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 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$8.26M - $9.2M
|
21K
$11.6M
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20.7KNew |
$8.15M - $9.08M
|
20.7K
$11.5M
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20.4KNew |
$8.06M - $8.98M
|
20.4K
$11.4M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
19.7K+ 2510.57% |
$7.77M - $8.65M
|
20.5K
$11.4M
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
19.6KNew |
$7.74M - $8.62M
|
19.6K
$10.9M
|
|
Feb 11, 2022
Q4 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
19.6K+ 24.69% |
$7.74M - $8.62M
|
99.1K
$55M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19.2KNew |
$7.59M - $8.45M
|
19.2K
$10.7M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
19.2K+ 1.7% |
$7.57M - $8.43M
|
1.15M
$636M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
19KNew |
$7.48M - $8.33M
|
19K
$10.5M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.8KNew |
$7.41M - $8.25M
|
18.8K
$10.4M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18.7K+ 3.58% |
$7.37M - $8.2M
|
540K
$300M
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18.7K+ 43.61% |
$7.37M - $8.2M
|
61.5K
$34.2M
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
17.9KNew |
$7.07M - $7.87M
|
17.9K
$9.96M
|
|
Feb 11, 2022
Q4 2021
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
17.7KNew |
$6.99M - $7.79M
|
17.7K
$9.86M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.7K+ 598.34% |
$6.97M - $7.76M
|
20.6K
$11.5M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
17.6K+ 28.32% |
$6.95M - $7.74M
|
79.9K
$44.4M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17.1K+ 1.46% |
$6.75M - $7.52M
|
1.19M
$662M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16.5K+ 6.27% |
$6.5M - $7.24M
|
279K
$155M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.4KNew |
$6.46M - $7.19M
|
16.4K
$9.1M
|
|
Feb 14, 2022
Q4 2021
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
16.1K+ 2.08% |
$6.36M - $7.09M
|
793K
$440M
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
16.1KNew |
$6.33M - $7.05M
|
16.1K
$8.92M
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16.1KNew |
$6.33M - $7.05M
|
16.1K
$8.92M
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15.9KNew |
$6.27M - $6.98M
|
15.9K
$8.83M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.9KNew |
$6.26M - $6.97M
|
15.9K
$8.82M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15.9K+ 2729.43% |
$6.25M - $6.96M
|
16.4K
$9.13M
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
15.8KNew |
$6.23M - $6.94M
|
15.8K
$8.78M
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.8K+ 9.4% |
$6.22M - $6.92M
|
184K
$102M
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
15.7K+ 29.52% |
$6.18M - $6.88M
|
68.7K
$38.2M
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$6.13M - $6.82M
|
15.5K
$8.63M
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15.5KNew |
$6.09M - $6.78M
|
15.5K
$8.58M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.2K+ 19.92% |
$5.98M - $6.66M
|
91.3K
$50.7M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15K+ 219.5% |
$5.93M - $6.6M
|
21.9K
$12.2M
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
15KNew |
$5.92M - $6.59M
|
15K
$8.34M
|
|
Feb 17, 2022
Q4 2021
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
15K+ 17.09% |
$5.91M - $6.59M
|
103K
$57.1M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
14.9K+ 587.88% |
$5.89M - $6.56M
|
17.5K
$9.71M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9K+ 47.23% |
$5.88M - $6.55M
|
46.5K
$25.8M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
14.9KNew |
$5.86M - $6.53M
|
14.9K
$8.26M
|
|
Feb 18, 2022
Q4 2021
|
Fairfield University
|
BUY
|
- |
14.8K+ 12.9% |
$5.85M - $6.52M
|
130K
$72.1M
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14.8K+ 2825.86% |
$5.81M - $6.48M
|
15.3K
$8.48M
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
14.7K+ 22.81% |
$5.8M - $6.46M
|
79.2K
$44M
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14.7K+ 210.46% |
$5.79M - $6.45M
|
21.7K
$12M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.6K+ 73.47% |
$5.77M - $6.43M
|
34.6K
$19.2M
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
14.6K+ 3.61% |
$5.74M - $6.4M
|
419K
$233M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.5K+ 0.75% |
$5.71M - $6.36M
|
1.94M
$1.08B
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.5K+ 74.41% |
$5.7M - $6.34M
|
33.9K
$18.8M
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
14.4KNew |
$5.69M - $6.33M
|
14.4K
$8.01M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14.2KNew |
$5.6M - $6.24M
|
14.2K
$7.9M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.1K+ 11.51% |
$5.55M - $6.18M
|
136K
$75.7M
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
13.8K+ 9.16% |
$5.45M - $6.07M
|
165K
$91.5M
|
|
Feb 10, 2022
Q4 2021
|
Mount Capital LTD
|
BUY
|
- |
13.8KNew |
$5.44M - $6.06M
|
13.8K
$7.67M
|