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 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
32+ 6.31% |
$12.2K - $14.1K
|
539
$294K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
32+ 5.95% |
$12.2K - $14.1K
|
570
$311K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
31+ 0.03% |
$11.9K - $13.6K
|
94.4K
$51.6M
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
31+ 0.33% |
$11.9K - $13.6K
|
9.48K
$5.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
30+ 4.8% |
$11.5K - $13.2K
|
655
$358K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
30+ 3.97% |
$11.5K - $13.2K
|
786
$429K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30New |
$11.5K - $13.2K
|
30
$16.4K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
30+ 2.5% |
$11.5K - $13.2K
|
1.23K
$672K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29+ 1.09% |
$11.1K - $12.7K
|
2.68K
$1.47M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29+ 0.57% |
$11.1K - $12.7K
|
5.14K
$2.81M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 1.54% |
$11.1K - $12.7K
|
1.91K
$1.05M
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 1.06% |
$10.3K - $11.9K
|
2.57K
$1.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.86% |
$9.95K - $11.4K
|
3.04K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
26+ 2.64% |
$9.95K - $11.4K
|
1.01K
$552K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
26+ 0.9% |
$9.95K - $11.4K
|
2.9K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
25+ 0.83% |
$9.57K - $11K
|
3.03K
$1.65M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
25+ 0.57% |
$9.57K - $11K
|
4.39K
$2.4M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
24+ 0.75% |
$9.18K - $10.5K
|
3.22K
$1.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
24+ 2.51% |
$9.18K - $10.5K
|
981
$536K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
23New |
$8.8K - $10.1K
|
23
$12.6K
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
23+ 0.94% |
$8.8K - $10.1K
|
2.47K
$1.35M
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
22+ 1.04% |
$8.42K - $9.66K
|
2.13K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
21+ 0.32% |
$8.04K - $9.22K
|
6.49K
$3.54M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
21+ 3.68% |
$8.04K - $9.22K
|
591
$323K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21+ 1.3% |
$8.04K - $9.22K
|
1.64K
$893K
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
20+ 2.21% |
$7.65K - $8.79K
|
925
$505K
|
|
|
May 04, 2022
Q1 2022
|
Zeit Capital LLC
|
BUY
|
- |
20+ 33.33% |
$7.65K - $8.79K
|
80
$43.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20+ 1.57% |
$7.65K - $8.79K
|
1.29K
$705K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
20+ 0.32% |
$7.65K - $8.79K
|
6.21K
$3.39M
|
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.06% |
$7.65K - $8.79K
|
34K
$18.6M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
19+ 0.45% |
$7.27K - $8.35K
|
4.22K
$2.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
18+ 2.78% |
$6.89K - $7.91K
|
665
$363K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
18+ 1.31% |
$6.89K - $7.91K
|
1.39K
$760K
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
18+ 1.62% |
$6.89K - $7.91K
|
1.13K
$617K
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
18+ 1.77% |
$6.89K - $7.91K
|
1.04K
$566K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 2.3% |
$6.89K - $7.91K
|
802
$438K
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
17+ 3.48% |
$6.51K - $7.47K
|
506
$276K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
15+ 10.95% |
$5.74K - $6.59K
|
152
$83K
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
15+ 3.07% |
$5.74K - $6.59K
|
503
$275K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
15+ 0.26% |
$5.74K - $6.59K
|
5.86K
$3.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
15New |
$5.74K - $6.59K
|
15
$8.19K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
15+ 5.79% |
$5.74K - $6.59K
|
274
$150K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
15+ 0.35% |
$5.74K - $6.59K
|
4.36K
$2.38M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
15+ 0.85% |
$5.74K - $6.59K
|
1.78K
$974K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15+ 2.29% |
$5.74K - $6.59K
|
669
$365K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
15+ 0.06% |
$5.74K - $6.59K
|
25.8K
$14.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 1.73% |
$5.36K - $6.15K
|
821
$448K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
14+ 1.14% |
$5.36K - $6.15K
|
1.25K
$681K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
14+ 2.98% |
$5.36K - $6.15K
|
484
$264K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
14+ 17.5% |
$5.36K - $6.15K
|
94
$51.3K
|