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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
471+ 11.88% |
$180K - $207K
|
4.44K
$2.45M
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
471+ 5.92% |
$180K - $207K
|
8.43K
$4.66M
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
470+ 3.35% |
$180K - $206K
|
14.5K
$8.03M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
469+ 2.33% |
$179K - $206K
|
20.6K
$11.4M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
463+ 6.26% |
$177K - $203K
|
7.86K
$4.34M
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
461+ 31.3% |
$176K - $202K
|
1.93K
$1.07M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
456+ 2.15% |
$175K - $200K
|
21.7K
$12M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
454+ 1.0% |
$174K - $199K
|
45.9K
$25.4M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
451+ 4.43% |
$173K - $198K
|
10.6K
$5.88M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
450+ 24.47% |
$172K - $198K
|
2.29K
$1.27M
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
447+ 48.06% |
$171K - $196K
|
1.38K
$761K
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
445+ 73.8% |
$170K - $195K
|
1.05K
$579K
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
437+ 29.53% |
$167K - $192K
|
1.92K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
434+ 21.11% |
$166K - $191K
|
2.49K
$1.38M
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
432+ 2.39% |
$165K - $190K
|
18.5K
$10.2M
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
425+ 49.25% |
$163K - $187K
|
1.29K
$712K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
424+ 7.06% |
$162K - $186K
|
6.43K
$3.56M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
424+ 7.8% |
$162K - $186K
|
5.86K
$3.24M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
422+ 3.4% |
$161K - $185K
|
12.8K
$7.09M
|
|
May 09, 2022
Q1 2022
|
Fairfield University
|
BUY
|
- |
422+ 0.32% |
$161K - $185K
|
130K
$72M
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
419+ 0.74% |
$160K - $184K
|
57.2K
$31.6M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
410+ 18.34% |
$157K - $180K
|
2.65K
$1.46M
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
407+ 0.37% |
$156K - $179K
|
110K
$61M
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
403+ 23.93% |
$154K - $177K
|
2.09K
$1.15M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
400+ 4.78% |
$153K - $176K
|
8.76K
$4.84M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
399+ 3.74% |
$153K - $175K
|
11.1K
$6.11M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
398+ 3.59% |
$152K - $175K
|
11.5K
$6.34M
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
398+ 17.51% |
$152K - $175K
|
2.67K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
397+ 51.63% |
$152K - $174K
|
1.17K
$645K
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
397+ 47.95% |
$152K - $174K
|
1.23K
$677K
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
392+ 19.04% |
$150K - $172K
|
2.45K
$1.35M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
392+ 4.8% |
$150K - $172K
|
8.56K
$4.73M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
386+ 39.67% |
$148K - $170K
|
1.36K
$751K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
385+ 5.26% |
$147K - $169K
|
7.7K
$4.26M
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
380+ 3.01% |
$145K - $167K
|
13K
$7.19M
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
377+ 39.03% |
$144K - $166K
|
1.34K
$742K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
372+ 10.9% |
$142K - $163K
|
3.78K
$2.09M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370+ 4.68% |
$142K - $163K
|
8.27K
$4.57M
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
369+ 106.65% |
$141K - $162K
|
715
$395K
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
366+ 48.61% |
$140K - $161K
|
1.12K
$619K
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
363+ 17.92% |
$139K - $159K
|
2.39K
$1.32M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
360+ 11.46% |
$138K - $158K
|
3.5K
$1.93M
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
357+ 7.56% |
$137K - $157K
|
5.08K
$2.81M
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
355+ 171.5% |
$136K - $156K
|
562
$311K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
355+ 6.66% |
$136K - $156K
|
5.69K
$3.14M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
353+ 1.8% |
$135K - $155K
|
20K
$11M
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
345+ 4.64% |
$132K - $152K
|
7.79K
$4.3M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
343+ 0.98% |
$131K - $151K
|
35.3K
$19.5M
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
343+ 21.71% |
$131K - $151K
|
1.92K
$1.06M
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
340+ 53.97% |
$130K - $149K
|
970
$536K
|