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 20, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
2.19K+ 4.29% |
$839K - $963K
|
53.4K
$29.5M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.19K+ 5.88% |
$839K - $963K
|
39.5K
$21.8M
|
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.18K+ 25.26% |
$835K - $959K
|
10.8K
$5.98M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.17KNew |
$832K - $954K
|
2.17K
$1.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.16K+ 68.14% |
$827K - $950K
|
5.34K
$2.95M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
2.15K+ 3.56% |
$823K - $945K
|
62.6K
$34.6M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 8.23% |
$822K - $944K
|
28.3K
$15.6M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.15K+ 32.91% |
$821K - $943K
|
8.67K
$4.79M
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.13K+ 13.68% |
$813K - $933K
|
17.7K
$9.76M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.09K+ 17.44% |
$798K - $916K
|
14K
$7.76M
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
2.07K+ 9.22% |
$792K - $909K
|
24.5K
$13.6M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.06K+ 28.45% |
$787K - $903K
|
9.28K
$5.13M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.06K+ 28.44% |
$786K - $903K
|
9.28K
$5.13M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.04K+ 70.62% |
$782K - $897K
|
4.94K
$2.73M
|
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.03K+ 30.69% |
$777K - $892K
|
8.64K
$4.78M
|
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.02K+ 19.01% |
$773K - $888K
|
12.7K
$6.99M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.01K+ 2.69% |
$768K - $882K
|
76.8K
$42.5M
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
BUY
|
- |
2K+ 5.23% |
$765K - $879K
|
40.3K
$22.3M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.98KNew |
$757K - $869K
|
1.98K
$1.09M
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.98KNew |
$756K - $868K
|
1.98K
$1.09M
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.96K+ 87.4% |
$751K - $862K
|
4.21K
$2.33M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.94K+ 21.82% |
$741K - $850K
|
10.8K
$5.98M
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.93KNew |
$740K - $849K
|
1.93K
$1.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1.9KNew |
$728K - $835K
|
1.9K
$1.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.88K+ 39.11% |
$721K - $828K
|
6.7K
$3.7M
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.88K+ 275.4% |
$720K - $826K
|
2.56K
$1.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$719K - $825K
|
1.88K
$1.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.87K+ 2.84% |
$716K - $822K
|
67.9K
$37.5M
|
|
|
May 13, 2022
Q1 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.86K+ 6.49% |
$711K - $816K
|
30.5K
$16.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.86K+ 8.37% |
$710K - $815K
|
24K
$13.3M
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.85K+ 24.79% |
$709K - $814K
|
9.33K
$5.16M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.84K+ 144.97% |
$706K - $810K
|
3.12K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.84KNew |
$704K - $808K
|
1.84K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.84K+ 1.23% |
$703K - $806K
|
151K
$83.3M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.83K+ 348.76% |
$701K - $804K
|
2.36K
$1.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
BUY
|
- |
1.83KNew |
$700K - $804K
|
1.83K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.82K+ 6.77% |
$697K - $800K
|
28.8K
$15.9M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.82K+ 3.38% |
$697K - $800K
|
55.7K
$30.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.79K+ 16.62% |
$684K - $785K
|
12.5K
$6.93M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
1.78K+ 34.75% |
$683K - $784K
|
6.92K
$3.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.75K+ 21.41% |
$668K - $766K
|
9.9K
$5.47M
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 5.73% |
$664K - $762K
|
32K
$17.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.73K+ 4.44% |
$663K - $761K
|
40.8K
$22.5M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.73K+ 115.03% |
$662K - $760K
|
3.23K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.72K+ 0.89% |
$658K - $755K
|
195K
$108M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 0.89% |
$658K - $755K
|
195K
$108M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.67K+ 12.81% |
$639K - $733K
|
14.7K
$8.13M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.67K+ 27.16% |
$638K - $732K
|
7.8K
$4.31M
|
|
|
May 03, 2022
Q1 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.66K+ 2.58% |
$635K - $729K
|
65.9K
$36.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.65KNew |
$630K - $723K
|
1.65K
$909K
|