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
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-894- 17.06% |
$293K - $335K
|
4.35K
$2.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-908- 2.83% |
$297K - $340K
|
31.2K
$17.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-913- 25.52% |
$299K - $342K
|
2.66K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-920- 9.11% |
$301K - $345K
|
9.18K
$5.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-922- 6.86% |
$302K - $345K
|
12.5K
$7.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-923- 34.86% |
$302K - $346K
|
1.73K
$967K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-925- 3.05% |
$303K - $346K
|
29.4K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-928- 1.12% |
$304K - $348K
|
81.9K
$45.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-944- 46.43% |
$309K - $354K
|
1.09K
$611K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-947- 43.86% |
$310K - $355K
|
1.21K
$680K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-960- 5.43% |
$315K - $360K
|
16.7K
$9.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-968- 1.8% |
$317K - $363K
|
52.7K
$29.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-971- 10.33% |
$318K - $364K
|
8.43K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-972- 14.85% |
$318K - $364K
|
5.57K
$3.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-977- 0.94% |
$320K - $366K
|
103K
$57.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-981- 20.52% |
$321K - $367K
|
3.8K
$2.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-984- 0.6% |
$322K - $369K
|
162K
$90.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-991- 5.36% |
$325K - $371K
|
17.5K
$9.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1K- 54.33% |
$329K - $376K
|
843
$473K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1K- 99.01% |
$329K - $376K
|
10
$5.61K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.01K- 11.75% |
$330K - $377K
|
7.56K
$4.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.01K- 6.99% |
$330K - $377K
|
13.4K
$7.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.02K- 0.32% |
$335K - $382K
|
316K
$177M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.03K- 14.18% |
$336K - $385K
|
6.22K
$3.49M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.03K- 14.18% |
$336K - $385K
|
6.22K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.05K- 5.4% |
$345K - $395K
|
18.5K
$10.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.06K- 32.59% |
$346K - $395K
|
2.18K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.06K- 26.04% |
$346K - $396K
|
3K
$1.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 33.74% |
$352K - $402K
|
2.11K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.09K- 2.67% |
$356K - $407K
|
39.7K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.12K- 13.75% |
$366K - $418K
|
7K
$3.92M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.14K- 33.59% |
$373K - $427K
|
2.25K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.15K- 27.41% |
$377K - $431K
|
3.05K
$1.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 22.64% |
$377K - $431K
|
3.94K
$2.21M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.16K- 51.61% |
$379K - $433K
|
1.09K
$608K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.2K- 7.29% |
$393K - $449K
|
15.3K
$8.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 2.92% |
$397K - $454K
|
40.2K
$22.5M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.23KClosed |
$403K - $461K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.26K- 4.5% |
$412K - $471K
|
26.7K
$15M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 4.19% |
$418K - $478K
|
29.2K
$16.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.29K- 35.56% |
$423K - $483K
|
2.34K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.31K- 2.04% |
$429K - $490K
|
62.8K
$35.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.31K- 14.26% |
$429K - $490K
|
7.87K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.32K- 3.2% |
$431K - $493K
|
39.8K
$22.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.35K- 36.55% |
$443K - $506K
|
2.35K
$1.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.36K- 0.89% |
$444K - $508K
|
151K
$84.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-1.37K- 22.01% |
$450K - $515K
|
4.87K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.39K- 65.15% |
$455K - $520K
|
743
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.39K- 58.14% |
$455K - $520K
|
1K
$561K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-1.39K- 40.21% |
$455K - $521K
|
2.07K
$1.16M
|