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
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
780+ 2.55% |
$307K - $342K
|
31.4K
$17.4M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
779New |
$307K - $342K
|
779
$433K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
779+ 19.19% |
$307K - $342K
|
4.84K
$2.69M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
775New |
$306K - $340K
|
775
$430K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
775New |
$306K - $340K
|
775
$430K
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
773New |
$305K - $339K
|
773
$429K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
772+ 1.15% |
$304K - $339K
|
67.6K
$37.6M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
771New |
$304K - $338K
|
771
$428K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
770New |
$304K - $338K
|
770
$428K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
765New |
$302K - $336K
|
765
$425K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
763+ 0.47% |
$301K - $335K
|
162K
$89.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
757+ 6.2% |
$298K - $332K
|
13K
$7.21M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
748New |
$295K - $328K
|
748
$415K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
742+ 10.82% |
$293K - $326K
|
7.6K
$4.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
740New |
$292K - $325K
|
740
$411K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
737New |
$291K - $324K
|
737
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
736New |
$290K - $323K
|
736
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
736New |
$290K - $323K
|
736
$409K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
733New |
$289K - $322K
|
733
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
729+ 5.3% |
$287K - $320K
|
14.5K
$8.04M
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
729New |
$287K - $320K
|
729
$405K
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
719+ 44.47% |
$283K - $316K
|
2.34K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
715+ 5.51% |
$282K - $314K
|
13.7K
$7.61M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
713New |
$281K - $313K
|
713
$396K
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
710+ 41.14% |
$280K - $312K
|
2.44K
$1.35M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
703New |
$277K - $309K
|
703
$390K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
703+ 26.7% |
$277K - $309K
|
3.34K
$1.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
701New |
$276K - $308K
|
701
$389K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
700+ 13.72% |
$276K - $307K
|
5.8K
$3.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
700+ 0.71% |
$276K - $307K
|
99.4K
$55.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
695+ 2.93% |
$274K - $305K
|
24.4K
$13.6M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
692+ 7.58% |
$273K - $304K
|
9.82K
$5.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
686New |
$270K - $301K
|
686
$381K
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
684New |
$270K - $300K
|
684
$380K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
684+ 7.49% |
$270K - $300K
|
9.82K
$5.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
683+ 38.26% |
$269K - $300K
|
2.47K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
681+ 3.43% |
$268K - $299K
|
20.6K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
681+ 0.47% |
$268K - $299K
|
146K
$81M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
677+ 2.36% |
$267K - $297K
|
29.4K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
674+ 41.79% |
$266K - $296K
|
2.29K
$1.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
674+ 3.86% |
$266K - $296K
|
18.1K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
670+ 74.28% |
$264K - $294K
|
1.57K
$873K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
669New |
$264K - $294K
|
669
$372K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
665+ 4.65% |
$262K - $292K
|
15K
$8.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
655+ 37.97% |
$258K - $288K
|
2.38K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
653+ 1.19% |
$257K - $287K
|
55.5K
$30.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
651+ 72.58% |
$257K - $286K
|
1.55K
$860K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
647New |
$255K - $284K
|
647
$359K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
646New |
$255K - $284K
|
646
$359K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
645+ 20.04% |
$254K - $283K
|
3.86K
$2.15M
|