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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.36K+ 12.41% |
$1.32M - $1.47M
|
30.4K
$16.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.34KNew |
$1.32M - $1.47M
|
3.34K
$1.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.34KNew |
$1.32M - $1.47M
|
3.34K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.29K+ 2.44% |
$1.29M - $1.44M
|
138K
$76.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.28K+ 16.21% |
$1.29M - $1.44M
|
23.5K
$13M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$1.29M - $1.44M
|
3.27K
$1.81M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.25KNew |
$1.28M - $1.43M
|
3.25K
$1.8M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.25KNew |
$1.28M - $1.42M
|
3.25K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.24K+ 14.41% |
$1.28M - $1.42M
|
25.7K
$14.2M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.21K+ 20.87% |
$1.27M - $1.41M
|
18.6K
$10.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
3.16K+ 7.76% |
$1.25M - $1.39M
|
43.9K
$24.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.15K+ 18.74% |
$1.24M - $1.38M
|
20K
$11M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
3.14K+ 19.23% |
$1.24M - $1.38M
|
19.5K
$10.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
3.08KNew |
$1.22M - $1.35M
|
3.08K
$1.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
3.08K+ 1.04% |
$1.21M - $1.35M
|
299K
$165M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
3.05K+ 16.91% |
$1.2M - $1.34M
|
21.1K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.97K+ 9.25% |
$1.17M - $1.3M
|
35.1K
$19.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
2.96K+ 5.43% |
$1.17M - $1.3M
|
57.5K
$31.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$1.16M - $1.3M
|
2.95K
$1.63M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.93KNew |
$1.15M - $1.28M
|
2.93K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.92K+ 9.82% |
$1.15M - $1.28M
|
32.6K
$18M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.92K+ 4.41% |
$1.15M - $1.28M
|
69.2K
$38.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.9K+ 7.9% |
$1.14M - $1.27M
|
39.5K
$21.9M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
2.89KNew |
$1.14M - $1.27M
|
2.89K
$1.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.87KNew |
$1.13M - $1.26M
|
2.87K
$1.59M
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
2.87K+ 197.59% |
$1.13M - $1.26M
|
4.32K
$2.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.85K+ 1.2% |
$1.12M - $1.25M
|
241K
$133M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.84K+ 3.75% |
$1.12M - $1.25M
|
78.7K
$43.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.8KNew |
$1.1M - $1.23M
|
2.8K
$1.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.8K+ 40.36% |
$1.1M - $1.23M
|
9.74K
$5.38M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.77K+ 2.73% |
$1.09M - $1.22M
|
104K
$57.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.77K+ 101.17% |
$1.09M - $1.21M
|
5.5K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.73K+ 245.33% |
$1.08M - $1.2M
|
3.85K
$2.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.71K+ 162.47% |
$1.07M - $1.19M
|
4.38K
$2.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$1.06M - $1.19M
|
2.7K
$1.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.69K+ 108.15% |
$1.06M - $1.18M
|
5.18K
$2.87M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.68KNew |
$1.06M - $1.18M
|
2.68K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 26.14% |
$1.06M - $1.18M
|
12.9K
$7.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.67K+ 21.42% |
$1.05M - $1.17M
|
15.1K
$8.35M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.65KNew |
$1.05M - $1.16M
|
2.65K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.65K+ 122.1% |
$1.05M - $1.16M
|
4.82K
$2.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.62K+ 1.68% |
$1.03M - $1.15M
|
159K
$87.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.62KNew |
$1.03M - $1.15M
|
2.62K
$1.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.61K+ 24.77% |
$1.03M - $1.15M
|
13.2K
$7.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.6KNew |
$1.02M - $1.14M
|
2.6K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.57KNew |
$1.01M - $1.13M
|
2.57K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.54K+ 6.13% |
$1M - $1.11M
|
43.9K
$24.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.53KNew |
$998K - $1.11M
|
2.53K
$1.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.5K+ 6.83% |
$984K - $1.1M
|
39K
$21.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.46KNew |
$971K - $1.08M
|
2.46K
$1.36M
|