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 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5Closed |
$1.91K - $2.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.15% |
$1.91K - $2.2K
|
3.29K
$1.79M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.32% |
$1.91K - $2.2K
|
1.56K
$850K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-6- 0.56% |
$2.3K - $2.64K
|
1.06K
$577K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-6- 0.91% |
$2.3K - $2.64K
|
650
$355K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.35% |
$2.3K - $2.64K
|
1.71K
$933K
|
|
|
May 11, 2022
Q1 2022
|
E L Financial Corp LTD
|
SELL
|
- |
-6- -0.0% |
$2.3K - $2.64K
|
1.65M
$903M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6- 0.04% |
$2.3K - $2.64K
|
16.3K
$8.88M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6- 0.18% |
$2.3K - $2.64K
|
3.28K
$1.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6- 0.53% |
$2.3K - $2.64K
|
1.13K
$617K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-7- 1.39% |
$2.68K - $3.07K
|
495
$270K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-7- 0.3% |
$2.68K - $3.07K
|
2.34K
$1.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7- 1.12% |
$2.68K - $3.07K
|
618
$338K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 36.36% |
$3.06K - $3.51K
|
14
$7.65K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-8- 1.33% |
$3.06K - $3.51K
|
592
$323K
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.16% |
$3.06K - $3.51K
|
684
$374K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8- 0.11% |
$3.06K - $3.51K
|
6.97K
$3.81M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8- 88.89% |
$3.06K - $3.51K
|
1
$546
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9- 1.83% |
$3.44K - $3.95K
|
484
$264K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-9- 0.04% |
$3.44K - $3.95K
|
22K
$12M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.46% |
$3.44K - $3.95K
|
1.96K
$1.07M
|
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-10Closed |
$3.83K - $4.39K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-10- 0.43% |
$3.83K - $4.39K
|
2.3K
$1.26M
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
SELL
|
- |
-10- 0.83% |
$3.83K - $4.39K
|
1.19K
$652K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-11- 0.88% |
$4.21K - $4.83K
|
1.24K
$674K
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-11- 0.65% |
$4.21K - $4.83K
|
1.69K
$921K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-11Closed |
$4.21K - $4.83K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11- 0.22% |
$4.21K - $4.83K
|
5.09K
$2.78M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-11- 0.06% |
$4.21K - $4.83K
|
19.4K
$10.6M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-12Closed |
$4.59K - $5.27K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-12- 1.12% |
$4.59K - $5.27K
|
1.06K
$579K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-12- 2.15% |
$4.59K - $5.27K
|
545
$298K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-13- 0.79% |
$4.98K - $5.71K
|
1.64K
$896K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-13- 1.8% |
$4.98K - $5.71K
|
711
$388K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-13- 0.54% |
$4.98K - $5.71K
|
2.38K
$1.3M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13- 0.04% |
$4.98K - $5.71K
|
31.1K
$17M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-14Closed |
$5.36K - $6.15K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-15- 0.57% |
$5.74K - $6.59K
|
2.59K
$1.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-15- 2.25% |
$5.74K - $6.59K
|
653
$357K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 0.53% |
$5.74K - $6.59K
|
2.81K
$1.54M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.95% |
$5.74K - $6.59K
|
1.57K
$855K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-15- 1.03% |
$5.74K - $6.59K
|
1.44K
$788K
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-15- 2.46% |
$5.74K - $6.59K
|
594
$324K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 0.86% |
$5.74K - $6.59K
|
1.74K
$950K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 61.54% |
$6.12K - $7.03K
|
10
$5.46K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17- 1.17% |
$6.51K - $7.47K
|
1.44K
$786K
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-17- 0.93% |
$6.51K - $7.47K
|
1.8K
$985K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-17- 0.15% |
$6.51K - $7.47K
|
11K
$6M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-18Closed |
$6.89K - $7.91K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-18- 0.06% |
$6.89K - $7.91K
|
29.7K
$16.2M
|