Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
772+ 8.32% |
$260K - $324K
|
10K
$5.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
766+ 8.36% |
$258K - $322K
|
9.93K
$5.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
761+ 3.54% |
$257K - $320K
|
22.3K
$12.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
756+ 79.0% |
$255K - $317K
|
1.71K
$947K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
753+ 9.67% |
$254K - $316K
|
8.54K
$4.72M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
749+ 15.98% |
$252K - $314K
|
5.44K
$3.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
742+ 18.97% |
$250K - $312K
|
4.65K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
737+ 32.27% |
$248K - $309K
|
3.02K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
728+ 59.43% |
$245K - $306K
|
1.95K
$1.08M
|
|
|
Jul 26, 2022
Q2 2022
|
Mercer Investments LLC
|
BUY
|
- |
725+ 2.82% |
$244K - $304K
|
26.5K
$14.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
725+ 14.25% |
$244K - $304K
|
5.81K
$3.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
724New |
$244K - $304K
|
724
$400K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
720+ 3.69% |
$243K - $302K
|
20.2K
$11.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
716+ 29.75% |
$241K - $301K
|
3.12K
$1.73M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
715+ 41.84% |
$241K - $300K
|
2.42K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
712+ 3.63% |
$240K - $299K
|
20.3K
$11.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
708+ 3.84% |
$239K - $297K
|
19.2K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
707+ 1.54% |
$238K - $297K
|
46.6K
$25.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
699+ 90.31% |
$236K - $293K
|
1.47K
$814K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
691New |
$233K - $290K
|
691
$382K
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
683New |
$230K - $287K
|
683
$378K
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
682+ 33.38% |
$230K - $286K
|
2.73K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
682+ 8.37% |
$230K - $286K
|
8.83K
$4.88M
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
675+ 20.46% |
$228K - $283K
|
3.97K
$2.2M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
675New |
$228K - $283K
|
675
$373K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
673+ 4.55% |
$227K - $283K
|
15.5K
$8.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
669+ 1911.43% |
$225K - $281K
|
704
$389K
|
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
BUY
|
- |
663New |
$223K - $278K
|
663
$367K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
656+ 6.7% |
$221K - $275K
|
10.4K
$5.77M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
649+ 7.22% |
$219K - $272K
|
9.63K
$5.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
649New |
$219K - $272K
|
649
$359K
|
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
643New |
$217K - $270K
|
643
$355K
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
635New |
$214K - $267K
|
635
$351K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
631New |
$213K - $265K
|
631
$349K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
627+ 27.07% |
$211K - $263K
|
2.94K
$1.63M
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
623+ 46.11% |
$210K - $262K
|
1.97K
$1.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
620New |
$209K - $260K
|
620
$343K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
618+ 51.8% |
$208K - $259K
|
1.81K
$1M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
617+ 0.82% |
$208K - $259K
|
75.7K
$41.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
614+ 17.12% |
$207K - $258K
|
4.2K
$2.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
613New |
$207K - $257K
|
613
$339K
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
609+ 102.87% |
$205K - $256K
|
1.2K
$664K
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
607New |
$205K - $255K
|
607
$336K
|
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
606+ 54.16% |
$204K - $254K
|
1.73K
$954K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
602+ 7.9% |
$203K - $253K
|
8.22K
$4.54M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
593New |
$200K - $249K
|
593
$328K
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
589+ 0.07% |
$199K - $247K
|
787K
$435M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
588+ 6.31% |
$198K - $247K
|
9.91K
$5.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
587New |
$198K - $246K
|
587
$324K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
584+ 23.66% |
$197K - $245K
|
3.05K
$1.69M
|