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 |
---|---|---|---|---|---|---|---|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
204+ 2.33% |
$68.8K - $85.6K
|
8.97K
$4.95M
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
203+ 6.27% |
$68.4K - $85.2K
|
3.44K
$1.9M
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
203+ 2.53% |
$68.4K - $85.2K
|
8.23K
$4.55M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
200+ 10.44% |
$67.4K - $84K
|
2.12K
$1.17M
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
200+ 8.96% |
$67.4K - $84K
|
2.43K
$1.34M
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
199+ 0.57% |
$67.1K - $83.6K
|
35.2K
$19.4M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 2.39% |
$66.7K - $83.1K
|
8.47K
$4.68M
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
197+ 1.17% |
$66.4K - $82.7K
|
17K
$9.37M
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
193New |
$65.1K - $81K
|
193
$107K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
191+ 1.04% |
$64.4K - $80.2K
|
18.6K
$10.3M
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
190+ 4.79% |
$64K - $79.8K
|
4.16K
$2.3M
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
183+ 3.14% |
$61.7K - $76.8K
|
6.01K
$3.32M
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
181+ 15.89% |
$61K - $76K
|
1.32K
$729K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
181+ 1.65% |
$61K - $76K
|
11.2K
$6.16M
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
180+ 14.26% |
$60.7K - $75.6K
|
1.44K
$796K
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
180+ 4.69% |
$60.7K - $75.6K
|
4.02K
$2.22M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
176+ 16.94% |
$59.3K - $73.9K
|
1.22K
$671K
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
176+ 10.55% |
$59.3K - $73.9K
|
1.84K
$1.02M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
173+ 1.86% |
$58.3K - $72.6K
|
9.46K
$5.22M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
173+ 1.86% |
$58.3K - $72.6K
|
9.46K
$5.22M
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
172+ 54.95% |
$58K - $72.2K
|
485
$268K
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
172+ 10.61% |
$58K - $72.2K
|
1.79K
$990K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
171+ 9.7% |
$57.6K - $71.8K
|
1.93K
$1.07M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
171New |
$57.6K - $71.8K
|
171
$94.4K
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
170+ 0.39% |
$57.3K - $71.4K
|
44K
$24.3M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
169+ 0.44% |
$57K - $71K
|
38.7K
$21.3M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
166New |
$56K - $69.7K
|
166
$91.7K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
165+ 1.43% |
$55.6K - $69.3K
|
11.7K
$6.48M
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
158+ 9.22% |
$53.3K - $66.3K
|
1.87K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
158+ 0.24% |
$53.3K - $66.3K
|
65.3K
$36.1M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
158+ 10.69% |
$53.3K - $66.3K
|
1.64K
$904K
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
157+ 22.24% |
$52.9K - $65.9K
|
863
$477K
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
154+ 7.29% |
$51.9K - $64.7K
|
2.27K
$1.25M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
150+ 2.99% |
$50.6K - $63K
|
5.17K
$2.86M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 12.63% |
$50.6K - $63K
|
1.34K
$739K
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
149+ 1.18% |
$50.2K - $62.6K
|
12.8K
$7.06M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
149+ 0.16% |
$50.2K - $62.6K
|
95.1K
$52.5M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
148+ 0.8% |
$49.9K - $62.1K
|
18.6K
$10.3M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
148+ 18.85% |
$49.9K - $62.1K
|
933
$515K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
148+ 234.92% |
$49.9K - $62.1K
|
211
$117K
|
|
Jul 27, 2022
Q2 2022
|
Montis Financial, LLC
|
BUY
|
- |
147+ 12.31% |
$49.5K - $61.7K
|
1.34K
$741K
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
146New |
$49.2K - $61.3K
|
146
$80.6K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
144+ 9.45% |
$48.5K - $60.5K
|
1.67K
$921K
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
141+ 0.59% |
$47.5K - $59.2K
|
24K
$13.3M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138+ 3.27% |
$46.5K - $57.9K
|
4.35K
$2.4M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
138+ 17.85% |
$46.5K - $57.9K
|
911
$503K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
138+ 3.97% |
$46.5K - $57.9K
|
3.61K
$2M
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
136+ 4.98% |
$45.8K - $57.1K
|
2.87K
$1.58M
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
135+ 5.25% |
$45.5K - $56.7K
|
2.71K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
135+ 2.53% |
$45.5K - $56.7K
|
5.47K
$3.02M
|