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
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-309- 5.35% |
$118K - $136K
|
5.47K
$2.65M
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-312- 0.42% |
$119K - $137K
|
73.6K
$35.6M
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-312- 0.41% |
$119K - $137K
|
75K
$36.3M
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-317- 4.5% |
$121K - $139K
|
6.73K
$3.26M
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
SELL
|
- |
-324- 0.53% |
$124K - $142K
|
60.9K
$29.4M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-326- 6.16% |
$125K - $143K
|
4.96K
$2.4M
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-326- 7.94% |
$125K - $143K
|
3.78K
$1.83M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-328- 14.07% |
$126K - $144K
|
2K
$970K
|
|
Feb 13, 2025
Q1 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-337- 0.97% |
$129K - $148K
|
34.3K
$16.6M
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-341- 6.0% |
$131K - $150K
|
5.35K
$2.59M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-342- 3.0% |
$131K - $150K
|
11.1K
$5.36M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-344- 7.84% |
$132K - $151K
|
4.04K
$1.96M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-347- 38.73% |
$133K - $152K
|
549
$266K
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-347- 10.48% |
$133K - $152K
|
2.97K
$1.43M
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-348- 2.03% |
$133K - $153K
|
16.8K
$8.12M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-351- 5.5% |
$134K - $154K
|
6.04K
$2.92M
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
SELL
|
- |
-352- 1.25% |
$135K - $155K
|
27.8K
$13.5M
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-363- 7.54% |
$139K - $159K
|
4.45K
$2.15M
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-366- 12.17% |
$140K - $161K
|
2.64K
$1.28M
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-366- 4.41% |
$140K - $161K
|
7.93K
$3.84M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-368- 0.64% |
$141K - $162K
|
57K
$27.6M
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-376- 1.15% |
$144K - $165K
|
32.4K
$15.7M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-376- 2.58% |
$144K - $165K
|
14.2K
$6.87M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-379- 5.82% |
$145K - $166K
|
6.13K
$2.97M
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-383- 1.77% |
$147K - $168K
|
21.2K
$10.3M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-389- 11.52% |
$149K - $171K
|
2.99K
$1.45M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-392- 1.9% |
$150K - $172K
|
20.2K
$9.79M
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-394- 2.42% |
$151K - $173K
|
15.9K
$7.68M
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-395- 13.88% |
$151K - $174K
|
2.45K
$1.19M
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-400Closed |
$153K - $176K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-407- 15.35% |
$156K - $179K
|
2.25K
$1.09M
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-409- 1.81% |
$157K - $180K
|
22.2K
$10.7M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-413- 10.78% |
$158K - $181K
|
3.42K
$1.65M
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-416- 42.54% |
$159K - $183K
|
562
$272K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-417- 0.45% |
$160K - $183K
|
93.2K
$45.1M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-423- 11.73% |
$162K - $186K
|
3.18K
$1.54M
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-426Closed |
$163K - $187K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-426- 1.01% |
$163K - $187K
|
41.9K
$20.3M
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-430- 22.05% |
$165K - $189K
|
1.52K
$736K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-430Closed |
$165K - $189K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-448- 3.15% |
$171K - $197K
|
13.8K
$6.66M
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-450- 80.36% |
$172K - $198K
|
110
$53.2K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-454- 33.04% |
$174K - $199K
|
920
$445K
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-455- 10.56% |
$174K - $200K
|
3.86K
$1.87M
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-457Closed |
$175K - $201K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-458- 7.87% |
$175K - $201K
|
5.36K
$2.59M
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-465- 0.96% |
$178K - $204K
|
48.2K
$23.3M
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-467- 17.9% |
$179K - $205K
|
2.14K
$1.04M
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-470Closed |
$180K - $206K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-471Closed |
$180K - $207K
|
0
$0
|