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
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 2.31% |
$9.46K - $10.5K
|
1.06K
$562K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
24+ 1.35% |
$9.46K - $10.5K
|
1.81K
$957K
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.85% |
$9.07K - $10.1K
|
2.73K
$1.45M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
23+ 1.28% |
$9.07K - $10.1K
|
1.82K
$964K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
22+ 0.57% |
$8.67K - $9.66K
|
3.88K
$2.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
22+ 0.64% |
$8.67K - $9.66K
|
3.46K
$1.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
22+ 0.69% |
$8.67K - $9.66K
|
3.22K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 2.03% |
$8.28K - $9.22K
|
1.06K
$559K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
21+ 5.97% |
$8.28K - $9.22K
|
373
$198K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 2.41% |
$7.88K - $8.78K
|
850
$450K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$7.88K - $8.78K
|
20
$10.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
17+ 0.39% |
$6.7K - $7.46K
|
4.34K
$2.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
17+ 0.87% |
$6.7K - $7.46K
|
1.96K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
17+ 0.86% |
$6.7K - $7.46K
|
1.99K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
17+ 0.69% |
$6.7K - $7.46K
|
2.49K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.67% |
$6.7K - $7.46K
|
2.54K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.4% |
$6.7K - $7.46K
|
4.32K
$2.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16+ 1.19% |
$6.31K - $7.02K
|
1.37K
$723K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 0.15% |
$5.91K - $6.59K
|
9.72K
$5.15M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
15+ 0.59% |
$5.91K - $6.59K
|
2.54K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 26.79% |
$5.91K - $6.59K
|
71
$37.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
14+ 82.35% |
$5.52K - $6.15K
|
31
$16.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14New |
$5.52K - $6.15K
|
14
$7.41K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
13+ 2.82% |
$5.12K - $5.71K
|
474
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
13+ 0.13% |
$5.12K - $5.71K
|
9.95K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
13+ 0.29% |
$5.12K - $5.71K
|
4.47K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 1.71% |
$5.12K - $5.71K
|
773
$409K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
12+ 1.83% |
$4.73K - $5.27K
|
668
$354K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12+ 0.16% |
$4.73K - $5.27K
|
7.32K
$3.87M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12+ 0.79% |
$4.73K - $5.27K
|
1.54K
$815K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12+ 0.37% |
$4.73K - $5.27K
|
3.28K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
11New |
$4.34K - $4.83K
|
11
$5.82K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
11New |
$4.34K - $4.83K
|
11
$5.82K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11+ 0.55% |
$4.34K - $4.83K
|
2.02K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
10+ 0.83% |
$3.94K - $4.39K
|
1.21K
$640K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
10+ 0.62% |
$3.94K - $4.39K
|
1.61K
$855K
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$3.94K - $4.39K
|
2.06K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 12.5% |
$3.94K - $4.39K
|
90
$47.7K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.64% |
$3.94K - $4.39K
|
1.57K
$831K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.53% |
$3.55K - $3.95K
|
1.72K
$908K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
9+ 9.47% |
$3.55K - $3.95K
|
104
$55.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
9+ 1.07% |
$3.55K - $3.95K
|
854
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
9+ 0.63% |
$3.55K - $3.95K
|
1.44K
$762K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 0.7% |
$3.15K - $3.51K
|
1.15K
$608K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.63% |
$3.15K - $3.51K
|
1.29K
$681K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
8+ 0.61% |
$3.15K - $3.51K
|
1.33K
$702K
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8+ 0.63% |
$3.15K - $3.51K
|
1.28K
$677K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8+ 0.16% |
$3.15K - $3.51K
|
5.07K
$2.69M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.15% |
$3.15K - $3.51K
|
5.32K
$2.82M
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
8+ 1.07% |
$3.15K - $3.51K
|
753
$399K
|