Purchases and Sales Made in Q4 2022 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 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
Jan 27, 2023 Q4 2022
Threadgill Financial, LLC

BUY
 -
2.55K
New
$835K - $955K
2.55K $1.43M
Aug 28, 2023 Q4 2022
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
2.54K
New
$831K - $949K
2.54K $1.42M
Feb 14, 2023 Q4 2022
First Foundation Advisors

Irvine, CA
BUY
 -
2.52K
+ 12.34%
$826K - $945K
23K $12.9M
Jan 23, 2023 Q4 2022
Mcdaniel Terry & CO

BUY
 -
2.51K
New
$822K - $940K
2.51K $1.41M
Feb 14, 2023 Q4 2022
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
2.51K
New
$822K - $939K
2.51K $1.41M
Feb 10, 2023 Q4 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
2.5K
+ 15.8%
$819K - $936K
18.3K $10.3M
Feb 14, 2023 Q4 2022
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
BUY
 -
2.5K
New
$819K - $936K
2.5K $1.4M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
2.48K
+ 52.43%
$813K - $929K
7.21K $4.04M
Jan 19, 2023 Q4 2022
David Katz Matrix Asset Advisors Inc
BUY
 -
2.45K
+ 24.36%
$802K - $917K
12.5K $7.01M
Feb 01, 2023 Q4 2022
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
2.43K
+ 4.73%
$796K - $910K
53.8K $30.2M
Feb 03, 2023 Q4 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
2.42K
+ 8.13%
$792K - $906K
32.2K $18M
Feb 14, 2023 Q4 2022
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
2.41K
New
$790K - $903K
2.41K $1.35M
Feb 14, 2023 Q4 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.41K
+ 12.68%
$788K - $901K
21.4K $12M
Feb 14, 2023 Q4 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.4K
+ 1.12%
$788K - $900K
217K $122M
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
2.38K
+ 160.31%
$779K - $891K
3.86K $2.17M
Jan 02, 2024 Q4 2022
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
2.35K
New
$770K - $880K
2.35K $1.32M
Jan 31, 2023 Q4 2022
Dt Investment Partners, LLC

BUY
 -
2.33K
+ 301.29%
$764K - $873K
3.11K $1.74M
Jan 19, 2023 Q4 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
2.31K
+ 137.22%
$756K - $864K
3.99K $2.24M
Feb 02, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.3K
New
$755K - $863K
2.3K $1.29M
Jan 24, 2023 Q4 2022
Kooman & Associates

Altoona, PA
BUY
 -
2.29K
New
$750K - $857K
2.29K $1.28M
Feb 23, 2023 Q4 2022
Callan Family Office, LLC

Radnor, PA
BUY
 -
2.27K
New
$744K - $850K
2.27K $1.27M
Feb 09, 2023 Q4 2022
Allie Family Office LLC

BUY
 -
2.26K
+ 16.79%
$742K - $848K
15.7K $8.83M
Feb 07, 2023 Q4 2022
Prestige Wealth Management Group LLC

BUY
 -
2.26K
+ 1616.43%
$741K - $848K
2.4K $1.35M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.24K
+ 6.27%
$735K - $840K
38K $21.3M
Feb 13, 2023 Q4 2022
Hardy Reed LLC

BUY
 -
2.23K
+ 0.93%
$729K - $834K
241K $135M
Jan 27, 2023 Q4 2022
Tru Wealth Advisors, LLC

BUY
 -
2.22K
+ 7.96%
$726K - $830K
30.1K $16.9M
Jan 27, 2023 Q4 2022
Tanager Wealth Management LLP

BUY
 -
2.2K
+ 91.32%
$720K - $824K
4.61K $2.58M
Feb 08, 2023 Q4 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
2.17K
+ 5.89%
$710K - $812K
39K $21.8M
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

BUY
 -
2.17K
+ 4.43%
$710K - $811K
51K $28.6M
Jan 19, 2023 Q4 2022
Roth Financial Partners LLC

BUY
 -
2.16K
+ 10.07%
$708K - $810K
23.6K $13.3M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.16K
+ 3.37%
$708K - $809K
66.3K $37.2M
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
2.16K
+ 10.14%
$707K - $808K
23.4K $13.1M
Feb 13, 2023 Q4 2022
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.16K
New
$706K - $808K
2.16K $1.21M
Feb 13, 2023 Q4 2022
N.E.W. Advisory Services LLC

BUY
 -
2.16K
+ 50.92%
$706K - $807K
6.39K $3.58M
Jan 24, 2023 Q4 2022
626 Financial, LLC

BUY
 -
2.15K
New
$704K - $805K
2.15K $1.2M
Feb 15, 2023 Q4 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
2.14K
New
$701K - $802K
2.14K $1.2M
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
2.12K
+ 13.68%
$695K - $795K
17.6K $9.89M
Feb 13, 2023 Q4 2022
Berkshire Money Management, Inc.

BUY
 -
2.11K
+ 18.08%
$691K - $790K
13.8K $7.72M
Feb 13, 2023 Q4 2022
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
2.11K
New
$690K - $788K
2.11K $1.18M
Jan 27, 2023 Q4 2022
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
2.09K
+ 55.38%
$683K - $781K
5.85K $3.28M
Feb 09, 2023 Q4 2022
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
2.08K
New
$681K - $778K
2.08K $1.17M
Feb 14, 2023 Q4 2022
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
2.07K
+ 4.41%
$678K - $775K
49K $27.5M
Feb 14, 2023 Q4 2022
Plancorp, LLC

BUY
 -
2.05K
+ 8.97%
$672K - $769K
24.9K $14M
Feb 14, 2023 Q4 2022
Rmb Capital Management, LLC

BUY
 -
2.04K
+ 82.17%
$669K - $765K
4.53K $2.54M
Feb 16, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.04K
+ 120.39%
$667K - $763K
3.73K $2.09M
Jan 11, 2023 Q4 2022
Collective Family Office LLC

BUY
 -
2.02K
+ 22.74%
$662K - $757K
10.9K $6.12M
Feb 13, 2023 Q4 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
2K
+ 2.97%
$656K - $749K
69.5K $39M
Jun 06, 2023 Q4 2022
Baron Wealth Management LLC

Troy, MI
BUY
 -
1.99K
+ 160.03%
$653K - $747K
3.24K $1.82M
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
1.98K
+ 3.42%
$649K - $742K
59.8K $33.5M

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