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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.33K+ 86.38% |
$437K - $526K
|
2.87K
$1.59M
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.33K+ 7.26% |
$435K - $524K
|
19.6K
$10.8M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.31K+ 12.52% |
$429K - $516K
|
11.7K
$6.49M
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.3K+ 4.79% |
$427K - $514K
|
28.4K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.29K+ 4.53% |
$423K - $509K
|
29.8K
$16.4M
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.28KNew |
$419K - $504K
|
1.28K
$705K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 14.31% |
$415K - $499K
|
10.1K
$5.58M
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.26K+ 1.96% |
$414K - $498K
|
65.5K
$36.2M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
1.25K+ 1.81% |
$411K - $495K
|
70.6K
$39M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.25K+ 3.46% |
$410K - $493K
|
37.3K
$20.6M
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 5.62% |
$407K - $490K
|
23.3K
$12.9M
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
1.24KNew |
$406K - $488K
|
1.24K
$683K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 2279.63% |
$404K - $486K
|
1.29K
$710K
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 4.71% |
$396K - $477K
|
26.9K
$14.8M
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.2KNew |
$395K - $475K
|
1.2K
$664K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 9.83% |
$395K - $475K
|
13.4K
$7.42M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.2K+ 51.61% |
$394K - $474K
|
3.53K
$1.95M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.18KNew |
$388K - $467K
|
1.18K
$653K
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.18K+ 1.2% |
$387K - $466K
|
99.9K
$55.1M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.17KNew |
$382K - $460K
|
1.17K
$643K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.16K+ 47.69% |
$379K - $456K
|
3.58K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.15K+ 21.39% |
$379K - $456K
|
6.55K
$3.62M
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.15KNew |
$377K - $454K
|
1.15K
$634K
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.15K+ 1.53% |
$377K - $453K
|
75.9K
$41.9M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.14K+ 162.04% |
$376K - $452K
|
1.85K
$1.02M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.13K+ 2.25% |
$370K - $445K
|
51.3K
$28.3M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.13K+ 137.2% |
$369K - $444K
|
1.95K
$1.07M
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 4.19% |
$368K - $442K
|
27.8K
$15.4M
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.12K+ 8.08% |
$368K - $442K
|
15K
$8.27M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
1.12K+ 9.83% |
$366K - $440K
|
12.5K
$6.88M
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.1K+ 14.68% |
$361K - $435K
|
8.59K
$4.75M
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.1K+ 2.18% |
$360K - $433K
|
51.4K
$28.4M
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
BUY
|
- |
1.1KNew |
$359K - $433K
|
1.1K
$605K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.08K+ 25.58% |
$354K - $426K
|
5.3K
$2.93M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 2.25% |
$351K - $422K
|
48.6K
$26.8M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 2.25% |
$351K - $422K
|
48.6K
$26.8M
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.07K+ 1.39% |
$351K - $422K
|
78.2K
$43.2M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.07K+ 2.9% |
$351K - $422K
|
37.9K
$20.9M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.07K+ 12.39% |
$350K - $421K
|
9.67K
$5.34M
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
1.05K+ 15.04% |
$345K - $415K
|
8.03K
$4.43M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.05KNew |
$344K - $414K
|
1.05K
$579K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.04K+ 16.84% |
$343K - $412K
|
7.25K
$4M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.04K+ 16.84% |
$343K - $412K
|
7.25K
$4M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
1.04K+ 4.28% |
$340K - $410K
|
25.3K
$14M
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.03KNew |
$337K - $405K
|
1.03K
$567K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 2.93% |
$331K - $399K
|
35.4K
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.01K+ 12575.0% |
$330K - $397K
|
1.01K
$560K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
1K+ 7.47% |
$329K - $396K
|
14.4K
$7.96M
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
999+ 6.93% |
$328K - $395K
|
15.4K
$8.51M
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
991+ 24.67% |
$325K - $391K
|
5.01K
$2.77M
|