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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
400+ 11.04% |
$135K - $168K
|
4.02K
$1.95M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
399+ 9.75% |
$134K - $168K
|
4.49K
$2.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
399New |
$134K - $168K
|
399
$193K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
399+ 9.42% |
$134K - $168K
|
4.63K
$2.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
398+ 42.25% |
$134K - $167K
|
1.34K
$648K
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
396+ 13.02% |
$133K - $166K
|
3.44K
$1.66M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
395+ 9.35% |
$133K - $166K
|
4.62K
$2.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
395+ 61.53% |
$133K - $166K
|
1.04K
$502K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
395+ 24.92% |
$133K - $166K
|
1.98K
$958K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
385+ 592.31% |
$130K - $162K
|
450
$218K
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
382+ 3.88% |
$129K - $160K
|
10.2K
$4.95M
|
|
|
Mar 10, 2023
Q2 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
382+ 3.88% |
$129K - $160K
|
10.2K
$4.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
378+ 13.45% |
$127K - $159K
|
3.19K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
375+ 32.5% |
$126K - $157K
|
1.53K
$740K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
375+ 16.21% |
$126K - $157K
|
2.69K
$1.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
374+ 1.24% |
$126K - $157K
|
30.4K
$14.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
372+ 59.52% |
$125K - $156K
|
997
$482K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
369+ 0.93% |
$124K - $155K
|
39.9K
$19.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
367+ 19.74% |
$124K - $154K
|
2.23K
$1.08M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
365+ 9.59% |
$123K - $153K
|
4.17K
$2.02M
|
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
365+ 4.69% |
$123K - $153K
|
8.15K
$3.94M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
365+ 64.95% |
$123K - $153K
|
927
$449K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
365+ 2.4% |
$123K - $153K
|
15.6K
$7.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
364+ 3.96% |
$123K - $153K
|
9.57K
$4.63M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
359+ 26.07% |
$121K - $151K
|
1.74K
$840K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
359+ 5.34% |
$121K - $151K
|
7.09K
$3.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
359+ 2.61% |
$121K - $151K
|
14.1K
$6.84M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
358+ 2.25% |
$121K - $150K
|
16.3K
$7.88M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
358+ 34.82% |
$121K - $150K
|
1.39K
$671K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
358+ 49.38% |
$121K - $150K
|
1.08K
$524K
|
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
353+ 69.49% |
$119K - $148K
|
861
$417K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
340+ 10.55% |
$115K - $143K
|
3.56K
$1.72M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
340+ 16.29% |
$115K - $143K
|
2.43K
$1.17M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
338+ 20.97% |
$114K - $142K
|
1.95K
$944K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
336+ 0.8% |
$113K - $141K
|
42.2K
$20.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
335+ 8.1% |
$113K - $141K
|
4.47K
$2.16M
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
333+ 1.11% |
$112K - $140K
|
30.3K
$14.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332+ 29.07% |
$112K - $139K
|
1.47K
$713K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
332+ 19.09% |
$112K - $139K
|
2.07K
$1M
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
329+ 11.9% |
$111K - $138K
|
3.09K
$1.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
327+ 2.82% |
$110K - $137K
|
11.9K
$5.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
325+ 0.8% |
$110K - $136K
|
41K
$19.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
318+ 2.46% |
$107K - $134K
|
13.2K
$6.41M
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
311+ 5.7% |
$105K - $131K
|
5.77K
$2.79M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
308+ 3.27% |
$104K - $129K
|
9.73K
$4.71M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
307+ 7.69% |
$103K - $129K
|
4.3K
$2.08M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
306New |
$103K - $128K
|
306
$148K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
305+ 1.3% |
$103K - $128K
|
23.8K
$11.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
301+ 60.32% |
$101K - $126K
|
800
$387K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
300+ 348.84% |
$101K - $126K
|
386
$187K
|