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
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.77K- 73.77% |
$596K - $743K
|
629
$347K
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.77K- 61.47% |
$597K - $744K
|
1.11K
$613K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.8K- 43.64% |
$607K - $756K
|
2.33K
$1.28M
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.83KClosed |
$617K - $768K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-1.84K- 1.28% |
$621K - $774K
|
143K
$78.8M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.93K- 10.89% |
$652K - $812K
|
15.8K
$8.74M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.96KClosed |
$659K - $821K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.97K- 11.15% |
$664K - $827K
|
15.7K
$8.67M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.99K- 50.29% |
$672K - $837K
|
1.97K
$1.09M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 0.62% |
$675K - $841K
|
323K
$178M
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.02KClosed |
$680K - $847K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.05K- 3.42% |
$691K - $860K
|
57.9K
$32M
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.05K- 32.74% |
$691K - $860K
|
4.21K
$2.33M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.05K- 10.89% |
$691K - $861K
|
16.8K
$9.26M
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.13K- 13.86% |
$717K - $893K
|
13.2K
$7.3M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.13K- 24.12% |
$719K - $895K
|
6.71K
$3.7M
|
|
Aug 03, 2022
Q2 2022
|
Saybrook Capital
|
SELL
|
- |
-2.14KClosed |
$721K - $898K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.16K- 34.17% |
$727K - $906K
|
4.16K
$2.3M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.17K- 17.36% |
$731K - $910K
|
10.3K
$5.7M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.21K- 43.23% |
$745K - $928K
|
2.9K
$1.6M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.22K- 6.89% |
$749K - $932K
|
30K
$16.6M
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-2.23K- 11.02% |
$752K - $936K
|
18K
$9.95M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.25K- 3.5% |
$757K - $943K
|
62K
$34.2M
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.3K- 4.76% |
$775K - $965K
|
46K
$25.4M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.31K- 62.86% |
$779K - $971K
|
1.37K
$754K
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.31K- 16.04% |
$780K - $972K
|
12.1K
$6.69M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.36KClosed |
$794K - $989K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.36KClosed |
$796K - $992K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.37K- 21.91% |
$800K - $996K
|
8.45K
$4.67M
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.49K- 14.48% |
$840K - $1.05M
|
14.7K
$8.13M
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.51K- 32.74% |
$845K - $1.05M
|
5.15K
$2.85M
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.52K- 1.83% |
$850K - $1.06M
|
135K
$74.7M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.57K- 5.15% |
$867K - $1.08M
|
47.4K
$26.2M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.6K- 20.86% |
$878K - $1.09M
|
9.88K
$5.46M
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 39.45% |
$878K - $1.09M
|
4K
$2.21M
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.61K- 17.75% |
$879K - $1.09M
|
12.1K
$6.67M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2.62K- 13.46% |
$882K - $1.1M
|
16.8K
$9.29M
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-2.63KClosed |
$885K - $1.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.68K- 1.58% |
$902K - $1.12M
|
167K
$92M
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.71KClosed |
$914K - $1.14M
|
0
$0
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.76K- 4.82% |
$929K - $1.16M
|
54.4K
$30M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.77K- 63.48% |
$934K - $1.16M
|
1.6K
$881K
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.86K- 33.45% |
$963K - $1.2M
|
5.68K
$3.14M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.87K- 31.45% |
$966K - $1.2M
|
6.25K
$3.45M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.88K- 6.74% |
$969K - $1.21M
|
39.8K
$22M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-2.89K- 3.38% |
$974K - $1.21M
|
82.6K
$45.6M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.9K- 2.91% |
$979K - $1.22M
|
96.8K
$53.4M
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2.9K- 47.09% |
$979K - $1.22M
|
3.26K
$1.8M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.92K- 61.52% |
$985K - $1.23M
|
1.83K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.94K- 71.81% |
$990K - $1.23M
|
1.15K
$637K
|