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 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-17- 0.25% |
$6.7K - $7.46K
|
6.78K
$3.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-18Closed |
$7.1K - $7.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-18- 0.12% |
$7.1K - $7.9K
|
15.3K
$8.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-19- 15.32% |
$7.49K - $8.34K
|
105
$58K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21- 0.37% |
$8.28K - $9.22K
|
5.59K
$3.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-21- 1.93% |
$8.28K - $9.22K
|
1.07K
$590K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-22- 0.78% |
$8.67K - $9.66K
|
2.79K
$1.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-22- 0.12% |
$8.67K - $9.66K
|
18.5K
$10.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-22- 0.93% |
$8.67K - $9.66K
|
2.34K
$1.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-22- 0.26% |
$8.67K - $9.66K
|
8.44K
$4.67M
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-23- 0.41% |
$9.07K - $10.1K
|
5.54K
$3.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-24- 0.78% |
$9.46K - $10.5K
|
3.07K
$1.69M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-25- 46.3% |
$9.86K - $11K
|
29
$16K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-28Closed |
$11K - $12.3K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-28- 1.57% |
$11K - $12.3K
|
1.75K
$970K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-29- 2.07% |
$11.4K - $12.7K
|
1.37K
$759K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-30- 0.4% |
$11.8K - $13.2K
|
7.44K
$4.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-30- 0.35% |
$11.8K - $13.2K
|
8.64K
$4.78M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-30- 2.3% |
$11.8K - $13.2K
|
1.28K
$706K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-30- 0.41% |
$11.8K - $13.2K
|
7.34K
$4.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-32- 1.32% |
$12.6K - $14K
|
2.39K
$1.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-33- 1.11% |
$13K - $14.5K
|
2.95K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33Closed |
$13K - $14.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-34- 36.17% |
$13.4K - $14.9K
|
60
$33.2K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-36- 0.47% |
$14.2K - $15.8K
|
7.68K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 0.03% |
$14.2K - $15.8K
|
119K
$66M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-37- 1.15% |
$14.6K - $16.2K
|
3.17K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-38- 2.56% |
$15K - $16.7K
|
1.45K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Reliant Wealth Planning
|
SELL
|
- |
-38- 0.03% |
$15K - $16.7K
|
109K
$60M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-38- 0.79% |
$15K - $16.7K
|
4.76K
$2.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-38- 1.11% |
$15K - $16.7K
|
3.38K
$1.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-39- 13.36% |
$15.4K - $17.1K
|
253
$140K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-39- 68.42% |
$15.4K - $17.1K
|
18
$9.95K
|
|
|
Feb 10, 2022
Q4 2021
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-39- 0.29% |
$15.4K - $17.1K
|
13.2K
$7.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-40- 8.58% |
$15.8K - $17.6K
|
426
$235K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-41- 0.33% |
$16.2K - $18K
|
12.3K
$6.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-41- 1.55% |
$16.2K - $18K
|
2.61K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-41- 2.44% |
$16.2K - $18K
|
1.64K
$906K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-42- 6.87% |
$16.6K - $18.4K
|
569
$315K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-43- 1.77% |
$17K - $18.9K
|
2.39K
$1.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-45- 0.29% |
$17.7K - $19.8K
|
15.6K
$8.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-45- 70.31% |
$17.7K - $19.8K
|
19
$10.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-45- 0.05% |
$17.7K - $19.8K
|
88.3K
$48.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-46- 0.48% |
$18.1K - $20.2K
|
9.61K
$5.31M
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-46- 7.37% |
$18.1K - $20.2K
|
578
$320K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-46- 1.17% |
$18.1K - $20.2K
|
3.89K
$2.15M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-46- 2.07% |
$18.1K - $20.2K
|
2.17K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-46- 2.26% |
$18.1K - $20.2K
|
1.99K
$1.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-48- 3.2% |
$18.9K - $21.1K
|
1.45K
$802K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-49- 12.41% |
$19.3K - $21.5K
|
346
$191K
|