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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
334+ 11.09% |
$132K - $147K
|
3.35K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
330+ 1.96% |
$130K - $145K
|
17.1K
$9.35M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
330+ 0.3% |
$130K - $145K
|
112K
$60.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
326+ 5.89% |
$129K - $143K
|
5.87K
$3.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
323New |
$127K - $142K
|
323
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
320+ 8.76% |
$126K - $140K
|
3.97K
$2.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
315+ 2.43% |
$124K - $138K
|
13.3K
$7.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
315+ 5.11% |
$124K - $138K
|
6.48K
$3.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
313+ 13.83% |
$123K - $137K
|
2.58K
$1.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
312+ 10.28% |
$123K - $137K
|
3.35K
$1.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
308+ 0.48% |
$121K - $135K
|
63.9K
$34.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
305+ 3.46% |
$120K - $134K
|
9.12K
$4.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
305+ 15.51% |
$120K - $134K
|
2.27K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
304+ 39.74% |
$120K - $133K
|
1.07K
$584K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
303+ 5.68% |
$119K - $133K
|
5.64K
$3.08M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
301+ 4.63% |
$119K - $132K
|
6.8K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
300+ 2.17% |
$118K - $132K
|
14.1K
$7.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
300+ 5.42% |
$118K - $132K
|
5.83K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
299+ 24.73% |
$118K - $131K
|
1.51K
$824K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
296+ 0.07% |
$117K - $130K
|
419K
$229M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
296+ 1.43% |
$117K - $130K
|
21K
$11.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
290+ 15.18% |
$114K - $127K
|
2.2K
$1.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
286+ 3.53% |
$113K - $126K
|
8.39K
$4.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
285+ 1.29% |
$112K - $125K
|
22.5K
$12.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
284+ 9.07% |
$112K - $125K
|
3.41K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
280+ 7.35% |
$110K - $123K
|
4.09K
$2.23M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
280+ 13.53% |
$110K - $123K
|
2.35K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
280+ 1.08% |
$110K - $123K
|
26.2K
$14.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
279+ 122.91% |
$110K - $122K
|
506
$276K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
270New |
$106K - $119K
|
270
$147K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
270+ 10.46% |
$106K - $119K
|
2.85K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
267New |
$105K - $117K
|
267
$146K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
265+ 73.61% |
$104K - $116K
|
625
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
263+ 16.33% |
$104K - $115K
|
1.87K
$1.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
261+ 19.48% |
$103K - $115K
|
1.6K
$874K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
260+ 0.87% |
$102K - $114K
|
30.3K
$16.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
260+ 19.7% |
$102K - $114K
|
1.58K
$863K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
260+ 8.5% |
$102K - $114K
|
3.32K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
260+ 2.42% |
$102K - $114K
|
11K
$6.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
258+ 29.15% |
$102K - $113K
|
1.14K
$624K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
258New |
$102K - $113K
|
258
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
257+ 1.71% |
$101K - $113K
|
15.3K
$8.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
257+ 2.3% |
$101K - $113K
|
11.4K
$6.23M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
255+ 45.54% |
$101K - $112K
|
815
$445K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
253New |
$99.7K - $111K
|
253
$138K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
253+ 2.05% |
$99.7K - $111K
|
12.6K
$6.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
252+ 1.72% |
$99.3K - $111K
|
14.9K
$8.14M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
247+ 3.04% |
$97.4K - $108K
|
8.37K
$4.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
246+ 0.36% |
$97K - $108K
|
68.6K
$37.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
243+ 2.34% |
$95.8K - $107K
|
10.6K
$5.81M
|