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 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
175+ 15.3% |
$69K - $76.8K
|
1.32K
$733K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
175+ 18.21% |
$69K - $76.8K
|
1.14K
$631K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
175+ 5.88% |
$69K - $76.8K
|
3.15K
$1.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
174+ 8.03% |
$68.6K - $76.4K
|
2.34K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
173New |
$68.2K - $75.9K
|
173
$96.1K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
173+ 82.38% |
$68.2K - $75.9K
|
383
$213K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
173+ 0.9% |
$68.2K - $75.9K
|
19.4K
$10.8M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
172+ 2.49% |
$67.8K - $75.5K
|
7.09K
$3.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
169+ 9.92% |
$66.6K - $74.2K
|
1.87K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
166+ 12.87% |
$65.4K - $72.9K
|
1.46K
$809K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
166+ 1.43% |
$65.4K - $72.9K
|
11.8K
$6.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
BUY
|
- |
165+ 0.49% |
$65K - $72.4K
|
34K
$18.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
165+ 5.65% |
$65K - $72.4K
|
3.08K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Emc Capital Management
Houston, TX |
BUY
|
- |
165+ 0.27% |
$65K - $72.4K
|
61.2K
$34M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
163+ 2.24% |
$64.3K - $71.6K
|
7.44K
$4.13M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
162+ 7.83% |
$63.9K - $71.1K
|
2.23K
$1.24M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
160New |
$63.1K - $70.2K
|
160
$88.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
160+ 0.81% |
$63.1K - $70.2K
|
19.9K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
158+ 1.91% |
$62.3K - $69.4K
|
8.42K
$4.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
158+ 3.74% |
$62.3K - $69.4K
|
4.38K
$2.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
158+ 3.79% |
$62.3K - $69.4K
|
4.33K
$2.41M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
157New |
$61.9K - $68.9K
|
157
$87.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
156+ 3.9% |
$61.5K - $68.5K
|
4.16K
$2.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
155+ 0.58% |
$61.1K - $68K
|
27K
$15M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
153+ 0.95% |
$60.3K - $67.2K
|
16.3K
$9.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
147+ 8.64% |
$57.9K - $64.5K
|
1.85K
$1.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
147+ 17.84% |
$57.9K - $64.5K
|
971
$539K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
145+ 3.29% |
$57.2K - $63.7K
|
4.55K
$2.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
145+ 6.2% |
$57.2K - $63.7K
|
2.48K
$1.38M
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
145+ 26.95% |
$57.2K - $63.7K
|
683
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
144+ 2.25% |
$56.8K - $63.2K
|
6.54K
$3.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
144+ 1.5% |
$56.8K - $63.2K
|
9.76K
$5.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
144+ 13.02% |
$56.8K - $63.2K
|
1.25K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
143+ 0.27% |
$56.4K - $62.8K
|
53K
$29.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
143+ 4.54% |
$56.4K - $62.8K
|
3.29K
$1.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
140+ 0.61% |
$55.2K - $61.5K
|
23K
$12.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
139+ 1.75% |
$54.8K - $61K
|
8.09K
$4.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
138+ 12.02% |
$54.4K - $60.6K
|
1.29K
$714K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
137New |
$54K - $60.1K
|
137
$76.1K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
137New |
$54K - $60.1K
|
137
$76.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
134+ 6.93% |
$52.8K - $58.8K
|
2.07K
$1.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
130+ 8.78% |
$51.2K - $57.1K
|
1.61K
$895K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
130+ 7.95% |
$51.2K - $57.1K
|
1.77K
$981K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
128+ 5.89% |
$50.5K - $56.2K
|
2.3K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
127+ 3.59% |
$50.1K - $55.8K
|
3.66K
$2.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
127+ 2.1% |
$50.1K - $55.8K
|
6.17K
$3.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
127+ 4.08% |
$50.1K - $55.8K
|
3.24K
$1.8M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
126New |
$49.7K - $55.3K
|
126
$70K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
125+ 9.56% |
$49.3K - $54.9K
|
1.43K
$796K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
125+ 8.1% |
$49.3K - $54.9K
|
1.67K
$926K
|