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 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5+ 0.79% |
$1.64K - $1.87K
|
640
$354K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.07% |
$1.64K - $1.87K
|
7.65K
$4.23M
|
|
|
Feb 02, 2023
Q4 2022
|
E L Financial Corp LTD
|
BUY
|
- |
5+ 0.0% |
$1.64K - $1.87K
|
1.65M
$914M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.29% |
$1.64K - $1.87K
|
1.73K
$954K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5+ 0.57% |
$1.64K - $1.87K
|
887
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$1.64K - $1.87K
|
5
$2.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5New |
$1.64K - $1.87K
|
5
$2.76K
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.32% |
$1.64K - $1.87K
|
1.58K
$871K
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
4+ 0.54% |
$1.31K - $1.5K
|
749
$414K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4+ 1.03% |
$1.31K - $1.5K
|
391
$216K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
4+ 0.5% |
$1.31K - $1.5K
|
797
$441K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.18% |
$1.31K - $1.5K
|
2.27K
$1.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4+ 0.13% |
$1.31K - $1.5K
|
3.2K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.24% |
$1.31K - $1.5K
|
1.69K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 1.4% |
$1.31K - $1.5K
|
290
$160K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$983 - $1.12K
|
9.59K
$5.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
3+ 0.26% |
$983 - $1.12K
|
1.17K
$645K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
3+ 0.22% |
$983 - $1.12K
|
1.39K
$769K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3+ 0.27% |
$983 - $1.12K
|
1.11K
$612K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.17% |
$655 - $749
|
1.15K
$638K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.26% |
$655 - $749
|
760
$420K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$655 - $749
|
2.5K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$655 - $749
|
636
$352K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 0.79% |
$655 - $749
|
255
$141K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.35% |
$655 - $749
|
579
$320K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.32% |
$655 - $749
|
631
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.07% |
$655 - $749
|
2.98K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.18% |
$655 - $749
|
1.09K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
2+ 0.16% |
$655 - $749
|
1.29K
$713K
|
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.13% |
$655 - $749
|
1.58K
$875K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2+ 0.04% |
$655 - $749
|
4.93K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$655 - $749
|
2
$1.11K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.52% |
$655 - $749
|
388
$214K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.29% |
$328 - $375
|
346
$191K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.05% |
$328 - $375
|
2.14K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 1.82% |
$328 - $375
|
56
$31K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.56% |
$328 - $375
|
65
$35.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$328 - $375
|
2.71K
$1.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$328 - $375
|
2.78K
$1.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.17% |
$328 - $375
|
585
$323K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.1% |
$328 - $375
|
996
$551K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.96% |
$328 - $375
|
105
$58K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$328 - $375
|
388
$214K
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$328 - $375
|
791
$437K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.29% |
$328 - $375
|
344
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.05% |
$328 - $375
|
2.01K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.09% |
$328 - $375
|
1.1K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1+ 0.12% |
$328 - $375
|
835
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
1+ 2.08% |
$328 - $375
|
49
$27.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.05% |
$328 - $375
|
2.19K
$1.21M
|