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 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 20.0% |
$394 - $439
|
6
$3.32K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.11% |
$394 - $439
|
910
$503K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.36% |
$394 - $439
|
276
$153K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-1- 0.15% |
$394 - $439
|
687
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.13% |
$394 - $439
|
788
$436K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1- 0.01% |
$394 - $439
|
7.06K
$3.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1- 0.01% |
$394 - $439
|
8.87K
$4.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1- 1.52% |
$394 - $439
|
65
$35.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-1Closed |
$394 - $439
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1Closed |
$394 - $439
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2- 0.07% |
$788 - $878
|
2.78K
$1.54M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.2% |
$788 - $878
|
1.02K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2- 0.08% |
$788 - $878
|
2.6K
$1.44M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-3- 0.21% |
$1.18K - $1.32K
|
1.4K
$776K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3- 0.43% |
$1.18K - $1.32K
|
697
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 5.77% |
$1.18K - $1.32K
|
49
$27.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-4- 0.12% |
$1.58K - $1.76K
|
3.2K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 1.88% |
$1.58K - $1.76K
|
209
$116K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4- 0.16% |
$1.58K - $1.76K
|
2.43K
$1.34M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4- 0.03% |
$1.58K - $1.76K
|
13.8K
$7.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5- 0.15% |
$1.97K - $2.2K
|
3.43K
$1.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5- 21.74% |
$1.97K - $2.2K
|
18
$9.95K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 2.99% |
$1.97K - $2.2K
|
162
$89.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-6- 0.97% |
$2.37K - $2.63K
|
614
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-6- 0.26% |
$2.37K - $2.63K
|
2.31K
$1.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$2.37K - $2.63K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 1.31% |
$2.76K - $3.07K
|
528
$292K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-8- 9.41% |
$3.15K - $3.51K
|
77
$42.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-9- 1.1% |
$3.55K - $3.95K
|
807
$446K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9- 1.62% |
$3.55K - $3.95K
|
548
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-10- 0.29% |
$3.94K - $4.39K
|
3.41K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10- 0.71% |
$3.94K - $4.39K
|
1.41K
$777K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-11- 0.47% |
$4.34K - $4.83K
|
2.32K
$1.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-11- 1.65% |
$4.34K - $4.83K
|
654
$362K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 10.38% |
$4.34K - $4.83K
|
95
$52.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-12- 0.05% |
$4.73K - $5.27K
|
22.8K
$12.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-12- 0.23% |
$4.73K - $5.27K
|
5.31K
$2.93M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-12Closed |
$4.73K - $5.27K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12- 0.03% |
$4.73K - $5.27K
|
45.5K
$25.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-12- 0.05% |
$4.73K - $5.27K
|
22.6K
$12.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-12- 0.55% |
$4.73K - $5.27K
|
2.19K
$1.21M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-12- 2.84% |
$4.73K - $5.27K
|
410
$227K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-13- 0.24% |
$5.12K - $5.71K
|
5.41K
$2.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-15- 4.79% |
$5.91K - $6.59K
|
298
$165K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-15- 3.61% |
$5.91K - $6.59K
|
400
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-15- 0.83% |
$5.91K - $6.59K
|
1.79K
$987K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.4% |
$5.91K - $6.59K
|
3.78K
$2.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 21.43% |
$5.91K - $6.59K
|
55
$30.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-17- 0.68% |
$6.7K - $7.46K
|
2.49K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-17- 0.78% |
$6.7K - $7.46K
|
2.17K
$1.2M
|