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 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-350- 0.71% |
$138K - $154K
|
49.1K
$27.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-350- 1.04% |
$138K - $154K
|
33.3K
$18.5M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-352- 1.34% |
$139K - $155K
|
25.9K
$14.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-359- 2.03% |
$142K - $158K
|
17.3K
$9.62M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-365- 1.27% |
$144K - $160K
|
28.4K
$15.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-370- 3.53% |
$146K - $162K
|
10.1K
$5.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-380- 29.57% |
$150K - $167K
|
905
$503K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-381- 6.49% |
$150K - $167K
|
5.49K
$3.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-383- 8.29% |
$151K - $168K
|
4.24K
$2.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-386- 6.13% |
$152K - $169K
|
5.92K
$3.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-390- 3.47% |
$154K - $171K
|
10.8K
$6.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-390- 41.53% |
$154K - $171K
|
549
$305K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-392- 9.28% |
$155K - $172K
|
3.83K
$2.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-400- 10.78% |
$158K - $176K
|
3.31K
$1.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-407- 12.34% |
$160K - $179K
|
2.89K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-410Closed |
$162K - $180K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-413- 2.86% |
$163K - $181K
|
14.1K
$7.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-432- 1.36% |
$170K - $190K
|
31.2K
$17.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-463- 10.97% |
$183K - $203K
|
3.76K
$2.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-471- 6.99% |
$186K - $207K
|
6.27K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-475- 0.55% |
$187K - $209K
|
85.9K
$47.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-477- 2.35% |
$188K - $209K
|
19.8K
$11M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-478- 18.98% |
$188K - $210K
|
2.04K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-481- 1.4% |
$190K - $211K
|
33.8K
$18.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-500Closed |
$197K - $220K
|
0
$0
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-505- 4.9% |
$199K - $222K
|
9.81K
$5.45M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-505- 4.9% |
$199K - $222K
|
9.81K
$5.45M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-511Closed |
$201K - $224K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-514Closed |
$203K - $226K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-514- 0.94% |
$203K - $226K
|
53.9K
$29.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-516Closed |
$203K - $227K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-526Closed |
$207K - $231K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-537- 1.51% |
$212K - $236K
|
34.9K
$19.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-537Closed |
$212K - $236K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-537- 4.38% |
$212K - $236K
|
11.7K
$6.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-547- 8.54% |
$216K - $240K
|
5.86K
$3.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-554- 1.81% |
$218K - $243K
|
30.1K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-554- 1.75% |
$218K - $243K
|
31K
$17.2M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-569- 14.95% |
$224K - $250K
|
3.24K
$1.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-571- 5.25% |
$225K - $251K
|
10.3K
$5.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-572- 2.22% |
$225K - $251K
|
25.2K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-575- 0.63% |
$227K - $252K
|
90.5K
$50.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-590- 7.9% |
$233K - $259K
|
6.88K
$3.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-595- 8.74% |
$235K - $261K
|
6.22K
$3.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-607- 10.56% |
$239K - $266K
|
5.14K
$2.85M
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-614Closed |
$242K - $270K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-618- 10.12% |
$244K - $271K
|
5.49K
$3.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-631- 0.55% |
$249K - $277K
|
113K
$62.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-634- 3.75% |
$250K - $278K
|
16.3K
$9.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-636- 3.11% |
$251K - $279K
|
19.8K
$11M
|