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 16, 2022
Q4 2021
|
Avenir Corp
Washington, DC |
SELL
|
- |
-326- 14.12% |
$129K - $143K
|
1.98K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-331- 3.4% |
$130K - $145K
|
9.41K
$4.81M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-335- 5.69% |
$132K - $147K
|
5.56K
$2.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-336- 2.63% |
$132K - $148K
|
12.5K
$6.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-346- 5.68% |
$136K - $152K
|
5.75K
$2.94M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-346- 13.87% |
$136K - $152K
|
2.15K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-347- 1.47% |
$137K - $152K
|
23.2K
$11.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-348- 1.41% |
$137K - $153K
|
24.3K
$12.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-350- 0.71% |
$138K - $154K
|
49.1K
$25.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-350- 1.04% |
$138K - $154K
|
33.3K
$17M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-352- 1.34% |
$139K - $155K
|
25.9K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-359- 2.03% |
$142K - $158K
|
17.3K
$8.86M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-365- 1.27% |
$144K - $160K
|
28.4K
$14.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-370- 3.53% |
$146K - $162K
|
10.1K
$5.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-380- 29.57% |
$150K - $167K
|
905
$463K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-381- 6.49% |
$150K - $167K
|
5.49K
$2.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-383- 8.29% |
$151K - $168K
|
4.24K
$2.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-386- 6.13% |
$152K - $169K
|
5.92K
$3.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-390- 3.47% |
$154K - $171K
|
10.8K
$5.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-390- 41.53% |
$154K - $171K
|
549
$281K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-392- 9.28% |
$155K - $172K
|
3.83K
$1.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-400- 10.78% |
$158K - $176K
|
3.31K
$1.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-407- 12.34% |
$160K - $179K
|
2.89K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-410Closed |
$162K - $180K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-413- 2.86% |
$163K - $181K
|
14.1K
$7.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-432- 1.36% |
$170K - $190K
|
31.2K
$16M
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-463- 10.97% |
$183K - $203K
|
3.76K
$1.92M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-471- 6.99% |
$186K - $207K
|
6.27K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-475- 0.55% |
$187K - $209K
|
85.9K
$43.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-477- 2.35% |
$188K - $209K
|
19.8K
$10.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-478- 18.98% |
$188K - $210K
|
2.04K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-481- 1.4% |
$190K - $211K
|
33.8K
$17.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-500Closed |
$197K - $220K
|
0
$0
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-505- 4.9% |
$199K - $222K
|
9.81K
$5.01M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-505- 4.9% |
$199K - $222K
|
9.81K
$5.01M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-511Closed |
$201K - $224K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-514Closed |
$203K - $226K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-514- 0.94% |
$203K - $226K
|
53.9K
$27.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-516Closed |
$203K - $227K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-526Closed |
$207K - $231K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-537- 1.51% |
$212K - $236K
|
34.9K
$17.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-537Closed |
$212K - $236K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-537- 4.38% |
$212K - $236K
|
11.7K
$5.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-547- 8.54% |
$216K - $240K
|
5.86K
$2.99M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-554- 1.81% |
$218K - $243K
|
30.1K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-554- 1.75% |
$218K - $243K
|
31K
$15.9M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-569- 14.95% |
$224K - $250K
|
3.24K
$1.65M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-571- 5.25% |
$225K - $251K
|
10.3K
$5.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-572- 2.22% |
$225K - $251K
|
25.2K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-575- 0.63% |
$227K - $252K
|
90.5K
$46.2M
|