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 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.03K+ 31.17% |
$406K - $452K
|
4.33K
$2.28M
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.03KNew |
$406K - $452K
|
1.03K
$542K
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
1.02K+ 2.04% |
$404K - $450K
|
51.2K
$26.9M
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.02KNew |
$403K - $449K
|
1.02K
$538K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.02K+ 11.64% |
$402K - $448K
|
9.8K
$5.16M
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$400K - $446K
|
1.02K
$535K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 32.95% |
$399K - $444K
|
4.08K
$2.15M
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.01KNew |
$399K - $444K
|
1.01K
$532K
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.01KNew |
$397K - $442K
|
1.01K
$530K
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
1KNew |
$396K - $441K
|
1K
$529K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1KNew |
$395K - $440K
|
1K
$528K
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1K+ 31.93% |
$395K - $440K
|
4.14K
$2.18M
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
997+ 32.07% |
$393K - $438K
|
4.11K
$2.16M
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
986New |
$389K - $433K
|
986
$519K
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
985New |
$388K - $432K
|
985
$519K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
979New |
$386K - $430K
|
979
$516K
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
974+ 16.6% |
$384K - $428K
|
6.84K
$3.6M
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
974+ 152.66% |
$384K - $428K
|
1.61K
$849K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
964New |
$380K - $423K
|
964
$508K
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
963+ 18.49% |
$380K - $423K
|
6.17K
$3.25M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
960+ 17.42% |
$378K - $421K
|
6.47K
$3.41M
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
959+ 40.46% |
$378K - $421K
|
3.33K
$1.75M
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
954New |
$376K - $419K
|
954
$502K
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
948+ 71.22% |
$374K - $416K
|
2.28K
$1.2M
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
945+ 3.79% |
$373K - $415K
|
25.9K
$13.6M
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
945+ 6.06% |
$373K - $415K
|
16.5K
$8.7M
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
939New |
$370K - $412K
|
939
$495K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
939+ 8.75% |
$370K - $412K
|
11.7K
$6.15M
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
929+ 7.69% |
$366K - $408K
|
13K
$6.85M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
928+ 2.49% |
$366K - $407K
|
38.2K
$20.1M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
921+ 15.05% |
$363K - $404K
|
7.04K
$3.71M
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
918New |
$362K - $403K
|
918
$483K
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
914New |
$360K - $401K
|
914
$481K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
904+ 10.81% |
$356K - $397K
|
9.27K
$4.88M
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
896New |
$353K - $393K
|
896
$472K
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
880New |
$347K - $386K
|
880
$463K
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
863New |
$340K - $379K
|
863
$455K
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
847+ 7.04% |
$334K - $372K
|
12.9K
$6.78M
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
842+ 3.95% |
$332K - $370K
|
22.2K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
836New |
$330K - $367K
|
836
$440K
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
835New |
$329K - $367K
|
835
$440K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
829+ 3.51% |
$327K - $364K
|
24.5K
$12.9M
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
828New |
$326K - $364K
|
828
$436K
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
827+ 908.79% |
$326K - $363K
|
918
$483K
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
816New |
$322K - $358K
|
816
$430K
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
815New |
$321K - $358K
|
815
$429K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
805+ 2.11% |
$317K - $353K
|
38.9K
$20.5M
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
800+ 10.88% |
$315K - $351K
|
8.15K
$4.29M
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
799+ 3.0% |
$315K - $351K
|
27.4K
$14.5M
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
795+ 1.06% |
$313K - $349K
|
76.1K
$40.1M
|