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
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-206- 20.79% |
$67.6K - $81.4K
|
785
$430K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-207- 0.59% |
$68K - $81.8K
|
34.6K
$18.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-209- 8.27% |
$68.6K - $82.6K
|
2.32K
$1.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-212- 13.59% |
$69.6K - $83.7K
|
1.35K
$738K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-222- 13.76% |
$72.9K - $87.7K
|
1.39K
$762K
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-222- 0.4% |
$72.9K - $87.7K
|
55.7K
$30.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-226- 5.38% |
$74.2K - $89.3K
|
3.97K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-228- 3.55% |
$74.9K - $90.1K
|
6.19K
$3.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-229- 6.07% |
$75.2K - $90.5K
|
3.54K
$1.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-230- 5.02% |
$75.5K - $90.9K
|
4.36K
$2.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-230- 13.53% |
$75.5K - $90.9K
|
1.47K
$805K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-237- 1.35% |
$77.8K - $93.6K
|
17.3K
$9.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-238- 5.14% |
$78.1K - $94K
|
4.4K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-243- 0.98% |
$79.8K - $96K
|
24.6K
$13.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-246- 1.7% |
$80.8K - $97.2K
|
14.2K
$7.79M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-249- 3.27% |
$81.7K - $98.4K
|
7.38K
$4.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-249- 10.95% |
$81.7K - $98.4K
|
2.02K
$1.11M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-249- 8.08% |
$81.7K - $98.4K
|
2.83K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-250- 4.63% |
$82.1K - $98.8K
|
5.16K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-250- 1.58% |
$82.1K - $98.8K
|
15.6K
$8.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-250- 0.9% |
$82.1K - $98.8K
|
27.6K
$15.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-250- 7.99% |
$82.1K - $98.8K
|
2.88K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-253- 19.52% |
$83.1K - $99.9K
|
1.04K
$571K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-264- 11.68% |
$86.7K - $104K
|
2K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-264- 24.33% |
$86.7K - $104K
|
821
$449K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-267- 0.91% |
$87.7K - $105K
|
29.2K
$16M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-272- 17.71% |
$89.3K - $107K
|
1.26K
$692K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-272- 6.95% |
$89.3K - $107K
|
3.64K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-273- 3.2% |
$89.6K - $108K
|
8.27K
$4.53M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-274- 15.73% |
$90K - $108K
|
1.47K
$804K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-275- 0.29% |
$90.3K - $109K
|
95.3K
$52.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-275- 1.98% |
$90.3K - $109K
|
13.6K
$7.46M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-280- 88.89% |
$91.9K - $111K
|
35
$19.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-281- 4.35% |
$92.3K - $111K
|
6.18K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-281- 15.91% |
$92.3K - $111K
|
1.49K
$813K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-282- 1.64% |
$92.6K - $111K
|
16.9K
$9.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-283- 6.82% |
$92.9K - $112K
|
3.87K
$2.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-285- 17.12% |
$93.6K - $113K
|
1.38K
$756K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-286- 3.49% |
$93.9K - $113K
|
7.92K
$4.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-288- 20.57% |
$94.6K - $114K
|
1.11K
$609K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-289- 0.19% |
$94.9K - $114K
|
152K
$83.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-295- 62.24% |
$96.8K - $117K
|
179
$98K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-296- 28.08% |
$97.2K - $117K
|
758
$415K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-305- 5.33% |
$100K - $120K
|
5.42K
$2.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-310- 7.71% |
$102K - $122K
|
3.71K
$2.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-321- 2.67% |
$105K - $127K
|
11.7K
$6.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-322- 1.12% |
$106K - $127K
|
28.5K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-322- 2.06% |
$106K - $127K
|
15.3K
$8.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-324- 9.7% |
$106K - $128K
|
3.02K
$1.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-325- 3.99% |
$107K - $128K
|
7.83K
$4.28M
|