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 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$799K - $917K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.09K- 0.91% |
$799K - $918K
|
227K
$125M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.12K- 44.7% |
$810K - $929K
|
2.62K
$1.44M
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.13K- 14.28% |
$814K - $935K
|
12.8K
$7.05M
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 29.79% |
$826K - $948K
|
5.09K
$2.81M
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.18K- 64.0% |
$835K - $959K
|
1.23K
$678K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 6.34% |
$848K - $973K
|
32.7K
$18M
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.28K- 3.2% |
$873K - $1M
|
68.9K
$38M
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.28K- 6.54% |
$874K - $1M
|
32.6K
$18M
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.31K- 28.9% |
$883K - $1.01M
|
5.67K
$3.13M
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.31KClosed |
$886K - $1.02M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.32K- 6.72% |
$888K - $1.02M
|
32.2K
$17.8M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.33K- 1.47% |
$890K - $1.02M
|
156K
$85.8M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.34K- 12.02% |
$897K - $1.03M
|
17.2K
$9.47M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.35K- 18.84% |
$898K - $1.03M
|
10.1K
$5.57M
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-2.36K- 30.7% |
$902K - $1.04M
|
5.32K
$2.94M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.39K- 7.44% |
$916K - $1.05M
|
29.8K
$16.4M
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.4KClosed |
$918K - $1.05M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-2.42KClosed |
$925K - $1.06M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 3.7% |
$945K - $1.08M
|
64.2K
$35.4M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.5KClosed |
$956K - $1.1M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.5K- 25.71% |
$958K - $1.1M
|
7.23K
$3.99M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.52K- 22.76% |
$963K - $1.11M
|
8.54K
$4.71M
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.57KClosed |
$984K - $1.13M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.61K- 53.3% |
$998K - $1.15M
|
2.28K
$1.26M
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.65K- 3.16% |
$1.01M - $1.16M
|
81K
$44.7M
|
|
May 11, 2022
Q1 2022
|
Mount Capital LTD
|
SELL
|
- |
-2.7K- 19.57% |
$1.03M - $1.19M
|
11.1K
$6.12M
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-2.73K- 4.17% |
$1.05M - $1.2M
|
62.8K
$34.7M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.74K- 13.02% |
$1.05M - $1.2M
|
18.3K
$10.1M
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-2.75K- 4.95% |
$1.05M - $1.21M
|
52.7K
$29.1M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.85K- 6.29% |
$1.09M - $1.25M
|
42.4K
$23.4M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.87K- 59.76% |
$1.1M - $1.26M
|
1.93K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.95K- 13.39% |
$1.13M - $1.29M
|
19.1K
$10.5M
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-2.95KClosed |
$1.13M - $1.3M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.15K- 1.02% |
$1.2M - $1.38M
|
304K
$168M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.28K- 18.83% |
$1.25M - $1.44M
|
14.1K
$7.8M
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.36K- 6.34% |
$1.28M - $1.47M
|
49.6K
$27.4M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.47KClosed |
$1.33M - $1.53M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-3.52K- 10.06% |
$1.35M - $1.55M
|
31.5K
$17.4M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.54K- 76.53% |
$1.36M - $1.56M
|
1.09K
$599K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.56K- 31.26% |
$1.36M - $1.56M
|
7.83K
$4.32M
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.59K- 16.69% |
$1.38M - $1.58M
|
17.9K
$9.9M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.62K- 8.3% |
$1.39M - $1.59M
|
40K
$22.1M
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.65K- 35.31% |
$1.4M - $1.6M
|
6.68K
$3.69M
|
|
May 11, 2022
Q1 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-3.75K- 11.9% |
$1.44M - $1.65M
|
27.8K
$15.3M
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.81K- 36.42% |
$1.46M - $1.67M
|
6.65K
$3.67M
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.95K- 8.27% |
$1.51M - $1.73M
|
43.8K
$24.2M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-3.95K- 2.79% |
$1.51M - $1.74M
|
138K
$76M
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.98K- 1.3% |
$1.52M - $1.75M
|
303K
$167M
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-4.01K- 10.78% |
$1.53M - $1.76M
|
33.2K
$18.3M
|