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 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
42+ 1.2% |
$13.8K - $15.7K
|
3.53K
$2.03M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
41+ 1.94% |
$13.4K - $15.4K
|
2.15K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
41+ 1.0% |
$13.4K - $15.4K
|
4.13K
$2.37M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
41+ 0.89% |
$13.4K - $15.4K
|
4.66K
$2.68M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
40+ 0.32% |
$13.1K - $15K
|
12.5K
$7.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
39+ 3.35% |
$12.8K - $14.6K
|
1.2K
$693K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
38+ 3.62% |
$12.5K - $14.2K
|
1.09K
$625K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
37+ 15.1% |
$12.1K - $13.9K
|
282
$162K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
37+ 0.58% |
$12.1K - $13.9K
|
6.4K
$3.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
36+ 3.49% |
$11.8K - $13.5K
|
1.07K
$614K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
36+ 0.4% |
$11.8K - $13.5K
|
9.02K
$5.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
35+ 0.96% |
$11.5K - $13.1K
|
3.7K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35New |
$11.5K - $13.1K
|
35
$20.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
35+ 3.4% |
$11.5K - $13.1K
|
1.07K
$613K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
35+ 1.55% |
$11.5K - $13.1K
|
2.29K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
34New |
$11.1K - $12.7K
|
34
$19.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
31+ 0.94% |
$10.2K - $11.6K
|
3.32K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
31+ 0.13% |
$10.2K - $11.6K
|
24.5K
$14.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
31New |
$10.2K - $11.6K
|
31
$17.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
30+ 2.27% |
$9.83K - $11.2K
|
1.35K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
30+ 500.0% |
$9.83K - $11.2K
|
36
$20.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
30+ 0.92% |
$9.83K - $11.2K
|
3.28K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
29+ 1.67% |
$9.5K - $10.9K
|
1.77K
$1.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 1.29% |
$9.17K - $10.5K
|
2.2K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
28+ 2.11% |
$9.17K - $10.5K
|
1.36K
$781K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
28+ 0.64% |
$9.17K - $10.5K
|
4.42K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
28+ 44.44% |
$9.17K - $10.5K
|
91
$52.3K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
28+ 2.9% |
$9.17K - $10.5K
|
992
$571K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
26+ 0.89% |
$8.52K - $9.74K
|
2.95K
$1.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$8.19K - $9.36K
|
25
$14.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
25+ 1.45% |
$8.19K - $9.36K
|
1.75K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
25+ 2.71% |
$8.19K - $9.36K
|
949
$546K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
25+ 0.87% |
$8.19K - $9.36K
|
2.9K
$1.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 3.81% |
$8.19K - $9.36K
|
681
$392K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
24+ 0.03% |
$7.86K - $8.99K
|
86.3K
$49.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
24+ 3.26% |
$7.86K - $8.99K
|
760
$437K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
24+ 0.91% |
$7.86K - $8.99K
|
2.66K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
23+ 14.2% |
$7.54K - $8.61K
|
185
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
23+ 2.8% |
$7.54K - $8.61K
|
844
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
22+ 0.9% |
$7.21K - $8.24K
|
2.47K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22+ 0.55% |
$7.21K - $8.24K
|
3.99K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
22+ 2.94% |
$7.21K - $8.24K
|
770
$443K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
21+ 1.21% |
$6.88K - $7.87K
|
1.76K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.22% |
$6.88K - $7.87K
|
9.51K
$5.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
21+ 1.02% |
$6.88K - $7.87K
|
2.08K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
21New |
$6.88K - $7.87K
|
21
$12.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$6.55K - $7.49K
|
8.83K
$5.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 1.1% |
$6.55K - $7.49K
|
1.84K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
20+ 0.32% |
$6.55K - $7.49K
|
6.26K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
20+ 0.44% |
$6.55K - $7.49K
|
4.55K
$2.62M
|