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 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
133+ 443.33% |
$44.8K - $55.8K
|
163
$90K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
132+ 5.88% |
$44.5K - $55.4K
|
2.38K
$1.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
131+ 13.48% |
$44.2K - $55K
|
1.1K
$609K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
130+ 9.21% |
$43.8K - $54.6K
|
1.54K
$852K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
129+ 4.93% |
$43.5K - $54.2K
|
2.75K
$1.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
129+ 161.25% |
$43.5K - $54.2K
|
209
$115K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
128+ 0.38% |
$43.1K - $53.7K
|
34.2K
$18.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
125+ 0.51% |
$42.1K - $52.5K
|
24.7K
$13.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
125+ 9.65% |
$42.1K - $52.5K
|
1.42K
$785K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124+ 0.87% |
$41.8K - $52.1K
|
14.4K
$7.93M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
122+ 116.19% |
$41.1K - $51.2K
|
227
$125K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
121+ 79.61% |
$40.8K - $50.8K
|
273
$151K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
119New |
$40.1K - $50K
|
119
$65.7K
|
|
|
May 26, 2023
Q2 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
119+ 2.51% |
$40.1K - $50K
|
4.87K
$2.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
117+ 1.44% |
$39.4K - $49.1K
|
8.25K
$4.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
117+ 3.04% |
$39.4K - $49.1K
|
3.96K
$2.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
115+ 88.46% |
$38.8K - $48.3K
|
245
$135K
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
114+ 5.36% |
$38.4K - $47.9K
|
2.24K
$1.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
114+ 0.72% |
$38.4K - $47.9K
|
15.9K
$8.76M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
113+ 0.33% |
$38.1K - $47.4K
|
34K
$18.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
112+ 0.66% |
$37.8K - $47K
|
17.1K
$9.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
112+ 14.95% |
$37.8K - $47K
|
861
$476K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
109+ 81.34% |
$36.7K - $45.8K
|
243
$134K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
109+ 0.26% |
$36.7K - $45.8K
|
41.3K
$22.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Refined Wealth Management
|
BUY
|
- |
108+ 9.38% |
$36.4K - $45.3K
|
1.26K
$696K
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
108+ 10.57% |
$36.4K - $45.3K
|
1.13K
$624K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
107+ 1.26% |
$36.1K - $44.9K
|
8.59K
$4.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
107+ 3.02% |
$36.1K - $44.9K
|
3.65K
$2.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
105+ 6.61% |
$35.4K - $44.1K
|
1.69K
$936K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
104+ 2.96% |
$35.1K - $43.7K
|
3.62K
$2M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
104+ 0.74% |
$35.1K - $43.7K
|
14.1K
$7.81M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
103+ 8.53% |
$34.7K - $43.2K
|
1.31K
$724K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.37% |
$33.7K - $42K
|
27.1K
$15M
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.37% |
$33.7K - $42K
|
3.07K
$1.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
99+ 0.06% |
$33.4K - $41.6K
|
164K
$90.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
95+ 9.63% |
$32K - $39.9K
|
1.08K
$597K
|
|
|
Aug 08, 2022
Q2 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
95+ 4.41% |
$32K - $39.9K
|
2.25K
$1.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
95+ 3.74% |
$32K - $39.9K
|
2.64K
$1.46M
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
93+ 16.94% |
$31.3K - $39K
|
642
$355K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
93+ 8.77% |
$31.3K - $39K
|
1.15K
$637K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
92+ 0.73% |
$31K - $38.6K
|
12.6K
$6.98M
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
92+ 14.96% |
$31K - $38.6K
|
707
$390K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
88+ 6.66% |
$29.7K - $36.9K
|
1.41K
$779K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 10.94% |
$29K - $36.1K
|
872
$482K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
86+ 1.68% |
$29K - $36.1K
|
5.2K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
86+ 9.77% |
$29K - $36.1K
|
966
$534K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
85+ 2.34% |
$28.7K - $35.7K
|
3.71K
$2.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
85+ 5.79% |
$28.7K - $35.7K
|
1.55K
$857K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
85+ 6.06% |
$28.7K - $35.7K
|
1.49K
$822K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
85+ 9.42% |
$28.7K - $35.7K
|
987
$545K
|