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 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
180+ 3.16% |
$68.9K - $79.1K
|
5.88K
$3.24M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
177+ 6.82% |
$67.7K - $77.7K
|
2.77K
$1.53M
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
175+ 7.19% |
$67K - $76.9K
|
2.61K
$1.44M
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
BUY
|
- |
174+ 11.6% |
$66.6K - $76.4K
|
1.67K
$924K
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
173+ 4.71% |
$66.2K - $76K
|
3.85K
$2.12M
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
172+ 13.14% |
$65.8K - $75.6K
|
1.48K
$817K
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
170+ 6.37% |
$65.1K - $74.7K
|
2.84K
$1.57M
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
169+ 5.05% |
$64.7K - $74.2K
|
3.52K
$1.94M
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
168+ 2.39% |
$64.3K - $73.8K
|
7.21K
$3.98M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
167+ 0.48% |
$63.9K - $73.4K
|
35.2K
$19.4M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
162+ 2.28% |
$62K - $71.2K
|
7.26K
$4M
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
162+ 11.3% |
$62K - $71.2K
|
1.6K
$880K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
161+ 30.96% |
$61.6K - $70.7K
|
681
$376K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
159+ 18.3% |
$60.8K - $69.8K
|
1.03K
$567K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
158+ 6.52% |
$60.5K - $69.4K
|
2.58K
$1.42M
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
156+ 5.06% |
$59.7K - $68.5K
|
3.24K
$1.79M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
156+ 1.6% |
$59.7K - $68.5K
|
9.88K
$5.45M
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
155+ 0.91% |
$59.3K - $68.1K
|
17.3K
$9.54M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
155+ 3.45% |
$59.3K - $68.1K
|
4.65K
$2.57M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
150+ 144.23% |
$57.4K - $65.9K
|
254
$140K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150+ 71.77% |
$57.4K - $65.9K
|
359
$198K
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
149+ 8.56% |
$57K - $65.4K
|
1.89K
$1.04M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
149+ 14.07% |
$57K - $65.4K
|
1.21K
$667K
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
148+ 24.63% |
$56.6K - $65K
|
749
$413K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
143New |
$54.7K - $62.8K
|
143
$78.9K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
143+ 5.02% |
$54.7K - $62.8K
|
2.99K
$1.65M
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
141+ 9.14% |
$54K - $61.9K
|
1.68K
$929K
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
135+ 27.44% |
$51.7K - $59.3K
|
627
$346K
|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
132+ 5.83% |
$50.5K - $58K
|
2.4K
$1.32M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
130New |
$49.8K - $57.1K
|
130
$71.7K
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
130+ 4.17% |
$49.8K - $57.1K
|
3.25K
$1.79M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
127+ 5.81% |
$48.6K - $55.8K
|
2.31K
$1.28M
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
126+ 8.18% |
$48.2K - $55.3K
|
1.67K
$919K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
126+ 15.16% |
$48.2K - $55.3K
|
957
$528K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
124+ 0.23% |
$47.5K - $54.5K
|
53K
$29.2M
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
118+ 6.01% |
$45.2K - $51.8K
|
2.08K
$1.15M
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
118+ 11.11% |
$45.2K - $51.8K
|
1.18K
$651K
|
|
Feb 04, 2025
Q1 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
113+ 6.25% |
$43.2K - $49.6K
|
1.92K
$1.06M
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
111+ 19.82% |
$42.5K - $48.8K
|
671
$370K
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
111+ 8.95% |
$42.5K - $48.8K
|
1.35K
$745K
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.01% |
$42.1K - $48.3K
|
11K
$6.05M
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
109+ 0.56% |
$41.7K - $47.9K
|
19.4K
$10.7M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
108+ 6.92% |
$41.3K - $47.4K
|
1.67K
$921K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
108+ 4.0% |
$41.3K - $47.4K
|
2.81K
$1.55M
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
105+ 362.07% |
$40.2K - $46.1K
|
134
$73.9K
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
104+ 1.35% |
$39.8K - $45.7K
|
7.79K
$4.3M
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
BUY
|
- |
102+ 1.47% |
$39K - $44.8K
|
7.05K
$3.89M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
102+ 0.8% |
$39K - $44.8K
|
12.8K
$7.06M
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
101+ 0.66% |
$38.7K - $44.4K
|
15.4K
$8.48M
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
101+ 12.08% |
$38.7K - $44.4K
|
937
$517K
|