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 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.59K- 48.0% |
$850K - $972K
|
2.81K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.61K- 41.43% |
$854K - $976K
|
3.69K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.62K- 76.18% |
$859K - $982K
|
820
$460K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.63K- 16.65% |
$860K - $983K
|
13.1K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.66K- 24.33% |
$870K - $994K
|
8.26K
$4.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.69K- 3.43% |
$880K - $1.01M
|
75.5K
$42.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.69K- 1.54% |
$881K - $1.01M
|
171K
$96.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.74K- 6.91% |
$897K - $1.03M
|
36.9K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.75K- 19.31% |
$901K - $1.03M
|
11.5K
$6.44M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.76K- 4.82% |
$903K - $1.03M
|
54.4K
$30.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.78K- 9.99% |
$911K - $1.04M
|
25K
$14M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.78K- 3.66% |
$911K - $1.04M
|
73.2K
$41.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.93K- 30.4% |
$960K - $1.1M
|
6.71K
$3.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.94K- 3.41% |
$962K - $1.1M
|
83.3K
$46.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.95K- 8.52% |
$966K - $1.1M
|
31.7K
$17.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.99K- 22.28% |
$978K - $1.12M
|
10.4K
$5.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.99K- 12.33% |
$979K - $1.12M
|
21.2K
$11.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-3K- 4.81% |
$983K - $1.12M
|
59.4K
$33.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3K- 53.65% |
$983K - $1.12M
|
2.59K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 21.64% |
$984K - $1.13M
|
10.9K
$6.1M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.02K- 95.24% |
$990K - $1.13M
|
151
$84.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.06K- 20.63% |
$1M - $1.14M
|
11.8K
$6.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.08K- 34.13% |
$1.01M - $1.15M
|
5.93K
$3.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-3.08K- 12.73% |
$1.01M - $1.15M
|
21.1K
$11.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.18K- 12.08% |
$1.04M - $1.19M
|
23.1K
$13M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.2K- 26.56% |
$1.05M - $1.2M
|
8.86K
$4.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.21K- 11.22% |
$1.05M - $1.2M
|
25.4K
$14.2M
|
|
|
Jun 20, 2024
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.23K- 4.27% |
$1.06M - $1.21M
|
72.5K
$40.6M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.25K- 6.52% |
$1.06M - $1.22M
|
46.5K
$26.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.29K- 59.16% |
$1.08M - $1.23M
|
2.27K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.3K- 16.99% |
$1.08M - $1.23M
|
16.1K
$9.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.33K- 28.28% |
$1.09M - $1.25M
|
8.45K
$4.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.46K- 4.69% |
$1.13M - $1.3M
|
70.3K
$39.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-3.5K- 5.46% |
$1.15M - $1.31M
|
60.6K
$34M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.59K- 13.85% |
$1.18M - $1.34M
|
22.3K
$12.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.64K- 65.64% |
$1.19M - $1.36M
|
1.9K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3.68K- 7.88% |
$1.2M - $1.38M
|
43K
$24.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.68K- 12.58% |
$1.2M - $1.38M
|
25.5K
$14.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-3.7K- 46.97% |
$1.21M - $1.38M
|
4.17K
$2.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-3.71K- 1.48% |
$1.21M - $1.39M
|
246K
$138M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.76K- 9.39% |
$1.23M - $1.41M
|
36.2K
$20.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.9K- 10.08% |
$1.28M - $1.46M
|
34.8K
$19.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-3.94K- 18.0% |
$1.29M - $1.48M
|
18K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.98K- 1.29% |
$1.3M - $1.49M
|
304K
$170M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-3.99K- 1.1% |
$1.31M - $1.49M
|
358K
$201M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-4.03K- 9.69% |
$1.32M - $1.51M
|
37.6K
$21.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.18K- 35.28% |
$1.37M - $1.57M
|
7.67K
$4.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.22K- 2.02% |
$1.38M - $1.58M
|
205K
$115M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-4.24K- 1.65% |
$1.39M - $1.59M
|
253K
$142M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.28K- 16.45% |
$1.4M - $1.6M
|
21.8K
$12.2M
|