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 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
15K+ 6.9% |
$5.06M - $6.3M
|
232K
$129M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15K+ 5.85% |
$5.06M - $6.3M
|
271K
$150M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
15KNew |
$5.05M - $6.29M
|
15K
$8.28M
|
|
|
Nov 14, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
14.9K+ 15.54% |
$5.04M - $6.28M
|
111K
$61.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
14.8K+ 496.35% |
$4.99M - $6.22M
|
17.8K
$9.84M
|
|
|
Aug 05, 2022
Q2 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
14.7K+ 142.72% |
$4.95M - $6.17M
|
25K
$13.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
14.6K+ 8.25% |
$4.93M - $6.14M
|
192K
$106M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
14.6K+ 2.72% |
$4.91M - $6.11M
|
550K
$304M
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
14.5K+ 80.98% |
$4.9M - $6.1M
|
32.5K
$18M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
14.5K+ 3.57% |
$4.89M - $6.09M
|
421K
$232M
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
14.4KNew |
$4.86M - $6.05M
|
14.4K
$7.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.4K+ 12.96% |
$4.84M - $6.03M
|
125K
$69.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
14K+ 4.89% |
$4.73M - $5.89M
|
301K
$166M
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
14K+ 155.52% |
$4.7M - $5.86M
|
22.9K
$12.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.9K+ 2.5% |
$4.69M - $5.84M
|
571K
$315M
|
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
13.8K+ 42.92% |
$4.65M - $5.79M
|
45.9K
$25.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6K+ 1.53% |
$4.59M - $5.72M
|
901K
$498M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.2KNew |
$4.46M - $5.55M
|
13.2K
$7.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
13.2KNew |
$4.45M - $5.55M
|
13.2K
$7.31M
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
13.2K+ 7.7% |
$4.44M - $5.53M
|
184K
$102M
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
13.1KNew |
$4.43M - $5.52M
|
13.1K
$7.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 70.56% |
$4.41M - $5.49M
|
31.6K
$17.5M
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
12.9K+ 1445.89% |
$4.33M - $5.4M
|
13.7K
$7.6M
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$4.28M - $5.33M
|
12.7K
$7.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
12.6K+ 5.95% |
$4.26M - $5.3M
|
225K
$124M
|
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
12.4K+ 30.8% |
$4.18M - $5.21M
|
52.7K
$29.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
12.2K+ 72.11% |
$4.12M - $5.13M
|
29.2K
$16.1M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 1.23% |
$4.12M - $5.13M
|
1.01M
$558M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12.2K+ 73.52% |
$4.1M - $5.1M
|
28.7K
$15.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
12K+ 14.75% |
$4.05M - $5.04M
|
93.5K
$51.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12K+ 25.86% |
$4.04M - $5.03M
|
58.4K
$32.3M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
11.9K+ 29.73% |
$4.01M - $5M
|
51.9K
$28.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11.8K+ 7.01% |
$3.98M - $4.96M
|
180K
$99.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.5K+ 2.78% |
$3.88M - $4.83M
|
425K
$235M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.5K+ 73.81% |
$3.87M - $4.82M
|
27K
$14.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
11.4K+ 10.23% |
$3.86M - $4.8M
|
123K
$68.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
11.3KNew |
$3.82M - $4.76M
|
11.3K
$6.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
11.2K+ 14.97% |
$3.76M - $4.69M
|
85.8K
$47.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.1K+ 187.93% |
$3.73M - $4.65M
|
17K
$9.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.9K+ 0.9% |
$3.69M - $4.59M
|
1.22M
$676M
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10.9KNew |
$3.67M - $4.57M
|
10.9K
$6.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
10.8K+ 183.54% |
$3.64M - $4.54M
|
16.7K
$9.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.6KNew |
$3.58M - $4.46M
|
10.6K
$5.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.5KNew |
$3.55M - $4.42M
|
10.5K
$5.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10.5K+ 12.45% |
$3.54M - $4.41M
|
94.9K
$52.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
10.3K+ 129.6% |
$3.47M - $4.32M
|
18.2K
$10.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.2K+ 129.17% |
$3.44M - $4.28M
|
18.1K
$10M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9.99K+ 52.91% |
$3.37M - $4.2M
|
28.9K
$16M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
9.91K+ 5.08% |
$3.34M - $4.16M
|
205K
$113M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.91K+ 5.08% |
$3.34M - $4.16M
|
205K
$113M
|