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 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
124+ 9.38% |
$48.9K - $54.4K
|
1.45K
$790K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
124+ 0.5% |
$48.9K - $54.4K
|
25.1K
$13.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
121+ 13.4% |
$47.7K - $53.1K
|
1.02K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
121+ 16.35% |
$47.7K - $53.1K
|
861
$470K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
120+ 3.2% |
$47.3K - $52.7K
|
3.87K
$2.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
120New |
$47.3K - $52.7K
|
120
$65.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
120+ 12.54% |
$47.3K - $52.7K
|
1.08K
$588K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
119+ 4.02% |
$46.9K - $52.2K
|
3.08K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
119+ 10.26% |
$46.9K - $52.2K
|
1.28K
$698K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
117+ 5.27% |
$46.1K - $51.4K
|
2.34K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
117+ 3.21% |
$46.1K - $51.4K
|
3.77K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
117+ 17.54% |
$46.1K - $51.4K
|
784
$428K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
116+ 14.27% |
$45.7K - $50.9K
|
929
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
116+ 0.37% |
$45.7K - $50.9K
|
31.5K
$17.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
115New |
$45.3K - $50.5K
|
115
$62.8K
|
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
114+ 10.75% |
$44.9K - $50K
|
1.17K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
114+ 0.08% |
$44.9K - $50K
|
152K
$83M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
114+ 40.14% |
$44.9K - $50K
|
398
$217K
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
113+ 3.01% |
$44.5K - $49.6K
|
3.86K
$2.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
112+ 0.58% |
$44.2K - $49.2K
|
19.3K
$10.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
111+ 6.33% |
$43.8K - $48.7K
|
1.87K
$1.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
110+ 3.65% |
$43.4K - $48.3K
|
3.12K
$1.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
110+ 7.77% |
$43.4K - $48.3K
|
1.53K
$833K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
110+ 1.83% |
$43.4K - $48.3K
|
6.14K
$3.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
108+ 3.76% |
$42.6K - $47.4K
|
2.98K
$1.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
106+ 5.17% |
$41.8K - $46.5K
|
2.16K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
106+ 14.83% |
$41.8K - $46.5K
|
821
$448K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
105New |
$41.4K - $46.1K
|
105
$57.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
105New |
$41.4K - $46.1K
|
105
$57.3K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
103New |
$40.6K - $45.2K
|
103
$56.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
101+ 11.06% |
$39.8K - $44.3K
|
1.01K
$554K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$39.4K - $43.9K
|
100
$54.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
100+ 0.01% |
$39.4K - $43.9K
|
1.13M
$619M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
99+ 2.75% |
$39K - $43.5K
|
3.7K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
97+ 2.93% |
$38.2K - $42.6K
|
3.41K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
97+ 0.52% |
$38.2K - $42.6K
|
18.8K
$10.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
96+ 1.49% |
$37.8K - $42.1K
|
6.52K
$3.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
93+ 0.18% |
$36.7K - $40.8K
|
52.8K
$28.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
93+ 2.01% |
$36.7K - $40.8K
|
4.73K
$2.58M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
92+ 1.84% |
$36.3K - $40.4K
|
5.09K
$2.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
92+ 1.84% |
$36.3K - $40.4K
|
5.1K
$2.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
91+ 4.24% |
$35.9K - $39.9K
|
2.24K
$1.22M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
90+ 0.01% |
$35.5K - $39.5K
|
978K
$534M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
90+ 3.88% |
$35.5K - $39.5K
|
2.41K
$1.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
90+ 2.39% |
$35.5K - $39.5K
|
3.85K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
90+ 5.51% |
$35.5K - $39.5K
|
1.72K
$940K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
89+ 4.13% |
$35.1K - $39.1K
|
2.25K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 6.85% |
$35.1K - $39.1K
|
1.39K
$759K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
88+ 5.38% |
$34.7K - $38.6K
|
1.72K
$941K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
85New |
$33.5K - $37.3K
|
85
$46.4K
|