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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 0.86% |
$5.74K - $6.59K
|
1.74K
$959K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 61.54% |
$6.12K - $7.03K
|
10
$5.52K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17- 1.17% |
$6.51K - $7.47K
|
1.44K
$794K
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-17- 0.93% |
$6.51K - $7.47K
|
1.8K
$995K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-17- 0.15% |
$6.51K - $7.47K
|
11K
$6.06M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-18Closed |
$6.89K - $7.91K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-18- 0.06% |
$6.89K - $7.91K
|
29.7K
$16.4M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18- 0.52% |
$6.89K - $7.91K
|
3.44K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.22% |
$6.89K - $7.91K
|
8K
$4.41M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-18- 1.12% |
$6.89K - $7.91K
|
1.59K
$875K
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-18- 1.75% |
$6.89K - $7.91K
|
1.01K
$557K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-20Closed |
$7.65K - $8.79K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 9.85% |
$7.65K - $8.79K
|
183
$101K
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-21- 0.48% |
$8.04K - $9.22K
|
4.31K
$2.38M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-21- 1.18% |
$8.04K - $9.22K
|
1.76K
$973K
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-22- 1.64% |
$8.42K - $9.66K
|
1.32K
$730K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-22Closed |
$8.42K - $9.66K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23- 0.17% |
$8.8K - $10.1K
|
13.2K
$7.27M
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.57% |
$8.8K - $10.1K
|
4.01K
$2.21M
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-24- 6.43% |
$9.18K - $10.5K
|
349
$193K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-24- 1.45% |
$9.18K - $10.5K
|
1.63K
$898K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-24- 2.0% |
$9.18K - $10.5K
|
1.18K
$651K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-25- 1.78% |
$9.57K - $11K
|
1.38K
$760K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-25- 3.16% |
$9.57K - $11K
|
766
$423K
|
|
|
Apr 29, 2022
Q1 2022
|
Kearns & Associates LLC
|
SELL
|
- |
-25- 0.03% |
$9.57K - $11K
|
95.8K
$52.8M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-25- 0.07% |
$9.57K - $11K
|
34.1K
$18.8M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-25- 3.33% |
$9.57K - $11K
|
726
$401K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-25- 0.42% |
$9.57K - $11K
|
5.89K
$3.25M
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-26Closed |
$9.95K - $11.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-26- 3.89% |
$9.95K - $11.4K
|
643
$355K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.87% |
$10.7K - $12.3K
|
3.21K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-28- 2.0% |
$10.7K - $12.3K
|
1.37K
$758K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-28Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
SELL
|
- |
-28- 5.29% |
$10.7K - $12.3K
|
501
$276K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-28Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-29- 0.42% |
$11.1K - $12.7K
|
6.85K
$3.78M
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-30- 2.58% |
$11.5K - $13.2K
|
1.13K
$625K
|
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-30- 5.04% |
$11.5K - $13.2K
|
565
$312K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-30- 2.96% |
$11.5K - $13.2K
|
985
$543K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-31- 0.47% |
$11.9K - $13.6K
|
6.62K
$3.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-31Closed |
$11.9K - $13.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-31- 9.09% |
$11.9K - $13.6K
|
310
$171K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-31- 1.71% |
$11.9K - $13.6K
|
1.78K
$980K
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-32- 1.05% |
$12.2K - $14.1K
|
3.01K
$1.66M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-32- 0.06% |
$12.2K - $14.1K
|
56.9K
$31.4M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-32- 0.06% |
$12.2K - $14.1K
|
50K
$27.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-32- 2.04% |
$12.2K - $14.1K
|
1.54K
$848K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-33- 3.89% |
$12.6K - $14.5K
|
815
$450K
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-36- 1.42% |
$13.8K - $15.8K
|
2.5K
$1.38M
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-36- 6.73% |
$13.8K - $15.8K
|
499
$275K
|