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 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-109- 9.62% |
$36.7K - $45.8K
|
1.02K
$565K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-109- 9.65% |
$36.7K - $45.8K
|
1.02K
$563K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-109- 0.29% |
$36.7K - $45.8K
|
37.9K
$20.9M
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-111- 9.53% |
$37.4K - $46.6K
|
1.05K
$582K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-111- 0.47% |
$37.4K - $46.6K
|
23.4K
$12.9M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-114- 11.08% |
$38.4K - $47.9K
|
915
$505K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-114Closed |
$38.4K - $47.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-115- 1.87% |
$38.8K - $48.3K
|
6.03K
$3.33M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-116- 32.31% |
$39.1K - $48.7K
|
243
$134K
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-117- 1.19% |
$39.4K - $49.1K
|
9.71K
$5.36M
|
|
Jul 27, 2022
Q2 2022
|
Shaker Investments LLC
|
SELL
|
- |
-117- 6.99% |
$39.4K - $49.1K
|
1.56K
$859K
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-122- 1.78% |
$41.1K - $51.2K
|
6.72K
$3.71M
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-122- 14.97% |
$41.1K - $51.2K
|
693
$382K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-124- 2.26% |
$41.8K - $52.1K
|
5.36K
$2.96M
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-125Closed |
$42.1K - $52.5K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-125- 87.41% |
$42.1K - $52.5K
|
18
$9.93K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-126- 15.4% |
$42.5K - $52.9K
|
692
$382K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-127- 0.24% |
$42.8K - $53.3K
|
52.5K
$29M
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-128- 4.53% |
$43.1K - $53.7K
|
2.7K
$1.49M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-132- 5.26% |
$44.5K - $55.4K
|
2.38K
$1.31M
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-132- 13.07% |
$44.5K - $55.4K
|
878
$484K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-135- 2.63% |
$45.5K - $56.7K
|
5K
$2.76M
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-136- 6.91% |
$45.8K - $57.1K
|
1.83K
$1.01M
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-138- 7.71% |
$46.5K - $57.9K
|
1.65K
$911K
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-138- 3.22% |
$46.5K - $57.9K
|
4.15K
$2.29M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-142- 1.07% |
$47.9K - $59.6K
|
13.2K
$7.26M
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-143- 4.07% |
$48.2K - $60K
|
3.37K
$1.86M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-144- 4.89% |
$48.5K - $60.5K
|
2.8K
$1.55M
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-145- 19.57% |
$48.9K - $60.9K
|
596
$329K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-145- 0.56% |
$48.9K - $60.9K
|
25.6K
$14.1M
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-146- 12.92% |
$49.2K - $61.3K
|
984
$543K
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-150- 8.84% |
$50.6K - $63K
|
1.55K
$853K
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-150- 2.45% |
$50.6K - $63K
|
5.98K
$3.3M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 18.7% |
$50.6K - $63K
|
652
$360K
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-151- 2.56% |
$50.9K - $63.4K
|
5.75K
$3.17M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-152- 33.12% |
$51.2K - $63.8K
|
307
$169K
|
|
Aug 09, 2022
Q2 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-157- 0.47% |
$52.9K - $65.9K
|
33.3K
$18.3M
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-159- 5.2% |
$53.6K - $66.8K
|
2.9K
$1.6M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-161- 0.31% |
$54.3K - $67.6K
|
51.7K
$28.5M
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-164- 7.91% |
$55.3K - $68.9K
|
1.91K
$1.05M
|
|
Jul 25, 2022
Q2 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-165- 12.3% |
$55.6K - $69.3K
|
1.18K
$649K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-166- 3.81% |
$56K - $69.7K
|
4.2K
$2.32M
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-168- 6.02% |
$56.6K - $70.5K
|
2.63K
$1.45M
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-168- 18.73% |
$56.6K - $70.5K
|
729
$402K
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-168- 4.94% |
$56.6K - $70.5K
|
3.24K
$1.78M
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-172Closed |
$58K - $72.2K
|
0
$0
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-172- 8.99% |
$58K - $72.2K
|
1.74K
$961K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-174- 14.02% |
$58.7K - $73.1K
|
1.07K
$589K
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-174- 6.0% |
$58.7K - $73.1K
|
2.73K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-175- 0.41% |
$59K - $73.5K
|
42.7K
$23.6M
|