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 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15+ 57.69% |
$5.06K - $6.3K
|
41
$22.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
15+ 100.0% |
$5.06K - $6.3K
|
30
$16.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
15+ 0.47% |
$5.06K - $6.3K
|
3.19K
$1.76M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
14+ 1.3% |
$4.72K - $5.88K
|
1.09K
$600K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
14+ 0.09% |
$4.72K - $5.88K
|
14.9K
$8.24M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
13New |
$4.38K - $5.46K
|
13
$7.18K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
13+ 10.32% |
$4.38K - $5.46K
|
139
$76.8K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13+ 0.04% |
$4.38K - $5.46K
|
31.1K
$17.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
11+ 0.11% |
$3.71K - $4.62K
|
9.82K
$5.43M
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.7% |
$3.71K - $4.62K
|
1.58K
$870K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 5.18% |
$3.37K - $4.2K
|
203
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 1.12% |
$3.37K - $4.2K
|
900
$497K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.38% |
$3.37K - $4.2K
|
2.65K
$1.46M
|
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10+ 0.33% |
$3.37K - $4.2K
|
3.04K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8New |
$2.7K - $3.36K
|
8
$4.42K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 2.51% |
$2.36K - $2.94K
|
286
$158K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7+ 116.67% |
$2.36K - $2.94K
|
13
$7.18K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$2.02K - $2.52K
|
1.94K
$1.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
6+ 0.69% |
$2.02K - $2.52K
|
871
$481K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6+ 0.36% |
$2.02K - $2.52K
|
1.67K
$920K
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
6+ 0.6% |
$2.02K - $2.52K
|
1K
$552K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
5+ 8.33% |
$1.69K - $2.1K
|
65
$35.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$1.69K - $2.1K
|
4.07K
$2.25M
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$1.69K - $2.1K
|
22.2K
$12.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
5+ 1.54% |
$1.69K - $2.1K
|
330
$182K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$1.35K - $1.68K
|
1.66K
$918K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
4+ 0.13% |
$1.35K - $1.68K
|
3.19K
$1.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$1.35K - $1.68K
|
1.73K
$953K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
4+ 9.3% |
$1.35K - $1.68K
|
47
$26K
|
|
|
Aug 11, 2022
Q2 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4+ 0.72% |
$1.35K - $1.68K
|
558
$308K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 4.04% |
$1.35K - $1.68K
|
103
$56.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.41% |
$1.01K - $1.26K
|
742
$410K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$674 - $840
|
2.5K
$1.38M
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2+ 0.07% |
$674 - $840
|
2.97K
$1.64M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.07% |
$674 - $840
|
3.03K
$1.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$674 - $840
|
2
$1.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2+ 0.12% |
$674 - $840
|
1.67K
$921K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.26% |
$674 - $840
|
762
$421K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2New |
$674 - $840
|
2
$1.1K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$337 - $420
|
2.34K
$1.29M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.13% |
$337 - $420
|
796
$440K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 1.52% |
$337 - $420
|
67
$37K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.29% |
$337 - $420
|
350
$193K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1+ 0.02% |
$337 - $420
|
6.49K
$3.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.1% |
$337 - $420
|
972
$537K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.06% |
$337 - $420
|
1.7K
$939K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1- 0.04% |
$337 - $420
|
2.59K
$1.43M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.63% |
$337 - $420
|
159
$87.8K
|