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 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
61+ 0.88% |
$23.3K - $26.8K
|
7.02K
$3.84M
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
59New |
$22.6K - $25.9K
|
59
$32.2K
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
59+ 0.68% |
$22.6K - $25.9K
|
8.69K
$4.74M
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
55+ 0.17% |
$21K - $24.2K
|
31.6K
$17.2M
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
54+ 10.61% |
$20.7K - $23.7K
|
563
$307K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
54+ 5.28% |
$20.7K - $23.7K
|
1.08K
$588K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
53+ 3.68% |
$20.3K - $23.3K
|
1.49K
$815K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
53+ 5.5% |
$20.3K - $23.3K
|
1.02K
$555K
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
52+ 9.92% |
$19.9K - $22.8K
|
576
$315K
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
52+ 2.61% |
$19.9K - $22.8K
|
2.04K
$1.12M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
51+ 3.17% |
$19.5K - $22.4K
|
1.66K
$906K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
51New |
$19.5K - $22.4K
|
51
$27.9K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
50+ 10.87% |
$19.1K - $22K
|
510
$279K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
50New |
$19.1K - $22K
|
50
$27.3K
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
50+ 0.19% |
$19.1K - $22K
|
26K
$14.2M
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
50+ 3.08% |
$19.1K - $22K
|
1.67K
$913K
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
49+ 5.26% |
$18.8K - $21.5K
|
981
$536K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
49+ 2.36% |
$18.8K - $21.5K
|
2.13K
$1.16M
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
49+ 0.12% |
$18.8K - $21.5K
|
41.5K
$22.7M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
49+ 11.95% |
$18.8K - $21.5K
|
459
$251K
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
48+ 266.67% |
$18.4K - $21.1K
|
66
$36K
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
48+ 1.33% |
$18.4K - $21.1K
|
3.66K
$2M
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
47+ 71.21% |
$18K - $20.6K
|
113
$61.7K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
46New |
$17.6K - $20.2K
|
46
$25.1K
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
45+ 2.79% |
$17.2K - $19.8K
|
1.66K
$906K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
45+ 5.81% |
$17.2K - $19.8K
|
820
$448K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
44+ 7.57% |
$16.8K - $19.3K
|
625
$341K
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
43+ 2.9% |
$16.5K - $18.9K
|
1.53K
$833K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
42+ 1.23% |
$16.1K - $18.4K
|
3.45K
$1.88M
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.59% |
$16.1K - $18.4K
|
7.11K
$3.88M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
41+ 1.5% |
$15.7K - $18K
|
2.78K
$1.52M
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
41+ 1.77% |
$15.7K - $18K
|
2.36K
$1.29M
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
40+ 0.79% |
$15.3K - $17.6K
|
5.11K
$2.79M
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
39+ 4.06% |
$14.9K - $17.1K
|
999
$546K
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
39+ 1.49% |
$14.9K - $17.1K
|
2.66K
$1.45M
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
39+ 1.86% |
$14.9K - $17.1K
|
2.13K
$1.16M
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39New |
$14.9K - $17.1K
|
39
$21.3K
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
38+ 1.91% |
$14.5K - $16.7K
|
2.03K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Community Bank Of Raymore
|
BUY
|
- |
38+ 5.34% |
$14.5K - $16.7K
|
750
$410K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
38+ 0.72% |
$14.5K - $16.7K
|
5.33K
$2.91M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
38+ 0.46% |
$14.5K - $16.7K
|
8.32K
$4.54M
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
37+ 0.14% |
$14.2K - $16.3K
|
25.9K
$14.2M
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
36+ 2.8% |
$13.8K - $15.8K
|
1.32K
$722K
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
36+ 0.37% |
$13.8K - $15.8K
|
9.84K
$5.38M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
35+ 46.67% |
$13.4K - $15.4K
|
110
$60.1K
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
35+ 5.48% |
$13.4K - $15.4K
|
674
$368K
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
35+ 3.98% |
$13.4K - $15.4K
|
915
$500K
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35New |
$13.4K - $15.4K
|
35
$19.1K
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
34+ 0.42% |
$13K - $14.9K
|
8.22K
$4.49M
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
33+ 0.47% |
$12.6K - $14.5K
|
7.13K
$3.89M
|