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 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
18New |
$5.9K - $6.74K
|
18
$9.96K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
17+ 0.57% |
$5.57K - $6.37K
|
3.02K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
17+ 340.0% |
$5.57K - $6.37K
|
22
$12.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.56% |
$5.24K - $5.99K
|
1.04K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
16+ 64.0% |
$5.24K - $5.99K
|
41
$22.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
15+ 0.35% |
$4.91K - $5.62K
|
4.33K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 2.29% |
$4.91K - $5.62K
|
670
$371K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 0.91% |
$4.91K - $5.62K
|
1.66K
$919K
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
14+ 0.5% |
$4.59K - $5.24K
|
2.84K
$1.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14+ 6.64% |
$4.59K - $5.24K
|
225
$124K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
14+ 0.51% |
$4.59K - $5.24K
|
2.76K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14+ 0.5% |
$4.59K - $5.24K
|
2.83K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
14+ 0.13% |
$4.59K - $5.24K
|
10.7K
$5.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.4% |
$4.26K - $4.87K
|
3.29K
$1.82M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 0.99% |
$4.26K - $4.87K
|
1.33K
$735K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
13+ 0.1% |
$4.26K - $4.87K
|
13.6K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
13+ 0.42% |
$4.26K - $4.87K
|
3.1K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12+ 0.52% |
$3.93K - $4.49K
|
2.33K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12+ 0.35% |
$3.93K - $4.49K
|
3.44K
$1.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
11+ 0.36% |
$3.6K - $4.12K
|
3.1K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
11+ 1.2% |
$3.6K - $4.12K
|
926
$512K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11+ 0.85% |
$3.6K - $4.12K
|
1.3K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
11+ 0.82% |
$3.6K - $4.12K
|
1.36K
$750K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11New |
$3.6K - $4.12K
|
11
$6.09K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
10+ 0.93% |
$3.28K - $3.75K
|
1.09K
$601K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10New |
$3.28K - $3.75K
|
10
$5.53K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.62% |
$3.28K - $3.75K
|
1.63K
$903K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.12% |
$3.28K - $3.75K
|
8.2K
$4.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.17% |
$3.28K - $3.75K
|
6K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 0.98% |
$3.28K - $3.75K
|
1.03K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
10+ 0.92% |
$3.28K - $3.75K
|
1.1K
$606K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
10+ 0.57% |
$3.28K - $3.75K
|
1.76K
$972K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10+ 0.39% |
$3.28K - $3.75K
|
2.6K
$1.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9+ 0.4% |
$2.95K - $3.37K
|
2.28K
$1.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8+ 0.98% |
$2.62K - $3K
|
823
$455K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8+ 0.72% |
$2.62K - $3K
|
1.11K
$616K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8+ 0.69% |
$2.62K - $3K
|
1.17K
$647K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 0.98% |
$2.62K - $3K
|
822
$455K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$2.62K - $3K
|
3.31K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.18% |
$2.62K - $3K
|
4.58K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.41% |
$2.29K - $2.62K
|
1.73K
$956K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.54% |
$2.29K - $2.62K
|
1.31K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6+ 0.05% |
$1.97K - $2.25K
|
11.8K
$6.55M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
6+ 0.82% |
$1.97K - $2.25K
|
736
$407K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
6+ 0.1% |
$1.97K - $2.25K
|
5.95K
$3.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.09% |
$1.97K - $2.25K
|
6.75K
$3.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.3% |
$1.97K - $2.25K
|
2.01K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6+ 4.84% |
$1.97K - $2.25K
|
130
$71.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.81% |
$1.97K - $2.25K
|
749
$414K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6+ 0.24% |
$1.97K - $2.25K
|
2.51K
$1.39M
|