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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
9.03KNew |
$3.56M - $3.96M
|
9.03K
$4.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
9.02K+ 52.19% |
$3.55M - $3.96M
|
26.3K
$13M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
8.99K+ 10.07% |
$3.55M - $3.95M
|
98.3K
$48.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
8.93K+ 12.9% |
$3.52M - $3.92M
|
78.1K
$38.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.83K+ 17.51% |
$3.48M - $3.87M
|
59.2K
$29.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.7KNew |
$3.43M - $3.82M
|
8.7K
$4.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.64K+ 16.0% |
$3.4M - $3.79M
|
62.6K
$30.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
8.61KNew |
$3.39M - $3.78M
|
8.61K
$4.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
8.41K+ 7.52% |
$3.31M - $3.69M
|
120K
$59.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.31K+ 443.6% |
$3.28M - $3.65M
|
10.2K
$5.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
8.31K+ 3.67% |
$3.27M - $3.65M
|
235K
$116M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
8.29K+ 315.53% |
$3.27M - $3.64M
|
10.9K
$5.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
8.28K+ 3.05% |
$3.27M - $3.64M
|
280K
$138M
|
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
BUY
|
- |
8.25K+ 0.83% |
$3.25M - $3.62M
|
1.01M
$498M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
8.19KNew |
$3.23M - $3.59M
|
8.19K
$4.05M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.17KNew |
$3.22M - $3.59M
|
8.17K
$4.04M
|
|
|
Mar 03, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.16KNew |
$3.22M - $3.58M
|
8.16K
$4.03M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.04K+ 3.6% |
$3.17M - $3.53M
|
231K
$114M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
8K+ 5.1% |
$3.16M - $3.51M
|
165K
$81.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.98KNew |
$3.15M - $3.5M
|
7.98K
$3.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
7.92K+ 12.27% |
$3.12M - $3.48M
|
72.4K
$35.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.87KNew |
$3.1M - $3.45M
|
7.87K
$3.89M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.86KNew |
$3.1M - $3.45M
|
7.86K
$3.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.84KNew |
$3.09M - $3.44M
|
7.84K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
7.74K+ 15.86% |
$3.05M - $3.4M
|
56.6K
$28M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.74K+ 5.05% |
$3.05M - $3.4M
|
161K
$79.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
7.72K+ 209.84% |
$3.04M - $3.39M
|
11.4K
$5.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
7.68KNew |
$3.03M - $3.37M
|
7.68K
$3.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.66K+ 9.07% |
$3.02M - $3.36M
|
92.1K
$45.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.65KNew |
$3.02M - $3.36M
|
7.65K
$3.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.5KNew |
$2.96M - $3.29M
|
7.5K
$3.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
7.47K+ 8.01% |
$2.95M - $3.28M
|
101K
$49.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
7.35K+ 30.95% |
$2.9M - $3.23M
|
31.1K
$15.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.32K+ 9.51% |
$2.89M - $3.21M
|
84.3K
$41.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
7.31KNew |
$2.88M - $3.21M
|
7.31K
$3.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
7.11K+ 9.45% |
$2.8M - $3.12M
|
82.3K
$40.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.08K+ 5.92% |
$2.79M - $3.11M
|
127K
$62.6M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.06KNew |
$2.78M - $3.1M
|
7.06K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.05KNew |
$2.78M - $3.09M
|
7.05K
$3.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.05KNew |
$2.78M - $3.09M
|
7.05K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.96KNew |
$2.74M - $3.06M
|
6.96K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.95K+ 33.54% |
$2.74M - $3.05M
|
27.7K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6.88K+ 10.18% |
$2.71M - $3.02M
|
74.5K
$36.8M
|
|
|
Mar 13, 2025
Q4 2021
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
6.87K+ 18.92% |
$2.71M - $3.02M
|
43.2K
$21.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
6.85K+ 8.81% |
$2.7M - $3.01M
|
84.6K
$41.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.69K+ 12.3% |
$2.64M - $2.94M
|
61.1K
$30.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
6.61KNew |
$2.61M - $2.9M
|
6.61K
$3.27M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
6.57K+ 8.27% |
$2.59M - $2.89M
|
86K
$42.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.55K+ 9.38% |
$2.58M - $2.88M
|
76.4K
$37.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.48K+ 1.25% |
$2.55M - $2.84M
|
526K
$260M
|