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 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-940- 24.87% |
$360K - $413K
|
2.84K
$1.57M
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-955- 8.11% |
$365K - $419K
|
10.8K
$5.99M
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-979Closed |
$375K - $430K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-979- 1.77% |
$375K - $430K
|
54.3K
$30.1M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-983- 9.13% |
$376K - $432K
|
9.78K
$5.41M
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-989- 21.12% |
$378K - $434K
|
3.69K
$2.04M
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-992- 99.2% |
$380K - $436K
|
8
$4.43K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-993- 37.61% |
$380K - $436K
|
1.65K
$911K
|
|
May 03, 2022
Q1 2022
|
Nat West Group PLC
|
SELL
|
- |
-994- 12.32% |
$380K - $437K
|
7.08K
$3.91M
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
SELL
|
- |
-995- 14.09% |
$381K - $437K
|
6.07K
$3.36M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-995- 29.89% |
$381K - $437K
|
2.33K
$1.29M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.02K- 5.11% |
$391K - $448K
|
19K
$10.5M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 0.91% |
$397K - $456K
|
114K
$62.8M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.04K- 4.48% |
$398K - $457K
|
22.2K
$12.3M
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.05KClosed |
$400K - $459K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 2.37% |
$405K - $464K
|
43.5K
$24.1M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.08K- 2.58% |
$411K - $472K
|
40.6K
$22.5M
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.08K- 3.12% |
$413K - $474K
|
33.5K
$18.5M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.08K- 24.67% |
$413K - $474K
|
3.3K
$1.82M
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.08K- 11.45% |
$414K - $475K
|
8.36K
$4.62M
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.08K- 36.37% |
$414K - $476K
|
1.9K
$1.05M
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.09KClosed |
$416K - $477K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-1.1K- 1.35% |
$422K - $484K
|
80.6K
$44.6M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.13K- 16.28% |
$431K - $494K
|
5.78K
$3.2M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.13K- 16.64% |
$432K - $495K
|
5.65K
$3.13M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.14KClosed |
$437K - $502K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.14K- 18.4% |
$437K - $502K
|
5.07K
$2.8M
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 65.73% |
$440K - $506K
|
600
$332K
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 1.1% |
$442K - $507K
|
104K
$57.4M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 8.97% |
$444K - $509K
|
11.8K
$6.51M
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 26.8% |
$444K - $510K
|
3.17K
$1.75M
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 11.12% |
$446K - $512K
|
9.31K
$5.15M
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.17K- 5.7% |
$446K - $512K
|
19.3K
$10.7M
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.17K- 3.57% |
$448K - $514K
|
31.6K
$17.5M
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-1.17KClosed |
$448K - $514K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 1.72% |
$452K - $519K
|
67.4K
$37.3M
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.19KClosed |
$455K - $522K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.2K- 1.58% |
$458K - $526K
|
74.4K
$41.2M
|
|
May 04, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-1.2KClosed |
$459K - $527K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.21KClosed |
$462K - $531K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.21K- 44.62% |
$463K - $532K
|
1.5K
$832K
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.22K- 28.17% |
$467K - $536K
|
3.11K
$1.72M
|
|
May 03, 2022
Q1 2022
|
Alta Advisers LTD
|
SELL
|
- |
-1.24K- 1.4% |
$476K - $546K
|
87.3K
$48.3M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.25K- 0.73% |
$476K - $547K
|
168K
$93.1M
|
|
Aug 13, 2024
Q1 2022
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-1.26K- 1.62% |
$482K - $553K
|
76.6K
$42.4M
|
|
May 10, 2022
Q1 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.27K- 60.1% |
$484K - $556K
|
840
$465K
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.27K- 10.55% |
$485K - $557K
|
10.7K
$5.95M
|
|
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
$4.42M
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 5.32% |
$493K - $565K
|
22.9K
$12.7M
|