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 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
4.33K+ 10.83% |
$1.46M - $1.82M
|
44.3K
$24.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.3K+ 699.35% |
$1.45M - $1.81M
|
4.92K
$2.72M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.23K+ 8.49% |
$1.43M - $1.78M
|
54.1K
$29.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
4.23K+ 16.53% |
$1.42M - $1.77M
|
29.8K
$16.5M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.2KNew |
$1.42M - $1.76M
|
4.2K
$2.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.2K+ 17.29% |
$1.41M - $1.76M
|
28.5K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.19K+ 12.18% |
$1.41M - $1.76M
|
38.6K
$21.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.17K+ 2.54% |
$1.41M - $1.75M
|
168K
$93M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
4.13K+ 6.88% |
$1.39M - $1.73M
|
64.1K
$35.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.07K+ 93.58% |
$1.37M - $1.71M
|
8.41K
$4.65M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
4.04K+ 1.99% |
$1.36M - $1.69M
|
207K
$114M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.03K+ 4.36% |
$1.36M - $1.69M
|
96.4K
$53.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4K+ 0.29% |
$1.35M - $1.68M
|
1.37M
$756M
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.89K+ 18.34% |
$1.31M - $1.63M
|
25.1K
$13.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.86K+ 116.52% |
$1.3M - $1.62M
|
7.17K
$3.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.85KNew |
$1.3M - $1.62M
|
3.85K
$2.13M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.81K+ 15.6% |
$1.29M - $1.6M
|
28.3K
$15.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.81K+ 2.12% |
$1.28M - $1.6M
|
184K
$102M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
3.8K+ 557.27% |
$1.28M - $1.59M
|
4.48K
$2.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
3.79K+ 84.36% |
$1.28M - $1.59M
|
8.27K
$4.57M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
3.76K+ 29.48% |
$1.27M - $1.58M
|
16.5K
$9.12M
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
3.74K+ 115.61% |
$1.26M - $1.57M
|
6.98K
$3.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.71K+ 43.78% |
$1.25M - $1.56M
|
12.2K
$6.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.67K+ 11.93% |
$1.24M - $1.54M
|
34.4K
$19M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.66K+ 3.89% |
$1.23M - $1.54M
|
97.8K
$54.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.59K+ 6.25% |
$1.21M - $1.51M
|
61K
$33.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.59K+ 2.54% |
$1.21M - $1.51M
|
145K
$79.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.58K+ 6.47% |
$1.21M - $1.5M
|
58.8K
$32.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.55K+ 132.55% |
$1.2M - $1.49M
|
6.23K
$3.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.55K+ 2.39% |
$1.2M - $1.49M
|
152K
$84M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
3.54K+ 1.34% |
$1.19M - $1.49M
|
267K
$148M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.51K+ 3.64% |
$1.18M - $1.48M
|
100K
$55.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.51K+ 46.1% |
$1.18M - $1.47M
|
11.1K
$6.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.51K+ 81.86% |
$1.18M - $1.47M
|
7.8K
$4.31M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.51K+ 109.76% |
$1.18M - $1.47M
|
6.71K
$3.71M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
3.51K+ 112.58% |
$1.18M - $1.47M
|
6.62K
$3.66M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.49K+ 1.78% |
$1.18M - $1.46M
|
199K
$110M
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.44K+ 26.13% |
$1.16M - $1.45M
|
16.6K
$9.19M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.44KNew |
$1.16M - $1.44M
|
3.44K
$1.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.42K+ 10.55% |
$1.15M - $1.43M
|
35.8K
$19.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
3.38K+ 256.45% |
$1.14M - $1.42M
|
4.7K
$2.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.35K+ 5.0% |
$1.13M - $1.41M
|
70.4K
$38.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.34K+ 39.51% |
$1.13M - $1.4M
|
11.8K
$6.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.34K+ 8.28% |
$1.13M - $1.4M
|
43.7K
$24.1M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.28K+ 505.7% |
$1.11M - $1.38M
|
3.93K
$2.17M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.27KNew |
$1.1M - $1.37M
|
3.27K
$1.81M
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.26K+ 161.82% |
$1.1M - $1.37M
|
5.28K
$2.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
3.26K+ 66.11% |
$1.1M - $1.37M
|
8.2K
$4.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.21K+ 4.52% |
$1.08M - $1.35M
|
74.3K
$41.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.13K+ 58.44% |
$1.06M - $1.32M
|
8.49K
$4.7M
|