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 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$328 - $395
|
1.03K
$565K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.67% |
$328 - $395
|
61
$33.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.06% |
$328 - $395
|
1.72K
$942K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.97% |
$328 - $395
|
104
$56.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$328 - $395
|
2.71K
$1.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1+ 0.14% |
$328 - $395
|
726
$397K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$328 - $395
|
22.2K
$12.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.06% |
$328 - $395
|
1.7K
$931K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$328 - $395
|
3.3K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.12% |
$328 - $395
|
826
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.13% |
$328 - $395
|
779
$426K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.17% |
$328 - $395
|
584
$320K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$328 - $395
|
577
$316K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$328 - $395
|
3.19K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.06% |
$328 - $395
|
1.66K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.02% |
$328 - $395
|
5.31K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.09% |
$328 - $395
|
1.09K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$328 - $395
|
1.99K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.48% |
$328 - $395
|
210
$115K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 2.04% |
$328 - $395
|
50
$27.4K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.03% |
$328 - $395
|
3.24K
$1.77M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.79% |
$328 - $395
|
127
$69.5K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.05% |
$328 - $395
|
96
$52.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1- 0.03% |
$328 - $395
|
2.97K
$1.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1- 0.07% |
$328 - $395
|
1.44K
$789K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1- 0.13% |
$328 - $395
|
790
$433K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$328 - $395
|
4.66K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.13% |
$328 - $395
|
760
$416K
|
|
|
Dec 22, 2022
Q3 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-1- 0.05% |
$328 - $395
|
2.14K
$1.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.26% |
$657 - $790
|
157
$86K
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2- 0.12% |
$657 - $790
|
1.7K
$933K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-3- 0.36% |
$985 - $1.19K
|
827
$453K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-4- 0.16% |
$1.31K - $1.58K
|
2.49K
$1.37M
|
|
|
Oct 20, 2022
Q3 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.36% |
$1.31K - $1.58K
|
1.12K
$613K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.07% |
$1.31K - $1.58K
|
5.36K
$2.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 0.29% |
$1.64K - $1.98K
|
1.72K
$942K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 0.57% |
$1.64K - $1.98K
|
867
$475K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5- 0.45% |
$1.64K - $1.98K
|
1.11K
$605K
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-5- 0.04% |
$1.64K - $1.98K
|
13.7K
$7.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6- 0.03% |
$1.97K - $2.37K
|
18.1K
$9.92M
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-6- 0.93% |
$1.97K - $2.37K
|
637
$349K
|
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-8- 0.22% |
$2.63K - $3.16K
|
3.62K
$1.98M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-8- 0.81% |
$2.63K - $3.16K
|
974
$533K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 80.0% |
$2.63K - $3.16K
|
2
$1.09K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8- 88.89% |
$2.63K - $3.16K
|
1
$547
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-9- 1.45% |
$2.95K - $3.56K
|
612
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-9- 1.16% |
$2.95K - $3.56K
|
770
$422K
|