Purchases and Sales Made in Q4 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 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.1K+ 2.15% |
$361K - $412K
|
52.4K
$29.3M
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
1.09K+ 74.57% |
$357K - $409K
|
2.55K
$1.43M
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.09KNew |
$356K - $407K
|
1.09K
$608K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.09K+ 11.18% |
$356K - $407K
|
10.8K
$6.04M
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.08K+ 1.84% |
$355K - $406K
|
59.9K
$33.5M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.07KNew |
$349K - $399K
|
1.07K
$595K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.06K+ 114.64% |
$346K - $396K
|
1.98K
$1.11M
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.06K+ 151.94% |
$346K - $396K
|
1.75K
$979K
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.06KNew |
$346K - $395K
|
1.06K
$590K
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.05KNew |
$345K - $395K
|
1.05K
$589K
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
BUY
|
- |
1.05K+ 1.78% |
$345K - $395K
|
60.2K
$33.6M
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.05K+ 37.71% |
$345K - $394K
|
3.84K
$2.15M
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.05K+ 1.03% |
$345K - $394K
|
103K
$57.8M
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.05KNew |
$344K - $393K
|
1.05K
$587K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05KNew |
$344K - $393K
|
1.05K
$587K
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 134.53% |
$343K - $393K
|
1.83K
$1.02M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.04K+ 29.01% |
$341K - $390K
|
4.63K
$2.59M
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.04K+ 121.76% |
$339K - $388K
|
1.89K
$1.05M
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.03K+ 4.31% |
$339K - $387K
|
25K
$14M
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.03K+ 10.08% |
$338K - $386K
|
11.3K
$6.29M
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.03K+ 2.44% |
$337K - $386K
|
43.2K
$24.2M
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.03KNew |
$336K - $384K
|
1.03K
$573K
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.02KNew |
$335K - $382K
|
1.02K
$571K
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.01KNew |
$331K - $378K
|
1.01K
$564K
|
|
Feb 06, 2023
Q4 2022
|
True Wealth Financial Partners
|
BUY
|
- |
999+ 3.78% |
$327K - $374K
|
27.4K
$15.3M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
999+ 14.73% |
$327K - $374K
|
7.78K
$4.35M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
995+ 0.39% |
$326K - $373K
|
257K
$144M
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
992New |
$325K - $372K
|
992
$555K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
986+ 22.43% |
$323K - $369K
|
5.38K
$3.01M
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
984+ 11.45% |
$322K - $369K
|
9.58K
$5.35M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
983+ 3.47% |
$322K - $368K
|
29.3K
$16.4M
|
|
Feb 09, 2023
Q4 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
981New |
$321K - $367K
|
981
$548K
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
972New |
$318K - $364K
|
972
$543K
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
970+ 4.27% |
$318K - $363K
|
23.7K
$13.2M
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
968New |
$317K - $363K
|
968
$541K
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
965New |
$316K - $361K
|
965
$539K
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
964New |
$316K - $361K
|
964
$539K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
964New |
$316K - $361K
|
964
$539K
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
963+ 25.98% |
$316K - $361K
|
4.67K
$2.61M
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
956+ 141.0% |
$313K - $358K
|
1.63K
$913K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
951+ 3.24% |
$312K - $356K
|
30.3K
$16.9M
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
945+ 44.85% |
$310K - $354K
|
3.05K
$1.71M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
941+ 32.04% |
$308K - $352K
|
3.88K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
941New |
$308K - $352K
|
941
$526K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
940New |
$308K - $352K
|
940
$525K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
938+ 4.23% |
$307K - $351K
|
23.1K
$12.9M
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
929New |
$304K - $348K
|
929
$519K
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
922+ 11.92% |
$302K - $345K
|
8.66K
$4.84M
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
911+ 4.48% |
$298K - $341K
|
21.3K
$11.9M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
911+ 81.7% |
$298K - $341K
|
2.03K
$1.13M
|