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 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$1.53K - $1.76K
|
4
$2.22K
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4+ 0.28% |
$1.53K - $1.76K
|
1.44K
$802K
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.4% |
$1.53K - $1.76K
|
1.01K
$559K
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.31% |
$1.15K - $1.32K
|
958
$532K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.43% |
$1.15K - $1.32K
|
706
$392K
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.37% |
$1.15K - $1.32K
|
812
$451K
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.41% |
$1.15K - $1.32K
|
739
$411K
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
3+ 0.59% |
$1.15K - $1.32K
|
508
$282K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3+ 0.34% |
$1.15K - $1.32K
|
888
$493K
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.15K - $1.32K
|
4.46K
$2.48M
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 1.38% |
$1.15K - $1.32K
|
221
$123K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.41% |
$1.15K - $1.32K
|
740
$411K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
3+ 0.26% |
$1.15K - $1.32K
|
1.17K
$648K
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
BUY
|
- |
2+ 0.13% |
$765 - $879
|
1.55K
$859K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2New |
$765 - $879
|
2
$1.11K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.5% |
$765 - $879
|
400
$222K
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.12% |
$765 - $879
|
1.72K
$957K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$765 - $879
|
45.3K
$25.2M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.57% |
$765 - $879
|
354
$197K
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$765 - $879
|
8.27K
$4.59M
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.31% |
$765 - $879
|
647
$359K
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.06% |
$765 - $879
|
3.12K
$1.73M
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
1+ 0.0% |
$383 - $439
|
978K
$543M
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$383 - $439
|
433
$241K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$383 - $439
|
576
$320K
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.21% |
$383 - $439
|
483
$268K
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
1+ 0.12% |
$383 - $439
|
857
$476K
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.17% |
$383 - $439
|
583
$324K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.12% |
$383 - $439
|
845
$469K
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1+ 0.16% |
$383 - $439
|
615
$342K
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.17% |
$383 - $439
|
603
$335K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.05% |
$383 - $439
|
2.17K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.1% |
$383 - $439
|
1.02K
$564K
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$383 - $439
|
2.7K
$1.5M
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.07% |
$383 - $439
|
1.42K
$791K
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.19% |
$383 - $439
|
519
$288K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.35% |
$383 - $439
|
75
$41.7K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.06% |
$383 - $439
|
1.7K
$944K
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1+ 0.08% |
$383 - $439
|
1.3K
$720K
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1New |
$383 - $439
|
1
$556
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$383 - $439
|
3.13K
$1.74M
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.97% |
$383 - $439
|
104
$57.8K
|
|
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
$1.24M
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1- 0.03% |
$383 - $439
|
3.12K
$1.73M
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2- 0.13% |
$765 - $879
|
1.57K
$871K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2- 0.02% |
$765 - $879
|
8.73K
$4.85M
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.11% |
$1.15K - $1.32K
|
2.78K
$1.55M
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3- 0.22% |
$1.15K - $1.32K
|
1.37K
$760K
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-3- 0.11% |
$1.15K - $1.32K
|
2.81K
$1.56M
|