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 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
482New |
$190K - $212K
|
482
$268K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
478+ 6.2% |
$188K - $210K
|
8.18K
$4.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
477+ 13.11% |
$188K - $209K
|
4.12K
$2.29M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
475+ 15.84% |
$187K - $209K
|
3.47K
$1.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
475New |
$187K - $209K
|
475
$264K
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
471New |
$186K - $207K
|
471
$262K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
470New |
$185K - $206K
|
470
$261K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
BUY
|
- |
470New |
$185K - $206K
|
470
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
467New |
$184K - $205K
|
467
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
457New |
$180K - $201K
|
457
$254K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
445+ 21.82% |
$175K - $195K
|
2.48K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
445+ 3.05% |
$175K - $195K
|
15K
$8.34M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
440+ 4.27% |
$173K - $193K
|
10.8K
$5.97M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
435New |
$171K - $191K
|
435
$242K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
435+ 39.26% |
$171K - $191K
|
1.54K
$857K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
426+ 223.04% |
$168K - $187K
|
617
$343K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
426+ 51.33% |
$168K - $187K
|
1.26K
$698K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
425+ 6.06% |
$168K - $187K
|
7.44K
$4.13M
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
425+ 5.64% |
$168K - $187K
|
7.96K
$4.42M
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
422+ 1.31% |
$166K - $185K
|
32.7K
$18.2M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
420+ 20.69% |
$166K - $184K
|
2.45K
$1.36M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
419+ 6.03% |
$165K - $184K
|
7.36K
$4.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
412+ 8.47% |
$162K - $181K
|
5.28K
$2.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
411+ 19.52% |
$162K - $180K
|
2.52K
$1.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
403+ 1.58% |
$159K - $177K
|
25.9K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
403+ 70.7% |
$159K - $177K
|
973
$540K
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
400+ 1.89% |
$158K - $176K
|
21.6K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
400+ 50.0% |
$158K - $176K
|
1.2K
$667K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
396+ 1.23% |
$156K - $174K
|
32.5K
$18.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
395+ 16.8% |
$156K - $173K
|
2.75K
$1.53M
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
393+ 3.86% |
$155K - $173K
|
10.6K
$5.87M
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
387+ 11.59% |
$153K - $170K
|
3.73K
$2.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
383+ 21.23% |
$151K - $168K
|
2.19K
$1.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
382+ 23.54% |
$151K - $168K
|
2.01K
$1.11M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
382+ 1.83% |
$151K - $168K
|
21.2K
$11.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
379+ 13.74% |
$149K - $166K
|
3.14K
$1.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
366+ 41.45% |
$144K - $161K
|
1.25K
$694K
|
|
|
Feb 09, 2022
Q4 2021
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
366New |
$144K - $161K
|
366
$203K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
365+ 1.93% |
$144K - $160K
|
19.3K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
364+ 17.49% |
$143K - $160K
|
2.45K
$1.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
361+ 15.21% |
$142K - $158K
|
2.74K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Refined Wealth Management
|
BUY
|
- |
360+ 26.71% |
$142K - $158K
|
1.71K
$949K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
357+ 57.49% |
$141K - $157K
|
978
$543K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
355+ 1.21% |
$140K - $156K
|
29.7K
$16.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
352+ 2.87% |
$139K - $155K
|
12.6K
$7.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
350+ 0.46% |
$138K - $154K
|
76K
$42.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
347+ 14.0% |
$137K - $152K
|
2.83K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
344+ 3.4% |
$136K - $151K
|
10.5K
$5.82M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
343+ 13.59% |
$135K - $151K
|
2.87K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
342+ 29.53% |
$135K - $150K
|
1.5K
$833K
|