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 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
43+ 5.18% |
$14.5K - $18.1K
|
873
$482K
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
43+ 1.43% |
$14.5K - $18.1K
|
3.06K
$1.69M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
43+ 0.52% |
$14.5K - $18.1K
|
8.36K
$4.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
42New |
$14.2K - $17.6K
|
42
$23.2K
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
41+ 0.13% |
$13.8K - $17.2K
|
31.1K
$17.2M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$13.5K - $16.8K
|
40
$22.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
40+ 5.59% |
$13.5K - $16.8K
|
755
$417K
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
40+ 1.61% |
$13.5K - $16.8K
|
2.52K
$1.39M
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
39+ 5.75% |
$13.1K - $16.4K
|
717
$396K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
39+ 3.73% |
$13.1K - $16.4K
|
1.08K
$599K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
39+ 6.03% |
$13.1K - $16.4K
|
686
$379K
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
38New |
$12.8K - $16K
|
38
$21K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
38+ 5.23% |
$12.8K - $16K
|
764
$422K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
37+ 82.22% |
$12.5K - $15.5K
|
82
$45.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37+ 1.49% |
$12.5K - $15.5K
|
2.53K
$1.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
35+ 0.57% |
$11.8K - $14.7K
|
6.22K
$3.44M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
35+ 1.25% |
$11.8K - $14.7K
|
2.85K
$1.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
34+ 1.22% |
$11.5K - $14.3K
|
2.81K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
34+ 3.63% |
$11.5K - $14.3K
|
971
$536K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
33+ 0.82% |
$11.1K - $13.9K
|
4.08K
$2.25M
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
33+ 0.91% |
$11.1K - $13.9K
|
3.65K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
32+ 0.1% |
$10.8K - $13.4K
|
31.6K
$17.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
31+ 0.69% |
$10.4K - $13K
|
4.49K
$2.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 10.0% |
$10.4K - $13K
|
341
$188K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
30+ 54.55% |
$10.1K - $12.6K
|
85
$46.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
30+ 12.0% |
$10.1K - $12.6K
|
280
$155K
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
29+ 2.13% |
$9.78K - $12.2K
|
1.39K
$768K
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
29+ 0.44% |
$9.78K - $12.2K
|
6.55K
$3.62M
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
28+ 0.86% |
$9.44K - $11.8K
|
3.27K
$1.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
28New |
$9.44K - $11.8K
|
28
$15.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
28+ 18.67% |
$9.44K - $11.8K
|
178
$98.3K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
28+ 1.52% |
$9.44K - $11.8K
|
1.87K
$1.03M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
27+ 0.35% |
$9.1K - $11.3K
|
7.75K
$4.28M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27+ 0.49% |
$9.1K - $11.3K
|
5.52K
$3.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26+ 1.32% |
$8.76K - $10.9K
|
1.99K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
25+ 0.05% |
$8.43K - $10.5K
|
50K
$27.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
24+ 2.7% |
$8.09K - $10.1K
|
912
$504K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
24+ 3.59% |
$8.09K - $10.1K
|
693
$383K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
23+ 3.72% |
$7.75K - $9.66K
|
641
$354K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
22+ 3.37% |
$7.42K - $9.24K
|
675
$373K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.87% |
$6.74K - $8.4K
|
2.31K
$1.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
20+ 3.05% |
$6.74K - $8.4K
|
675
$373K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 2.03% |
$6.74K - $8.4K
|
1K
$555K
|
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
19+ 2.69% |
$6.4K - $7.98K
|
725
$400K
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
BUY
|
- |
18+ 0.06% |
$6.07K - $7.56K
|
29.7K
$16.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
18+ 1.19% |
$6.07K - $7.56K
|
1.54K
$848K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18+ 0.01% |
$6.07K - $7.56K
|
148K
$81.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.44% |
$5.73K - $7.14K
|
3.86K
$2.13M
|
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
16+ 1.07% |
$5.39K - $6.72K
|
1.51K
$833K
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
15+ 1.45% |
$5.06K - $6.3K
|
1.05K
$579K
|