Purchases and Sales Made in Q4 2021 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 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
|
Hills Bank & Trust CO
|
BUY
|
- |
645+ 224.74% |
$254K - $283K
|
932
$509K
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
645+ 1.46% |
$254K - $283K
|
44.7K
$24.4M
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
645New |
$254K - $283K
|
645
$352K
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
643New |
$253K - $282K
|
643
$351K
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
643New |
$253K - $282K
|
643
$351K
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
643+ 1.46% |
$253K - $282K
|
44.7K
$24.4M
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
642New |
$253K - $282K
|
642
$351K
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
642New |
$253K - $282K
|
642
$351K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
641+ 8.34% |
$253K - $281K
|
8.33K
$4.55M
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
640New |
$252K - $281K
|
640
$350K
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
640+ 2.7% |
$252K - $281K
|
24.3K
$13.3M
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
639New |
$252K - $281K
|
639
$349K
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
638New |
$252K - $280K
|
638
$348K
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
637+ 2.63% |
$251K - $280K
|
24.9K
$13.6M
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
637+ 13.7% |
$251K - $280K
|
5.29K
$2.89M
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
636+ 24.53% |
$251K - $279K
|
3.23K
$1.76M
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
633New |
$250K - $278K
|
633
$346K
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
628New |
$248K - $276K
|
628
$343K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
625+ 21.59% |
$246K - $274K
|
3.52K
$1.92M
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
625+ 7.6% |
$246K - $274K
|
8.85K
$4.83M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
625+ 3.6% |
$246K - $274K
|
18K
$9.84M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
625+ 2.6% |
$246K - $274K
|
24.7K
$13.5M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
624+ 16.89% |
$246K - $274K
|
4.32K
$2.36M
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
623New |
$246K - $274K
|
623
$340K
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
616New |
$243K - $270K
|
616
$336K
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
616New |
$243K - $270K
|
616
$336K
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
614New |
$242K - $270K
|
614
$335K
|
|
Feb 11, 2022
Q4 2021
|
Drystone LLC
|
BUY
|
- |
610New |
$240K - $268K
|
610
$333K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
610+ 1.57% |
$240K - $268K
|
39.5K
$21.6M
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
610+ 5.05% |
$240K - $268K
|
12.7K
$6.94M
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
610+ 2.27% |
$240K - $268K
|
27.5K
$15M
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
609New |
$240K - $267K
|
609
$333K
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
603New |
$238K - $265K
|
603
$329K
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
602New |
$237K - $264K
|
602
$329K
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
602New |
$237K - $264K
|
602
$329K
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
601New |
$237K - $264K
|
601
$328K
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
600New |
$237K - $263K
|
600
$328K
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
592New |
$233K - $260K
|
592
$323K
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
589+ 8.47% |
$232K - $259K
|
7.54K
$4.12M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
585+ 1.45% |
$231K - $257K
|
40.9K
$22.3M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
582+ 21.76% |
$229K - $256K
|
3.26K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
581+ 0.89% |
$229K - $255K
|
65.8K
$35.9M
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
575New |
$227K - $252K
|
575
$314K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
572+ 12.13% |
$225K - $251K
|
5.29K
$2.89M
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
569New |
$224K - $250K
|
569
$311K
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
568New |
$224K - $249K
|
568
$310K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
566+ 5.39% |
$223K - $248K
|
11.1K
$6.05M
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
564New |
$222K - $248K
|
564
$308K
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
561+ 101.81% |
$221K - $246K
|
1.11K
$607K
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
561+ 0.75% |
$221K - $246K
|
75.6K
$41.3M
|