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 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-310- 7.71% |
$102K - $122K
|
3.71K
$2.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-321- 2.67% |
$105K - $127K
|
11.7K
$6.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-322- 1.12% |
$106K - $127K
|
28.5K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-322- 2.06% |
$106K - $127K
|
15.3K
$8.56M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-324- 9.7% |
$106K - $128K
|
3.02K
$1.69M
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-325- 3.99% |
$107K - $128K
|
7.83K
$4.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-329- 9.63% |
$108K - $130K
|
3.09K
$1.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-331- 0.35% |
$109K - $131K
|
94.7K
$53.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-335- 14.1% |
$110K - $132K
|
2.04K
$1.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-336- 1.26% |
$110K - $133K
|
26.3K
$14.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-336- 10.1% |
$110K - $133K
|
2.99K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-337- 4.21% |
$111K - $133K
|
7.67K
$4.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-345- 1.57% |
$113K - $136K
|
21.6K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-345- 13.5% |
$113K - $136K
|
2.21K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-348- 1.02% |
$114K - $137K
|
33.7K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-353- 78.44% |
$116K - $139K
|
97
$54.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-358- 0.36% |
$118K - $141K
|
98.6K
$55.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-366- 2.98% |
$120K - $145K
|
11.9K
$6.69M
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-370- 62.08% |
$121K - $146K
|
226
$127K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-373- 8.72% |
$122K - $147K
|
3.9K
$2.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-382- 1.42% |
$125K - $151K
|
26.4K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-383- 7.21% |
$126K - $151K
|
4.93K
$2.76M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-384- 29.05% |
$126K - $152K
|
938
$526K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-387- 8.62% |
$127K - $153K
|
4.1K
$2.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-394- 2.01% |
$129K - $156K
|
19.2K
$10.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-396- 5.84% |
$130K - $156K
|
6.38K
$3.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400- 7.24% |
$131K - $158K
|
5.12K
$2.87M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-402- 1.99% |
$132K - $159K
|
19.8K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-402- 6.72% |
$132K - $159K
|
5.58K
$3.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-405- 8.69% |
$133K - $160K
|
4.25K
$2.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-416- 0.45% |
$137K - $164K
|
92.1K
$51.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-425- 7.58% |
$140K - $168K
|
5.18K
$2.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-427- 5.13% |
$140K - $169K
|
7.89K
$4.43M
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-428- 0.59% |
$141K - $169K
|
72.3K
$40.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-429- 2.55% |
$141K - $169K
|
16.4K
$9.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-438- 16.21% |
$144K - $173K
|
2.26K
$1.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-439- 1.16% |
$144K - $173K
|
37.5K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-441- 26.05% |
$145K - $174K
|
1.25K
$702K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-445- 20.77% |
$146K - $176K
|
1.7K
$952K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-448- 22.16% |
$147K - $177K
|
1.57K
$883K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-454- 88.33% |
$149K - $179K
|
60
$33.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-454- 4.71% |
$149K - $179K
|
9.18K
$5.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-461- 1.77% |
$151K - $182K
|
25.6K
$14.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-466- 25.18% |
$153K - $184K
|
1.39K
$777K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-467- 7.91% |
$153K - $184K
|
5.44K
$3.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-468- 2.4% |
$154K - $185K
|
19K
$10.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-469- 5.11% |
$154K - $185K
|
8.71K
$4.88M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-473- 5.87% |
$155K - $187K
|
7.58K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-473- 1.53% |
$155K - $187K
|
30.4K
$17.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-476- 24.6% |
$156K - $188K
|
1.46K
$818K
|