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 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
11.1K+ 5.77% |
$4.24M - $4.87M
|
203K
$112M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
11KNew |
$4.23M - $4.85M
|
11K
$6.1M
|
|
May 03, 2022
Q1 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
11K+ 10.94% |
$4.22M - $4.85M
|
112K
$61.9M
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10.9K+ 25.21% |
$4.18M - $4.79M
|
54.2K
$30M
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
10.8K+ 6.72% |
$4.12M - $4.73M
|
171K
$94.6M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
10.7K+ 30.44% |
$4.09M - $4.69M
|
45.8K
$25.3M
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
BUY
|
- |
10.5K+ 44.03% |
$4.03M - $4.62M
|
34.4K
$19M
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10.5KNew |
$4.02M - $4.61M
|
10.5K
$5.8M
|
|
May 16, 2022
Q1 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
10.5KNew |
$4.01M - $4.6M
|
10.5K
$5.79M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
10.4K+ 8.68% |
$3.99M - $4.58M
|
131K
$72.2M
|
|
May 10, 2022
Q1 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10.3KNew |
$3.94M - $4.52M
|
10.3K
$5.69M
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10.3K+ 7.3% |
$3.94M - $4.52M
|
151K
$83.5M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.1K+ 16.17% |
$3.87M - $4.45M
|
72.7K
$40.2M
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
10.1KNew |
$3.86M - $4.43M
|
10.1K
$5.58M
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
9.85K+ 179.37% |
$3.77M - $4.33M
|
15.3K
$8.48M
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.84K+ 8.0% |
$3.77M - $4.32M
|
133K
$73.4M
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
9.78K+ 1268.87% |
$3.74M - $4.3M
|
10.6K
$5.83M
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
9.7K+ 202.25% |
$3.71M - $4.26M
|
14.5K
$8.02M
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
9.67K+ 151.88% |
$3.7M - $4.25M
|
16K
$8.87M
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
9.67K+ 15.18% |
$3.7M - $4.25M
|
73.3K
$40.5M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.63K+ 12.16% |
$3.69M - $4.23M
|
88.9K
$49.1M
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.62K+ 671.93% |
$3.68M - $4.23M
|
11.1K
$6.11M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.57K+ 1.82% |
$3.66M - $4.2M
|
536K
$296M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
9.55K+ 3.76% |
$3.65M - $4.19M
|
264K
$146M
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
9.39K+ 281.25% |
$3.59M - $4.12M
|
12.7K
$7.04M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.15K+ 19.86% |
$3.5M - $4.02M
|
55.2K
$30.5M
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.07K+ 0.46% |
$3.47M - $3.98M
|
1.99M
$1.1B
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
9.02K+ 12.45% |
$3.45M - $3.96M
|
81.5K
$45M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.95K+ 10.42% |
$3.42M - $3.93M
|
94.9K
$52.4M
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8.71K+ 8.12% |
$3.33M - $3.83M
|
116K
$64.1M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.68K+ 22.75% |
$3.32M - $3.81M
|
46.8K
$25.9M
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.66KNew |
$3.31M - $3.8M
|
8.66K
$4.79M
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
8.56K+ 9.75% |
$3.27M - $3.76M
|
96.3K
$53.2M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.42K+ 85.59% |
$3.22M - $3.7M
|
18.3K
$10.1M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8.41K+ 790.69% |
$3.22M - $3.69M
|
9.47K
$5.23M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
8.4K+ 4.86% |
$3.22M - $3.69M
|
181K
$100M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.33K+ 0.84% |
$3.19M - $3.66M
|
997K
$551M
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
8.24K+ 9.74% |
$3.15M - $3.62M
|
92.8K
$51.3M
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.21K+ 131.69% |
$3.14M - $3.61M
|
14.4K
$7.98M
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
8.15K+ 20.6% |
$3.12M - $3.58M
|
47.7K
$26.4M
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.89K+ 99.75% |
$3.02M - $3.46M
|
15.8K
$8.73M
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
7.81KNew |
$2.99M - $3.43M
|
7.81K
$4.32M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.66KNew |
$2.93M - $3.36M
|
7.66K
$4.23M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.58KNew |
$2.9M - $3.33M
|
7.58K
$4.19M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.54K+ 8.18% |
$2.88M - $3.31M
|
99.7K
$55.1M
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.5KNew |
$2.87M - $3.29M
|
7.5K
$4.15M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.41K+ 23.62% |
$2.84M - $3.26M
|
38.8K
$21.5M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.32KNew |
$2.8M - $3.21M
|
7.32K
$4.04M
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.29K+ 5.28% |
$2.79M - $3.2M
|
145K
$80.3M
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
7.27K+ 171.51% |
$2.78M - $3.19M
|
11.5K
$6.36M
|