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 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.29K+ 26.18% |
$1.26M - $1.45M
|
15.9K
$8.77M
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
3.27KNew |
$1.25M - $1.43M
|
3.27K
$1.81M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.25K+ 2.36% |
$1.24M - $1.43M
|
141K
$77.9M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.25K+ 224.48% |
$1.24M - $1.43M
|
4.69K
$2.59M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
3.24K+ 7.62% |
$1.24M - $1.42M
|
45.7K
$25.3M
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.22K+ 504.55% |
$1.23M - $1.41M
|
3.86K
$2.13M
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.19K+ 13.06% |
$1.22M - $1.4M
|
27.6K
$15.3M
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.18K+ 60.09% |
$1.22M - $1.4M
|
8.46K
$4.68M
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.16KNew |
$1.21M - $1.39M
|
3.16K
$1.74M
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.15K+ 3.02% |
$1.2M - $1.38M
|
107K
$59.2M
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.14K+ 120.71% |
$1.2M - $1.38M
|
5.73K
$3.17M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.09K+ 11.17% |
$1.18M - $1.36M
|
30.7K
$17M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.08K+ 37.01% |
$1.18M - $1.35M
|
11.4K
$6.31M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
3.03K+ 31.56% |
$1.16M - $1.33M
|
12.6K
$6.99M
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.02K+ 1.88% |
$1.16M - $1.33M
|
164K
$90.7M
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
2.97K+ 37.04% |
$1.14M - $1.3M
|
11K
$6.07M
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.95K+ 91.75% |
$1.13M - $1.29M
|
6.16K
$3.41M
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.91K+ 9.57% |
$1.11M - $1.28M
|
33.3K
$18.4M
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.9K+ 7.9% |
$1.11M - $1.27M
|
39.6K
$21.9M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.89K+ 19.03% |
$1.11M - $1.27M
|
18.1K
$9.99M
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.83K+ 0.73% |
$1.08M - $1.24M
|
388K
$214M
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.83KNew |
$1.08M - $1.24M
|
2.83K
$1.56M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.8K+ 62.28% |
$1.07M - $1.23M
|
7.28K
$4.03M
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
2.72K+ 14.48% |
$1.04M - $1.19M
|
21.5K
$11.9M
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.71K+ 24.33% |
$1.04M - $1.19M
|
13.9K
$7.66M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.71KNew |
$1.04M - $1.19M
|
2.71K
$1.5M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.71KNew |
$1.04M - $1.19M
|
2.71K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.71K+ 14.4% |
$1.04M - $1.19M
|
21.5K
$11.9M
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.68K+ 7.09% |
$1.03M - $1.18M
|
40.5K
$22.4M
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
2.62K+ 16.33% |
$1M - $1.15M
|
18.7K
$10.3M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.6K+ 4.9% |
$993K - $1.14M
|
55.6K
$30.7M
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.57K+ 279.85% |
$983K - $1.13M
|
3.49K
$1.93M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.57K+ 6.02% |
$982K - $1.13M
|
45.2K
$25M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.55K+ 127.28% |
$977K - $1.12M
|
4.56K
$2.52M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.51K+ 10.78% |
$959K - $1.1M
|
25.7K
$14.2M
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.5K+ 4.35% |
$957K - $1.1M
|
60K
$33.2M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.43KNew |
$928K - $1.07M
|
2.43K
$1.34M
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
2.43K+ 12.21% |
$928K - $1.07M
|
22.3K
$12.3M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.41K+ 403.01% |
$922K - $1.06M
|
3.01K
$1.66M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.41K+ 102.82% |
$922K - $1.06M
|
4.75K
$2.63M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.4K+ 15.39% |
$917K - $1.05M
|
18K
$9.93M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.39K+ 60.85% |
$914K - $1.05M
|
6.32K
$3.49M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.32K+ 8.84% |
$888K - $1.02M
|
28.6K
$15.8M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.31K+ 232.1% |
$886K - $1.02M
|
3.31K
$1.83M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.29K+ 11.89% |
$876K - $1.01M
|
21.5K
$11.9M
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.28K+ 203.3% |
$873K - $1M
|
3.4K
$1.88M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.25K+ 5.11% |
$859K - $986K
|
46.1K
$25.5M
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.23K+ 8.62% |
$853K - $979K
|
28.1K
$15.5M
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.22K+ 22.16% |
$851K - $977K
|
12.3K
$6.78M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.21K+ 51.12% |
$845K - $970K
|
6.53K
$3.61M
|