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 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.27K- 10.55% |
$485K - $557K
|
10.7K
$5.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.28KClosed |
$491K - $564K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.28K- 13.84% |
$491K - $564K
|
7.99K
$4.41M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 5.32% |
$493K - $565K
|
22.9K
$12.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.29KClosed |
$494K - $568K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 2.86% |
$498K - $571K
|
44.2K
$24.4M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.31K- 19.01% |
$500K - $574K
|
5.56K
$3.07M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.33K- 11.36% |
$507K - $582K
|
10.3K
$5.71M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.33K- 2.88% |
$508K - $583K
|
44.7K
$24.7M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.36K- 71.68% |
$522K - $599K
|
539
$297K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.38K- 5.34% |
$526K - $604K
|
24.4K
$13.4M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.4K- 1.55% |
$536K - $615K
|
89.1K
$49.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.41K- 8.86% |
$539K - $618K
|
14.5K
$7.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.43K- 44.13% |
$545K - $626K
|
1.8K
$995K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.47K- 1.53% |
$564K - $647K
|
94.9K
$52.4M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.48K- 2.96% |
$564K - $648K
|
48.3K
$26.6M
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.5KClosed |
$572K - $657K
|
0
$0
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.52K- 27.17% |
$580K - $665K
|
4.06K
$2.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.53KClosed |
$584K - $670K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.53K- 10.75% |
$585K - $672K
|
12.7K
$7M
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.54KClosed |
$588K - $675K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.6KClosed |
$612K - $703K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.6K- 0.69% |
$612K - $703K
|
231K
$128M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.6K- 6.39% |
$614K - $705K
|
23.5K
$13M
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.61K- 18.51% |
$616K - $707K
|
7.09K
$3.91M
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-1.64K- 0.65% |
$627K - $719K
|
249K
$137M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.65K- 17.93% |
$632K - $726K
|
7.56K
$4.17M
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 3.7% |
$633K - $726K
|
43K
$23.7M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 24.53% |
$638K - $732K
|
5.13K
$2.83M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.69K- 7.39% |
$648K - $744K
|
21.2K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 26.73% |
$653K - $750K
|
4.68K
$2.58M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.73K- 2.8% |
$663K - $761K
|
60.1K
$33.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1.75KClosed |
$670K - $769K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.75K- 11.69% |
$670K - $769K
|
13.2K
$7.3M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.75KClosed |
$671K - $770K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.77K- 18.83% |
$678K - $778K
|
7.63K
$4.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.79K- 7.22% |
$684K - $785K
|
23K
$12.7M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.81K- 50.53% |
$692K - $795K
|
1.77K
$977K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.87K- 6.05% |
$716K - $822K
|
29.1K
$16M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.91K- 34.8% |
$732K - $841K
|
3.59K
$1.98M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.94K- 6.23% |
$742K - $852K
|
29.2K
$16.1M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.94K- 7.93% |
$743K - $853K
|
22.6K
$12.4M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.96KClosed |
$750K - $861K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.96K- 61.28% |
$752K - $863K
|
1.24K
$685K
|
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.98K- 6.64% |
$758K - $870K
|
27.8K
$15.4M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.99K- 4.02% |
$760K - $872K
|
47.4K
$26.2M
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.99K- 18.47% |
$760K - $872K
|
8.77K
$4.84M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2K- 4.46% |
$763K - $876K
|
42.7K
$23.6M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2K- 4.48% |
$767K - $880K
|
42.7K
$23.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-2.03K- 16.3% |
$776K - $891K
|
10.4K
$5.74M
|