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 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
747+ 4.39% |
$286K - $328K
|
17.7K
$9.81M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
744+ 60.69% |
$285K - $327K
|
1.97K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
743+ 0.41% |
$284K - $326K
|
180K
$99.7M
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
736+ 65.54% |
$282K - $323K
|
1.86K
$1.03M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
736+ 22.6% |
$282K - $323K
|
3.99K
$2.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
735New |
$281K - $323K
|
735
$406K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
733+ 32.11% |
$281K - $322K
|
3.02K
$1.67M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
731+ 2.96% |
$280K - $321K
|
25.4K
$14M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
724+ 14.04% |
$277K - $318K
|
5.88K
$3.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
722New |
$276K - $317K
|
722
$399K
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
718New |
$275K - $315K
|
718
$397K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
718+ 4.78% |
$275K - $315K
|
15.7K
$8.7M
|
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
715+ 2.63% |
$274K - $314K
|
27.9K
$15.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
711+ 1.37% |
$272K - $312K
|
52.6K
$29.1M
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
710+ 7.01% |
$272K - $312K
|
10.8K
$5.99M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
698+ 21.85% |
$267K - $307K
|
3.89K
$2.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
687New |
$263K - $302K
|
687
$380K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
685+ 21.73% |
$262K - $301K
|
3.84K
$2.12M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
683+ 33.14% |
$261K - $300K
|
2.74K
$1.52M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
683New |
$261K - $300K
|
683
$378K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
669+ 16.26% |
$256K - $294K
|
4.78K
$2.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
669+ 28.47% |
$256K - $294K
|
3.02K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
668+ 2.94% |
$256K - $293K
|
23.4K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
668+ 8.11% |
$256K - $293K
|
8.91K
$4.92M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
666+ 4.64% |
$255K - $293K
|
15K
$8.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
666New |
$255K - $293K
|
666
$368K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
666+ 20.58% |
$255K - $293K
|
3.9K
$2.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
663+ 15.94% |
$254K - $291K
|
4.82K
$2.67M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
662+ 10.21% |
$253K - $291K
|
7.14K
$3.95M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
662+ 1.32% |
$253K - $291K
|
50.7K
$28M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
656New |
$251K - $288K
|
656
$363K
|
|
|
Apr 15, 2022
Q1 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
656+ 0.32% |
$251K - $288K
|
203K
$112M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
651+ 3.43% |
$249K - $286K
|
19.6K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
650+ 4.3% |
$249K - $286K
|
15.8K
$8.71M
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
648+ 38.76% |
$248K - $285K
|
2.32K
$1.28M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
646New |
$247K - $284K
|
646
$357K
|
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
646New |
$247K - $284K
|
646
$357K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
642New |
$246K - $282K
|
642
$355K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
637New |
$244K - $280K
|
637
$352K
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
625New |
$239K - $275K
|
625
$346K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
623+ 33.24% |
$238K - $274K
|
2.5K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
622+ 11.4% |
$238K - $273K
|
6.08K
$3.36M
|
|
|
May 10, 2022
Q1 2022
|
True Wealth Financial Partners
|
BUY
|
- |
621+ 2.66% |
$238K - $273K
|
23.9K
$13.2M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
620+ 53.96% |
$237K - $272K
|
1.77K
$978K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
614+ 2.47% |
$235K - $270K
|
25.5K
$14.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
607+ 40.96% |
$232K - $267K
|
2.09K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
607+ 4.61% |
$232K - $267K
|
13.8K
$7.61M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
606+ 8.04% |
$232K - $266K
|
8.15K
$4.5M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
605+ 65.12% |
$232K - $266K
|
1.53K
$848K
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
605+ 24.66% |
$232K - $266K
|
3.06K
$1.69M
|