Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
6.79K+ 2.92% |
$2.23M - $2.68M
|
239K
$132M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.75K+ 12.02% |
$2.22M - $2.67M
|
63K
$34.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.75K+ 16.9% |
$2.21M - $2.66M
|
46.7K
$25.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.68K+ 8.41% |
$2.19M - $2.64M
|
86.2K
$47.6M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.59K+ 2.28% |
$2.16M - $2.6M
|
296K
$163M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.46K+ 20.03% |
$2.12M - $2.55M
|
38.7K
$21.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6.46KNew |
$2.12M - $2.55M
|
6.46K
$3.57M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
6.28K+ 4.4% |
$2.06M - $2.48M
|
149K
$82.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6.25K+ 6.58% |
$2.05M - $2.47M
|
101K
$55.9M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.19K+ 5.02% |
$2.03M - $2.45M
|
129K
$71.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
6.17K+ 31.47% |
$2.03M - $2.44M
|
25.8K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.1K+ 39.69% |
$2M - $2.41M
|
21.5K
$11.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.01K+ 3.54% |
$1.97M - $2.37M
|
176K
$97.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.98KNew |
$1.96M - $2.36M
|
5.98K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.96K+ 11.6% |
$1.96M - $2.35M
|
57.3K
$31.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
5.95K+ 6.93% |
$1.95M - $2.35M
|
91.7K
$50.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.86K+ 659.91% |
$1.92M - $2.31M
|
6.75K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.85KNew |
$1.92M - $2.31M
|
5.85K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
5.82K+ 233.37% |
$1.91M - $2.3M
|
8.31K
$4.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.77K+ 0.55% |
$1.89M - $2.28M
|
1.05M
$579M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.71KNew |
$1.87M - $2.25M
|
5.71K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.67KNew |
$1.86M - $2.24M
|
5.67K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
5.52K+ 14.43% |
$1.81M - $2.18M
|
43.7K
$24.2M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.5K+ 50.93% |
$1.81M - $2.17M
|
16.3K
$9.01M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.43K+ 204.56% |
$1.78M - $2.14M
|
8.08K
$4.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
5.37K+ 35.87% |
$1.76M - $2.12M
|
20.3K
$11.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
5.35K+ 8.03% |
$1.76M - $2.11M
|
72K
$39.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.28K+ 8.66% |
$1.73M - $2.09M
|
66.3K
$36.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.28K+ 0.28% |
$1.73M - $2.08M
|
1.91M
$1.06B
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.19K+ 188.97% |
$1.7M - $2.05M
|
7.94K
$4.39M
|
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
5.17K+ 31.72% |
$1.7M - $2.04M
|
21.5K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
5.13K+ 92.62% |
$1.69M - $2.03M
|
10.7K
$5.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.13K+ 3.26% |
$1.69M - $2.03M
|
163K
$89.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.11K+ 3.1% |
$1.68M - $2.02M
|
170K
$94M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.01K+ 6.95% |
$1.64M - $1.98M
|
77.1K
$42.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.99K+ 6.6% |
$1.64M - $1.97M
|
80.6K
$44.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
4.99K+ 2.22% |
$1.64M - $1.97M
|
230K
$127M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
4.97K+ 27.02% |
$1.63M - $1.96M
|
23.4K
$12.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.95K+ 22.0% |
$1.63M - $1.96M
|
27.5K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
4.94K+ 39.21% |
$1.62M - $1.95M
|
17.5K
$9.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.91K+ 61.56% |
$1.61M - $1.94M
|
12.9K
$7.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.9K+ 9.26% |
$1.61M - $1.94M
|
57.8K
$32M
|
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.86K+ 41.68% |
$1.6M - $1.92M
|
16.5K
$9.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.84K+ 26.45% |
$1.59M - $1.91M
|
23.1K
$12.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.79K+ 3.55% |
$1.57M - $1.89M
|
139K
$77.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
4.65K+ 89.99% |
$1.53M - $1.84M
|
9.82K
$5.43M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
4.61K+ 76.7% |
$1.51M - $1.82M
|
10.6K
$5.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
4.51K+ 30.15% |
$1.48M - $1.78M
|
19.5K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.48K+ 160.03% |
$1.47M - $1.77M
|
7.29K
$4.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.47K+ 8.41% |
$1.47M - $1.76M
|
57.6K
$31.8M
|