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 19, 2022
Q3 2022
|
Shaker Investments LLC
|
BUY
|
- |
23+ 1.48% |
$7.55K - $9.09K
|
1.58K
$865K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.99% |
$7.55K - $9.09K
|
1.18K
$647K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.4% |
$7.55K - $9.09K
|
5.73K
$3.14M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 30.14% |
$7.22K - $8.69K
|
95
$52K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
21+ 1.14% |
$6.89K - $8.3K
|
1.86K
$1.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
21+ 0.25% |
$6.89K - $8.3K
|
8.28K
$4.53M
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
21+ 1.22% |
$6.89K - $8.3K
|
1.75K
$956K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
20+ 0.03% |
$6.57K - $7.9K
|
57.5K
$31.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
19+ 1.05% |
$6.24K - $7.51K
|
1.83K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 0.61% |
$6.24K - $7.51K
|
3.14K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
19+ 0.05% |
$6.24K - $7.51K
|
42.2K
$23.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
18+ 60.0% |
$5.91K - $7.11K
|
48
$26.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
18+ 0.03% |
$5.91K - $7.11K
|
57.3K
$31.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
18+ 1.48% |
$5.91K - $7.11K
|
1.23K
$675K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
17+ 8.37% |
$5.58K - $6.72K
|
220
$120K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
16+ 10.26% |
$5.25K - $6.32K
|
172
$94.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 2.43% |
$5.25K - $6.32K
|
675
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
16+ 2.61% |
$5.25K - $6.32K
|
629
$344K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.4% |
$5.25K - $6.32K
|
4.03K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
16+ 0.66% |
$5.25K - $6.32K
|
2.44K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16+ 320.0% |
$5.25K - $6.32K
|
21
$11.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15New |
$4.92K - $5.93K
|
15
$8.21K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 0.91% |
$4.92K - $5.93K
|
1.66K
$909K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
14+ 0.14% |
$4.6K - $5.53K
|
9.68K
$5.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.24% |
$4.6K - $5.53K
|
5.76K
$3.16M
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
13+ 1.81% |
$4.27K - $5.14K
|
730
$400K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$4.27K - $5.14K
|
4.45K
$2.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
13+ 1.49% |
$4.27K - $5.14K
|
884
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
13+ 0.36% |
$4.27K - $5.14K
|
3.63K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
13+ 0.4% |
$4.27K - $5.14K
|
3.25K
$1.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
12+ 0.33% |
$3.94K - $4.74K
|
3.63K
$1.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.94% |
$3.94K - $4.74K
|
1.3K
$709K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12+ 7.36% |
$3.94K - $4.74K
|
175
$95.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
11+ 0.76% |
$3.61K - $4.35K
|
1.45K
$794K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11+ 0.16% |
$3.61K - $4.35K
|
6.74K
$3.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11New |
$3.61K - $4.35K
|
11
$6.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 0.19% |
$3.61K - $4.35K
|
5.78K
$3.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.34% |
$3.61K - $4.35K
|
3.28K
$1.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.49% |
$3.28K - $3.95K
|
2.03K
$1.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.13% |
$3.28K - $3.95K
|
7.65K
$4.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10+ 1.55% |
$3.28K - $3.95K
|
655
$359K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.61% |
$3.28K - $3.95K
|
1.65K
$901K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.16% |
$3.28K - $3.95K
|
6.38K
$3.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.41% |
$3.28K - $3.95K
|
2.45K
$1.34M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
10+ 0.15% |
$3.28K - $3.95K
|
6.56K
$3.59M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 0.26% |
$2.95K - $3.56K
|
3.45K
$1.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
9+ 0.6% |
$2.95K - $3.56K
|
1.52K
$831K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
9+ 0.43% |
$2.95K - $3.56K
|
2.11K
$1.16M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
9+ 0.16% |
$2.95K - $3.56K
|
5.75K
$3.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.65% |
$2.63K - $3.16K
|
1.24K
$678K
|