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 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.22KNew |
$481K - $535K
|
1.22K
$677K
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.22KNew |
$479K - $533K
|
1.22K
$675K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.2K+ 79.74% |
$475K - $529K
|
2.71K
$1.51M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.2KNew |
$474K - $528K
|
1.2K
$668K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.19KNew |
$469K - $522K
|
1.19K
$660K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.19K+ 8.56% |
$468K - $521K
|
15K
$8.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.17K+ 9.83% |
$462K - $515K
|
13.1K
$7.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
1.17KNew |
$462K - $514K
|
1.17K
$650K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.17KNew |
$461K - $514K
|
1.17K
$650K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.17K+ 1.6% |
$459K - $511K
|
73.9K
$41.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.16K+ 79.32% |
$458K - $510K
|
2.63K
$1.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.16K+ 2.85% |
$457K - $509K
|
41.8K
$23.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
1.16KNew |
$455K - $507K
|
1.16K
$642K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 27.78% |
$453K - $505K
|
5.29K
$2.94M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.14KNew |
$451K - $502K
|
1.14K
$635K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.14KNew |
$451K - $502K
|
1.14K
$635K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.14KNew |
$449K - $500K
|
1.14K
$632K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.13K+ 2.03% |
$445K - $496K
|
56.7K
$31.5M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$445K - $495K
|
1.13K
$627K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.13K+ 2.14% |
$443K - $494K
|
53.7K
$29.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$443K - $493K
|
1.12K
$624K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12K+ 10.29% |
$440K - $490K
|
12K
$6.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.11K+ 27.87% |
$438K - $488K
|
5.1K
$2.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.11K+ 4.28% |
$436K - $485K
|
26.9K
$15M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.1K+ 4.32% |
$435K - $485K
|
26.6K
$14.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
1.1KNew |
$434K - $483K
|
1.1K
$611K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 7.26% |
$434K - $483K
|
16.2K
$9.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.09K+ 6.84% |
$429K - $478K
|
17K
$9.44M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$429K - $477K
|
1.09K
$604K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
1.08KNew |
$425K - $474K
|
1.08K
$599K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.08KNew |
$425K - $474K
|
1.08K
$599K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.08K+ 12.49% |
$425K - $473K
|
9.71K
$5.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.07K+ 3.37% |
$422K - $470K
|
32.8K
$18.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
1.07K+ 158.69% |
$421K - $469K
|
1.74K
$967K
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 4.1% |
$420K - $468K
|
27.1K
$15M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.06KNew |
$419K - $466K
|
1.06K
$590K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.06KNew |
$418K - $465K
|
1.06K
$589K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
1.06KNew |
$417K - $465K
|
1.06K
$588K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.06K+ 44.94% |
$417K - $464K
|
3.41K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 2.19% |
$416K - $464K
|
49.3K
$27.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.05KNew |
$415K - $462K
|
1.05K
$584K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
1.05K+ 12.87% |
$414K - $461K
|
9.2K
$5.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.05K+ 48.41% |
$413K - $460K
|
3.21K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.05KNew |
$412K - $459K
|
1.05K
$581K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
1.03K+ 14.05% |
$406K - $452K
|
8.36K
$4.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.03K+ 31.17% |
$406K - $452K
|
4.33K
$2.41M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.03KNew |
$406K - $452K
|
1.03K
$572K
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
1.02K+ 2.04% |
$404K - $450K
|
51.2K
$28.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.02KNew |
$403K - $449K
|
1.02K
$568K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.02K+ 11.64% |
$402K - $448K
|
9.8K
$5.44M
|