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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-22- 0.46% |
$7.21K - $8.24K
|
4.79K
$2.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-22- 0.91% |
$7.21K - $8.24K
|
2.4K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-22- 0.06% |
$7.21K - $8.24K
|
39.2K
$21.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-23- 2.24% |
$7.54K - $8.61K
|
1K
$561K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-23- 0.51% |
$7.54K - $8.61K
|
4.47K
$2.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-25- 1.71% |
$8.19K - $9.36K
|
1.44K
$804K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 1.34% |
$8.19K - $9.36K
|
1.84K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-25- 1.81% |
$8.19K - $9.36K
|
1.36K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-25- 0.57% |
$8.19K - $9.36K
|
4.38K
$2.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-27- 0.74% |
$8.85K - $10.1K
|
3.6K
$2.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-27- 2.04% |
$8.85K - $10.1K
|
1.29K
$723K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-27- 0.33% |
$8.85K - $10.1K
|
8.23K
$4.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-27- 2.82% |
$8.85K - $10.1K
|
930
$520K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-28- 2.77% |
$9.17K - $10.5K
|
984
$550K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 65.22% |
$9.83K - $11.2K
|
16
$8.94K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 7.96% |
$9.83K - $11.2K
|
347
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-32- 2.98% |
$10.5K - $12K
|
1.04K
$582K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-32- 3.06% |
$10.5K - $12K
|
1.01K
$567K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-32- 3.61% |
$10.5K - $12K
|
855
$478K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-34- 0.75% |
$11.1K - $12.7K
|
4.53K
$2.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-35- 2.54% |
$11.5K - $13.1K
|
1.35K
$752K
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-35- 0.77% |
$11.5K - $13.1K
|
4.49K
$2.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-35- 1.41% |
$11.5K - $13.1K
|
2.44K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-37- 1.1% |
$12.1K - $13.9K
|
3.33K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-37- 1.66% |
$12.1K - $13.9K
|
2.19K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-38- 0.29% |
$12.5K - $14.2K
|
13K
$7.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-40- 6.2% |
$13.1K - $15K
|
605
$338K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-40- 5.24% |
$13.1K - $15K
|
724
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-40- 2.06% |
$13.1K - $15K
|
1.91K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-40- 0.09% |
$13.1K - $15K
|
46.7K
$26.1M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-41- 4.79% |
$13.4K - $15.4K
|
815
$456K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-41- 9.34% |
$13.4K - $15.4K
|
398
$222K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 2.03% |
$13.4K - $15.4K
|
1.98K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-44- 0.06% |
$14.4K - $16.5K
|
68.7K
$38.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-46- 0.57% |
$15.1K - $17.2K
|
8.09K
$4.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-47- 5.48% |
$15.4K - $17.6K
|
810
$453K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-48- 69.57% |
$15.7K - $18K
|
21
$11.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-48- 5.53% |
$15.7K - $18K
|
820
$458K
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-49- 6.39% |
$16.1K - $18.4K
|
718
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 5.53% |
$16.4K - $18.7K
|
854
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.53% |
$16.4K - $18.7K
|
9.32K
$5.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-51- 5.23% |
$16.7K - $19.1K
|
925
$517K
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-51- 6.93% |
$16.7K - $19.1K
|
685
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-51- 0.87% |
$16.7K - $19.1K
|
5.79K
$3.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-53- 2.22% |
$17.4K - $19.9K
|
2.34K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-55- 3.53% |
$18K - $20.6K
|
1.5K
$840K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-56- 3.86% |
$18.3K - $21K
|
1.39K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-58- 4.64% |
$19K - $21.7K
|
1.19K
$666K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-59- 0.4% |
$19.3K - $22.1K
|
14.8K
$8.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-60- 1.0% |
$19.7K - $22.5K
|
5.92K
$3.31M
|