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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-122- 1.75% |
$40.1K - $48.2K
|
6.83K
$3.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-129- 7.73% |
$42.4K - $51K
|
1.54K
$847K
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-130- 2.99% |
$42.7K - $51.4K
|
4.22K
$2.32M
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-132- 12.13% |
$43.3K - $52.1K
|
956
$526K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-132- 9.69% |
$43.3K - $52.1K
|
1.23K
$677K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-134- 0.6% |
$44K - $52.9K
|
22.1K
$12.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-134- 1.14% |
$44K - $52.9K
|
11.6K
$6.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-136- 11.25% |
$44.6K - $53.7K
|
1.07K
$591K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-136- 2.13% |
$44.6K - $53.7K
|
6.24K
$3.43M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-137- 1.64% |
$45K - $54.1K
|
8.24K
$4.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-142- 2.44% |
$46.6K - $56.1K
|
5.67K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-145- 16.11% |
$47.6K - $57.3K
|
755
$416K
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-150- 15.43% |
$49.2K - $59.3K
|
822
$453K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-154- 13.21% |
$50.6K - $60.8K
|
1.01K
$557K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-154- 6.79% |
$50.6K - $60.8K
|
2.11K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-155- 13.15% |
$50.9K - $61.2K
|
1.02K
$564K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-157- 0.95% |
$51.5K - $62K
|
16.5K
$9.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-157- 9.6% |
$51.5K - $62K
|
1.48K
$814K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-158- 1.45% |
$51.9K - $62.4K
|
10.7K
$5.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-160- 32.0% |
$52.5K - $63.2K
|
340
$187K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-162- 59.34% |
$53.2K - $64K
|
111
$61.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-165- 6.29% |
$54.2K - $65.2K
|
2.46K
$1.35M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-165- 0.72% |
$54.2K - $65.2K
|
22.8K
$12.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-174- 14.45% |
$57.1K - $68.7K
|
1.03K
$567K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-175- 1.6% |
$57.5K - $69.1K
|
10.8K
$5.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-175- 6.03% |
$57.5K - $69.1K
|
2.73K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-175- 4.22% |
$57.5K - $69.1K
|
3.97K
$2.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-177- 1.6% |
$58.1K - $69.9K
|
10.9K
$5.98M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-180- 7.43% |
$59.1K - $71.1K
|
2.24K
$1.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-181- 2.7% |
$59.4K - $71.5K
|
6.51K
$3.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-184- 0.99% |
$60.4K - $72.7K
|
18.5K
$10.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-185- 8.26% |
$60.7K - $73.1K
|
2.06K
$1.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-186- 1.1% |
$61.1K - $73.5K
|
16.8K
$9.24M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-187- 20.04% |
$61.4K - $73.9K
|
746
$411K
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-188- 9.77% |
$61.7K - $74.3K
|
1.74K
$956K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-189- 21.8% |
$62K - $74.7K
|
678
$373K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-190- 10.41% |
$62.4K - $75.1K
|
1.64K
$901K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 28.03% |
$63.7K - $76.6K
|
498
$274K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-194- 2.99% |
$63.7K - $76.6K
|
6.3K
$3.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-195- 1.95% |
$64K - $77K
|
9.82K
$5.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-200- 10.43% |
$65.7K - $79K
|
1.72K
$945K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 14.07% |
$65.7K - $79K
|
1.22K
$672K
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-200- 15.53% |
$65.7K - $79K
|
1.09K
$599K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 16.13% |
$65.7K - $79K
|
1.04K
$573K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-200- 2.0% |
$65.7K - $79K
|
9.78K
$5.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-200- 15.42% |
$65.7K - $79K
|
1.1K
$604K
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-201- 8.36% |
$66K - $79.4K
|
2.2K
$1.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-203- 4.47% |
$66.6K - $80.2K
|
4.34K
$2.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-204- 6.75% |
$67K - $80.6K
|
2.82K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-206- 10.36% |
$67.6K - $81.4K
|
1.78K
$981K
|