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 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-180- 14.89% |
$60.7K - $75.6K
|
1.03K
$569K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-181- 11.23% |
$61K - $76K
|
1.43K
$791K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-182- 2.13% |
$61.3K - $76.4K
|
8.38K
$4.63M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-183- 17.43% |
$61.7K - $76.8K
|
867
$479K
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-186- 0.21% |
$62.7K - $78.1K
|
88.2K
$48.7M
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-188Closed |
$63.4K - $78.9K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-189- 0.58% |
$63.7K - $79.4K
|
32.4K
$17.9M
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-193- 1.74% |
$65.1K - $81K
|
10.9K
$6.01M
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-195- 22.94% |
$65.7K - $81.9K
|
655
$362K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-195- 9.12% |
$65.7K - $81.9K
|
1.94K
$1.07M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-195- 1.57% |
$65.7K - $81.9K
|
12.2K
$6.76M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-197- 7.46% |
$66.4K - $82.7K
|
2.44K
$1.35M
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-199- 5.14% |
$67.1K - $83.6K
|
3.68K
$2.03M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-199- 1.45% |
$67.1K - $83.6K
|
13.6K
$7.5M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-200- 3.36% |
$67.4K - $84K
|
5.75K
$3.18M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-202- 8.47% |
$68.1K - $84.8K
|
2.18K
$1.21M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-205- 0.5% |
$69.1K - $86.1K
|
41K
$22.6M
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-205- 5.6% |
$69.1K - $86.1K
|
3.46K
$1.91M
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-207- 23.85% |
$69.8K - $86.9K
|
661
$365K
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-208- 4.9% |
$70.1K - $87.3K
|
4.04K
$2.23M
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-209- 5.99% |
$70.4K - $87.7K
|
3.28K
$1.81M
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-210- 0.82% |
$70.8K - $88.2K
|
25.3K
$14M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-212- 2.96% |
$71.5K - $89K
|
6.96K
$3.84M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-217- 0.05% |
$73.1K - $91.1K
|
441K
$244M
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-220- 9.48% |
$74.2K - $92.4K
|
2.1K
$1.16M
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-220- 0.66% |
$74.2K - $92.4K
|
32.9K
$18.2M
|
|
Jul 27, 2022
Q2 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-221- 0.63% |
$74.5K - $92.8K
|
35.1K
$19.4M
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-222- 10.34% |
$74.8K - $93.2K
|
1.92K
$1.06M
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-225- 7.53% |
$75.8K - $94.5K
|
2.76K
$1.53M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-227- 8.11% |
$76.5K - $95.3K
|
2.57K
$1.42M
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-230- 1.45% |
$77.5K - $96.6K
|
15.6K
$8.64M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-232- 1.09% |
$78.2K - $97.4K
|
21.1K
$11.6M
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-232- 4.17% |
$78.2K - $97.4K
|
5.33K
$2.95M
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-232- 2.67% |
$78.2K - $97.4K
|
8.45K
$4.67M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-233- 0.8% |
$78.5K - $97.8K
|
28.8K
$15.9M
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-235- 3.29% |
$79.2K - $98.7K
|
6.91K
$3.82M
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-239- 1.4% |
$80.6K - $100K
|
16.9K
$9.33M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-241- 3.23% |
$81.2K - $101K
|
7.21K
$3.99M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-245- 48.32% |
$82.6K - $103K
|
262
$145K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-246- 7.07% |
$82.9K - $103K
|
3.24K
$1.79M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-249- 0.5% |
$83.9K - $105K
|
49.4K
$27.3M
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
SELL
|
- |
-250- 25.0% |
$84.3K - $105K
|
750
$415K
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-252- 1.94% |
$84.9K - $106K
|
12.8K
$7.05M
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-253- 11.0% |
$85.3K - $106K
|
2.05K
$1.13M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-263- 3.49% |
$88.6K - $110K
|
7.27K
$4.02M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-263- 2.02% |
$88.6K - $110K
|
12.7K
$7.04M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-266- 3.48% |
$89.7K - $112K
|
7.37K
$4.07M
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-267- 10.86% |
$90K - $112K
|
2.19K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-268- 22.98% |
$90.3K - $113K
|
898
$496K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-268- 2.87% |
$90.3K - $113K
|
9.07K
$5.01M
|