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 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.11K+ 5.99% |
$1.02M - $1.23M
|
55.1K
$29.9M
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$1.02M - $1.22M
|
3.1K
$1.68M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
3.08K+ 290.67% |
$1.01M - $1.22M
|
4.15K
$2.25M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.05K+ 9.65% |
$1M - $1.21M
|
34.7K
$18.8M
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
3.04K+ 73.07% |
$998K - $1.2M
|
7.2K
$3.91M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.04K+ 11.56% |
$998K - $1.2M
|
29.3K
$15.9M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.03K+ 337.42% |
$995K - $1.2M
|
3.93K
$2.13M
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
3.03K+ 6.84% |
$993K - $1.2M
|
47.3K
$25.7M
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.01K+ 16.49% |
$989K - $1.19M
|
21.3K
$11.5M
|
|
Nov 01, 2022
Q3 2022
|
Globe Life Inc.
|
BUY
|
- |
3K+ 0.41% |
$986K - $1.19M
|
729K
$395M
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3K+ 39.39% |
$985K - $1.19M
|
10.6K
$5.76M
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
2.95K+ 2.34% |
$970K - $1.17M
|
129K
$70.1M
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 327.05% |
$968K - $1.17M
|
3.85K
$2.09M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
2.83KNew |
$930K - $1.12M
|
2.83K
$1.54M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.83K+ 25.43% |
$929K - $1.12M
|
14K
$7.58M
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.83KNew |
$929K - $1.12M
|
2.83K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.82K+ 5.79% |
$925K - $1.11M
|
51.5K
$27.9M
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.79K+ 53.54% |
$917K - $1.1M
|
8.01K
$4.35M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.79K+ 9.72% |
$916K - $1.1M
|
31.5K
$17.1M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.78K+ 78.98% |
$912K - $1.1M
|
6.29K
$3.42M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.76K+ 5.48% |
$906K - $1.09M
|
53.1K
$28.8M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.69K+ 26.69% |
$884K - $1.06M
|
12.8K
$6.94M
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.68K+ 33.66% |
$880K - $1.06M
|
10.6K
$5.78M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.66K+ 18.54% |
$874K - $1.05M
|
17K
$9.24M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.66K+ 136.16% |
$874K - $1.05M
|
4.62K
$2.51M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.66K+ 4.6% |
$873K - $1.05M
|
60.5K
$32.8M
|
|
Oct 24, 2022
Q3 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.65K+ 2.15% |
$869K - $1.05M
|
126K
$68.4M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 31.82% |
$865K - $1.04M
|
10.9K
$5.92M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.62K+ 29066.67% |
$859K - $1.03M
|
2.63K
$1.42M
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.61K+ 4.02% |
$857K - $1.03M
|
67.5K
$36.6M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.6K+ 3.04% |
$853K - $1.03M
|
88K
$47.8M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.58K+ 11.52% |
$846K - $1.02M
|
24.9K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.57K+ 165.42% |
$845K - $1.02M
|
4.13K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.54K+ 1.67% |
$834K - $1M
|
155K
$83.9M
|
|
Nov 14, 2022
Q3 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
2.53KNew |
$831K - $999K
|
2.53K
$1.37M
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
2.52K+ 4.33% |
$828K - $996K
|
60.7K
$33M
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.52K+ 44.93% |
$826K - $994K
|
8.12K
$4.4M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.52K+ 9.09% |
$826K - $994K
|
30.2K
$16.4M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
2.51K+ 34.72% |
$822K - $990K
|
9.72K
$5.27M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.51K+ 76.68% |
$822K - $990K
|
5.77K
$3.13M
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.5K+ 20.93% |
$821K - $988K
|
14.5K
$7.84M
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.49K+ 2.9% |
$816K - $982K
|
88.2K
$47.9M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.47K+ 2.99% |
$812K - $977K
|
85.1K
$46.2M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.42KNew |
$794K - $956K
|
2.42K
$1.31M
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.39K+ 90.78% |
$785K - $945K
|
5.03K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.38K+ 28.28% |
$781K - $939K
|
10.8K
$5.85M
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.35K+ 22.02% |
$772K - $929K
|
13K
$7.07M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.34KNew |
$769K - $925K
|
2.34K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 5.14% |
$767K - $923K
|
47.8K
$25.9M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.33K+ 16.29% |
$765K - $920K
|
16.6K
$9.03M
|