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 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 42.54% |
$5.35M - $5.96M
|
45.5K
$25.3M
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
13.5K+ 3.31% |
$5.32M - $5.93M
|
422K
$234M
|
|
Jan 24, 2022
Q4 2021
|
Schroders Is LTD
|
BUY
|
- |
13.4K+ 39.07% |
$5.3M - $5.9M
|
47.8K
$26.6M
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
13.4KNew |
$5.29M - $5.89M
|
13.4K
$7.45M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
13.2K+ 16.99% |
$5.2M - $5.79M
|
90.8K
$50.4M
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
13.1K+ 7.47% |
$5.18M - $5.77M
|
189K
$105M
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.1K+ 16.21% |
$5.16M - $5.75M
|
93.8K
$52.1M
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
12.7K+ 7.76% |
$5.02M - $5.59M
|
177K
$98.3M
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.6KNew |
$4.98M - $5.54M
|
12.6K
$7.01M
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$4.9M - $5.46M
|
12.4K
$6.91M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.4K+ 37.67% |
$4.89M - $5.44M
|
45.3K
$25.2M
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
12.2K+ 11.05% |
$4.83M - $5.37M
|
123K
$68.3M
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.1K+ 1311.81% |
$4.77M - $5.32M
|
13K
$7.24M
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
12K+ 5.46% |
$4.72M - $5.26M
|
231K
$128M
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.8KNew |
$4.67M - $5.2M
|
11.8K
$6.58M
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
11.8KNew |
$4.66M - $5.19M
|
11.8K
$6.56M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.6KNew |
$4.58M - $5.1M
|
11.6K
$6.45M
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
11.6K+ 49.67% |
$4.58M - $5.1M
|
35K
$19.4M
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
11.5K+ 7.15% |
$4.55M - $5.07M
|
173K
$96.1M
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
11.4K+ 7.65% |
$4.49M - $5M
|
160K
$89M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 47.46% |
$4.43M - $4.93M
|
34.9K
$19.4M
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
11.2K+ 15.96% |
$4.43M - $4.93M
|
81.6K
$45.3M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
11.1K+ 5.09% |
$4.38M - $4.87M
|
229K
$127M
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$4.36M - $4.85M
|
11.1K
$6.14M
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
11KNew |
$4.34M - $4.83M
|
11K
$6.11M
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11KNew |
$4.33M - $4.82M
|
11K
$6.1M
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
11K+ 11.39% |
$4.32M - $4.81M
|
107K
$59.6M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9K+ 9.87% |
$4.31M - $4.8M
|
122K
$67.6M
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$4.28M - $4.77M
|
10.9K
$6.03M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
10.8K+ 30.02% |
$4.27M - $4.75M
|
46.9K
$26M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 41.61% |
$4.19M - $4.66M
|
36.2K
$20.1M
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10.4K+ 13.85% |
$4.09M - $4.55M
|
85.2K
$47.3M
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
10.3K+ 4.19% |
$4.04M - $4.5M
|
255K
$142M
|
|
Feb 09, 2022
Q4 2021
|
E L Financial Corp LTD
|
BUY
|
- |
10.2K+ 0.62% |
$4.03M - $4.49M
|
1.65M
$919M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 3.53% |
$4M - $4.46M
|
298K
$165M
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
10KNew |
$3.96M - $4.41M
|
10K
$5.58M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10K+ 3035.15% |
$3.95M - $4.4M
|
10.3K
$5.75M
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
9.92K+ 337.05% |
$3.91M - $4.35M
|
12.9K
$7.14M
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
9.85K+ 4.65% |
$3.88M - $4.32M
|
222K
$123M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
9.81K+ 1.28% |
$3.87M - $4.31M
|
776K
$431M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.76K+ 11.27% |
$3.85M - $4.29M
|
96.4K
$53.5M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
9.71K+ 2.19% |
$3.83M - $4.26M
|
452K
$251M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.64K+ 52.08% |
$3.8M - $4.23M
|
28.2K
$15.6M
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
9.64K+ 166.01% |
$3.8M - $4.23M
|
15.4K
$8.58M
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.45KNew |
$3.72M - $4.15M
|
9.45K
$5.25M
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9.34K+ 3.14% |
$3.68M - $4.1M
|
307K
$170M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
9.33K+ 3.47% |
$3.68M - $4.1M
|
278K
$155M
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.23K+ 9.58% |
$3.64M - $4.05M
|
106K
$58.6M
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
9.12KNew |
$3.59M - $4M
|
9.12K
$5.06M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
9.03KNew |
$3.56M - $3.96M
|
9.03K
$5.01M
|