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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.44% |
$1.91K - $2.2K
|
1.15K
$634K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.53K - $1.76K
|
4.09K
$2.26M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$1.53K - $1.76K
|
8.5K
$4.69M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$1.53K - $1.76K
|
4
$2.21K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4+ 0.28% |
$1.53K - $1.76K
|
1.44K
$797K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.4% |
$1.53K - $1.76K
|
1.01K
$555K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.31% |
$1.15K - $1.32K
|
958
$529K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.43% |
$1.15K - $1.32K
|
706
$390K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.37% |
$1.15K - $1.32K
|
812
$448K
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.41% |
$1.15K - $1.32K
|
739
$408K
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
3+ 0.59% |
$1.15K - $1.32K
|
508
$280K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3+ 0.34% |
$1.15K - $1.32K
|
888
$490K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.15K - $1.32K
|
4.46K
$2.46M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 1.38% |
$1.15K - $1.32K
|
221
$122K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.41% |
$1.15K - $1.32K
|
740
$408K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
3+ 0.26% |
$1.15K - $1.32K
|
1.17K
$644K
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
BUY
|
- |
2+ 0.13% |
$765 - $879
|
1.55K
$853K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2New |
$765 - $879
|
2
$1.1K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.5% |
$765 - $879
|
400
$221K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.12% |
$765 - $879
|
1.72K
$950K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$765 - $879
|
45.3K
$25M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.57% |
$765 - $879
|
354
$195K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$765 - $879
|
8.27K
$4.56M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.31% |
$765 - $879
|
647
$357K
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.06% |
$765 - $879
|
3.12K
$1.72M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
1+ 0.0% |
$383 - $439
|
978K
$540M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$383 - $439
|
433
$239K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$383 - $439
|
576
$318K
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.21% |
$383 - $439
|
483
$266K
|
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
1+ 0.12% |
$383 - $439
|
857
$473K
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.17% |
$383 - $439
|
583
$322K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.12% |
$383 - $439
|
845
$466K
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1+ 0.16% |
$383 - $439
|
615
$339K
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.17% |
$383 - $439
|
603
$333K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.05% |
$383 - $439
|
2.17K
$1.2M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.1% |
$383 - $439
|
1.02K
$560K
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$383 - $439
|
2.7K
$1.49M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.07% |
$383 - $439
|
1.42K
$786K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.19% |
$383 - $439
|
519
$286K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.35% |
$383 - $439
|
75
$41.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.06% |
$383 - $439
|
1.7K
$937K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1+ 0.08% |
$383 - $439
|
1.3K
$715K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1New |
$383 - $439
|
1
$552
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$383 - $439
|
3.13K
$1.73M
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.97% |
$383 - $439
|
104
$57.4K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1- 0.04% |
$383 - $439
|
2.23K
$1.23M
|
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1- 0.03% |
$383 - $439
|
3.12K
$1.72M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2- 0.13% |
$765 - $879
|
1.57K
$865K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2- 0.02% |
$765 - $879
|
8.73K
$4.81M
|