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
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.42K- 3.24% |
$464K - $531K
|
42.3K
$23.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-1.47K- 8.86% |
$483K - $552K
|
15.2K
$8.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.48K- 4.91% |
$486K - $555K
|
28.7K
$15.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.49K- 69.92% |
$488K - $558K
|
641
$355K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.5K- 30.73% |
$492K - $562K
|
3.38K
$1.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.51K- 7.07% |
$493K - $564K
|
19.8K
$10.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.53K- 5.03% |
$502K - $573K
|
28.9K
$16M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 18.69% |
$504K - $576K
|
6.69K
$3.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.56K- 23.81% |
$512K - $585K
|
5K
$2.77M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.57K- 10.12% |
$513K - $586K
|
13.9K
$7.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.58K- 18.12% |
$516K - $590K
|
7.12K
$3.94M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.61K- 22.72% |
$527K - $603K
|
5.47K
$3.03M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 63.99% |
$546K - $624K
|
937
$518K
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-1.71K- 7.32% |
$561K - $641K
|
21.7K
$12M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.72K- 3.28% |
$565K - $645K
|
50.8K
$28.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-1.73K- 74.48% |
$566K - $647K
|
592
$328K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.73K- 61.13% |
$567K - $648K
|
1.1K
$609K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.78K- 31.7% |
$583K - $666K
|
3.83K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 33.7% |
$585K - $669K
|
3.51K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 6.4% |
$585K - $669K
|
26.1K
$14.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1.79K- 15.41% |
$586K - $670K
|
9.82K
$5.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 24.59% |
$607K - $694K
|
5.68K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.89K- 22.42% |
$618K - $707K
|
6.53K
$3.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.9K- 3.12% |
$621K - $710K
|
58.8K
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.91K- 12.22% |
$624K - $713K
|
13.7K
$7.57M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.95K- 4.85% |
$637K - $728K
|
38.2K
$21.1M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.99K- 52.29% |
$652K - $745K
|
1.82K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2K- 37.34% |
$655K - $749K
|
3.36K
$1.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.01K- 28.5% |
$659K - $754K
|
5.05K
$2.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-2.03K- 27.08% |
$666K - $761K
|
5.47K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 8.03% |
$673K - $770K
|
23.5K
$13M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.06K- 19.44% |
$674K - $771K
|
8.53K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.07K- 9.95% |
$677K - $773K
|
18.7K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-2.17K- 22.38% |
$711K - $812K
|
7.52K
$4.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.18K- 13.36% |
$715K - $817K
|
14.2K
$7.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.26K- 3.9% |
$740K - $846K
|
55.7K
$30.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-2.27K- 5.6% |
$744K - $850K
|
38.2K
$21.2M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.28K- 39.57% |
$748K - $855K
|
3.49K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-2.31K- 15.05% |
$756K - $864K
|
13K
$7.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.34K- 7.24% |
$766K - $875K
|
30K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.37K- 2.64% |
$775K - $886K
|
87.1K
$48.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 6.42% |
$778K - $890K
|
34.6K
$19.1M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.41K- 9.04% |
$790K - $903K
|
24.3K
$13.4M
|
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.43K- 33.43% |
$795K - $909K
|
4.83K
$2.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.43K- 9.14% |
$796K - $910K
|
24.2K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.45K- 10.12% |
$803K - $918K
|
21.8K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.49K- 9.74% |
$815K - $931K
|
23K
$12.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.5K- 2.41% |
$817K - $934K
|
101K
$55.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.51K- 6.61% |
$821K - $939K
|
35.4K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.57K- 7.63% |
$842K - $963K
|
31.1K
$17.2M
|