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 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.11% |
$1.15K - $1.32K
|
2.78K
$1.53M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3- 0.22% |
$1.15K - $1.32K
|
1.37K
$754K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-3- 0.11% |
$1.15K - $1.32K
|
2.81K
$1.55M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 1.06% |
$1.15K - $1.32K
|
279
$154K
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-4- 0.07% |
$1.53K - $1.76K
|
5.48K
$3.02M
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4- 0.18% |
$1.53K - $1.76K
|
2.17K
$1.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.95% |
$1.91K - $2.2K
|
523
$289K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5Closed |
$1.91K - $2.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.15% |
$1.91K - $2.2K
|
3.29K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.32% |
$1.91K - $2.2K
|
1.56K
$859K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-6- 0.56% |
$2.3K - $2.64K
|
1.06K
$583K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-6- 0.91% |
$2.3K - $2.64K
|
650
$359K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.35% |
$2.3K - $2.64K
|
1.71K
$943K
|
|
|
May 11, 2022
Q1 2022
|
E L Financial Corp LTD
|
SELL
|
- |
-6- -0.0% |
$2.3K - $2.64K
|
1.65M
$912M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6- 0.04% |
$2.3K - $2.64K
|
16.3K
$8.97M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6- 0.18% |
$2.3K - $2.64K
|
3.28K
$1.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6- 0.53% |
$2.3K - $2.64K
|
1.13K
$623K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-7- 1.39% |
$2.68K - $3.07K
|
495
$273K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-7- 0.3% |
$2.68K - $3.07K
|
2.34K
$1.29M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7- 1.12% |
$2.68K - $3.07K
|
618
$341K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 36.36% |
$3.06K - $3.51K
|
14
$7.72K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-8- 1.33% |
$3.06K - $3.51K
|
592
$327K
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.16% |
$3.06K - $3.51K
|
684
$377K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8- 0.11% |
$3.06K - $3.51K
|
6.97K
$3.85M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8- 88.89% |
$3.06K - $3.51K
|
1
$552
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9- 1.83% |
$3.44K - $3.95K
|
484
$267K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-9- 0.04% |
$3.44K - $3.95K
|
22K
$12.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.46% |
$3.44K - $3.95K
|
1.96K
$1.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-10Closed |
$3.83K - $4.39K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-10- 0.43% |
$3.83K - $4.39K
|
2.3K
$1.27M
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
SELL
|
- |
-10- 0.83% |
$3.83K - $4.39K
|
1.19K
$659K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-11- 0.88% |
$4.21K - $4.83K
|
1.24K
$681K
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-11- 0.65% |
$4.21K - $4.83K
|
1.69K
$930K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-11Closed |
$4.21K - $4.83K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11- 0.22% |
$4.21K - $4.83K
|
5.09K
$2.81M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-11- 0.06% |
$4.21K - $4.83K
|
19.4K
$10.7M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-12Closed |
$4.59K - $5.27K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-12- 1.12% |
$4.59K - $5.27K
|
1.06K
$585K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-12- 2.15% |
$4.59K - $5.27K
|
545
$301K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-13- 0.79% |
$4.98K - $5.71K
|
1.64K
$905K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-13- 1.8% |
$4.98K - $5.71K
|
711
$392K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-13- 0.54% |
$4.98K - $5.71K
|
2.38K
$1.31M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13- 0.04% |
$4.98K - $5.71K
|
31.1K
$17.1M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-14Closed |
$5.36K - $6.15K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-15- 0.57% |
$5.74K - $6.59K
|
2.59K
$1.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-15- 2.25% |
$5.74K - $6.59K
|
653
$360K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 0.53% |
$5.74K - $6.59K
|
2.81K
$1.55M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.95% |
$5.74K - $6.59K
|
1.57K
$863K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-15- 1.03% |
$5.74K - $6.59K
|
1.44K
$796K
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-15- 2.46% |
$5.74K - $6.59K
|
594
$328K
|