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 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.19% |
$4.98K - $5.71K
|
6.79K
$3.71M
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
12+ 1.72% |
$4.59K - $5.27K
|
711
$388K
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12+ 1.54% |
$4.59K - $5.27K
|
791
$432K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
12New |
$4.59K - $5.27K
|
12
$6.55K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.41% |
$4.59K - $5.27K
|
2.97K
$1.62M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
12+ 38.71% |
$4.59K - $5.27K
|
43
$23.5K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12New |
$4.59K - $5.27K
|
12
$6.55K
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11+ 0.33% |
$4.21K - $4.83K
|
3.35K
$1.83M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
11+ 0.27% |
$4.21K - $4.83K
|
4.09K
$2.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
11+ 1.6% |
$4.21K - $4.83K
|
697
$381K
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
11+ 1.29% |
$4.21K - $4.83K
|
865
$472K
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
11+ 0.34% |
$4.21K - $4.83K
|
3.23K
$1.77M
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.26% |
$3.83K - $4.39K
|
3.87K
$2.12M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
10+ 0.74% |
$3.83K - $4.39K
|
1.36K
$744K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
10+ 28.57% |
$3.83K - $4.39K
|
45
$24.6K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$3.83K - $4.39K
|
10
$5.46K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.33% |
$3.44K - $3.95K
|
2.74K
$1.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
9+ 0.12% |
$3.44K - $3.95K
|
7.73K
$4.22M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.21% |
$3.44K - $3.95K
|
4.23K
$2.31M
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9+ 1.01% |
$3.44K - $3.95K
|
897
$490K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9+ 10.0% |
$3.44K - $3.95K
|
99
$54.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8+ 0.29% |
$3.06K - $3.51K
|
2.79K
$1.53M
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8+ 0.32% |
$3.06K - $3.51K
|
2.49K
$1.36M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$3.06K - $3.51K
|
8
$4.37K
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
7+ 0.28% |
$2.68K - $3.07K
|
2.55K
$1.39M
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
7+ 0.65% |
$2.68K - $3.07K
|
1.09K
$593K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7+ 36.84% |
$2.68K - $3.07K
|
26
$14.2K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
7+ 0.11% |
$2.68K - $3.07K
|
6.17K
$3.37M
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7+ 1.16% |
$2.68K - $3.07K
|
612
$334K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 43.75% |
$2.68K - $3.07K
|
23
$12.6K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
7+ 0.48% |
$2.68K - $3.07K
|
1.47K
$802K
|
|
|
Apr 22, 2022
Q1 2022
|
Coerente Capital Management
|
BUY
|
- |
6+ 0.04% |
$2.3K - $2.64K
|
13.7K
$7.49M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
5+ 0.29% |
$1.91K - $2.2K
|
1.71K
$936K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
5+ 0.95% |
$1.91K - $2.2K
|
530
$289K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.25% |
$1.91K - $2.2K
|
1.98K
$1.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.31% |
$1.91K - $2.2K
|
1.62K
$883K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 0.51% |
$1.91K - $2.2K
|
984
$537K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.91K - $2.2K
|
4.77K
$2.61M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.05% |
$1.91K - $2.2K
|
10.8K
$5.89M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
5New |
$1.91K - $2.2K
|
5
$2.73K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5+ 0.25% |
$1.91K - $2.2K
|
2K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5+ 0.22% |
$1.91K - $2.2K
|
2.29K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.65% |
$1.91K - $2.2K
|
778
$425K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 3.45% |
$1.91K - $2.2K
|
150
$81.9K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
5+ 0.88% |
$1.91K - $2.2K
|
573
$313K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.44% |
$1.91K - $2.2K
|
1.15K
$627K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.53K - $1.76K
|
4.09K
$2.23M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$1.53K - $1.76K
|
8.5K
$4.64M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$1.53K - $1.76K
|
4
$2.18K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4+ 0.28% |
$1.53K - $1.76K
|
1.44K
$789K
|