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 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-531- 4.77% |
$174K - $199K
|
10.6K
$5.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-534- 23.8% |
$175K - $200K
|
1.71K
$945K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-536- 1.59% |
$176K - $201K
|
33.1K
$18.3M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-536- 7.36% |
$176K - $201K
|
6.75K
$3.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-536- 33.29% |
$176K - $201K
|
1.07K
$594K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-537- 1.7% |
$176K - $201K
|
31.1K
$17.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-539- 8.45% |
$177K - $202K
|
5.84K
$3.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-542- 2.85% |
$178K - $203K
|
18.5K
$10.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-550- 6.27% |
$180K - $206K
|
8.22K
$4.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-553- 4.88% |
$181K - $207K
|
10.8K
$5.96M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-560- 19.11% |
$183K - $210K
|
2.37K
$1.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-565- 27.23% |
$185K - $212K
|
1.51K
$835K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-571- 28.05% |
$187K - $214K
|
1.47K
$810K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-576- 16.98% |
$189K - $216K
|
2.82K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-593- 85.94% |
$194K - $222K
|
97
$53.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-605- 10.97% |
$198K - $227K
|
4.91K
$2.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-608- 7.25% |
$199K - $228K
|
7.78K
$4.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-617- 4.63% |
$202K - $231K
|
12.7K
$7.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-621- 43.92% |
$203K - $233K
|
793
$438K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-625- 31.45% |
$205K - $234K
|
1.36K
$753K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-641- 15.73% |
$210K - $240K
|
3.43K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-646- 6.9% |
$212K - $242K
|
8.72K
$4.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-651- 3.88% |
$213K - $244K
|
16.1K
$8.91M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-657- 3.99% |
$215K - $246K
|
15.8K
$8.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-663- 4.66% |
$217K - $248K
|
13.6K
$7.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-663- 30.51% |
$217K - $248K
|
1.51K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-671- 1.01% |
$220K - $251K
|
65.6K
$36.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-676- 12.49% |
$221K - $253K
|
4.74K
$2.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-684- 23.3% |
$224K - $256K
|
2.25K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-685- 10.85% |
$224K - $257K
|
5.63K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-687- 0.73% |
$225K - $257K
|
94K
$52M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-693- 32.29% |
$227K - $260K
|
1.45K
$803K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-708- 5.53% |
$232K - $265K
|
12.1K
$6.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-740- 1.9% |
$242K - $277K
|
38.3K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-756- 2.37% |
$248K - $283K
|
31.1K
$17.2M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-759- 14.01% |
$249K - $284K
|
4.66K
$2.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-776- 15.08% |
$254K - $291K
|
4.37K
$2.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-779- 5.67% |
$255K - $292K
|
13K
$7.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-787- 18.33% |
$258K - $295K
|
3.51K
$1.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-788- 1.09% |
$258K - $295K
|
71.7K
$39.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-788- 6.71% |
$258K - $295K
|
11K
$6.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-832- 15.23% |
$273K - $312K
|
4.63K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-832- 6.08% |
$273K - $312K
|
12.8K
$7.1M
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-832- 53.61% |
$273K - $312K
|
720
$398K
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-856- 4.86% |
$280K - $321K
|
16.8K
$9.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-862- 50.0% |
$282K - $323K
|
862
$477K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-865- 16.7% |
$283K - $324K
|
4.32K
$2.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-883- 5.78% |
$289K - $331K
|
14.4K
$7.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-887- 0.8% |
$291K - $332K
|
110K
$60.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-894- 17.06% |
$293K - $335K
|
4.35K
$2.4M
|