Purchases and Sales Made in Q4 2021 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 2021. 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
Feb 04, 2022 Q4 2021
Morling Financial Advisors, LLC

BUY
 -
1.02K
New
$400K - $446K
1.02K $547K
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

BUY
 -
1.01K
+ 32.95%
$399K - $444K
4.08K $2.2M
May 03, 2023 Q4 2021
Kilter Howling LLC

Boulder, CO
BUY
 -
1.01K
New
$399K - $444K
1.01K $545K
Feb 02, 2022 Q4 2021
Mirador Capital Partners LP

BUY
 -
1.01K
New
$397K - $442K
1.01K $543K
Aug 05, 2022 Q4 2021
January Capital Advisors LLC

BUY
 -
1K
New
$396K - $441K
1K $541K
Feb 28, 2022 Q4 2021
Quent Capital, LLC

BUY
 -
1K
New
$395K - $440K
1K $540K
Feb 14, 2022 Q4 2021
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1K
+ 31.93%
$395K - $440K
4.14K $2.23M
Feb 15, 2022 Q4 2021
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
997
+ 32.07%
$393K - $438K
4.11K $2.21M
Feb 04, 2022 Q4 2021
Bayshore Asset Management, LLC

BUY
 -
986
New
$389K - $433K
986 $531K
Feb 22, 2022 Q4 2021
Sbk Financial, Inc.

Richmond, VA
BUY
 -
985
New
$388K - $432K
985 $531K
Jan 14, 2022 Q4 2021
Garrett Investment Advisors LLC

BUY
 -
974
+ 16.6%
$384K - $428K
6.84K $3.69M
Feb 14, 2022 Q4 2021
Scs Capital Management LLC

Boston, MA
BUY
 -
974
+ 152.66%
$384K - $428K
1.61K $869K
May 20, 2022 Q4 2021
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
964
New
$380K - $423K
964 $519K
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

BUY
 -
963
+ 18.49%
$380K - $423K
6.17K $3.33M
Feb 04, 2022 Q4 2021
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
960
+ 17.42%
$378K - $421K
6.47K $3.49M
Feb 11, 2022 Q4 2021
Triumph Capital Management

BUY
 -
959
+ 40.46%
$378K - $421K
3.33K $1.79M
Feb 09, 2022 Q4 2021
Stiles Financial Services Inc

BUY
 -
954
New
$376K - $419K
954 $514K
Jan 13, 2022 Q4 2021
Grant

BUY
 -
948
+ 71.22%
$374K - $416K
2.28K $1.23M
Jan 27, 2022 Q4 2021
Baker Ellis Asset Management LLC

BUY
 -
945
+ 3.79%
$373K - $415K
25.9K $14M
Jan 31, 2022 Q4 2021
Northstar Group, Inc.

BUY
 -
945
+ 6.06%
$373K - $415K
16.5K $8.91M
Feb 02, 2022 Q4 2021
Pathway Financial Advisors LLC

BUY
 -
939
New
$370K - $412K
939 $506K
Feb 10, 2022 Q4 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
939
+ 8.75%
$370K - $412K
11.7K $6.29M
Jan 28, 2022 Q4 2021
First National Corp

BUY
 -
929
+ 7.69%
$366K - $408K
13K $7.01M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
928
+ 2.49%
$366K - $407K
38.2K $20.6M
Jul 28, 2022 Q4 2021
Sanford Advisory Services, LLC

BUY
 -
921
+ 15.05%
$363K - $404K
7.04K $3.79M
Feb 03, 2022 Q4 2021
Beirne Wealth Consulting Services, LLC

BUY
 -
918
New
$362K - $403K
918 $495K
Feb 10, 2022 Q4 2021
Pcg Wealth Advisors, LLC

BUY
 -
914
New
$360K - $401K
914 $492K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
904
+ 10.81%
$356K - $397K
9.27K $4.99M
Feb 01, 2022 Q4 2021
Occidental Asset Management, LLC

BUY
 -
896
New
$353K - $393K
896 $483K
Feb 14, 2022 Q4 2021
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
880
New
$347K - $386K
880 $474K
Jan 21, 2022 Q4 2021
D. Scott Neal, Inc.

BUY
 -
863
New
$340K - $379K
863 $465K
Feb 10, 2022 Q4 2021
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
847
+ 7.04%
$334K - $372K
12.9K $6.94M
Jan 26, 2022 Q4 2021
Waller Financial Planning Group, Inc

BUY
 -
842
+ 3.95%
$332K - $370K
22.2K $11.9M
Feb 14, 2022 Q4 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
836
New
$330K - $367K
836 $450K
Feb 02, 2022 Q4 2021
Ignite Planners, LLC

BUY
 -
835
New
$329K - $367K
835 $450K
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
829
+ 3.51%
$327K - $364K
24.5K $13.2M
Feb 15, 2022 Q4 2021
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
828
New
$326K - $364K
828 $446K
Feb 11, 2022 Q4 2021
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
827
+ 908.79%
$326K - $363K
918 $495K
Jan 14, 2022 Q4 2021
Epic Trust Investment Advisors, LLC

BUY
 -
816
New
$322K - $358K
816 $440K
Jun 13, 2022 Q4 2021
Continental Investors Services, Inc.

Longview, WA
BUY
 -
815
New
$321K - $358K
815 $439K
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

BUY
 -
805
+ 2.11%
$317K - $353K
38.9K $20.9M
Jan 13, 2022 Q4 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
800
+ 10.88%
$315K - $351K
8.15K $4.39M
Feb 14, 2022 Q4 2021
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
799
+ 3.0%
$315K - $351K
27.4K $14.8M
Jan 26, 2022 Q4 2021
Optas, LLC

BUY
 -
795
+ 1.06%
$313K - $349K
76.1K $41M
Feb 01, 2022 Q4 2021
Pinnacle Financial Partners Inc

BUY
 -
793
+ 0.22%
$313K - $348K
354K $191M
Feb 11, 2022 Q4 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
792
+ 12.6%
$312K - $348K
7.08K $3.81M
Feb 23, 2022 Q4 2021
Essex Savings Bank

BUY
 -
790
+ 13.88%
$311K - $347K
6.48K $3.49M
Jan 27, 2022 Q4 2021
Mattern Wealth Management LLC

BUY
 -
783
New
$309K - $344K
783 $422K
Feb 15, 2022 Q4 2021
Citizens National Bank Trust Department

BUY
 -
783
+ 52.55%
$309K - $344K
2.27K $1.22M

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