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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.06K+ 20.12% |
$1.03M - $1.28M
|
18.3K
$10.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.04K+ 131.86% |
$1.02M - $1.28M
|
5.34K
$2.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 35.01% |
$1.02M - $1.27M
|
11.7K
$6.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.02K+ 38.39% |
$1.02M - $1.27M
|
10.9K
$6M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.02K+ 15.64% |
$1.02M - $1.27M
|
22.3K
$12.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
3KNew |
$1.01M - $1.26M
|
3K
$1.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2.99K+ 1.54% |
$1.01M - $1.25M
|
196K
$108M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.98K+ 8.49% |
$1M - $1.25M
|
38K
$21M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
2.97K+ 14.97% |
$1M - $1.25M
|
22.8K
$12.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.97K+ 10.57% |
$1M - $1.25M
|
31.1K
$17.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$996K - $1.24M
|
2.95K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.94K+ 14.47% |
$990K - $1.23M
|
23.2K
$12.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
2.94K+ 16.56% |
$989K - $1.23M
|
20.7K
$11.4M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.94K+ 5.93% |
$989K - $1.23M
|
52.4K
$28.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 31.4% |
$985K - $1.23M
|
12.2K
$6.75M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.92K+ 3.15% |
$985K - $1.23M
|
95.6K
$52.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.91K+ 14.87% |
$982K - $1.22M
|
22.5K
$12.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.89K+ 74.9% |
$974K - $1.21M
|
6.75K
$3.72M
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.86K+ 42.67% |
$964K - $1.2M
|
9.56K
$5.27M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.85K+ 5.92% |
$962K - $1.2M
|
51.1K
$28.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.85K+ 69.88% |
$961K - $1.2M
|
6.93K
$3.83M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.85K+ 20.97% |
$961K - $1.2M
|
16.4K
$9.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.85K+ 6.38% |
$959K - $1.19M
|
47.5K
$26.2M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.85K+ 6.38% |
$959K - $1.19M
|
47.5K
$26.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.84K+ 35.82% |
$957K - $1.19M
|
10.8K
$5.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.8K+ 19.29% |
$943K - $1.17M
|
17.3K
$9.55M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.79K+ 24.23% |
$940K - $1.17M
|
14.3K
$7.89M
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 4.36% |
$937K - $1.17M
|
66.5K
$36.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.78K+ 26.46% |
$936K - $1.17M
|
13.3K
$7.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 350.19% |
$936K - $1.17M
|
3.57K
$1.97M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
2.78K+ 28.53% |
$935K - $1.17M
|
12.5K
$6.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.76K+ 6.09% |
$929K - $1.16M
|
48.1K
$26.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.74KNew |
$924K - $1.15M
|
2.74K
$1.51M
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
2.73K+ 86.35% |
$919K - $1.14M
|
5.89K
$3.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.71K+ 3.65% |
$915K - $1.14M
|
77.1K
$42.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
BUY
|
- |
2.7K+ 2.19% |
$910K - $1.13M
|
126K
$69.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2.66K+ 30.19% |
$898K - $1.12M
|
11.5K
$6.34M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.63KNew |
$888K - $1.11M
|
2.63K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.62K+ 19.76% |
$881K - $1.1M
|
15.9K
$8.75M
|
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.58K+ 20.11% |
$868K - $1.08M
|
15.4K
$8.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.57K+ 7.86% |
$866K - $1.08M
|
35.3K
$19.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 2.48% |
$866K - $1.08M
|
106K
$58.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
2.56K+ 127.87% |
$863K - $1.07M
|
4.56K
$2.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.55K+ 95.32% |
$858K - $1.07M
|
5.22K
$2.88M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
2.5KNew |
$842K - $1.05M
|
2.5K
$1.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 8.3% |
$833K - $1.04M
|
32.2K
$17.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.46K+ 4.73% |
$830K - $1.03M
|
54.5K
$30.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 2.4% |
$816K - $1.02M
|
103K
$57M
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.41K+ 3.55% |
$812K - $1.01M
|
70.3K
$38.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
2.4K+ 87.46% |
$809K - $1.01M
|
5.14K
$2.84M
|