Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.25K+ 28.85% |
$478K - $549K
|
5.58K
$3.08M
|
|
|
May 12, 2022
Q1 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
1.24K+ 4.93% |
$476K - $546K
|
26.5K
$14.6M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.23K+ 4.05% |
$470K - $540K
|
31.6K
$17.5M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.22K+ 5.59% |
$468K - $538K
|
23.1K
$12.8M
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.22KNew |
$467K - $535K
|
1.22K
$674K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.2K+ 40.98% |
$459K - $527K
|
4.13K
$2.28M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1.2K+ 7.24% |
$458K - $526K
|
17.7K
$9.8M
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.19KNew |
$457K - $524K
|
1.19K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.19K+ 3.52% |
$456K - $523K
|
35K
$19.4M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.19K+ 3.01% |
$455K - $522K
|
40.7K
$22.5M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.18K+ 23.18% |
$452K - $518K
|
6.27K
$3.47M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.17K+ 6.29% |
$449K - $516K
|
19.8K
$11M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17K+ 48.98% |
$449K - $515K
|
3.57K
$1.97M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.17K+ 142.51% |
$448K - $514K
|
1.99K
$1.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.17KNew |
$446K - $512K
|
1.17K
$644K
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
1.15K+ 33.2% |
$439K - $504K
|
4.6K
$2.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.14K+ 73.0% |
$437K - $501K
|
2.7K
$1.49M
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.12K+ 14.1% |
$429K - $492K
|
9.07K
$5.01M
|
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.12KNew |
$429K - $492K
|
1.12K
$620K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.12K+ 10.33% |
$429K - $492K
|
12K
$6.61M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 1.99% |
$428K - $491K
|
57.4K
$31.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
1.11K+ 45.42% |
$426K - $488K
|
3.56K
$1.97M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.11K+ 218.58% |
$423K - $486K
|
1.61K
$891K
|
|
|
May 16, 2022
Q1 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.1KNew |
$422K - $484K
|
1.1K
$609K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
1.1K+ 6.59% |
$420K - $482K
|
17.8K
$9.82M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.1K+ 13.38% |
$419K - $481K
|
9.28K
$5.13M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.09K+ 1.48% |
$418K - $480K
|
75K
$41.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
1.09K+ 147.3% |
$417K - $479K
|
1.83K
$1.01M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.08K+ 13.97% |
$411K - $472K
|
8.77K
$4.85M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.06KNew |
$407K - $467K
|
1.06K
$588K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.06KNew |
$406K - $466K
|
1.06K
$587K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.05K+ 11.53% |
$403K - $462K
|
10.2K
$5.63M
|
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.05KNew |
$401K - $460K
|
1.05K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.04KNew |
$398K - $456K
|
1.04K
$574K
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.03K+ 75.88% |
$394K - $452K
|
2.39K
$1.32M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.03K+ 5.76% |
$394K - $452K
|
18.9K
$10.4M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.03K+ 110.69% |
$392K - $450K
|
1.95K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
1.02KNew |
$391K - $449K
|
1.02K
$565K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$387K - $445K
|
1.01K
$559K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.01K+ 30.31% |
$387K - $444K
|
4.35K
$2.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
995+ 17.06% |
$381K - $437K
|
6.83K
$3.77M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
987+ 1.34% |
$378K - $434K
|
74.6K
$41.3M
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
982+ 12.5% |
$376K - $431K
|
8.84K
$4.89M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
980+ 5.09% |
$375K - $430K
|
20.2K
$11.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
972New |
$372K - $427K
|
972
$537K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
969+ 70.52% |
$371K - $426K
|
2.34K
$1.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
969+ 36.51% |
$371K - $426K
|
3.62K
$2M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
968+ 2.23% |
$370K - $425K
|
44.3K
$24.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
956+ 41.95% |
$366K - $420K
|
3.24K
$1.79M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
956+ 1.87% |
$366K - $420K
|
52K
$28.8M
|