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 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
98+ 7.05% |
$37.5K - $43K
|
1.49K
$813K
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
96+ 1.49% |
$36.7K - $42.2K
|
6.52K
$3.56M
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
95+ 3.92% |
$36.4K - $41.7K
|
2.52K
$1.37M
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
93+ 2.4% |
$35.6K - $40.9K
|
3.97K
$2.17M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
93+ 5.67% |
$35.6K - $40.9K
|
1.73K
$947K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
93+ 52.54% |
$35.6K - $40.9K
|
270
$147K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
93+ 1.66% |
$35.6K - $40.9K
|
5.69K
$3.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
91+ 1.71% |
$34.8K - $40K
|
5.42K
$2.96M
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
90+ 14.61% |
$34.4K - $39.5K
|
706
$386K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
89+ 1.26% |
$34.1K - $39.1K
|
7.17K
$3.91M
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
88+ 11.0% |
$33.7K - $38.7K
|
888
$485K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
88+ 2.29% |
$33.7K - $38.7K
|
3.94K
$2.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
87+ 1.39% |
$33.3K - $38.2K
|
6.36K
$3.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
86+ 14.53% |
$32.9K - $37.8K
|
678
$370K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
86+ 1.02% |
$32.9K - $37.8K
|
8.48K
$4.63M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
86+ 8.61% |
$32.9K - $37.8K
|
1.09K
$593K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
85+ 1.74% |
$32.5K - $37.3K
|
4.97K
$2.71M
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
85New |
$32.5K - $37.3K
|
85
$46.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
84+ 17.21% |
$32.1K - $36.9K
|
572
$312K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 3.21% |
$31.8K - $36.5K
|
2.67K
$1.46M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
83+ 5.28% |
$31.8K - $36.5K
|
1.66K
$904K
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
82+ 5.74% |
$31.4K - $36K
|
1.51K
$825K
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
81+ 3.08% |
$31K - $35.6K
|
2.71K
$1.48M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
81+ 9.89% |
$31K - $35.6K
|
900
$492K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 7.53% |
$30.6K - $35.1K
|
1.14K
$624K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80+ 0.21% |
$30.6K - $35.1K
|
38K
$20.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
78+ 0.21% |
$29.9K - $34.3K
|
37.8K
$20.7M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
78+ 2.55% |
$29.9K - $34.3K
|
3.14K
$1.71M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
77+ 2.96% |
$29.5K - $33.8K
|
2.68K
$1.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
75+ 2.89% |
$28.7K - $32.9K
|
2.67K
$1.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
74+ 0.35% |
$28.3K - $32.5K
|
21.4K
$11.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
73+ 6.91% |
$27.9K - $32.1K
|
1.13K
$617K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
72+ 12.65% |
$27.6K - $31.6K
|
641
$350K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
72+ 0.05% |
$27.6K - $31.6K
|
152K
$83M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
72+ 5.12% |
$27.6K - $31.6K
|
1.48K
$807K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
72+ 7.4% |
$27.6K - $31.6K
|
1.05K
$571K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
70+ 5.12% |
$26.8K - $30.7K
|
1.44K
$784K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
70+ 6.15% |
$26.8K - $30.7K
|
1.21K
$660K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
70New |
$26.8K - $30.7K
|
70
$38.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
69+ 0.33% |
$26.4K - $30.3K
|
21.1K
$11.5M
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
68+ 8.15% |
$26K - $29.9K
|
902
$493K
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
67+ 0.54% |
$25.6K - $29.4K
|
12.5K
$6.85M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
67+ 6.93% |
$25.6K - $29.4K
|
1.03K
$565K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
67+ 1.89% |
$25.6K - $29.4K
|
3.62K
$1.97M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
66+ 10.86% |
$25.3K - $29K
|
674
$368K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
65+ 11.86% |
$24.9K - $28.6K
|
613
$335K
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
65+ 0.07% |
$24.9K - $28.6K
|
88.4K
$48.3M
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
65+ 2.69% |
$24.9K - $28.6K
|
2.48K
$1.36M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
63+ 2.33% |
$24.1K - $27.7K
|
2.76K
$1.51M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
62+ 23.57% |
$23.7K - $27.2K
|
325
$177K
|