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 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.28K- 6.54% |
$874K - $1M
|
32.6K
$18M
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.31K- 28.9% |
$883K - $1.01M
|
5.67K
$3.14M
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.31KClosed |
$886K - $1.02M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.32K- 6.72% |
$888K - $1.02M
|
32.2K
$17.8M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.33K- 1.47% |
$890K - $1.02M
|
156K
$86M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.34K- 12.02% |
$897K - $1.03M
|
17.2K
$9.48M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.35K- 18.84% |
$898K - $1.03M
|
10.1K
$5.59M
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-2.36K- 30.7% |
$902K - $1.04M
|
5.32K
$2.94M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.39K- 7.44% |
$916K - $1.05M
|
29.8K
$16.5M
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.4KClosed |
$918K - $1.05M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-2.42KClosed |
$925K - $1.06M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 3.7% |
$945K - $1.08M
|
64.2K
$35.5M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.5KClosed |
$956K - $1.1M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.5K- 25.71% |
$958K - $1.1M
|
7.23K
$4M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.52K- 22.76% |
$963K - $1.11M
|
8.54K
$4.72M
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.57KClosed |
$984K - $1.13M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.61K- 53.3% |
$998K - $1.15M
|
2.28K
$1.26M
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.65K- 3.16% |
$1.01M - $1.16M
|
81K
$44.8M
|
|
May 11, 2022
Q1 2022
|
Mount Capital LTD
|
SELL
|
- |
-2.7K- 19.57% |
$1.03M - $1.19M
|
11.1K
$6.14M
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-2.73K- 4.17% |
$1.05M - $1.2M
|
62.8K
$34.7M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.74K- 13.02% |
$1.05M - $1.2M
|
18.3K
$10.1M
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-2.75K- 4.95% |
$1.05M - $1.21M
|
52.7K
$29.2M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.85K- 6.29% |
$1.09M - $1.25M
|
42.4K
$23.4M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.87K- 59.76% |
$1.1M - $1.26M
|
1.93K
$1.07M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.95K- 13.39% |
$1.13M - $1.29M
|
19.1K
$10.5M
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-2.95KClosed |
$1.13M - $1.3M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.15K- 1.02% |
$1.2M - $1.38M
|
304K
$168M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.28K- 18.83% |
$1.25M - $1.44M
|
14.1K
$7.82M
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.36K- 6.34% |
$1.28M - $1.47M
|
49.6K
$27.4M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.47KClosed |
$1.33M - $1.53M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-3.52K- 10.06% |
$1.35M - $1.55M
|
31.5K
$17.4M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.54K- 76.53% |
$1.36M - $1.56M
|
1.09K
$600K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.56K- 31.26% |
$1.36M - $1.56M
|
7.83K
$4.33M
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.59K- 16.69% |
$1.38M - $1.58M
|
17.9K
$9.92M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.62K- 8.3% |
$1.39M - $1.59M
|
40K
$22.1M
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.65K- 35.31% |
$1.4M - $1.6M
|
6.68K
$3.7M
|
|
May 11, 2022
Q1 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-3.75K- 11.9% |
$1.44M - $1.65M
|
27.8K
$15.4M
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.81K- 36.42% |
$1.46M - $1.67M
|
6.65K
$3.68M
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.95K- 8.27% |
$1.51M - $1.73M
|
43.8K
$24.2M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-3.95K- 2.79% |
$1.51M - $1.74M
|
138K
$76.1M
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.98K- 1.3% |
$1.52M - $1.75M
|
303K
$167M
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-4.01K- 10.78% |
$1.53M - $1.76M
|
33.2K
$18.3M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.04K- 59.09% |
$1.55M - $1.78M
|
2.8K
$1.55M
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.08K- 1.97% |
$1.56M - $1.79M
|
204K
$113M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.12K- 10.32% |
$1.58M - $1.81M
|
35.8K
$19.8M
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-4.12K- 85.37% |
$1.58M - $1.81M
|
706
$390K
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.19K- 44.25% |
$1.6M - $1.84M
|
5.28K
$2.92M
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
SELL
|
- |
-4.19K- 1.89% |
$1.6M - $1.84M
|
217K
$120M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.21K- 15.42% |
$1.61M - $1.85M
|
23.1K
$12.8M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.28K- 3.59% |
$1.64M - $1.88M
|
115K
$63.6M
|