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 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
243+ 0.26% |
$95.8K - $107K
|
93.6K
$51.1M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
241New |
$95K - $106K
|
241
$132K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
240+ 2.94% |
$94.6K - $105K
|
8.42K
$4.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
238+ 4.12% |
$93.8K - $104K
|
6.01K
$3.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
236+ 36.42% |
$93K - $104K
|
884
$483K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
234+ 8.05% |
$92.2K - $103K
|
3.14K
$1.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
228+ 1.69% |
$89.9K - $100K
|
13.7K
$7.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
227+ 19.5% |
$89.5K - $99.7K
|
1.39K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
226+ 3.77% |
$89.1K - $99.2K
|
6.21K
$3.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
225+ 2.64% |
$88.7K - $98.8K
|
8.74K
$4.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
225+ 96.98% |
$88.7K - $98.8K
|
457
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
225+ 28.02% |
$88.7K - $98.8K
|
1.03K
$561K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
224+ 3.39% |
$88.3K - $98.3K
|
6.82K
$3.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
222+ 5.64% |
$87.5K - $97.5K
|
4.16K
$2.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
220+ 34.21% |
$86.7K - $96.6K
|
863
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
220+ 2.32% |
$86.7K - $96.6K
|
9.68K
$5.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
214+ 21.21% |
$84.4K - $93.9K
|
1.22K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
214+ 12.7% |
$84.4K - $93.9K
|
1.9K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
213+ 0.98% |
$84K - $93.5K
|
22K
$12M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
212+ 9.46% |
$83.6K - $93.1K
|
2.45K
$1.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
212+ 4.06% |
$83.6K - $93.1K
|
5.44K
$2.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
211+ 3.33% |
$83.2K - $92.6K
|
6.55K
$3.58M
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
207New |
$81.6K - $90.9K
|
207
$113K
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
207+ 40.83% |
$81.6K - $90.9K
|
714
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
206+ 3.17% |
$81.2K - $90.4K
|
6.7K
$3.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
204+ 1.14% |
$80.4K - $89.6K
|
18.1K
$9.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
200+ 16.81% |
$78.8K - $87.8K
|
1.39K
$759K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.75% |
$78.8K - $87.8K
|
27K
$14.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
199+ 6.35% |
$78.4K - $87.4K
|
3.34K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
198+ 8.29% |
$78.1K - $86.9K
|
2.59K
$1.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
198+ 7.12% |
$78.1K - $86.9K
|
2.98K
$1.63M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
196+ 15.9% |
$77.3K - $86K
|
1.43K
$780K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
196+ 27.57% |
$77.3K - $86K
|
907
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
194+ 1.6% |
$76.5K - $85.2K
|
12.3K
$6.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
193+ 20.75% |
$76.1K - $84.7K
|
1.12K
$613K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
193+ 1.77% |
$76.1K - $84.7K
|
11.1K
$6.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
192+ 4.75% |
$75.7K - $84.3K
|
4.23K
$2.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
190+ 0.95% |
$74.9K - $83.4K
|
20.2K
$11M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
189+ 5.18% |
$74.5K - $83K
|
3.84K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
187+ 3.66% |
$73.7K - $82.1K
|
5.3K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
185+ 4.8% |
$72.9K - $81.2K
|
4.04K
$2.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
183+ 5.59% |
$72.1K - $80.3K
|
3.46K
$1.89M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
182+ 4.4% |
$71.7K - $79.9K
|
4.31K
$2.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
181+ 3.92% |
$71.4K - $79.5K
|
4.8K
$2.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Mercer Investments LLC
|
BUY
|
- |
180+ 0.68% |
$71K - $79K
|
26.6K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
180+ 21.45% |
$71K - $79K
|
1.02K
$556K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
179+ 6.16% |
$70.6K - $78.6K
|
3.08K
$1.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
179+ 23.96% |
$70.6K - $78.6K
|
926
$506K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
178+ 14.88% |
$70.2K - $78.1K
|
1.37K
$750K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
177New |
$69.8K - $77.7K
|
177
$96.7K
|