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 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.03K+ 2.22% |
$345K - $430K
|
47.2K
$26.4M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.02K+ 15.25% |
$343K - $428K
|
7.7K
$4.32M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.01K+ 43.64% |
$339K - $422K
|
3.31K
$1.86M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1K+ 16.7% |
$337K - $420K
|
6.99K
$3.92M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
996+ 3.46% |
$336K - $418K
|
29.8K
$16.7M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
979+ 4.24% |
$330K - $411K
|
24.1K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
975+ 862.83% |
$329K - $409K
|
1.09K
$610K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
966+ 13.31% |
$326K - $406K
|
8.22K
$4.61M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
962+ 13.15% |
$324K - $404K
|
8.28K
$4.64M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
961+ 36.32% |
$324K - $403K
|
3.61K
$2.02M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
942+ 0.96% |
$318K - $395K
|
99.5K
$55.8M
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
938+ 5.96% |
$316K - $394K
|
16.7K
$9.35M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
936+ 10.68% |
$315K - $393K
|
9.7K
$5.44M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
913+ 56.88% |
$308K - $383K
|
2.52K
$1.41M
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
909+ 34.24% |
$306K - $382K
|
3.56K
$2M
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
901+ 64.36% |
$304K - $378K
|
2.3K
$1.29M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
898+ 34.3% |
$303K - $377K
|
3.52K
$1.97M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
888+ 13.81% |
$299K - $373K
|
7.32K
$4.1M
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
883+ 38.53% |
$298K - $371K
|
3.18K
$1.78M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
871+ 6.19% |
$294K - $366K
|
14.9K
$8.38M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
870New |
$293K - $365K
|
870
$488K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
866+ 3.36% |
$292K - $364K
|
26.6K
$14.9M
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
860New |
$290K - $361K
|
860
$482K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
854+ 15.98% |
$288K - $359K
|
6.2K
$3.48M
|
|
Jul 21, 2022
Q2 2022
|
Retirement Solution Inc.
|
BUY
|
- |
853+ 126.18% |
$288K - $358K
|
1.53K
$857K
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
851+ 22.51% |
$287K - $357K
|
4.63K
$2.6M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
850+ 114.09% |
$287K - $357K
|
1.6K
$894K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
843+ 2.52% |
$284K - $354K
|
34.3K
$19.3M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
839+ 21.83% |
$283K - $352K
|
4.68K
$2.63M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
836+ 11.04% |
$282K - $351K
|
8.41K
$4.71M
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
830New |
$280K - $348K
|
830
$465K
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
829New |
$279K - $348K
|
829
$465K
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
820+ 9.04% |
$276K - $344K
|
9.89K
$5.55M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
820New |
$276K - $344K
|
820
$460K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
817+ 1.04% |
$275K - $343K
|
79.4K
$44.5M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
814+ 2.01% |
$274K - $342K
|
41.3K
$23.2M
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
807+ 10.35% |
$272K - $339K
|
8.61K
$4.83M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
805+ 10.88% |
$271K - $338K
|
8.21K
$4.6M
|
|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
804New |
$271K - $338K
|
804
$451K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
802+ 2.07% |
$270K - $337K
|
39.6K
$22.2M
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
798New |
$269K - $335K
|
798
$447K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
795+ 7.11% |
$268K - $334K
|
12K
$6.71M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
792+ 37.62% |
$267K - $333K
|
2.9K
$1.62M
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
790+ 13.11% |
$266K - $332K
|
6.82K
$3.82M
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
785+ 101.82% |
$265K - $330K
|
1.56K
$872K
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
783New |
$264K - $329K
|
783
$439K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
780+ 7090.91% |
$263K - $327K
|
791
$444K
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
778New |
$262K - $327K
|
778
$436K
|
|
Aug 04, 2022
Q2 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
776New |
$262K - $326K
|
776
$435K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
776+ 1.04% |
$262K - $326K
|
75.8K
$42.5M
|