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
|
Smart Money Group LLC
|
BUY
|
- |
22+ 0.64% |
$8.67K - $9.66K
|
3.46K
$1.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
22+ 0.69% |
$8.67K - $9.66K
|
3.22K
$1.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 2.03% |
$8.28K - $9.22K
|
1.06K
$577K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
21+ 5.97% |
$8.28K - $9.22K
|
373
$204K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 2.41% |
$7.88K - $8.78K
|
850
$464K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$7.88K - $8.78K
|
20
$10.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
17+ 0.39% |
$6.7K - $7.46K
|
4.34K
$2.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
17+ 0.87% |
$6.7K - $7.46K
|
1.96K
$1.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
17+ 0.86% |
$6.7K - $7.46K
|
1.99K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
17+ 0.69% |
$6.7K - $7.46K
|
2.49K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.67% |
$6.7K - $7.46K
|
2.54K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.4% |
$6.7K - $7.46K
|
4.32K
$2.36M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16+ 1.19% |
$6.31K - $7.02K
|
1.37K
$746K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 0.15% |
$5.91K - $6.59K
|
9.72K
$5.31M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
15+ 0.59% |
$5.91K - $6.59K
|
2.54K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 26.79% |
$5.91K - $6.59K
|
71
$38.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
14+ 82.35% |
$5.52K - $6.15K
|
31
$16.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14New |
$5.52K - $6.15K
|
14
$7.65K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
13+ 2.82% |
$5.12K - $5.71K
|
474
$259K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
13+ 0.13% |
$5.12K - $5.71K
|
9.95K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
13+ 0.29% |
$5.12K - $5.71K
|
4.47K
$2.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 1.71% |
$5.12K - $5.71K
|
773
$422K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
12+ 1.83% |
$4.73K - $5.27K
|
668
$365K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12+ 0.16% |
$4.73K - $5.27K
|
7.32K
$3.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12+ 0.79% |
$4.73K - $5.27K
|
1.54K
$841K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12+ 0.37% |
$4.73K - $5.27K
|
3.28K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
11New |
$4.34K - $4.83K
|
11
$6.01K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
11New |
$4.34K - $4.83K
|
11
$6.01K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11+ 0.55% |
$4.34K - $4.83K
|
2.02K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
10+ 0.83% |
$3.94K - $4.39K
|
1.21K
$660K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
10+ 0.62% |
$3.94K - $4.39K
|
1.61K
$881K
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$3.94K - $4.39K
|
2.06K
$1.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 12.5% |
$3.94K - $4.39K
|
90
$49.2K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.64% |
$3.94K - $4.39K
|
1.57K
$857K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.53% |
$3.55K - $3.95K
|
1.72K
$937K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
9+ 9.47% |
$3.55K - $3.95K
|
104
$56.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
9+ 1.07% |
$3.55K - $3.95K
|
854
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
9+ 0.63% |
$3.55K - $3.95K
|
1.44K
$786K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 0.7% |
$3.15K - $3.51K
|
1.15K
$627K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.63% |
$3.15K - $3.51K
|
1.29K
$702K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
8+ 0.61% |
$3.15K - $3.51K
|
1.33K
$724K
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8+ 0.63% |
$3.15K - $3.51K
|
1.28K
$698K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8+ 0.16% |
$3.15K - $3.51K
|
5.07K
$2.77M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.15% |
$3.15K - $3.51K
|
5.32K
$2.91M
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
8+ 1.07% |
$3.15K - $3.51K
|
753
$411K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
7+ 0.41% |
$2.76K - $3.07K
|
1.7K
$927K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.15% |
$2.76K - $3.07K
|
4.77K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7+ 0.26% |
$2.76K - $3.07K
|
2.73K
$1.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7+ 0.7% |
$2.76K - $3.07K
|
1K
$547K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
6+ 0.63% |
$2.37K - $2.63K
|
955
$522K
|