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 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79K+ 11.69% |
$1.89M - $2.1M
|
45.8K
$25.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4.79K+ 7.02% |
$1.89M - $2.1M
|
72.9K
$40.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.78K+ 12.41% |
$1.88M - $2.1M
|
43.3K
$23.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
4.74K+ 19.65% |
$1.87M - $2.08M
|
28.9K
$16M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.73K+ 27.64% |
$1.86M - $2.08M
|
21.8K
$12.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.7K+ 67.71% |
$1.85M - $2.06M
|
11.6K
$6.43M
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
4.68KNew |
$1.84M - $2.05M
|
4.68K
$2.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
4.63K+ 2.95% |
$1.82M - $2.03M
|
162K
$89.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
4.63KNew |
$1.82M - $2.03M
|
4.63K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
4.6K+ 27.16% |
$1.81M - $2.02M
|
21.5K
$11.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.55K+ 19.02% |
$1.79M - $2M
|
28.4K
$15.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.55K+ 65.81% |
$1.79M - $2M
|
11.5K
$6.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.51K+ 2.82% |
$1.78M - $1.98M
|
165K
$91.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.44K+ 79.23% |
$1.75M - $1.95M
|
10K
$5.55M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
4.39KNew |
$1.73M - $1.93M
|
4.39K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.37KNew |
$1.72M - $1.92M
|
4.37K
$2.41M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
4.29K+ 18.63% |
$1.69M - $1.88M
|
27.3K
$15.1M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
4.24KNew |
$1.67M - $1.86M
|
4.24K
$2.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.22KNew |
$1.66M - $1.85M
|
4.22K
$2.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.2K+ 113.53% |
$1.66M - $1.85M
|
7.91K
$4.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.19KNew |
$1.65M - $1.84M
|
4.19K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
4.16K+ 10.26% |
$1.64M - $1.83M
|
44.7K
$24.7M
|
|
|
May 26, 2023
Q4 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
4.16K+ 704.41% |
$1.64M - $1.82M
|
4.75K
$2.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.13K+ 0.72% |
$1.63M - $1.81M
|
574K
$317M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.12K+ 57.8% |
$1.62M - $1.81M
|
11.2K
$6.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.11K+ 19.5% |
$1.62M - $1.8M
|
25.2K
$13.9M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.11K+ 19.5% |
$1.62M - $1.8M
|
25.2K
$13.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.09KNew |
$1.61M - $1.79M
|
4.09K
$2.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
4.06K+ 118.77% |
$1.6M - $1.78M
|
7.48K
$4.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.05KNew |
$1.59M - $1.78M
|
4.05K
$2.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.03K+ 5.84% |
$1.59M - $1.77M
|
73.1K
$40.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
4.01K+ 20.75% |
$1.58M - $1.76M
|
23.4K
$12.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
3.92K+ 0.64% |
$1.55M - $1.72M
|
616K
$341M
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.88K+ 6.44% |
$1.53M - $1.7M
|
64.2K
$35.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.79KNew |
$1.49M - $1.66M
|
3.79K
$2.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.77KNew |
$1.48M - $1.65M
|
3.77K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.66K+ 54.83% |
$1.44M - $1.61M
|
10.3K
$5.71M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.66KNew |
$1.44M - $1.61M
|
3.66K
$2.02M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.63KNew |
$1.43M - $1.59M
|
3.63K
$2M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
3.61KNew |
$1.42M - $1.59M
|
3.61K
$2M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$1.42M - $1.58M
|
3.6K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.58KNew |
$1.41M - $1.57M
|
3.58K
$1.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.55K+ 8.58% |
$1.4M - $1.56M
|
44.9K
$24.8M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.55K+ 66.49% |
$1.4M - $1.56M
|
8.88K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.51KNew |
$1.39M - $1.54M
|
3.51K
$1.94M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.49K+ 0.7% |
$1.38M - $1.53M
|
500K
$277M
|
|
|
Feb 03, 2022
Q4 2021
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
3.48K+ 55.41% |
$1.37M - $1.53M
|
9.76K
$5.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.42K+ 142.05% |
$1.35M - $1.5M
|
5.82K
$3.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.41K+ 2.71% |
$1.34M - $1.5M
|
129K
$71.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.4K+ 63.88% |
$1.34M - $1.49M
|
8.73K
$4.83M
|