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 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.44KNew |
$960K - $1.07M
|
2.44K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.42KNew |
$955K - $1.06M
|
2.42K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.41KNew |
$949K - $1.06M
|
2.41K
$1.34M
|
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2.41KNew |
$949K - $1.06M
|
2.41K
$1.34M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.4KNew |
$944K - $1.05M
|
2.4K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.39K+ 15.91% |
$943K - $1.05M
|
17.4K
$9.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.39KNew |
$941K - $1.05M
|
2.39K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 7.73% |
$941K - $1.05M
|
33.2K
$18.5M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.38KNew |
$937K - $1.04M
|
2.38K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$933K - $1.04M
|
2.37K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.36K+ 41.54% |
$929K - $1.03M
|
8.03K
$4.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.35K+ 9.01% |
$926K - $1.03M
|
28.4K
$15.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 0.77% |
$912K - $1.02M
|
302K
$168M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.31KNew |
$912K - $1.02M
|
2.31K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.31KNew |
$912K - $1.02M
|
2.31K
$1.29M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
2.31KNew |
$911K - $1.01M
|
2.31K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 0.82% |
$900K - $1M
|
280K
$155M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.27KNew |
$896K - $998K
|
2.27K
$1.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.27KNew |
$893K - $995K
|
2.27K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.26K+ 3.69% |
$892K - $994K
|
63.7K
$35.4M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.22K+ 44.06% |
$876K - $976K
|
7.27K
$4.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.2K+ 105.31% |
$868K - $966K
|
4.29K
$2.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
2.19K+ 6.45% |
$863K - $961K
|
36.1K
$20.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.19K+ 1.02% |
$863K - $961K
|
217K
$121M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
2.17K+ 73.21% |
$855K - $953K
|
5.13K
$2.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.16K+ 2.99% |
$850K - $947K
|
74.4K
$41.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Saybrook Capital
|
BUY
|
- |
2.14KNew |
$844K - $939K
|
2.14K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
2.13KNew |
$840K - $936K
|
2.13K
$1.18M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.13K+ 5.12% |
$838K - $934K
|
43.7K
$24.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
2.11KNew |
$833K - $927K
|
2.11K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
2.11KNew |
$830K - $924K
|
2.11K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.1K+ 35.95% |
$829K - $924K
|
7.96K
$4.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.1K+ 3883.33% |
$827K - $921K
|
2.15K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
2.09KNew |
$825K - $919K
|
2.09K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.09K+ 2226.6% |
$825K - $919K
|
2.19K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.09K+ 4.67% |
$825K - $918K
|
46.9K
$26M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.08KNew |
$819K - $912K
|
2.08K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
2.06K+ 74.7% |
$814K - $906K
|
4.83K
$2.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.05K+ 27.09% |
$808K - $900K
|
9.62K
$5.34M
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.03K+ 3.57% |
$801K - $892K
|
59K
$32.8M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.03K+ 184.79% |
$800K - $891K
|
3.13K
$1.74M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$799K - $889K
|
2.03K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.03KNew |
$799K - $889K
|
2.03K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.02KNew |
$797K - $888K
|
2.02K
$1.12M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.02K+ 1.86% |
$797K - $888K
|
111K
$61.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.02K+ 5.69% |
$795K - $885K
|
37.4K
$20.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 5.27% |
$789K - $879K
|
40K
$22.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
1.98K+ 0.85% |
$779K - $868K
|
235K
$130M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.96KNew |
$773K - $860K
|
1.96K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.95K+ 34.04% |
$770K - $858K
|
7.69K
$4.27M
|