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 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.51K+ 9.98% |
$596K - $664K
|
16.7K
$9.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51K+ 1.93% |
$595K - $662K
|
79.8K
$44.3M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.5KNew |
$593K - $660K
|
1.5K
$835K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$591K - $659K
|
1.5K
$833K
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.5KNew |
$589K - $656K
|
1.5K
$830K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.5KNew |
$589K - $656K
|
1.5K
$830K
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.49K+ 2.31% |
$589K - $656K
|
66.2K
$36.8M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.48KNew |
$584K - $651K
|
1.48K
$823K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.46KNew |
$574K - $640K
|
1.46K
$809K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 290.96% |
$571K - $636K
|
1.95K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.45K+ 2.37% |
$571K - $636K
|
62.6K
$34.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.44K+ 0.7% |
$569K - $634K
|
208K
$115M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 9.36% |
$567K - $631K
|
16.8K
$9.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.43KNew |
$565K - $629K
|
1.43K
$795K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
1.43K+ 8.3% |
$563K - $626K
|
18.6K
$10.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.43K+ 20.36% |
$562K - $626K
|
8.43K
$4.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
1.42KNew |
$561K - $625K
|
1.42K
$791K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.42K+ 26.25% |
$560K - $623K
|
6.83K
$3.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.42K+ 33.83% |
$558K - $621K
|
5.6K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.42K+ 12.84% |
$558K - $621K
|
12.4K
$6.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.4K+ 67.34% |
$553K - $616K
|
3.49K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.4K+ 3.17% |
$551K - $613K
|
45.5K
$25.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 3.23% |
$550K - $613K
|
44.6K
$24.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.39K+ 47.79% |
$547K - $609K
|
4.29K
$2.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
1.37K+ 5.96% |
$542K - $603K
|
24.4K
$13.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.37KNew |
$540K - $601K
|
1.37K
$761K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.37K+ 1.21% |
$538K - $600K
|
114K
$63.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
1.37K+ 0.68% |
$538K - $600K
|
202K
$112M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.36KNew |
$535K - $595K
|
1.36K
$753K
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.35KNew |
$533K - $594K
|
1.35K
$752K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.35K+ 35.37% |
$533K - $594K
|
5.17K
$2.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 2.03% |
$533K - $593K
|
68.1K
$37.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.32K+ 87.91% |
$522K - $581K
|
2.83K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$516K - $575K
|
1.31K
$727K
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.31KNew |
$515K - $573K
|
1.31K
$725K
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.29KNew |
$509K - $567K
|
1.29K
$718K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 183.07% |
$507K - $565K
|
1.99K
$1.11M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.29K+ 3.21% |
$507K - $565K
|
41.4K
$23M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.28KNew |
$506K - $563K
|
1.28K
$713K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.27K+ 15.57% |
$502K - $559K
|
9.45K
$5.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.27KNew |
$501K - $558K
|
1.27K
$706K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.26K+ 18.61% |
$498K - $554K
|
8.05K
$4.47M
|
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.25KNew |
$494K - $550K
|
1.25K
$695K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.25KNew |
$491K - $547K
|
1.25K
$692K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24K+ 40.32% |
$490K - $546K
|
4.33K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 2.91% |
$489K - $544K
|
43.9K
$24.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.23K+ 5.94% |
$486K - $541K
|
22K
$12.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.23KNew |
$485K - $540K
|
1.23K
$683K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.22K+ 11.63% |
$483K - $537K
|
11.8K
$6.53M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.22K+ 3.66% |
$481K - $536K
|
34.6K
$19.2M
|