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 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-12K- 69.14% |
$4.04M - $5.04M
|
5.36K
$2.93M
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-12.2K- 4.03% |
$4.11M - $5.12M
|
291K
$159M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.4K- 6.85% |
$4.19M - $5.22M
|
169K
$92.5M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12.5K- 43.0% |
$4.2M - $5.23M
|
16.5K
$9.04M
|
|
Aug 15, 2022
Q2 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-12.7K- 10.46% |
$4.27M - $5.31M
|
108K
$59.3M
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-13K- 94.36% |
$4.39M - $5.47M
|
778
$426K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-13.1K- 93.02% |
$4.41M - $5.5M
|
982
$538K
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13.4K- 55.62% |
$4.51M - $5.62M
|
10.7K
$5.85M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.8K- 7.71% |
$4.64M - $5.78M
|
165K
$90.2M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.9KClosed |
$5.03M - $6.27M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-15.6K- 2.49% |
$5.25M - $6.54M
|
610K
$334M
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-16.1K- 11.58% |
$5.42M - $6.75M
|
123K
$67.2M
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-16.1KClosed |
$5.44M - $6.77M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-16.8K- 89.78% |
$5.68M - $7.07M
|
1.92K
$1.05M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-16.9K- 71.23% |
$5.7M - $7.1M
|
6.83K
$3.74M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.9K- 5.02% |
$5.71M - $7.11M
|
320K
$175M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.2K- 1.53% |
$5.8M - $7.22M
|
1.11M
$608M
|
|
Jul 26, 2022
Q2 2022
|
Alta Advisers LTD
|
SELL
|
- |
-17.3K- 19.79% |
$5.83M - $7.26M
|
70K
$38.3M
|
|
Aug 15, 2022
Q2 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-17.4K- 14.28% |
$5.88M - $7.32M
|
105K
$57.4M
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-17.5K- 95.36% |
$5.89M - $7.33M
|
849
$465K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-17.8K- 84.39% |
$5.99M - $7.46M
|
3.29K
$1.8M
|
|
Jun 20, 2024
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-18.1K- 18.26% |
$6.1M - $7.6M
|
81.1K
$44.4M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-18.5K- 3.2% |
$6.22M - $7.75M
|
559K
$306M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18.6K- 80.95% |
$6.28M - $7.82M
|
4.38K
$2.4M
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-19K- 23.17% |
$6.41M - $7.98M
|
63K
$34.5M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19.5K- 26.82% |
$6.57M - $8.18M
|
53.2K
$29.1M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-19.7K- 24.43% |
$6.63M - $8.26M
|
60.8K
$33.3M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-20K- 7.56% |
$6.74M - $8.39M
|
244K
$134M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-20K- 5.69% |
$6.75M - $8.4M
|
332K
$182M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.3K- 69.66% |
$6.83M - $8.5M
|
8.82K
$4.83M
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-20.3K- 66.29% |
$6.83M - $8.51M
|
10.3K
$5.64M
|
|
Nov 16, 2023
Q2 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-20.4K- 27.81% |
$6.86M - $8.55M
|
52.8K
$28.9M
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 46.91% |
$6.88M - $8.57M
|
23.1K
$12.7M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-21K- 40.11% |
$7.08M - $8.82M
|
31.4K
$17.2M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.8K- 68.72% |
$7.34M - $9.14M
|
9.91K
$5.43M
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-22.2K- 8.63% |
$7.48M - $9.32M
|
235K
$129M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.6K- 16.18% |
$7.62M - $9.49M
|
117K
$64.1M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-23.3K- 46.52% |
$7.86M - $9.79M
|
26.8K
$14.7M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-23.8K- 29.17% |
$8.02M - $10M
|
57.8K
$31.7M
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-24.6K- 38.62% |
$8.3M - $10.3M
|
39.1K
$21.4M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.9K- 3.69% |
$8.38M - $10.4M
|
648K
$355M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.2K- 37.37% |
$8.51M - $10.6M
|
42.3K
$23.2M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-25.3K- 31.04% |
$8.53M - $10.6M
|
56.2K
$30.8M
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-25.3K- 90.78% |
$8.54M - $10.6M
|
2.57K
$1.41M
|
|
Aug 17, 2022
Q2 2022
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-26.3K- 7.18% |
$8.86M - $11M
|
340K
$186M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.9K- 0.31% |
$9.06M - $11.3M
|
8.68M
$4.75B
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-27.6K- 94.5% |
$9.29M - $11.6M
|
1.61K
$879K
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-27.7K- 55.76% |
$9.32M - $11.6M
|
21.9K
$12M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28.8K- 73.41% |
$9.71M - $12.1M
|
10.4K
$5.71M
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-28.9KClosed |
$9.75M - $12.2M
|
0
$0
|