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 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.04K+ 24.33% |
$1.93M - $2.21M
|
25.8K
$14.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
5KNew |
$1.91M - $2.19M
|
5K
$2.76M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.92K+ 14.51% |
$1.88M - $2.16M
|
38.8K
$21.4M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.91K+ 4.63% |
$1.88M - $2.15M
|
111K
$61.3M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.9K+ 10.9% |
$1.87M - $2.15M
|
49.8K
$27.5M
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.86K+ 446.15% |
$1.86M - $2.14M
|
5.95K
$3.29M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.84K+ 6.14% |
$1.85M - $2.13M
|
83.7K
$46.3M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.69K+ 22.14% |
$1.79M - $2.06M
|
25.9K
$14.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
4.6K+ 10.28% |
$1.76M - $2.02M
|
49.3K
$27.3M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.6K+ 10.53% |
$1.76M - $2.02M
|
48.2K
$26.7M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.55KNew |
$1.74M - $2M
|
4.55K
$2.52M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.49KNew |
$1.72M - $1.97M
|
4.49K
$2.48M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
4.46KNew |
$1.71M - $1.96M
|
4.46K
$2.47M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.46K+ 5.59% |
$1.71M - $1.96M
|
84.2K
$46.6M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 13.73% |
$1.69M - $1.94M
|
36.6K
$20.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Swm Advisors
|
BUY
|
- |
4.4K+ 3.69% |
$1.68M - $1.93M
|
123K
$68.3M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.38K+ 53.85% |
$1.67M - $1.92M
|
12.5K
$6.91M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4.33K+ 23.08% |
$1.66M - $1.9M
|
23.1K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.3K+ 3.86% |
$1.65M - $1.89M
|
116K
$64.1M
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
4.29KNew |
$1.64M - $1.88M
|
4.29K
$2.37M
|
|
|
May 10, 2022
Q1 2022
|
Reliant Wealth Planning
|
BUY
|
- |
4.13K+ 3.8% |
$1.58M - $1.81M
|
113K
$62.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
4.11K+ 37.59% |
$1.57M - $1.8M
|
15K
$8.31M
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
4.08K+ 19.36% |
$1.56M - $1.79M
|
25.2K
$13.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
4.07K+ 4.92% |
$1.56M - $1.79M
|
86.8K
$48M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
4.05K+ 0.66% |
$1.55M - $1.78M
|
620K
$343M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.03K+ 186.79% |
$1.54M - $1.77M
|
6.19K
$3.42M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.98K+ 27.52% |
$1.52M - $1.75M
|
18.4K
$10.2M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.97K+ 5.88% |
$1.52M - $1.75M
|
71.6K
$39.6M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.96K+ 35.26% |
$1.52M - $1.74M
|
15.2K
$8.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.94K+ 67.2% |
$1.51M - $1.73M
|
9.81K
$5.42M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.94K+ 14.18% |
$1.51M - $1.73M
|
31.7K
$17.5M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.91K+ 1.72% |
$1.5M - $1.72M
|
231K
$128M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.89K+ 11.89% |
$1.49M - $1.71M
|
36.6K
$20.3M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.89K+ 96.39% |
$1.49M - $1.71M
|
7.93K
$4.38M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.87K+ 2.68% |
$1.48M - $1.7M
|
148K
$82.1M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.84K+ 72.24% |
$1.47M - $1.69M
|
9.17K
$5.07M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.83K+ 12.26% |
$1.46M - $1.68M
|
35.1K
$19.4M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.71K+ 18.07% |
$1.42M - $1.63M
|
24.3K
$13.4M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.55K+ 36.69% |
$1.36M - $1.56M
|
13.2K
$7.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.52K+ 5.1% |
$1.35M - $1.55M
|
72.7K
$40.2M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.52K+ 324.22% |
$1.35M - $1.55M
|
4.61K
$2.55M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.51K+ 130.13% |
$1.34M - $1.54M
|
6.21K
$3.43M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.51K+ 130.13% |
$1.34M - $1.54M
|
6.21K
$3.43M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.5KNew |
$1.34M - $1.54M
|
3.5K
$1.93M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3.48K+ 13.27% |
$1.33M - $1.53M
|
29.7K
$16.4M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.41K+ 43.84% |
$1.3M - $1.5M
|
11.2K
$6.18M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.36K+ 335.39% |
$1.29M - $1.48M
|
4.37K
$2.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
3.34K+ 4.4% |
$1.28M - $1.47M
|
79.3K
$43.8M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 70.23% |
$1.27M - $1.46M
|
8.05K
$4.45M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.3K+ 0.57% |
$1.26M - $1.45M
|
577K
$319M
|