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 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.31K- 9.25% |
$910K - $1.01M
|
22.6K
$12.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.33K- 3.22% |
$919K - $1.02M
|
70K
$38.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.37K- 19.47% |
$935K - $1.04M
|
9.81K
$5.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.38K- 10.09% |
$937K - $1.04M
|
21.2K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.42K- 4.66% |
$954K - $1.06M
|
49.5K
$27.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-2.43K- 3.82% |
$958K - $1.07M
|
61.2K
$34M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.44K- 71.82% |
$961K - $1.07M
|
957
$532K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.48K- 1.27% |
$977K - $1.09M
|
193K
$107M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 1.27% |
$977K - $1.09M
|
193K
$107M
|
|
|
Feb 07, 2022
Q4 2021
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2.5K- 14.29% |
$986K - $1.1M
|
15K
$8.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.56K- 4.87% |
$1.01M - $1.12M
|
50K
$27.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.58K- 4.01% |
$1.02M - $1.13M
|
61.8K
$34.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.59K- 36.55% |
$1.02M - $1.13M
|
4.49K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.59K- 13.18% |
$1.02M - $1.14M
|
17.1K
$9.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-2.6K- 5.08% |
$1.03M - $1.14M
|
48.6K
$27M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-2.68K- 1.06% |
$1.06M - $1.18M
|
250K
$139M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.72K- 58.02% |
$1.07M - $1.19M
|
1.97K
$1.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.73K- 10.14% |
$1.08M - $1.2M
|
24.2K
$13.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.79K- 21.85% |
$1.1M - $1.22M
|
9.98K
$5.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 77.2% |
$1.13M - $1.25M
|
844
$469K
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.91K- 5.6% |
$1.15M - $1.28M
|
49.1K
$27.3M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.94K- 16.89% |
$1.16M - $1.29M
|
14.5K
$8.04M
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-2.96K- 13.99% |
$1.17M - $1.3M
|
18.2K
$10.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.06K- 30.45% |
$1.21M - $1.34M
|
6.98K
$3.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.07K- 46.1% |
$1.21M - $1.35M
|
3.59K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.1K- 19.94% |
$1.22M - $1.36M
|
12.4K
$6.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.21K- 4.31% |
$1.26M - $1.41M
|
71.2K
$39.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.25KClosed |
$1.28M - $1.43M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.25K- 9.67% |
$1.28M - $1.43M
|
30.4K
$16.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.38K- 0.4% |
$1.33M - $1.48M
|
843K
$468M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.4K- 0.88% |
$1.34M - $1.49M
|
385K
$214M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-3.45K- 12.74% |
$1.36M - $1.51M
|
23.6K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.45K- 5.87% |
$1.36M - $1.52M
|
55.3K
$30.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-3.49K- 3.11% |
$1.37M - $1.53M
|
109K
$60.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.5K- 11.38% |
$1.38M - $1.54M
|
27.3K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-3.55K- 44.54% |
$1.4M - $1.56M
|
4.42K
$2.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-3.61KClosed |
$1.42M - $1.59M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.73K- 8.24% |
$1.47M - $1.64M
|
41.5K
$23M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.8K- 0.91% |
$1.5M - $1.67M
|
414K
$230M
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.84KClosed |
$1.51M - $1.69M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-4.02K- 3.94% |
$1.58M - $1.76M
|
98.1K
$54.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.1KClosed |
$1.62M - $1.8M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.21K- 5.39% |
$1.66M - $1.85M
|
73.9K
$41M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.28K- 2.64% |
$1.69M - $1.88M
|
158K
$87.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.3KClosed |
$1.7M - $1.89M
|
0
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-4.32K- 27.74% |
$1.7M - $1.9M
|
11.3K
$6.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4.45K- 11.99% |
$1.76M - $1.96M
|
32.7K
$18.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-4.48K- 3.02% |
$1.77M - $1.97M
|
144K
$79.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.49K- 0.03% |
$1.77M - $1.97M
|
15.6M
$8.68B
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-4.5K- 11.39% |
$1.77M - $1.98M
|
35K
$19.4M
|