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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.44K+ 261.19% |
$2.54M - $2.83M
|
8.91K
$4.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.4K+ 10.32% |
$2.52M - $2.81M
|
68.4K
$37.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.39KNew |
$2.52M - $2.8M
|
6.39K
$3.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.37K+ 431.08% |
$2.51M - $2.8M
|
7.84K
$4.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
6.36K+ 51.72% |
$2.51M - $2.79M
|
18.7K
$10.3M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.23KNew |
$2.46M - $2.74M
|
6.23K
$3.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.07K+ 371.95% |
$2.39M - $2.67M
|
7.71K
$4.26M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
6.03KNew |
$2.38M - $2.65M
|
6.03K
$3.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
6K+ 9.15% |
$2.36M - $2.63M
|
71.5K
$39.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6K+ 1.5% |
$2.36M - $2.63M
|
405K
$224M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.97K+ 221.48% |
$2.35M - $2.62M
|
8.67K
$4.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.97K+ 14.98% |
$2.35M - $2.62M
|
45.8K
$25.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.96K+ 70.94% |
$2.35M - $2.61M
|
14.4K
$7.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.95K+ 518.4% |
$2.34M - $2.61M
|
7.09K
$3.92M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.86KNew |
$2.31M - $2.57M
|
5.86K
$3.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.83KNew |
$2.3M - $2.56M
|
5.83K
$3.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
5.81K+ 13.97% |
$2.29M - $2.55M
|
47.4K
$26.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
5.8KNew |
$2.29M - $2.55M
|
5.8K
$3.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.8K+ 0.5% |
$2.29M - $2.55M
|
1.16M
$644M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.78K+ 63.8% |
$2.28M - $2.54M
|
14.8K
$8.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.76K+ 4.87% |
$2.27M - $2.53M
|
124K
$68.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5.71K+ 5.11% |
$2.25M - $2.5M
|
117K
$64.8M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.65K+ 14.29% |
$2.23M - $2.48M
|
45.2K
$25M
|
|
|
Feb 10, 2022
Q4 2021
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
5.64K+ 2.71% |
$2.22M - $2.48M
|
214K
$118M
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
5.63K+ 6.18% |
$2.22M - $2.47M
|
96.7K
$53.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
5.62K+ 3.02% |
$2.22M - $2.47M
|
192K
$106M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.56K+ 490.91% |
$2.19M - $2.44M
|
6.7K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.56K+ 11.55% |
$2.19M - $2.44M
|
53.7K
$29.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
5.55K+ 408.01% |
$2.19M - $2.44M
|
6.91K
$3.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
5.54K+ 363.62% |
$2.18M - $2.43M
|
7.06K
$3.9M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
5.48KNew |
$2.16M - $2.41M
|
5.48K
$3.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.45K+ 6.21% |
$2.15M - $2.39M
|
93.2K
$51.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.43K+ 0.69% |
$2.14M - $2.39M
|
791K
$437M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.43K+ 164.42% |
$2.14M - $2.38M
|
8.73K
$4.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.43K+ 2.86% |
$2.14M - $2.38M
|
195K
$108M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.31K+ 13.55% |
$2.09M - $2.33M
|
44.5K
$24.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.29KNew |
$2.09M - $2.32M
|
5.29K
$2.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.24K+ 16.34% |
$2.07M - $2.3M
|
37.3K
$20.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.13K+ 200.0% |
$2.02M - $2.25M
|
7.7K
$4.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
5.06K+ 4.89% |
$2M - $2.22M
|
109K
$60.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.06K+ 468.49% |
$1.99M - $2.22M
|
6.13K
$3.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.02K+ 3.63% |
$1.98M - $2.2M
|
143K
$79.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Globe Life Inc.
|
BUY
|
- |
4.93K+ 0.69% |
$1.95M - $2.17M
|
723K
$400M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.89KNew |
$1.93M - $2.15M
|
4.89K
$2.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
4.88K+ 6.27% |
$1.92M - $2.14M
|
82.7K
$45.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.85K+ 4.74% |
$1.91M - $2.13M
|
107K
$59.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.82KNew |
$1.9M - $2.11M
|
4.82K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.81KNew |
$1.9M - $2.11M
|
4.81K
$2.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.81KNew |
$1.9M - $2.11M
|
4.81K
$2.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.81K+ 155.43% |
$1.9M - $2.11M
|
7.9K
$4.37M
|