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 |
---|---|---|---|---|---|---|---|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-60- 0.51% |
$19.7K - $22.5K
|
11.8K
$6.6M
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-61- 2.9% |
$20K - $22.8K
|
2.04K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-61- 0.5% |
$20K - $22.8K
|
12.1K
$6.78M
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-62- 1.17% |
$20.3K - $23.2K
|
5.25K
$2.93M
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-63- 4.04% |
$20.6K - $23.6K
|
1.5K
$837K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-64- 3.24% |
$21K - $24K
|
1.91K
$1.07M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-65- 0.91% |
$21.3K - $24.3K
|
7.11K
$3.97M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-66- 4.77% |
$21.6K - $24.7K
|
1.32K
$737K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-66- 1.82% |
$21.6K - $24.7K
|
3.57K
$2M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-67- 1.93% |
$22K - $25.1K
|
3.41K
$1.91M
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-68- 0.31% |
$22.3K - $25.5K
|
21.6K
$12.1M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-69- 4.27% |
$22.6K - $25.8K
|
1.55K
$865K
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
SELL
|
- |
-70- 0.07% |
$22.9K - $26.2K
|
95.7K
$53.5M
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-71- 2.91% |
$23.3K - $26.6K
|
2.37K
$1.32M
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-72- 4.27% |
$23.6K - $27K
|
1.61K
$902K
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-73- 4.21% |
$23.9K - $27.3K
|
1.66K
$930K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-73- 2.31% |
$23.9K - $27.3K
|
3.09K
$1.73M
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 0.91% |
$24.6K - $28.1K
|
8.21K
$4.59M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-76- 2.94% |
$24.9K - $28.5K
|
2.51K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-76- 4.94% |
$24.9K - $28.5K
|
1.46K
$818K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-78- 5.73% |
$25.6K - $29.2K
|
1.28K
$718K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-78- 0.42% |
$25.6K - $29.2K
|
18.5K
$10.3M
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-79- 1.91% |
$25.9K - $29.6K
|
4.07K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-79- 13.3% |
$25.9K - $29.6K
|
515
$288K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-80- 6.76% |
$26.2K - $30K
|
1.1K
$617K
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-81- 6.72% |
$26.5K - $30.3K
|
1.12K
$628K
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-82- 1.73% |
$26.9K - $30.7K
|
4.65K
$2.6M
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-84- 1.1% |
$27.5K - $31.5K
|
7.58K
$4.24M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-86- 9.92% |
$28.2K - $32.2K
|
781
$437K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-87- 1.61% |
$28.5K - $32.6K
|
5.3K
$2.96M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-87- 50.58% |
$28.5K - $32.6K
|
85
$47.5K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-87- 7.18% |
$28.5K - $32.6K
|
1.12K
$628K
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-88- 10.32% |
$28.8K - $33K
|
765
$428K
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-90- 3.0% |
$29.5K - $33.7K
|
2.91K
$1.63M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-90- 0.53% |
$29.5K - $33.7K
|
16.8K
$9.37M
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-90- 0.92% |
$29.5K - $33.7K
|
9.69K
$5.42M
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-92- 11.39% |
$30.1K - $34.5K
|
716
$400K
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-93- 3.85% |
$30.5K - $34.8K
|
2.32K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-93- 0.97% |
$30.5K - $34.8K
|
9.49K
$5.31M
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-98- 1.72% |
$32.1K - $36.7K
|
5.61K
$3.13M
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-98- 7.5% |
$32.1K - $36.7K
|
1.21K
$675K
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 1.79% |
$32.8K - $37.5K
|
5.48K
$3.06M
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-103- 19.66% |
$33.7K - $38.6K
|
421
$235K
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-103- 14.19% |
$33.7K - $38.6K
|
623
$348K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103- 74.1% |
$33.7K - $38.6K
|
36
$20.1K
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-103- 2.89% |
$33.7K - $38.6K
|
3.46K
$1.94M
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-104- 15.41% |
$34.1K - $39K
|
571
$319K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-106- 0.83% |
$34.7K - $39.7K
|
12.7K
$7.1M
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-110- 7.94% |
$36K - $41.2K
|
1.28K
$713K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-112- 0.57% |
$36.7K - $41.9K
|
19.7K
$11M
|