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 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
241+ 41.7% |
$92.2K - $106K
|
819
$453K
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
238+ 23.24% |
$91.1K - $105K
|
1.26K
$698K
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
236+ 6.55% |
$90.3K - $104K
|
3.84K
$2.12M
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
236+ 20.96% |
$90.3K - $104K
|
1.36K
$753K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
236+ 3.23% |
$90.3K - $104K
|
7.54K
$4.17M
|
|
May 11, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
233+ 0.65% |
$89.2K - $102K
|
36.2K
$20M
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
232+ 47.06% |
$88.8K - $102K
|
725
$401K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
232+ 13.4% |
$88.8K - $102K
|
1.96K
$1.09M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
226+ 10.45% |
$86.5K - $99.3K
|
2.39K
$1.32M
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
224+ 700.0% |
$85.7K - $98.4K
|
256
$142K
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
224+ 33.63% |
$85.7K - $98.4K
|
890
$492K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
222+ 1.19% |
$85K - $97.5K
|
18.8K
$10.4M
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
221+ 15.23% |
$84.6K - $97.1K
|
1.67K
$924K
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
221+ 6.66% |
$84.6K - $97.1K
|
3.54K
$1.96M
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
221+ 0.78% |
$84.6K - $97.1K
|
28.7K
$15.8M
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
218+ 2.39% |
$83.4K - $95.8K
|
9.34K
$5.16M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
216+ 7.01% |
$82.7K - $94.9K
|
3.3K
$1.82M
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
215+ 20.44% |
$82.3K - $94.4K
|
1.27K
$700K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
214+ 34.74% |
$81.9K - $94K
|
830
$459K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
214+ 18.62% |
$81.9K - $94K
|
1.36K
$753K
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
214+ 5.31% |
$81.9K - $94K
|
4.24K
$2.35M
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
213+ 2.44% |
$81.5K - $93.6K
|
8.95K
$4.95M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
213+ 8.48% |
$81.5K - $93.6K
|
2.73K
$1.51M
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
212+ 0.22% |
$81.1K - $93.1K
|
96.8K
$53.5M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
211+ 2.87% |
$80.7K - $92.7K
|
7.57K
$4.19M
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
208+ 4.31% |
$79.6K - $91.4K
|
5.03K
$2.78M
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
207+ 2.93% |
$79.2K - $90.9K
|
7.27K
$4.02M
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
205+ 8.5% |
$78.5K - $90K
|
2.62K
$1.45M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
205+ 7.47% |
$78.5K - $90K
|
2.95K
$1.63M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
204+ 8.37% |
$78.1K - $89.6K
|
2.64K
$1.46M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
201+ 32.58% |
$76.9K - $88.3K
|
818
$452K
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
200+ 3.6% |
$76.5K - $87.9K
|
5.76K
$3.18M
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
193+ 2.61% |
$73.9K - $84.8K
|
7.58K
$4.19M
|
|
Apr 18, 2022
Q1 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
193+ 12.05% |
$73.9K - $84.8K
|
1.79K
$992K
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
193+ 13.83% |
$73.9K - $84.8K
|
1.59K
$878K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
193+ 1.57% |
$73.9K - $84.8K
|
12.5K
$6.9M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
190+ 5.2% |
$72.7K - $83.5K
|
3.85K
$2.13M
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
189+ 17.83% |
$72.3K - $83K
|
1.25K
$690K
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
188+ 14.7% |
$71.9K - $82.6K
|
1.47K
$811K
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
188+ 51.37% |
$71.9K - $82.6K
|
554
$306K
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
188New |
$71.9K - $82.6K
|
188
$104K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
187+ 3.52% |
$71.6K - $82.1K
|
5.5K
$3.04M
|
|
Aug 03, 2022
Q1 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
187+ 14.32% |
$71.6K - $82.1K
|
1.49K
$825K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
186+ 1.46% |
$71.2K - $81.7K
|
12.9K
$7.13M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
183+ 9.2% |
$70K - $80.4K
|
2.17K
$1.2M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
180+ 4.1% |
$68.9K - $79.1K
|
4.57K
$2.52M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
180+ 3.16% |
$68.9K - $79.1K
|
5.88K
$3.25M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
177+ 6.82% |
$67.7K - $77.7K
|
2.77K
$1.53M
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
175+ 7.19% |
$67K - $76.9K
|
2.61K
$1.44M
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
BUY
|
- |
174+ 11.6% |
$66.6K - $76.4K
|
1.67K
$925K
|