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 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
33.9K+ 13.27% |
$13M - $14.9M
|
289K
$160M
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
33.6K+ 12.86% |
$12.9M - $14.8M
|
295K
$163M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
33.2K+ 70.77% |
$12.7M - $14.6M
|
80.1K
$44.3M
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
BUY
|
- |
33K+ 44.83% |
$12.6M - $14.5M
|
107K
$58.9M
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
32.8KNew |
$12.5M - $14.4M
|
32.8K
$18.1M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.5K+ 11.62% |
$12.4M - $14.3M
|
312K
$173M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.4K+ 8.51% |
$12.4M - $14.2M
|
413K
$228M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.5K+ 9.26% |
$12.1M - $13.8M
|
372K
$206M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
31K+ 3.47% |
$11.9M - $13.6M
|
926K
$512M
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31KNew |
$11.9M - $13.6M
|
31K
$17.2M
|
|
May 17, 2022
Q1 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
30.9K+ 18.73% |
$11.8M - $13.6M
|
196K
$108M
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
BUY
|
- |
30.7K+ 3.04% |
$11.7M - $13.5M
|
1.04M
$574M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
30.4K+ 114.41% |
$11.6M - $13.4M
|
57K
$31.5M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.5K+ 0.8% |
$11.3M - $12.9M
|
3.71M
$2.05B
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29.3K+ 7.82% |
$11.2M - $12.9M
|
404K
$223M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
29.2K+ 289.13% |
$11.2M - $12.8M
|
39.2K
$21.7M
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
28.8K+ 36.08% |
$11M - $12.7M
|
109K
$60.1M
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
BUY
|
- |
28.7K+ 201.55% |
$11M - $12.6M
|
42.9K
$23.7M
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
28.6K+ 17.36% |
$10.9M - $12.6M
|
193K
$107M
|
|
May 11, 2022
Q1 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
28.5KNew |
$10.9M - $12.5M
|
28.5K
$15.8M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.1K+ 9.12% |
$10.4M - $11.9M
|
325K
$180M
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
27.1K+ 6.0% |
$10.4M - $11.9M
|
479K
$265M
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
26.6K+ 4.93% |
$10.2M - $11.7M
|
565K
$312M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.2K+ 9.09% |
$10M - $11.5M
|
314K
$174M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
25.6KNew |
$9.8M - $11.3M
|
25.6K
$14.2M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
25K+ 44.28% |
$9.59M - $11M
|
81.6K
$45.1M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.6K+ 4.14% |
$9.43M - $10.8M
|
620K
$343M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24.3K+ 151.21% |
$9.29M - $10.7M
|
40.3K
$22.3M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
23.9K+ 4.81% |
$9.14M - $10.5M
|
521K
$288M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 16.06% |
$8.97M - $10.3M
|
169K
$93.6M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
23.2K+ 9.64% |
$8.9M - $10.2M
|
264K
$146M
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
23.1K+ 23.32% |
$8.84M - $10.1M
|
122K
$67.6M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
23K+ 2.96% |
$8.78M - $10.1M
|
799K
$442M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
22.9K+ 6.39% |
$8.77M - $10.1M
|
381K
$211M
|
|
May 11, 2022
Q1 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
22.4K+ 229.3% |
$8.56M - $9.83M
|
32.1K
$17.8M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.1K+ 2.17% |
$8.46M - $9.71M
|
1.04M
$576M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
21.9K+ 37.44% |
$8.39M - $9.63M
|
80.5K
$44.5M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6K+ 76.01% |
$8.28M - $9.51M
|
50.1K
$27.7M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
20.2K+ 14.12% |
$7.74M - $8.88M
|
163K
$90.3M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.5K+ 77.27% |
$7.45M - $8.55M
|
44.6K
$24.7M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.5K+ 77.27% |
$7.45M - $8.55M
|
44.6K
$24.7M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
19.4K+ 1.62% |
$7.41M - $8.5M
|
1.21M
$670M
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
19.3K+ 22.94% |
$7.37M - $8.46M
|
103K
$57.1M
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
18.9K+ 7.27% |
$7.24M - $8.32M
|
279K
$154M
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
18.7K+ 1137.84% |
$7.15M - $8.2M
|
20.3K
$11.2M
|
|
Jun 20, 2024
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18.7K+ 23.19% |
$7.15M - $8.2M
|
99.2K
$54.8M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
18.7K+ 318.63% |
$7.14M - $8.2M
|
24.5K
$13.6M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
18.6K+ 1.88% |
$7.12M - $8.17M
|
1.01M
$559M
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18.5K+ 3.7% |
$7.09M - $8.14M
|
519K
$287M
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
18.4K+ 4809.4% |
$7.05M - $8.09M
|
18.8K
$10.4M
|