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 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.05% |
$328 - $375
|
2.19K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.05% |
$328 - $375
|
2.08K
$1.16M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1New |
$328 - $375
|
1
$559
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.79% |
$328 - $375
|
128
$71.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.09% |
$328 - $375
|
1.07K
$598K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-1- 0.02% |
$328 - $375
|
5.88K
$3.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2- 0.11% |
$655 - $749
|
1.84K
$1.03M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2- 0.13% |
$655 - $749
|
1.5K
$841K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3- 1.36% |
$983 - $1.12K
|
218
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3- 0.22% |
$983 - $1.12K
|
1.33K
$746K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-4- 0.36% |
$1.31K - $1.5K
|
1.11K
$619K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 0.25% |
$1.64K - $1.87K
|
1.99K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.23% |
$1.64K - $1.87K
|
2.16K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5- 0.03% |
$1.64K - $1.87K
|
15K
$8.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-6- 0.78% |
$1.97K - $2.25K
|
760
$425K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.28% |
$1.97K - $2.25K
|
2.12K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6- 1.5% |
$1.97K - $2.25K
|
393
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$1.97K - $2.25K
|
4.36K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-6- 0.7% |
$1.97K - $2.25K
|
856
$479K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-6- 0.02% |
$1.97K - $2.25K
|
26.1K
$14.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7- 0.21% |
$2.29K - $2.62K
|
3.33K
$1.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-7- 0.88% |
$2.29K - $2.62K
|
790
$442K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 0.15% |
$2.62K - $3K
|
5.35K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 0.23% |
$2.62K - $3K
|
3.54K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-8- 0.17% |
$2.62K - $3K
|
4.58K
$2.56M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 0.09% |
$2.62K - $3K
|
9.07K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9- 0.81% |
$2.95K - $3.37K
|
1.1K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9- 2.34% |
$2.95K - $3.37K
|
376
$210K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 2.01% |
$3.28K - $3.75K
|
488
$273K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-10- 0.45% |
$3.28K - $3.75K
|
2.19K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 1.35% |
$3.28K - $3.75K
|
729
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-10- 0.95% |
$3.28K - $3.75K
|
1.04K
$582K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-10- 0.53% |
$3.28K - $3.75K
|
1.86K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-10- 1.56% |
$3.28K - $3.75K
|
630
$352K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-10- 0.99% |
$3.28K - $3.75K
|
1.01K
$562K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-13- 0.19% |
$4.26K - $4.87K
|
6.72K
$3.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13- 0.14% |
$4.26K - $4.87K
|
9.45K
$5.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-14- 0.32% |
$4.59K - $5.24K
|
4.37K
$2.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-14- 0.42% |
$4.59K - $5.24K
|
3.31K
$1.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-14- 19.44% |
$4.59K - $5.24K
|
58
$32.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-14- 1.33% |
$4.59K - $5.24K
|
1.04K
$580K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-15- 6.82% |
$4.91K - $5.62K
|
205
$115K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-15- 0.4% |
$4.91K - $5.62K
|
3.7K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16- 0.29% |
$5.24K - $5.99K
|
5.42K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.23% |
$5.24K - $5.99K
|
6.81K
$3.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-18- 2.8% |
$5.9K - $6.74K
|
625
$349K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-18- 10.17% |
$5.9K - $6.74K
|
159
$88.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-18- 1.19% |
$5.9K - $6.74K
|
1.5K
$839K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-20- 1.25% |
$6.55K - $7.49K
|
1.58K
$880K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-22- 1.2% |
$7.21K - $8.24K
|
1.81K
$1.01M
|