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 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.95K- 15.04% |
$994K - $1.24M
|
16.7K
$9.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.96K- 63.15% |
$999K - $1.24M
|
1.73K
$956K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.99K- 9.02% |
$1.01M - $1.26M
|
30.2K
$16.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3K- 8.86% |
$1.01M - $1.26M
|
30.9K
$17.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.06K- 35.31% |
$1.03M - $1.28M
|
5.6K
$3.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.11KClosed |
$1.05M - $1.31M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-3.12K- 8.2% |
$1.05M - $1.31M
|
35K
$19.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.14K- 11.21% |
$1.06M - $1.32M
|
24.9K
$13.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-3.22K- 6.11% |
$1.09M - $1.35M
|
49.5K
$27.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.24K- 7.59% |
$1.09M - $1.36M
|
39.5K
$21.8M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.24K- 7.59% |
$1.09M - $1.36M
|
39.5K
$21.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.27KClosed |
$1.1M - $1.37M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.29K- 10.98% |
$1.11M - $1.38M
|
26.7K
$14.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.33K- 10.19% |
$1.12M - $1.4M
|
29.4K
$16.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-3.38K- 72.22% |
$1.14M - $1.42M
|
1.3K
$719K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3.45K- 1.23% |
$1.16M - $1.45M
|
276K
$153M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.48K- 6.91% |
$1.17M - $1.46M
|
46.9K
$25.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.5K- 27.96% |
$1.18M - $1.47M
|
9.01K
$4.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.52K- 87.99% |
$1.19M - $1.48M
|
480
$265K
|
|
|
Jul 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-3.52KClosed |
$1.19M - $1.48M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.53K- 0.45% |
$1.19M - $1.48M
|
788K
$435M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.54K- 24.44% |
$1.19M - $1.49M
|
10.9K
$6.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.56K- 16.43% |
$1.2M - $1.5M
|
18.1K
$10M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-3.57K- 4.69% |
$1.2M - $1.5M
|
72.5K
$40.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-3.58K- 42.47% |
$1.21M - $1.5M
|
4.85K
$2.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.64K- 3.16% |
$1.23M - $1.53M
|
111K
$61.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.66K- 80.43% |
$1.23M - $1.54M
|
891
$493K
|
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-3.67K- 13.28% |
$1.24M - $1.54M
|
23.9K
$13.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-3.79K- 4.78% |
$1.28M - $1.59M
|
75.5K
$41.7M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.83K- 9.6% |
$1.29M - $1.61M
|
36.1K
$20M
|
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.01K- 76.65% |
$1.35M - $1.68M
|
1.22K
$675K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.17K- 15.46% |
$1.4M - $1.75M
|
22.8K
$12.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.23K- 21.58% |
$1.43M - $1.78M
|
15.4K
$8.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 50.58% |
$1.43M - $1.78M
|
4.13K
$2.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.28K- 4.28% |
$1.44M - $1.8M
|
95.7K
$52.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.29KClosed |
$1.45M - $1.8M
|
0
$0
|
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-4.31K- 7.15% |
$1.45M - $1.81M
|
56K
$30.9M
|
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-4.33KClosed |
$1.46M - $1.82M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.37K- 23.95% |
$1.47M - $1.84M
|
13.9K
$7.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.44K- 7.38% |
$1.5M - $1.86M
|
55.7K
$30.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.53K- 79.54% |
$1.53M - $1.9M
|
1.17K
$645K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.6K- 4.35% |
$1.55M - $1.93M
|
101K
$55.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-5KClosed |
$1.68M - $2.1M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5.01K- 20.86% |
$1.69M - $2.1M
|
19K
$10.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.04K- 21.07% |
$1.7M - $2.11M
|
18.9K
$10.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.12K- 10.66% |
$1.73M - $2.15M
|
42.9K
$23.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.14K- 25.39% |
$1.73M - $2.16M
|
15.1K
$8.34M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.17K- 17.05% |
$1.74M - $2.17M
|
25.2K
$13.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.19K- 1.0% |
$1.75M - $2.18M
|
514K
$284M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-5.2K- 32.5% |
$1.75M - $2.18M
|
10.8K
$5.97M
|