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 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-25- 0.57% |
$8.21K - $9.88K
|
4.37K
$2.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-25- 1.59% |
$8.21K - $9.88K
|
1.55K
$854K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.3% |
$8.21K - $9.88K
|
8.43K
$4.64M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-26- 0.77% |
$8.54K - $10.3K
|
3.35K
$1.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-29- 17.47% |
$9.52K - $11.5K
|
137
$75.4K
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-30- 0.79% |
$9.85K - $11.9K
|
3.76K
$2.07M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-30- 3.39% |
$9.85K - $11.9K
|
856
$471K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-30- 0.15% |
$9.85K - $11.9K
|
20.6K
$11.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-30- 35.29% |
$9.85K - $11.9K
|
55
$30.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-30- 4.44% |
$9.85K - $11.9K
|
645
$355K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-30- 4.37% |
$9.85K - $11.9K
|
656
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-30- 1.66% |
$9.85K - $11.9K
|
1.78K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-31- 1.24% |
$10.2K - $12.2K
|
2.47K
$1.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-33- 0.79% |
$10.8K - $13K
|
4.12K
$2.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-33- 0.4% |
$10.8K - $13K
|
8.19K
$4.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-34- 3.69% |
$11.2K - $13.4K
|
887
$488K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-36- 3.5% |
$11.8K - $14.2K
|
992
$546K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 21.35% |
$12.5K - $15K
|
140
$77.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-38- 2.75% |
$12.5K - $15K
|
1.35K
$740K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-39- 1.99% |
$12.8K - $15.4K
|
1.92K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-39- 4.03% |
$12.8K - $15.4K
|
929
$511K
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-39- 8.16% |
$12.8K - $15.4K
|
439
$242K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-42- 0.61% |
$13.8K - $16.6K
|
6.87K
$3.78M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-42- 0.7% |
$13.8K - $16.6K
|
5.92K
$3.26M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-42- 1.83% |
$13.8K - $16.6K
|
2.25K
$1.24M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-43- 17.7% |
$14.1K - $17K
|
200
$110K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-44- 1.48% |
$14.4K - $17.4K
|
2.92K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-45- 3.59% |
$14.8K - $17.8K
|
1.21K
$666K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-46- 3.1% |
$15.1K - $18.2K
|
1.44K
$791K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-46- 2.86% |
$15.1K - $18.2K
|
1.56K
$859K
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-46- 5.23% |
$15.1K - $18.2K
|
834
$459K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-47- 1.26% |
$15.4K - $18.6K
|
3.7K
$2.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-47- 0.49% |
$15.4K - $18.6K
|
9.49K
$5.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-50- 3.6% |
$16.4K - $19.8K
|
1.34K
$738K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-50- 1.65% |
$16.4K - $19.8K
|
2.98K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-50- 2.45% |
$16.4K - $19.8K
|
1.99K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-51- 3.56% |
$16.7K - $20.1K
|
1.38K
$760K
|
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-51- 1.89% |
$16.7K - $20.1K
|
2.65K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-51- 1.3% |
$16.7K - $20.1K
|
3.89K
$2.14M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-52- 7.51% |
$17.1K - $20.5K
|
640
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-52- 3.12% |
$17.1K - $20.5K
|
1.62K
$890K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-57- 2.63% |
$18.7K - $22.5K
|
2.11K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-60- 0.88% |
$19.7K - $23.7K
|
6.78K
$3.73M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-60- 2.9% |
$19.7K - $23.7K
|
2.01K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-61- 5.41% |
$20K - $24.1K
|
1.07K
$587K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-63- 7.88% |
$20.7K - $24.9K
|
737
$406K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-64- 2.61% |
$21K - $25.3K
|
2.39K
$1.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-66- 3.68% |
$21.7K - $26.1K
|
1.73K
$951K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-68- 4.82% |
$22.3K - $26.9K
|
1.34K
$739K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-69- 0.36% |
$22.7K - $27.3K
|
19K
$10.4M
|