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
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-4.32K- 1.92% |
$1.42M - $1.62M
|
221K
$124M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.34K- 0.23% |
$1.42M - $1.63M
|
1.91M
$1.07B
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.55K- 19.45% |
$1.49M - $1.7M
|
18.8K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-4.55K- 7.06% |
$1.49M - $1.7M
|
59.9K
$33.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.56K- 4.32% |
$1.49M - $1.71M
|
101K
$56.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.59K- 2.46% |
$1.5M - $1.72M
|
182K
$102M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.62K- 7.55% |
$1.51M - $1.73M
|
56.6K
$31.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.63K- 4.69% |
$1.52M - $1.73M
|
94K
$52.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.64K- 5.27% |
$1.52M - $1.74M
|
83.4K
$46.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4.72K- 37.14% |
$1.55M - $1.77M
|
7.99K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.09K- 23.89% |
$1.67M - $1.91M
|
16.2K
$9.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.17K- 0.48% |
$1.7M - $1.94M
|
1.07M
$600M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-5.25K- 42.12% |
$1.72M - $1.97M
|
7.21K
$4.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-5.29K- 41.38% |
$1.73M - $1.98M
|
7.5K
$4.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.31K- 8.26% |
$1.74M - $1.99M
|
58.9K
$33M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.36K- 6.11% |
$1.76M - $2.01M
|
82.3K
$46.1M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-5.39K- 80.36% |
$1.77M - $2.02M
|
1.32K
$738K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.4K- 4.8% |
$1.77M - $2.02M
|
107K
$60.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-5.43K- 7.77% |
$1.78M - $2.03M
|
64.4K
$36.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-5.68K- 52.36% |
$1.86M - $2.13M
|
5.17K
$2.9M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-5.69K- 14.72% |
$1.86M - $2.13M
|
33K
$18.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-5.84K- 31.63% |
$1.91M - $2.19M
|
12.6K
$7.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.96K- 3.27% |
$1.95M - $2.23M
|
176K
$98.7M
|
|
|
Aug 13, 2024
Q4 2022
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-6.06K- 7.54% |
$1.99M - $2.27M
|
74.4K
$41.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.12K- 2.62% |
$2M - $2.29M
|
227K
$127M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-6.15K- 83.79% |
$2.01M - $2.3M
|
1.19K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.37K- 38.87% |
$2.09M - $2.39M
|
10K
$5.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-6.46K- 80.84% |
$2.12M - $2.42M
|
1.53K
$858K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.48K- 19.74% |
$2.12M - $2.43M
|
26.3K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.6K- 88.33% |
$2.16M - $2.47M
|
872
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-6.72K- 57.45% |
$2.2M - $2.52M
|
4.98K
$2.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-6.81K- 28.21% |
$2.23M - $2.55M
|
17.3K
$9.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.82K- 29.68% |
$2.23M - $2.55M
|
16.2K
$9.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.88K- 1.49% |
$2.25M - $2.58M
|
454K
$255M
|
|
|
Jan 31, 2023
Q4 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-6.9K- 4.04% |
$2.26M - $2.58M
|
164K
$91.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.95K- 32.36% |
$2.28M - $2.6M
|
14.5K
$8.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.99K- 4.47% |
$2.29M - $2.62M
|
149K
$83.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.01K- 3.25% |
$2.3M - $2.63M
|
209K
$117M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-7.26K- 8.45% |
$2.38M - $2.72M
|
78.6K
$44.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.29K- 8.46% |
$2.39M - $2.73M
|
78.9K
$44.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-7.35K- 8.1% |
$2.41M - $2.75M
|
83.4K
$46.8M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-7.59K- 43.79% |
$2.49M - $2.84M
|
9.74K
$5.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-7.65K- 65.19% |
$2.51M - $2.86M
|
4.08K
$2.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.66K- 3.62% |
$2.51M - $2.87M
|
204K
$114M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-7.7K- 92.7% |
$2.52M - $2.89M
|
607
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.8K- 55.5% |
$2.55M - $2.92M
|
6.25K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.05K- 34.81% |
$2.64M - $3.02M
|
15.1K
$8.45M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-8.2K- 5.53% |
$2.69M - $3.07M
|
140K
$78.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.23K- 2.24% |
$2.7M - $3.08M
|
359K
$202M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.31K- 3.31% |
$2.72M - $3.11M
|
243K
$136M
|