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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-9.19K- 9.51% |
$3.52M - $4.04M
|
87.5K
$48.4M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-9.2KClosed |
$3.52M - $4.04M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.33K- 1.0% |
$3.57M - $4.1M
|
923K
$510M
|
|
May 13, 2022
Q1 2022
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-9.39K- 2.5% |
$3.59M - $4.12M
|
366K
$202M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.84K- 95.1% |
$3.77M - $4.32M
|
507
$280K
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.85KClosed |
$3.77M - $4.33M
|
0
$0
|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-9.89K- 43.14% |
$3.78M - $4.34M
|
13K
$7.2M
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-9.95K- 23.45% |
$3.81M - $4.37M
|
32.5K
$18M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-9.99K- 18.38% |
$3.82M - $4.39M
|
44.3K
$24.5M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10K- 5.95% |
$3.83M - $4.39M
|
158K
$87.3M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10K- 3.25% |
$3.83M - $4.39M
|
297K
$164M
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-10.2K- 21.22% |
$3.89M - $4.46M
|
37.7K
$20.8M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.3K- 5.82% |
$3.93M - $4.52M
|
166K
$92M
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$4M - $4.6M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-10.5K- 15.66% |
$4.01M - $4.6M
|
56.4K
$31.2M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-10.6K- 4.88% |
$4.05M - $4.65M
|
206K
$114M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.7K- 41.75% |
$4.09M - $4.7M
|
14.9K
$8.25M
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 53.14% |
$4.26M - $4.89M
|
9.82K
$5.43M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.1K- 10.74% |
$4.27M - $4.9M
|
92.7K
$51.2M
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-11.3KClosed |
$4.31M - $4.95M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-11.9K- 17.14% |
$4.57M - $5.25M
|
57.7K
$31.9M
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-12.7K- 42.25% |
$4.86M - $5.58M
|
17.4K
$9.59M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.2K- 11.44% |
$5.06M - $5.81M
|
102K
$56.6M
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
SELL
|
- |
-13.7K- 94.86% |
$5.24M - $6.01M
|
741
$410K
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-13.8K- 70.4% |
$5.27M - $6.05M
|
5.79K
$3.2M
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14.1K- 5.03% |
$5.38M - $6.17M
|
265K
$147M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-14.1K- 5.83% |
$5.38M - $6.17M
|
227K
$126M
|
|
Apr 14, 2022
Q1 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-14.2K- 7.35% |
$5.42M - $6.22M
|
179K
$98.7M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.2K- 3.51% |
$5.45M - $6.25M
|
391K
$216M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-15KClosed |
$5.75M - $6.6M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-15.8KClosed |
$6.05M - $6.94M
|
0
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16K- 28.64% |
$6.11M - $7.02M
|
39.8K
$22M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16.6K- 80.19% |
$6.35M - $7.28M
|
4.1K
$2.26M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.2K- 5.61% |
$6.57M - $7.54M
|
289K
$160M
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-17.4K- 47.25% |
$6.64M - $7.62M
|
19.4K
$10.7M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17.6K- 65.13% |
$6.73M - $7.73M
|
9.42K
$5.21M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17.6K- 8.93% |
$6.75M - $7.75M
|
180K
$99.4M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17.7K- 5.75% |
$6.78M - $7.78M
|
290K
$161M
|
|
May 13, 2022
Q1 2022
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-17.7KClosed |
$6.79M - $7.79M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 16.49% |
$6.79M - $7.79M
|
89.9K
$49.7M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-17.9K- 6.41% |
$6.83M - $7.84M
|
261K
$144M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-18.5K- 55.71% |
$7.09M - $8.14M
|
14.7K
$8.15M
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-18.9K- 53.92% |
$7.22M - $8.29M
|
16.1K
$8.92M
|
|
May 12, 2022
Q1 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-18.9K- 13.53% |
$7.25M - $8.32M
|
121K
$66.9M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19.4K- 43.36% |
$7.42M - $8.51M
|
25.3K
$14M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-19.7K- 21.69% |
$7.54M - $8.65M
|
71.1K
$39.3M
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-19.8K- 57.62% |
$7.57M - $8.69M
|
14.5K
$8.04M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20.6K- 43.98% |
$7.88M - $9.04M
|
26.2K
$14.5M
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-21K- 33.61% |
$8.05M - $9.24M
|
41.6K
$23M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.2K- 11.07% |
$8.11M - $9.31M
|
170K
$94.1M
|