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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-263- 2.02% |
$88.6K - $110K
|
12.7K
$6.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-266- 3.48% |
$89.7K - $112K
|
7.37K
$3.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-267- 10.86% |
$90K - $112K
|
2.19K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-268- 22.98% |
$90.3K - $113K
|
898
$435K
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-268- 2.87% |
$90.3K - $113K
|
9.07K
$4.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-268- 5.9% |
$90.3K - $113K
|
4.28K
$2.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-270- 2.26% |
$91K - $113K
|
11.7K
$5.66M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-271- 5.5% |
$91.3K - $114K
|
4.66K
$2.25M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-273- 1.69% |
$92K - $115K
|
15.9K
$7.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-282- 3.99% |
$95.1K - $118K
|
6.78K
$3.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-282- 1.79% |
$95.1K - $118K
|
15.5K
$7.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-283- 9.35% |
$95.4K - $119K
|
2.75K
$1.33M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-287- 5.38% |
$96.7K - $120K
|
5.05K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-290- 15.08% |
$97.8K - $122K
|
1.63K
$790K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-292- 1.63% |
$98.4K - $123K
|
17.7K
$8.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-296- 65.63% |
$99.8K - $124K
|
155
$75K
|
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-298- 1.18% |
$100K - $125K
|
24.9K
$12M
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-300Closed |
$101K - $126K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-304- 18.21% |
$102K - $128K
|
1.37K
$661K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-305- 8.25% |
$103K - $128K
|
3.39K
$1.64M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-305- 2.66% |
$103K - $128K
|
11.2K
$5.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-311- 2.99% |
$105K - $131K
|
10.1K
$4.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-317- 2.03% |
$107K - $133K
|
15.3K
$7.39M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-321- 12.44% |
$108K - $135K
|
2.26K
$1.09M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-321- 6.46% |
$108K - $135K
|
4.65K
$2.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-326- 1.33% |
$110K - $137K
|
24.2K
$11.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-328- 14.05% |
$111K - $138K
|
2.01K
$971K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-332- 24.36% |
$112K - $139K
|
1.03K
$499K
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-333- 0.13% |
$112K - $140K
|
248K
$120M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-333- 0.66% |
$112K - $140K
|
50.4K
$24.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-333- 4.78% |
$112K - $140K
|
6.64K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-335- 0.49% |
$113K - $141K
|
68.6K
$33.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-339- 3.43% |
$114K - $142K
|
9.54K
$4.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-339- 10.34% |
$114K - $142K
|
2.94K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-341- 6.03% |
$115K - $143K
|
5.31K
$2.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-354Closed |
$119K - $149K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-354Closed |
$119K - $149K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-361- 3.29% |
$122K - $152K
|
10.6K
$5.14M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-362- 0.85% |
$122K - $152K
|
42K
$20.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-363- 1.87% |
$122K - $152K
|
19K
$9.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-364- 3.09% |
$123K - $153K
|
11.4K
$5.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-365- 3.01% |
$123K - $153K
|
11.8K
$5.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-368- 1.84% |
$124K - $155K
|
19.6K
$9.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-370- 11.71% |
$125K - $155K
|
2.79K
$1.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-375- 34.56% |
$126K - $157K
|
710
$344K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-376- 6.61% |
$127K - $158K
|
5.31K
$2.57M
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-382- 1.16% |
$129K - $160K
|
32.6K
$15.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-386- 1.82% |
$130K - $162K
|
20.8K
$10.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-388- 0.81% |
$131K - $163K
|
47.3K
$22.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-388- 28.14% |
$131K - $163K
|
991
$480K
|