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 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
83+ 0.39% |
$32.7K - $36.4K
|
21.5K
$11.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
82+ 8.36% |
$32.3K - $36K
|
1.06K
$581K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
82+ 4.15% |
$32.3K - $36K
|
2.06K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
80+ 43.72% |
$31.5K - $35.1K
|
263
$144K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
80New |
$31.5K - $35.1K
|
80
$43.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
80+ 12.42% |
$31.5K - $35.1K
|
724
$395K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
79+ 3.2% |
$31.1K - $34.7K
|
2.54K
$1.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
78+ 0.43% |
$30.7K - $34.2K
|
18K
$9.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
76+ 0.26% |
$30K - $33.4K
|
29.5K
$16.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
76+ 6.5% |
$30K - $33.4K
|
1.25K
$680K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
76+ 0.07% |
$30K - $33.4K
|
104K
$56.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
76+ 2.93% |
$30K - $33.4K
|
2.67K
$1.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
75New |
$29.6K - $32.9K
|
75
$41K
|
|
|
Feb 04, 2022
Q4 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
74+ 4.53% |
$29.2K - $32.5K
|
1.71K
$932K
|
|
|
Jan 18, 2022
Q4 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
73+ 0.51% |
$28.8K - $32K
|
14.3K
$7.83M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
73+ 0.21% |
$28.8K - $32K
|
35K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
72+ 14.46% |
$28.4K - $31.6K
|
570
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
70+ 4.83% |
$27.6K - $30.7K
|
1.52K
$829K
|
|
|
Jan 26, 2022
Q4 2021
|
John G Ullman & Associates Inc
|
BUY
|
- |
65+ 0.79% |
$25.6K - $28.5K
|
8.3K
$4.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
62+ 0.36% |
$24.4K - $27.2K
|
17.1K
$9.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
59+ 1.88% |
$23.3K - $25.9K
|
3.2K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
58New |
$22.9K - $25.5K
|
58
$31.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
57+ 4.13% |
$22.5K - $25K
|
1.44K
$784K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56+ 0.77% |
$22.1K - $24.6K
|
7.3K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
55+ 5.03% |
$21.7K - $24.1K
|
1.15K
$627K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
55+ 13.03% |
$21.7K - $24.1K
|
477
$260K
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
55+ 0.95% |
$21.7K - $24.1K
|
5.82K
$3.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
54+ 1.48% |
$21.3K - $23.7K
|
3.71K
$2.02M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
54+ 0.11% |
$21.3K - $23.7K
|
50K
$27.3M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
54+ 6.95% |
$21.3K - $23.7K
|
831
$454K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
51+ 5.06% |
$20.1K - $22.4K
|
1.06K
$578K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
50+ 1.46% |
$19.7K - $22K
|
3.47K
$1.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50+ 0.1% |
$19.7K - $22K
|
49.7K
$27.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
50+ 0.72% |
$19.7K - $22K
|
6.98K
$3.81M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
50New |
$19.7K - $22K
|
50
$27.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
49+ 0.74% |
$19.3K - $21.5K
|
6.65K
$3.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
49+ 2.71% |
$19.3K - $21.5K
|
1.86K
$1.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 1.95% |
$18.9K - $21.1K
|
2.51K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
48+ 165.52% |
$18.9K - $21.1K
|
77
$42.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
48+ 16.0% |
$18.9K - $21.1K
|
348
$190K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
47+ 3.32% |
$18.5K - $20.6K
|
1.46K
$798K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44+ 2.13% |
$17.3K - $19.3K
|
2.11K
$1.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
43+ 0.56% |
$17K - $18.9K
|
7.66K
$4.18M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
42+ 1.75% |
$16.6K - $18.4K
|
2.45K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.44% |
$16.6K - $18.4K
|
2.96K
$1.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
41+ 1.03% |
$16.2K - $18K
|
4.03K
$2.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
41+ 1.93% |
$16.2K - $18K
|
2.16K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
41+ 5.18% |
$16.2K - $18K
|
832
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
41+ 1.37% |
$16.2K - $18K
|
3.03K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
41+ 0.67% |
$16.2K - $18K
|
6.19K
$3.38M
|