Purchases and Sales Made in Q4 2021 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q4 2021. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
48+ 1.47% |
$12.7K - $14.7K
|
3.32K
$1.23M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
44New |
$11.6K - $13.5K
|
44
$16.3K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40+ 3.89% |
$10.6K - $12.2K
|
1.07K
$396K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
40New |
$10.6K - $12.2K
|
40
$14.8K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40+ 3.89% |
$10.6K - $12.2K
|
1.07K
$396K
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32+ 3.31% |
$8.45K - $9.79K
|
999
$371K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.88% |
$4.75K - $5.51K
|
973
$361K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
15+ 0.93% |
$3.96K - $4.59K
|
1.62K
$603K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 9.68% |
$3.96K - $4.59K
|
170
$63.1K
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11+ 0.31% |
$2.9K - $3.37K
|
3.56K
$1.32M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
11New |
$2.9K - $3.37K
|
11
$4.08K
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$1.85K - $2.14K
|
3.43K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
5New |
$1.32K - $1.53K
|
5
$1.86K
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
5+ 9.43% |
$1.32K - $1.53K
|
58
$21.5K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$1.32K - $1.53K
|
5
$1.86K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 10.2% |
$1.32K - $1.53K
|
54
$20K
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.39% |
$1.06K - $1.22K
|
1.04K
$385K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
4New |
$1.06K - $1.22K
|
4
$1.48K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.27% |
$792 - $918
|
1.13K
$419K
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.36% |
$792 - $918
|
831
$309K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.27% |
$792 - $918
|
1.13K
$419K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 14.29% |
$528 - $612
|
16
$5.94K
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2+ 0.23% |
$528 - $612
|
884
$328K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.2% |
$528 - $612
|
980
$364K
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.1% |
$264 - $306
|
1.01K
$376K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$264 - $306
|
2.14K
$793K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1+ 0.12% |
$264 - $306
|
834
$310K
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.12% |
$264 - $306
|
804
$298K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.44% |
$264 - $306
|
226
$83.9K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.6% |
$264 - $306
|
167
$62K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1- 2.56% |
$264 - $306
|
38
$14.1K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3- 0.3% |
$792 - $918
|
991
$368K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 2.27% |
$792 - $918
|
129
$47.9K
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3- 0.02% |
$792 - $918
|
15.1K
$5.61M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 2.73% |
$792 - $918
|
107
$39.7K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10- 0.03% |
$2.64K - $3.06K
|
29.6K
$11M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12- 0.75% |
$3.17K - $3.67K
|
1.58K
$588K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15- 0.44% |
$3.96K - $4.59K
|
3.43K
$1.27M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16Closed |
$4.22K - $4.9K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 1.62% |
$5.02K - $5.81K
|
1.16K
$429K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-20Closed |
$5.28K - $6.12K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28- 21.37% |
$7.39K - $8.57K
|
103
$38.2K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-29- 1.71% |
$7.66K - $8.87K
|
1.67K
$618K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-31Closed |
$8.18K - $9.48K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-34Closed |
$8.97K - $10.4K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-36- 0.52% |
$9.5K - $11K
|
6.83K
$2.53M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-39- 2.71% |
$10.3K - $11.9K
|
1.4K
$519K
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-40- 1.62% |
$10.6K - $12.2K
|
2.43K
$902K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-50Closed |
$13.2K - $15.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-50- 2.91% |
$13.2K - $15.3K
|
1.67K
$620K
|