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
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.34KNew |
$769K - $925K
|
2.34K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.34K+ 5.14% |
$767K - $923K
|
47.8K
$27.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.33K+ 16.29% |
$765K - $920K
|
16.6K
$9.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.3K+ 3.59% |
$755K - $909K
|
66.4K
$38.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 31.33% |
$753K - $906K
|
9.61K
$5.53M
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
2.26K+ 21.85% |
$741K - $891K
|
12.6K
$7.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.26K+ 48.69% |
$740K - $891K
|
6.89K
$3.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2.25K+ 3.64% |
$740K - $890K
|
64.2K
$36.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.24K+ 16.91% |
$737K - $886K
|
15.5K
$8.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.24K+ 6.48% |
$735K - $884K
|
36.8K
$21.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.23K+ 1.33% |
$733K - $883K
|
170K
$98M
|
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.23K+ 32.8% |
$730K - $879K
|
9.01K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.22K+ 14.02% |
$728K - $876K
|
18K
$10.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.19K+ 50.39% |
$720K - $866K
|
6.55K
$3.76M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.17K+ 79.86% |
$712K - $857K
|
4.89K
$2.81M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.15K+ 19.77% |
$706K - $849K
|
13K
$7.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.15K+ 267.41% |
$706K - $849K
|
2.95K
$1.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.15KNew |
$705K - $848K
|
2.15K
$1.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.15K+ 286.76% |
$704K - $847K
|
2.89K
$1.66M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.14K+ 16.71% |
$702K - $844K
|
14.9K
$8.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 3.59% |
$694K - $835K
|
60.9K
$35M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.11K+ 3.89% |
$693K - $834K
|
56.4K
$32.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$691K - $831K
|
2.1K
$1.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.1K+ 2.98% |
$688K - $828K
|
72.5K
$41.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.1KNew |
$688K - $828K
|
2.1K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 60.98% |
$688K - $828K
|
5.53K
$3.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
2.08K+ 3.72% |
$683K - $822K
|
58K
$33.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.08K+ 60.38% |
$682K - $820K
|
5.51K
$3.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.07K+ 92.92% |
$681K - $819K
|
4.3K
$2.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 6.19% |
$680K - $818K
|
35.5K
$20.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.06K+ 28.11% |
$675K - $812K
|
9.37K
$5.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
2.04K+ 8.25% |
$668K - $804K
|
26.7K
$15.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
2.03K+ 9.84% |
$667K - $803K
|
22.7K
$13.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.01K+ 16.56% |
$659K - $792K
|
14.1K
$8.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2K+ 1.41% |
$658K - $792K
|
145K
$83.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2KNew |
$657K - $790K
|
2K
$1.15M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2K+ 7.01% |
$655K - $788K
|
30.5K
$17.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.99K+ 3.74% |
$654K - $787K
|
55.2K
$31.7M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.95KNew |
$641K - $772K
|
1.95K
$1.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
1.92K+ 130.41% |
$631K - $759K
|
3.39K
$1.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.91K+ 3.53% |
$626K - $753K
|
56K
$32.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.9K+ 9.44% |
$623K - $749K
|
22K
$12.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.9K+ 2.52% |
$622K - $749K
|
77.2K
$44.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
1.89K+ 94.37% |
$621K - $748K
|
3.9K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.89K+ 299.21% |
$620K - $746K
|
2.52K
$1.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
1.87KNew |
$614K - $739K
|
1.87K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.85K+ 25.82% |
$608K - $731K
|
9.02K
$5.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.84K+ 23.63% |
$605K - $728K
|
9.64K
$5.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.84K+ 28.91% |
$604K - $726K
|
8.2K
$4.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.83K+ 45.32% |
$602K - $724K
|
5.88K
$3.38M
|