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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
39.1KNew |
$15.4M - $17.2M
|
39.1K
$21.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
38.8K+ 126.16% |
$15.3M - $17M
|
69.6K
$38.5M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
38.6KNew |
$15.2M - $16.9M
|
38.6K
$21.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
38.5K+ 12.04% |
$15.2M - $16.9M
|
358K
$198M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
38.4K+ 3.68% |
$15.2M - $16.9M
|
1.08M
$599M
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
38.3KNew |
$15.1M - $16.8M
|
38.3K
$21.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
38.3KNew |
$15.1M - $16.8M
|
38.3K
$21.2M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37.8KNew |
$14.9M - $16.6M
|
37.8K
$20.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
37.7KNew |
$14.9M - $16.5M
|
37.7K
$20.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
36.7KNew |
$14.4M - $16.1M
|
36.7K
$20.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
34.3K+ 419.97% |
$13.5M - $15M
|
42.4K
$23.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
34.2KNew |
$13.5M - $15M
|
34.2K
$18.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
33.5K+ 3.17% |
$13.2M - $14.7M
|
1.09M
$603M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
33.3K+ 9.09% |
$13.1M - $14.6M
|
400K
$221M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
33.2K+ 953.97% |
$13.1M - $14.6M
|
36.7K
$20.3M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
33KNew |
$13M - $14.5M
|
33K
$18.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
32.9K+ 42.77% |
$13M - $14.4M
|
110K
$60.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32.2KNew |
$12.7M - $14.1M
|
32.2K
$17.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
31.5K+ 15.02% |
$12.4M - $13.8M
|
241K
$133M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
31.5K+ 82.37% |
$12.4M - $13.8M
|
69.7K
$38.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31.1K+ 11.21% |
$12.2M - $13.6M
|
308K
$170M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
30.7KNew |
$12.1M - $13.5M
|
30.7K
$17M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.6K+ 40.65% |
$12.1M - $13.4M
|
106K
$58.6M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
30K+ 58.46% |
$11.8M - $13.2M
|
81.2K
$44.9M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
29.7KNew |
$11.7M - $13M
|
29.7K
$16.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.3KNew |
$11.6M - $12.9M
|
29.3K
$16.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
29K+ 3.34% |
$11.4M - $12.7M
|
895K
$495M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.5KNew |
$11.2M - $12.5M
|
28.5K
$15.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.4K+ 2.97% |
$10.8M - $12M
|
950K
$525M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
26.6K+ 23.13% |
$10.5M - $11.7M
|
142K
$78.3M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
26.5K+ 27.69% |
$10.4M - $11.6M
|
122K
$67.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
26.2KNew |
$10.3M - $11.5M
|
26.2K
$14.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.1K+ 1596.09% |
$10.3M - $11.5M
|
27.7K
$15.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25.9K+ 66.76% |
$10.2M - $11.4M
|
64.7K
$35.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
25.7KNew |
$10.1M - $11.3M
|
25.7K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.6KNew |
$10.1M - $11.3M
|
25.6K
$14.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.8K+ 7.19% |
$9.76M - $10.9M
|
369K
$204M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
24.3K+ 0.82% |
$9.57M - $10.7M
|
3M
$1.66B
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.8K+ 6.64% |
$9.4M - $10.5M
|
383K
$212M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
23.6K+ 80.46% |
$9.31M - $10.4M
|
53K
$29.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
23.6K+ 1477.77% |
$9.3M - $10.4M
|
25.2K
$13.9M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
23.6K+ 741.21% |
$9.3M - $10.4M
|
26.8K
$14.8M
|
|
|
Feb 14, 2022
Q4 2021
|
True Wealth Financial Partners
|
BUY
|
- |
23.3KNew |
$9.19M - $10.2M
|
23.3K
$12.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.8KNew |
$8.97M - $9.99M
|
22.8K
$12.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
22.3K+ 3.52% |
$8.78M - $9.78M
|
655K
$362M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 2.72% |
$8.77M - $9.77M
|
841K
$465M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.9K+ 4.21% |
$8.62M - $9.6M
|
541K
$299M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
21.5KNew |
$8.47M - $9.43M
|
21.5K
$11.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
21.3KNew |
$8.41M - $9.36M
|
21.3K
$11.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21.1K+ 995.85% |
$8.32M - $9.27M
|
23.2K
$12.8M
|