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
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
188New |
$61.6K - $70.4K
|
188
$103K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
187+ 0.41% |
$61.3K - $70K
|
45.5K
$24.8M
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
187+ 2.38% |
$61.3K - $70K
|
8.04K
$4.39M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
185+ 2.34% |
$60.6K - $69.3K
|
8.08K
$4.41M
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
180+ 13.46% |
$59K - $67.4K
|
1.52K
$828K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
179New |
$58.6K - $67K
|
179
$97.8K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
177+ 2.48% |
$58K - $66.3K
|
7.31K
$3.99M
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
177+ 4.41% |
$58K - $66.3K
|
4.19K
$2.29M
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
175+ 13.89% |
$57.3K - $65.5K
|
1.44K
$784K
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
175+ 18.23% |
$57.3K - $65.5K
|
1.14K
$620K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
175+ 5.06% |
$57.3K - $65.5K
|
3.64K
$1.99M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
174+ 0.5% |
$57K - $65.2K
|
35K
$19.1M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
174+ 2.32% |
$57K - $65.2K
|
7.66K
$4.18M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
172+ 0.24% |
$56.4K - $64.4K
|
71.5K
$39M
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
170+ 0.6% |
$55.7K - $63.7K
|
28.6K
$15.6M
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
170+ 9.8% |
$55.7K - $63.7K
|
1.9K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
167+ 2.41% |
$54.7K - $62.5K
|
7.1K
$3.88M
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 1.52% |
$54.1K - $61.8K
|
11K
$6.01M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
165+ 0.34% |
$54.1K - $61.8K
|
48.3K
$26.4M
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
164+ 11.5% |
$53.7K - $61.4K
|
1.59K
$868K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
163+ 127.34% |
$53.4K - $61.1K
|
291
$159K
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
161+ 4.67% |
$52.8K - $60.3K
|
3.61K
$1.97M
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
160+ 8.28% |
$52.4K - $59.9K
|
2.09K
$1.14M
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
159+ 0.98% |
$52.1K - $59.6K
|
16.4K
$8.95M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
158+ 5.93% |
$51.8K - $59.2K
|
2.82K
$1.54M
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
157+ 0.31% |
$51.4K - $58.8K
|
50.2K
$27.4M
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
155+ 4.85% |
$50.8K - $58.1K
|
3.35K
$1.83M
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
154+ 6.22% |
$50.5K - $57.7K
|
2.63K
$1.44M
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
153+ 17.89% |
$50.1K - $57.3K
|
1.01K
$550K
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
147+ 6.97% |
$48.2K - $55.1K
|
2.26K
$1.23M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
142+ 1.13% |
$46.5K - $53.2K
|
12.7K
$6.95M
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
142+ 3.77% |
$46.5K - $53.2K
|
3.91K
$2.13M
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
138+ 0.84% |
$45.2K - $51.7K
|
16.5K
$9.03M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
137+ 6.84% |
$44.9K - $51.3K
|
2.14K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
135+ 2.76% |
$44.2K - $50.6K
|
5.02K
$2.74M
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
135+ 5.51% |
$44.2K - $50.6K
|
2.59K
$1.41M
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
135+ 2.69% |
$44.2K - $50.6K
|
5.16K
$2.82M
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
134+ 3.8% |
$43.9K - $50.2K
|
3.66K
$2M
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
132+ 1.08% |
$43.2K - $49.4K
|
12.4K
$6.77M
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
130+ 1.4% |
$42.6K - $48.7K
|
9.39K
$5.13M
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
127+ 0.43% |
$41.6K - $47.6K
|
29.9K
$16.3M
|
|
Jan 27, 2023
Q4 2022
|
Alta Advisers LTD
|
BUY
|
- |
126+ 0.18% |
$41.3K - $47.2K
|
68.4K
$37.3M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124+ 3.08% |
$40.6K - $46.4K
|
4.15K
$2.26M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
123+ 129.47% |
$40.3K - $46.1K
|
218
$119K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 0.04% |
$39.3K - $44.9K
|
271K
$148M
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
119+ 6.77% |
$39K - $44.6K
|
1.88K
$1.03M
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
117+ 1.91% |
$38.3K - $43.8K
|
6.24K
$3.41M
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
115+ 3.92% |
$37.7K - $43.1K
|
3.05K
$1.67M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
114+ 0.84% |
$37.4K - $42.7K
|
13.6K
$7.44M
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
113+ 10.42% |
$37K - $42.3K
|
1.2K
$654K
|