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 06, 2022
Q1 2022
|
Gam Holding Ag
|
SELL
|
- |
-125- 0.14% |
$47.8K - $54.9K
|
87.1K
$48.1M
|
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-126- 0.31% |
$48.2K - $55.3K
|
39.9K
$22M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-127- 1.73% |
$48.6K - $55.8K
|
7.21K
$3.99M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-127- 5.22% |
$48.6K - $55.8K
|
2.31K
$1.27M
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-128- 20.38% |
$49K - $56.2K
|
500
$276K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-130- 2.38% |
$49.8K - $57.1K
|
5.34K
$2.95M
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-134- 7.11% |
$51.3K - $58.9K
|
1.75K
$968K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 1.51% |
$51.3K - $58.9K
|
8.75K
$4.83M
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-135- 1.07% |
$51.7K - $59.3K
|
12.5K
$6.91M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-136- 3.75% |
$52K - $59.7K
|
3.49K
$1.93M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-137Closed |
$52.4K - $60.2K
|
0
$0
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-139- 0.15% |
$53.2K - $61.1K
|
94.3K
$52.1M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-140- 0.94% |
$53.6K - $61.5K
|
14.7K
$8.14M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-140- 9.83% |
$53.6K - $61.5K
|
1.28K
$710K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-141- 7.95% |
$54K - $61.9K
|
1.63K
$903K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-141- 69.12% |
$54K - $61.9K
|
63
$34.8K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-144- 22.4% |
$55.1K - $63.3K
|
499
$276K
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-144- 5.53% |
$55.1K - $63.3K
|
2.46K
$1.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-145- 1.91% |
$55.5K - $63.7K
|
7.46K
$4.12M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-145- 5.93% |
$55.5K - $63.7K
|
2.3K
$1.27M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-145- 0.32% |
$55.5K - $63.7K
|
45.4K
$25.1M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-147- 13.78% |
$56.3K - $64.6K
|
920
$509K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-149- 12.69% |
$57K - $65.4K
|
1.03K
$567K
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-149- 13.81% |
$57K - $65.4K
|
930
$514K
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-149- 7.25% |
$57K - $65.4K
|
1.91K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-150- 0.7% |
$57.4K - $65.9K
|
21.2K
$11.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-153- 44.22% |
$58.6K - $67.2K
|
193
$107K
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-153- 46.5% |
$58.6K - $67.2K
|
176
$97.3K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-155- 6.78% |
$59.3K - $68.1K
|
2.13K
$1.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-156- 17.07% |
$59.7K - $68.5K
|
758
$419K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-157- 12.76% |
$60.1K - $69K
|
1.07K
$593K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-157- 11.9% |
$60.1K - $69K
|
1.16K
$642K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-158- 1.34% |
$60.5K - $69.4K
|
11.6K
$6.42M
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-160- 3.36% |
$61.2K - $70.3K
|
4.6K
$2.54M
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-166- 7.18% |
$63.5K - $72.9K
|
2.15K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-166- 7.31% |
$63.5K - $72.9K
|
2.11K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-169- 23.64% |
$64.7K - $74.2K
|
546
$302K
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-170- 7.77% |
$65.1K - $74.7K
|
2.02K
$1.12M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-171- 14.43% |
$65.4K - $75.1K
|
1.01K
$561K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-174- 2.27% |
$66.6K - $76.4K
|
7.49K
$4.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-175- 9.51% |
$67K - $76.9K
|
1.67K
$920K
|
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-175- 25.0% |
$67K - $76.9K
|
525
$290K
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-177- 2.1% |
$67.7K - $77.7K
|
8.27K
$4.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-181- 2.29% |
$69.3K - $79.5K
|
7.72K
$4.27M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-181- 0.84% |
$69.3K - $79.5K
|
21.3K
$11.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-184- 25.1% |
$70.4K - $80.8K
|
549
$303K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-184- 27.06% |
$70.4K - $80.8K
|
496
$274K
|
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-187- 1.51% |
$71.6K - $82.1K
|
12.2K
$6.74M
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-196- 2.91% |
$75K - $86.1K
|
6.54K
$3.61M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-199- 1.16% |
$76.2K - $87.4K
|
16.9K
$9.33M
|