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 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
947+ 10.93% |
$362K - $416K
|
9.61K
$5.31M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
940+ 1068.18% |
$360K - $413K
|
1.03K
$568K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
940+ 52.93% |
$360K - $413K
|
2.72K
$1.5M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
937+ 3.85% |
$359K - $412K
|
25.2K
$14M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
932+ 3.44% |
$357K - $409K
|
28K
$15.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Gouws Capital LLC
|
BUY
|
- |
927+ 9.22% |
$355K - $407K
|
11K
$6.07M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
909+ 9.45% |
$348K - $399K
|
10.5K
$5.82M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
905+ 23.56% |
$346K - $398K
|
4.75K
$2.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
904+ 6.86% |
$346K - $397K
|
14.1K
$7.78M
|
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
900+ 15.44% |
$344K - $395K
|
6.73K
$3.72M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
894+ 16.94% |
$342K - $393K
|
6.17K
$3.41M
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
894+ 195.62% |
$342K - $393K
|
1.35K
$747K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
891+ 17.48% |
$341K - $391K
|
5.99K
$3.31M
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
890+ 5.54% |
$341K - $391K
|
16.9K
$9.37M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
885+ 37.85% |
$339K - $389K
|
3.22K
$1.78M
|
|
|
May 06, 2022
Q1 2022
|
Sicart Associates LLC
|
BUY
|
- |
883New |
$338K - $388K
|
883
$488K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
882+ 4.74% |
$338K - $387K
|
19.5K
$10.8M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
872+ 7.5% |
$334K - $383K
|
12.5K
$6.91M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
870+ 10.76% |
$333K - $382K
|
8.96K
$4.95M
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
867New |
$332K - $381K
|
867
$479K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
866+ 20.29% |
$331K - $380K
|
5.14K
$2.84M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
865+ 6.96% |
$331K - $380K
|
13.3K
$7.35M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
862+ 0.46% |
$330K - $379K
|
189K
$105M
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
860+ 8.51% |
$329K - $378K
|
11K
$6.06M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
859+ 16.25% |
$329K - $377K
|
6.15K
$3.4M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
852+ 1.74% |
$326K - $374K
|
49.9K
$27.6M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
850+ 32.98% |
$325K - $373K
|
3.43K
$1.89M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
848+ 0.59% |
$325K - $372K
|
144K
$79.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
838+ 32.39% |
$321K - $368K
|
3.43K
$1.89M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
837+ 1.51% |
$320K - $368K
|
56.4K
$31.2M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
819+ 127.57% |
$313K - $360K
|
1.46K
$808K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
814+ 72.48% |
$312K - $358K
|
1.94K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
813+ 6.6% |
$311K - $357K
|
13.1K
$7.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
812+ 14.03% |
$311K - $357K
|
6.6K
$3.65M
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
809+ 5.45% |
$310K - $355K
|
15.6K
$8.65M
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
800+ 6.21% |
$306K - $351K
|
13.7K
$7.56M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
791+ 11.58% |
$303K - $347K
|
7.62K
$4.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
785New |
$300K - $345K
|
785
$434K
|
|
|
Apr 26, 2022
Q1 2022
|
Pachira Investments Inc.
|
BUY
|
- |
784+ 2.31% |
$300K - $344K
|
34.8K
$19.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
781+ 5.72% |
$299K - $343K
|
14.4K
$7.98M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
777+ 20.63% |
$297K - $341K
|
4.54K
$2.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
774New |
$296K - $340K
|
774
$428K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
771New |
$295K - $339K
|
771
$426K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
767+ 6.31% |
$294K - $337K
|
12.9K
$7.15M
|
|
|
Apr 14, 2022
Q1 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
765+ 5.33% |
$293K - $336K
|
15.1K
$8.35M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
756+ 5.51% |
$289K - $332K
|
14.5K
$8M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
755+ 1.87% |
$289K - $332K
|
41.2K
$22.8M
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
755+ 15100.0% |
$289K - $332K
|
760
$420K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
749+ 1.2% |
$287K - $329K
|
63.1K
$34.9M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
749+ 5.17% |
$287K - $329K
|
15.2K
$8.42M
|