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 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.04K- 5.53% |
$410K - $457K
|
17.8K
$9.86M
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$412K - $458K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.05KClosed |
$414K - $461K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 5.18% |
$424K - $472K
|
19.7K
$10.9M
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.08KClosed |
$427K - $475K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08KClosed |
$427K - $475K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-1.08K- 9.39% |
$427K - $476K
|
10.5K
$5.81M
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.09KClosed |
$430K - $479K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.1K- 19.6% |
$432K - $482K
|
4.5K
$2.5M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.13K- 9.46% |
$445K - $496K
|
10.8K
$6M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 2.35% |
$458K - $510K
|
48.2K
$26.8M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 2.26% |
$465K - $518K
|
51.1K
$28.4M
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.18K- 9.12% |
$466K - $519K
|
11.8K
$6.54M
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.2K- 8.53% |
$473K - $527K
|
12.9K
$7.15M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.21K- 3.5% |
$477K - $531K
|
33.4K
$18.5M
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.21KClosed |
$477K - $531K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.23K- 5.42% |
$483K - $538K
|
21.4K
$11.9M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.23K- 2.0% |
$486K - $541K
|
60.5K
$33.6M
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.25K- 9.42% |
$492K - $548K
|
12K
$6.67M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.26K- 3.55% |
$495K - $551K
|
34.1K
$18.9M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 8.15% |
$529K - $589K
|
15.1K
$8.39M
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.35K- 5.88% |
$532K - $592K
|
21.6K
$12M
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.4K- 10.35% |
$553K - $616K
|
12.2K
$6.76M
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.41K- 31.51% |
$555K - $619K
|
3.06K
$1.7M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.45K- 7.49% |
$571K - $636K
|
17.9K
$9.93M
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.46K- 3.07% |
$576K - $641K
|
46K
$25.6M
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.47K- 37.86% |
$581K - $647K
|
2.42K
$1.34M
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.48K- 98.67% |
$583K - $650K
|
20
$11.1K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.54K- 6.28% |
$605K - $674K
|
22.9K
$12.7M
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.57K- 1.8% |
$620K - $691K
|
86K
$47.8M
|
|
Feb 02, 2022
Q4 2021
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.63K- 21.8% |
$643K - $716K
|
5.86K
$3.25M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.64K- 4.77% |
$647K - $721K
|
32.7K
$18.2M
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.8K- 3.51% |
$710K - $790K
|
49.4K
$27.5M
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-1.84K- 0.77% |
$725K - $808K
|
236K
$131M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.85K- 8.18% |
$727K - $810K
|
20.7K
$11.5M
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.88K- 15.2% |
$739K - $823K
|
10.5K
$5.81M
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.69% |
$748K - $833K
|
68.6K
$38.1M
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1.93KClosed |
$762K - $849K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.95K- 0.19% |
$769K - $856K
|
1.02M
$567M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.98K- 3.08% |
$782K - $871K
|
62.3K
$34.6M
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$794K - $885K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.05K- 4.34% |
$808K - $900K
|
45.2K
$25.1M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.08K- 1.46% |
$821K - $914K
|
140K
$78M
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.11K- 4.82% |
$832K - $926K
|
41.7K
$23.2M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.11K- 31.95% |
$833K - $928K
|
4.5K
$2.5M
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.11K- 65.33% |
$833K - $928K
|
1.12K
$623K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.18K- 0.2% |
$858K - $956K
|
1.08M
$602M
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.23K- 2.31% |
$879K - $979K
|
94.4K
$52.4M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.23K- 0.58% |
$880K - $980K
|
381K
$212M
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.24K- 6.18% |
$881K - $981K
|
34K
$18.9M
|