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 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
40New |
$15.8K - $17.6K
|
40
$22.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
39+ 4.21% |
$15.4K - $17.1K
|
966
$537K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
38+ 1.99% |
$15K - $16.7K
|
1.95K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
38+ 0.06% |
$15K - $16.7K
|
59.1K
$32.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
37+ 2.31% |
$14.6K - $16.2K
|
1.64K
$911K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
37+ 0.23% |
$14.6K - $16.2K
|
16.4K
$9.12M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
37+ 1.93% |
$14.6K - $16.2K
|
1.95K
$1.08M
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37+ 0.1% |
$14.6K - $16.2K
|
37.8K
$21M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
37+ 1.55% |
$14.6K - $16.2K
|
2.42K
$1.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
36+ 2.39% |
$14.2K - $15.8K
|
1.54K
$858K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
36+ 6.11% |
$14.2K - $15.8K
|
625
$347K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
35+ 2.09% |
$13.8K - $15.4K
|
1.71K
$949K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
35+ 0.8% |
$13.8K - $15.4K
|
4.39K
$2.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
35+ 0.84% |
$13.8K - $15.4K
|
4.2K
$2.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
35+ 1.13% |
$13.8K - $15.4K
|
3.13K
$1.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
34+ 0.97% |
$13.4K - $14.9K
|
3.55K
$1.97M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
33New |
$13K - $14.5K
|
33
$18.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
33+ 1.02% |
$13K - $14.5K
|
3.28K
$1.82M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
33+ 1.27% |
$13K - $14.5K
|
2.64K
$1.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
33+ 0.76% |
$13K - $14.5K
|
4.39K
$2.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
32+ 7.64% |
$12.6K - $14K
|
451
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32New |
$12.6K - $14K
|
32
$17.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
31New |
$12.2K - $13.6K
|
31
$17.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
31+ 2.98% |
$12.2K - $13.6K
|
1.07K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
31+ 0.13% |
$12.2K - $13.6K
|
24.5K
$13.6M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
31New |
$12.2K - $13.6K
|
31
$17.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
31+ 1.96% |
$12.2K - $13.6K
|
1.61K
$896K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
30+ 3.9% |
$11.8K - $13.2K
|
800
$444K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
29+ 483.33% |
$11.4K - $12.7K
|
35
$19.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.36% |
$11.4K - $12.7K
|
8.02K
$4.45M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
28New |
$11K - $12.3K
|
28
$15.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
28+ 1.05% |
$11K - $12.3K
|
2.7K
$1.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
28+ 1.22% |
$11K - $12.3K
|
2.33K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.7% |
$11K - $12.3K
|
4.04K
$2.24M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
28New |
$11K - $12.3K
|
28
$15.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
28+ 1.09% |
$11K - $12.3K
|
2.59K
$1.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
27+ 1.31% |
$10.6K - $11.9K
|
2.09K
$1.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
27+ 1.71% |
$10.6K - $11.9K
|
1.6K
$890K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
27+ 4.65% |
$10.6K - $11.9K
|
608
$338K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
26+ 0.48% |
$10.2K - $11.4K
|
5.46K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
26+ 0.77% |
$10.2K - $11.4K
|
3.41K
$1.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
26+ 65.0% |
$10.2K - $11.4K
|
66
$36.7K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
25+ 1.85% |
$9.86K - $11K
|
1.37K
$763K
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
25+ 0.31% |
$9.86K - $11K
|
8.2K
$4.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
25+ 0.51% |
$9.86K - $11K
|
4.89K
$2.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 2.31% |
$9.46K - $10.5K
|
1.06K
$590K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
24+ 1.35% |
$9.46K - $10.5K
|
1.81K
$1M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.85% |
$9.07K - $10.1K
|
2.73K
$1.52M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
23+ 1.28% |
$9.07K - $10.1K
|
1.82K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
22+ 0.57% |
$8.67K - $9.66K
|
3.88K
$2.15M
|