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 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
7.27K+ 171.51% |
$2.78M - $3.19M
|
11.5K
$6.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.23K+ 354.51% |
$2.77M - $3.18M
|
9.27K
$5.09M
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
7.23K+ 22.1% |
$2.77M - $3.17M
|
39.9K
$21.9M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.23K+ 10.98% |
$2.77M - $3.17M
|
73K
$40.1M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.07K+ 1.99% |
$2.7M - $3.1M
|
361K
$199M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.07K+ 56.38% |
$2.7M - $3.1M
|
19.6K
$10.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.04K+ 92.05% |
$2.69M - $3.09M
|
14.7K
$8.07M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.04K+ 22.39% |
$2.69M - $3.09M
|
38.5K
$21.1M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.01KNew |
$2.68M - $3.08M
|
7.01K
$3.85M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.93K+ 123.81% |
$2.65M - $3.04M
|
12.5K
$6.88M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.83KNew |
$2.62M - $3M
|
6.83K
$3.76M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
6.71KNew |
$2.57M - $2.95M
|
6.71K
$3.69M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
6.69K+ 2.39% |
$2.56M - $2.94M
|
287K
$158M
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$2.53M - $2.9M
|
6.6K
$3.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.59K+ 139.99% |
$2.52M - $2.89M
|
11.3K
$6.2M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
6.35K+ 2.12% |
$2.43M - $2.79M
|
306K
$168M
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
6.3K+ 21.24% |
$2.41M - $2.77M
|
36K
$19.8M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6.29K+ 8.06% |
$2.41M - $2.76M
|
84.4K
$46.4M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.26K+ 1.56% |
$2.39M - $2.75M
|
406K
$223M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
6.18K+ 9.67% |
$2.36M - $2.71M
|
70.1K
$38.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6.17K+ 3.03% |
$2.36M - $2.71M
|
210K
$115M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.12K+ 4.93% |
$2.34M - $2.69M
|
130K
$71.5M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.1K+ 27.95% |
$2.33M - $2.68M
|
27.9K
$15.3M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.09K+ 4.81% |
$2.33M - $2.68M
|
133K
$73M
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6.08KNew |
$2.33M - $2.67M
|
6.08K
$3.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6K+ 104.47% |
$2.3M - $2.64M
|
11.7K
$6.45M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.95K+ 4.24% |
$2.28M - $2.61M
|
146K
$80.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
5.89KNew |
$2.25M - $2.59M
|
5.89K
$3.24M
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
5.89K+ 39.2% |
$2.25M - $2.59M
|
20.9K
$11.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
5.77K+ 2.49% |
$2.21M - $2.53M
|
237K
$130M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.74K+ 209.88% |
$2.2M - $2.52M
|
8.47K
$4.65M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5.64K+ 7.73% |
$2.16M - $2.48M
|
78.6K
$43.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
5.52K+ 7.24% |
$2.11M - $2.42M
|
81.6K
$44.9M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.51K+ 5.87% |
$2.11M - $2.42M
|
99.3K
$54.6M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
5.46KNew |
$2.09M - $2.4M
|
5.46K
$3M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.43K+ 14.49% |
$2.08M - $2.38M
|
42.9K
$23.6M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.39K+ 101.89% |
$2.06M - $2.37M
|
10.7K
$5.87M
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
5.32K+ 8.04% |
$2.04M - $2.34M
|
71.5K
$39.3M
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.31KNew |
$2.03M - $2.33M
|
5.31K
$2.92M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.28K+ 5.78% |
$2.02M - $2.32M
|
96.6K
$53.1M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.26K+ 68.29% |
$2.01M - $2.31M
|
13K
$7.13M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.21KNew |
$1.99M - $2.29M
|
5.21K
$2.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.2KNew |
$1.99M - $2.28M
|
5.2K
$2.86M
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.2K+ 44.23% |
$1.99M - $2.28M
|
17K
$9.31M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.2K+ 11.08% |
$1.99M - $2.28M
|
52.1K
$28.6M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.17K+ 4.01% |
$1.98M - $2.27M
|
134K
$73.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
5.17K+ 33.08% |
$1.98M - $2.27M
|
20.8K
$11.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.15K+ 22.71% |
$1.97M - $2.26M
|
27.8K
$15.3M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
5.11K+ 4.39% |
$1.96M - $2.25M
|
122K
$66.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.06K+ 67.96% |
$1.94M - $2.22M
|
12.5K
$6.87M
|