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
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-650Closed |
$249K - $286K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-652- 6.54% |
$250K - $286K
|
9.33K
$5.16M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-652- 0.82% |
$250K - $286K
|
79.3K
$43.9M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-664- 16.04% |
$254K - $292K
|
3.48K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-678- 10.49% |
$259K - $298K
|
5.79K
$3.2M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-683- 31.03% |
$261K - $300K
|
1.52K
$840K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-687- 0.29% |
$263K - $302K
|
236K
$130M
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-692- 39.18% |
$265K - $304K
|
1.07K
$594K
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-698- 3.46% |
$267K - $307K
|
19.5K
$10.8M
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-700- 26.02% |
$268K - $307K
|
1.99K
$1.1M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-709- 7.22% |
$271K - $311K
|
9.11K
$5.04M
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-714Closed |
$273K - $314K
|
0
$0
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-714- 89.25% |
$273K - $314K
|
86
$47.6K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-715- 8.54% |
$274K - $314K
|
7.66K
$4.24M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-715- 9.54% |
$274K - $314K
|
6.78K
$3.75M
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-716- 62.64% |
$274K - $315K
|
427
$236K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-723Closed |
$277K - $318K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-732- 5.93% |
$280K - $322K
|
11.6K
$6.42M
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-734- 58.67% |
$281K - $322K
|
517
$286K
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-742- 14.34% |
$284K - $326K
|
4.43K
$2.45M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-744- 12.91% |
$285K - $327K
|
5.02K
$2.78M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-750- 60.05% |
$287K - $329K
|
499
$276K
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-757- 3.97% |
$290K - $333K
|
18.3K
$10.1M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-767Closed |
$294K - $337K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-770- 16.15% |
$295K - $338K
|
4K
$2.21M
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-770- 2.51% |
$295K - $338K
|
29.9K
$16.6M
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-775Closed |
$297K - $340K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-783Closed |
$300K - $344K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-795Closed |
$304K - $349K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-800- 18.12% |
$306K - $351K
|
3.62K
$2M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-800- 5.8% |
$306K - $351K
|
13K
$7.19M
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
SELL
|
- |
-803- 12.13% |
$307K - $353K
|
5.82K
$3.22M
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-816Closed |
$312K - $358K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-816- 2.38% |
$312K - $358K
|
33.4K
$18.5M
|
|
Apr 28, 2022
Q1 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-824- 2.28% |
$315K - $362K
|
35.3K
$19.6M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-835- 5.44% |
$320K - $367K
|
14.5K
$8.03M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-873- 18.04% |
$334K - $383K
|
3.97K
$2.19M
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-876- 7.39% |
$335K - $385K
|
11K
$6.07M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-877- 5.81% |
$336K - $385K
|
14.2K
$7.87M
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-877- 45.09% |
$336K - $385K
|
1.07K
$591K
|
|
May 16, 2022
Q1 2022
|
Mercer Investments LLC
|
SELL
|
- |
-878- 3.3% |
$336K - $386K
|
25.7K
$14.2M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-878- 1.42% |
$336K - $386K
|
60.9K
$33.7M
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-885- 0.55% |
$339K - $389K
|
161K
$89M
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
SELL
|
- |
-887- 23.81% |
$339K - $390K
|
2.84K
$1.57M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-895- 45.99% |
$343K - $393K
|
1.05K
$582K
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
SELL
|
- |
-900- 4.55% |
$344K - $395K
|
18.9K
$10.4M
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-903- 42.04% |
$346K - $397K
|
1.25K
$689K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-926- 4.07% |
$354K - $407K
|
21.9K
$12.1M
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-928- 7.08% |
$355K - $408K
|
12.2K
$6.74M
|
|
May 04, 2022
Q1 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-935- 11.62% |
$358K - $411K
|
7.11K
$3.94M
|