.5M - $18.7M
|
999K
$547M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
47.2K+ 4.96% |
$15.5M - $18.6M
|
999K
$547M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47K+ 9.79% |
$15.4M - $18.6M
|
527K
$289M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
47K+ 3.84% |
$15.4M - $18.5M
|
1.27M
$695M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46.1KNew |
$15.1M - $18.2M
|
46.1K
$25.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
44.3K+ 32.2% |
$14.5M - $17.5M
|
182K
$99.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
44.1K+ 1268.16% |
$14.5M - $17.4M
|
47.6K
$26M
|
|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
43.2KNew |
$14.2M - $17.1M
|
43.2K
$23.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
43.1KNew |
$14.1M - $17M
|
43.1K
$23.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.5KNew |
$13.9M - $16.8M
|
42.5K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
42.1K+ 2613.46% |
$13.8M - $16.6M
|
43.7K
$23.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
41.8K+ 150.32% |
$13.7M - $16.5M
|
69.6K
$38.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
41.1K+ 16.82% |
$13.5M - $16.2M
|
286K
$156M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
40KNew |
$13.1M - $15.8M
|
40K
$21.9M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.9K+ 3.95% |
$13.1M - $15.7M
|
1.05M
$574M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
39.5K+ 76.1% |
$13M - $15.6M
|
91.5K
$50.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
39.1K+ 52.71% |
$12.8M - $15.4M
|
113K
$62M
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
38.8K+ 21.77% |
$12.7M - $15.3M
|
217K
$119M
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
38.8K+ 21.77% |
$12.7M - $15.3M
|
217K
$119M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.3K+ 9.77% |
$12.6M - $15.1M
|
431K
$236M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
36.9K+ 372.75% |
$12.1M - $14.6M
|
46.9K
$25.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
36.8K+ 167.66% |
$12.1M - $14.5M
|
58.7K
$32.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
35.5KNew |
$11.7M - $14M
|
35.5K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
35.2K+ 889.65% |
$11.6M - $13.9M
|
39.2K
$21.5M
|