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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.92K+ 5.88% |
$647K - $805K
|
34.6K
$19.1M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.9K+ 2.4% |
$641K - $799K
|
81.2K
$44.9M
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.85K+ 289.24% |
$625K - $778K
|
2.5K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.84KNew |
$621K - $774K
|
1.84K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.83K+ 7.92% |
$617K - $769K
|
24.9K
$13.8M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.83K+ 36.0% |
$616K - $767K
|
6.91K
$3.81M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.83K+ 6.4% |
$616K - $767K
|
30.4K
$16.8M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1.82K+ 47.83% |
$613K - $764K
|
5.62K
$3.11M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.8K+ 2.23% |
$608K - $757K
|
82.6K
$45.6M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 22.26% |
$604K - $752K
|
9.84K
$5.43M
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.78K+ 4.02% |
$600K - $748K
|
46.1K
$25.5M
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.76K+ 10.17% |
$592K - $738K
|
19K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.75K+ 9.71% |
$591K - $736K
|
19.8K
$10.9M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.75KNew |
$588K - $733K
|
1.75K
$964K
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.72K+ 6.61% |
$578K - $720K
|
27.7K
$15.3M
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.72K+ 2.97% |
$578K - $720K
|
59.4K
$32.8M
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.68K+ 14.23% |
$567K - $706K
|
13.5K
$7.45M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.67K+ 16.09% |
$561K - $699K
|
12K
$6.63M
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.66K+ 4.4% |
$560K - $697K
|
39.4K
$21.8M
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.63K+ 2.85% |
$549K - $684K
|
58.8K
$32.5M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.62K+ 291.19% |
$546K - $680K
|
2.18K
$1.2M
|
|
Aug 05, 2022
Q2 2022
|
True Wealth Financial Partners
|
BUY
|
- |
1.62K+ 6.76% |
$546K - $680K
|
25.6K
$14.1M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.61K+ 6.98% |
$543K - $676K
|
24.7K
$13.6M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.6K+ 0.69% |
$539K - $672K
|
233K
$129M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.59K+ 2.27% |
$535K - $666K
|
71.6K
$39.6M
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.58K+ 27.86% |
$533K - $663K
|
7.25K
$4.01M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.58K+ 40.42% |
$532K - $662K
|
5.48K
$3.03M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.56K+ 79.99% |
$527K - $656K
|
3.52K
$1.94M
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.54K+ 54.71% |
$519K - $646K
|
4.35K
$2.4M
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 160.0% |
$512K - $638K
|
2.47K
$1.36M
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.5KNew |
$506K - $630K
|
1.5K
$828K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.49K+ 14.11% |
$501K - $623K
|
12K
$6.63M
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
1.48K+ 216.69% |
$499K - $621K
|
2.16K
$1.19M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.46K+ 2.12% |
$491K - $612K
|
70.1K
$38.7M
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.46K+ 5.23% |
$491K - $612K
|
29.3K
$16.2M
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.46K+ 7.16% |
$490K - $611K
|
21.8K
$12M
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 4.54% |
$489K - $610K
|
33.5K
$18.5M
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.44K+ 16.04% |
$484K - $603K
|
10.4K
$5.74M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$480K - $597K
|
1.42K
$786K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.42K+ 28.03% |
$479K - $597K
|
6.49K
$3.58M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.41K+ 8.96% |
$476K - $593K
|
17.2K
$9.48M
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.41K+ 9.01% |
$475K - $592K
|
17.1K
$9.42M
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 8.15% |
$469K - $584K
|
18.5K
$10.2M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.39K+ 29.08% |
$469K - $584K
|
6.18K
$3.41M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.39K+ 27.58% |
$468K - $583K
|
6.42K
$3.55M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.39K+ 8.05% |
$468K - $583K
|
18.6K
$10.3M
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
1.39K+ 38.67% |
$468K - $582K
|
4.97K
$2.75M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.39K+ 0.6% |
$467K - $581K
|
233K
$128M
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
1.37KNew |
$462K - $575K
|
1.37K
$757K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 5.35% |
$458K - $570K
|
26.8K
$14.8M
|