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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
560+ 18.39% |
$221K - $246K
|
3.61K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
560New |
$221K - $246K
|
560
$311K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
557New |
$220K - $245K
|
557
$309K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
556New |
$219K - $244K
|
556
$309K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
553+ 19.54% |
$218K - $243K
|
3.38K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
552+ 36.7% |
$218K - $242K
|
2.06K
$1.14M
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
548New |
$216K - $241K
|
548
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
548+ 11.56% |
$216K - $241K
|
5.29K
$2.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
541+ 0.6% |
$213K - $238K
|
91.2K
$50.7M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
541+ 31.06% |
$213K - $238K
|
2.28K
$1.27M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
539+ 291.35% |
$212K - $237K
|
724
$402K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
538New |
$212K - $236K
|
538
$299K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
536+ 1.8% |
$211K - $235K
|
30.4K
$16.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
532+ 10.76% |
$210K - $234K
|
5.48K
$3.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
529New |
$209K - $232K
|
529
$294K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
529New |
$209K - $232K
|
529
$294K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
528+ 10.04% |
$208K - $232K
|
5.79K
$3.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
525New |
$207K - $230K
|
525
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
525New |
$207K - $230K
|
525
$292K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
521+ 676.62% |
$205K - $229K
|
598
$332K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
520+ 4.72% |
$205K - $228K
|
11.5K
$6.41M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
519+ 24.99% |
$205K - $228K
|
2.6K
$1.44M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
518New |
$204K - $227K
|
518
$288K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
516New |
$203K - $227K
|
516
$287K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
510+ 30.5% |
$201K - $224K
|
2.18K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
510+ 6.84% |
$201K - $224K
|
7.97K
$4.43M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
507New |
$200K - $223K
|
507
$282K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
506+ 1.6% |
$199K - $222K
|
32.2K
$17.9M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
505New |
$199K - $222K
|
505
$281K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
502New |
$198K - $220K
|
502
$279K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
500New |
$197K - $220K
|
500
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
500New |
$197K - $220K
|
500
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
500New |
$197K - $220K
|
500
$278K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 45.05% |
$197K - $220K
|
1.61K
$894K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
497+ 6.09% |
$196K - $218K
|
8.66K
$4.81M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
497New |
$196K - $218K
|
497
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
495New |
$195K - $217K
|
495
$275K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
495New |
$195K - $217K
|
495
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
493New |
$194K - $216K
|
493
$274K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
493New |
$194K - $216K
|
493
$274K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
492New |
$194K - $216K
|
492
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
BUY
|
- |
489New |
$193K - $215K
|
489
$272K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
488New |
$192K - $214K
|
488
$271K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
488New |
$192K - $214K
|
488
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
488+ 33.15% |
$192K - $214K
|
1.96K
$1.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
486New |
$192K - $213K
|
486
$270K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
486+ 0.67% |
$192K - $213K
|
73.5K
$40.8M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
485+ 3.44% |
$191K - $213K
|
14.6K
$8.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
483New |
$190K - $212K
|
483
$268K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
482New |
$190K - $212K
|
482
$268K
|