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 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
602+ 140.98% |
$230K - $264K
|
1.03K
$569K
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
598+ 0.76% |
$229K - $263K
|
79.3K
$43.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
597+ 9.8% |
$228K - $262K
|
6.69K
$3.7M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
596+ 3.02% |
$228K - $262K
|
20.3K
$11.2M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
593+ 34.42% |
$227K - $260K
|
2.32K
$1.28M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
592+ 1.25% |
$227K - $260K
|
48K
$26.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
591New |
$226K - $260K
|
591
$327K
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
591+ 57.38% |
$226K - $260K
|
1.62K
$896K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
590+ 25.04% |
$226K - $259K
|
2.95K
$1.63M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
589+ 8.1% |
$225K - $259K
|
7.86K
$4.34M
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
588+ 5.1% |
$225K - $258K
|
12.1K
$6.7M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
582+ 1.27% |
$223K - $256K
|
46.4K
$25.6M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
581+ 22.89% |
$222K - $255K
|
3.12K
$1.72M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
578+ 8.47% |
$221K - $254K
|
7.4K
$4.09M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
578+ 5.44% |
$221K - $254K
|
11.2K
$6.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
574New |
$220K - $252K
|
574
$317K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
573+ 16.78% |
$219K - $252K
|
3.99K
$2.2M
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
572+ 15.62% |
$219K - $251K
|
4.24K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
566+ 52.95% |
$217K - $249K
|
1.64K
$904K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
564+ 20.14% |
$216K - $248K
|
3.37K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
558+ 1.39% |
$214K - $245K
|
40.6K
$22.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
553New |
$212K - $243K
|
553
$306K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
547+ 2.34% |
$209K - $240K
|
23.9K
$13.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
BUY
|
- |
547+ 115.16% |
$209K - $240K
|
1.02K
$565K
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
542+ 6.12% |
$207K - $238K
|
9.39K
$5.19M
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
541New |
$207K - $238K
|
541
$299K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
538New |
$206K - $236K
|
538
$297K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
538New |
$206K - $236K
|
538
$297K
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
531+ 85.23% |
$203K - $233K
|
1.15K
$638K
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
531+ 1.07% |
$203K - $233K
|
50K
$27.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
527+ 22.09% |
$202K - $231K
|
2.91K
$1.61M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
524+ 60.16% |
$201K - $230K
|
1.4K
$771K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
523+ 7.81% |
$200K - $230K
|
7.22K
$3.99M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
522+ 0.85% |
$200K - $229K
|
61.6K
$34.1M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
517+ 13.95% |
$198K - $227K
|
4.22K
$2.34M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
517+ 5.28% |
$198K - $227K
|
10.3K
$5.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
515+ 192.88% |
$197K - $226K
|
782
$432K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
508+ 16.5% |
$194K - $223K
|
3.59K
$1.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
507+ 108.57% |
$194K - $223K
|
974
$538K
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
503New |
$192K - $221K
|
503
$278K
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
BUY
|
- |
500New |
$191K - $220K
|
500
$276K
|
|
|
May 06, 2022
Q1 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
495New |
$189K - $217K
|
495
$274K
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
494New |
$189K - $217K
|
494
$273K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
BUY
|
- |
491+ 21.02% |
$188K - $216K
|
2.83K
$1.56M
|
|
|
May 02, 2022
Q1 2022
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
491New |
$188K - $216K
|
491
$271K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
491+ 12.43% |
$188K - $216K
|
4.44K
$2.46M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
486New |
$186K - $213K
|
486
$269K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
486+ 111.72% |
$186K - $213K
|
921
$509K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
483+ 3.53% |
$185K - $212K
|
14.2K
$7.84M
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
483New |
$185K - $212K
|
483
$267K
|