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 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91.1K+ 18.61% |
$35.9M - $40M
|
581K
$321M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.7K+ 4.22% |
$35.4M - $39.4M
|
2.22M
$1.23B
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
87.7KNew |
$34.6M - $38.5M
|
87.7K
$48.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
87.3K+ 39.66% |
$34.4M - $38.3M
|
307K
$170M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
83.9KNew |
$33.1M - $36.9M
|
83.9K
$46.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
82KNew |
$32.3M - $36M
|
82K
$45.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
81.7KNew |
$32.2M - $35.9M
|
81.7K
$45.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
80.1K+ 15.48% |
$31.6M - $35.1M
|
597K
$330M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
78.8KNew |
$31.1M - $34.6M
|
78.8K
$43.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.7K+ 2.74% |
$29.8M - $33.2M
|
2.84M
$1.57B
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
74.8KNew |
$29.5M - $32.8M
|
74.8K
$41.4M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
74.8KNew |
$29.5M - $32.8M
|
74.8K
$41.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
69.9KNew |
$27.5M - $30.7M
|
69.9K
$38.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
66.9KNew |
$26.4M - $29.4M
|
66.9K
$37M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
66.7K+ 3.0% |
$26.3M - $29.3M
|
2.29M
$1.26B
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
66KNew |
$26M - $29M
|
66K
$36.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
64.2K+ 49.95% |
$25.3M - $28.2M
|
193K
$107M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
63.7K+ 56.07% |
$25.1M - $28M
|
177K
$98M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.2K+ 6.83% |
$24.9M - $27.8M
|
989K
$547M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.6K+ 4.63% |
$24.3M - $27.1M
|
1.39M
$770M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.9K+ 11.18% |
$23.6M - $26.3M
|
596K
$329M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
59.5K+ 2085.36% |
$23.5M - $26.1M
|
62.4K
$34.5M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
59.3KNew |
$23.4M - $26M
|
59.3K
$32.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
58.6KNew |
$23.1M - $25.7M
|
58.6K
$32.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
58.4KNew |
$23M - $25.6M
|
58.4K
$32.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
57.4K+ 616.54% |
$22.6M - $25.2M
|
66.7K
$36.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
55.5KNew |
$21.9M - $24.4M
|
55.5K
$30.7M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
52.8K+ 97.31% |
$20.8M - $23.2M
|
107K
$59.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
51.1KNew |
$20.1M - $22.4M
|
51.1K
$28.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
50.9K+ 5152.43% |
$20.1M - $22.3M
|
51.9K
$28.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50.7K+ 2684.68% |
$20M - $22.2M
|
52.5K
$29M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
49.1K+ 17.67% |
$19.4M - $21.6M
|
327K
$181M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
48.7KNew |
$19.2M - $21.4M
|
48.7K
$26.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
48.3K+ 27.06% |
$19.1M - $21.2M
|
227K
$126M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
47.9KNew |
$18.9M - $21M
|
47.9K
$26.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
47.7KNew |
$18.8M - $21M
|
47.7K
$26.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
47.4K+ 31.58% |
$18.7M - $20.8M
|
198K
$109M
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
46.8K+ 138.14% |
$18.4M - $20.5M
|
80.6K
$44.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
46.6K+ 6.99% |
$18.4M - $20.5M
|
713K
$394M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
46.2K+ 9.9% |
$18.2M - $20.3M
|
513K
$284M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
45.4KNew |
$17.9M - $19.9M
|
45.4K
$25.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
44.8K+ 10.25% |
$17.7M - $19.7M
|
482K
$267M
|
|
|
Feb 11, 2022
Q4 2021
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
44.2KNew |
$17.4M - $19.4M
|
44.2K
$24.5M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43.6KNew |
$17.2M - $19.2M
|
43.6K
$24.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.5K+ 6.47% |
$17.2M - $19.1M
|
717K
$396M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43.4KNew |
$17.1M - $19M
|
43.4K
$24M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
42.5KNew |
$16.7M - $18.6M
|
42.5K
$23.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40.4KNew |
$15.9M - $17.7M
|
40.4K
$22.3M
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
40KNew |
$15.8M - $17.6M
|
40K
$22.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
39.8K+ 589.99% |
$15.7M - $17.5M
|
46.5K
$25.7M
|