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
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-94- 1.45% |
$37.1K - $41.3K
|
6.39K
$3.49M
|
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-98- 0.31% |
$38.6K - $43K
|
31.4K
$17.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 7.99% |
$39.4K - $43.9K
|
1.15K
$629K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-100- 9.09% |
$39.4K - $43.9K
|
1K
$546K
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-102- 0.82% |
$40.2K - $44.8K
|
12.3K
$6.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-103Closed |
$40.6K - $45.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-105- 0.68% |
$41.4K - $46.1K
|
15.3K
$8.36M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-108- 3.47% |
$42.6K - $47.4K
|
3.01K
$1.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-112- 0.15% |
$44.2K - $49.2K
|
73.6K
$40.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-112- 0.74% |
$44.2K - $49.2K
|
15K
$8.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-113- 14.51% |
$44.5K - $49.6K
|
666
$364K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-116- 0.45% |
$45.7K - $50.9K
|
25.8K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-117Closed |
$46.1K - $51.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-118- 0.92% |
$46.5K - $51.8K
|
12.7K
$6.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-120- 11.47% |
$47.3K - $52.7K
|
926
$506K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-121- 5.32% |
$47.7K - $53.1K
|
2.15K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-121- 0.67% |
$47.7K - $53.1K
|
18.1K
$9.86M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-122- 4.79% |
$48.1K - $53.6K
|
2.42K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-122- 0.8% |
$48.1K - $53.6K
|
15.2K
$8.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-128- 4.52% |
$50.5K - $56.2K
|
2.7K
$1.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-128- 3.49% |
$50.5K - $56.2K
|
3.54K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-131- 4.63% |
$51.6K - $57.5K
|
2.7K
$1.47M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-131- 4.63% |
$51.6K - $57.5K
|
2.7K
$1.47M
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-135- 6.24% |
$53.2K - $59.3K
|
2.03K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-135- 14.87% |
$53.2K - $59.3K
|
773
$422K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-137- 19.08% |
$54K - $60.1K
|
581
$317K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-137- 0.76% |
$54K - $60.1K
|
17.9K
$9.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-137- 2.42% |
$54K - $60.1K
|
5.52K
$3.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-139- 5.47% |
$54.8K - $61K
|
2.4K
$1.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-141- 40.87% |
$55.6K - $61.9K
|
204
$111K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-142- 1.07% |
$56K - $62.3K
|
13.2K
$7.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-143- 2.0% |
$56.4K - $62.8K
|
7K
$3.82M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-145- 12.01% |
$57.2K - $63.7K
|
1.06K
$580K
|
|
|
Jan 13, 2022
Q4 2021
|
Alta Advisers LTD
|
SELL
|
- |
-145- 0.16% |
$57.2K - $63.7K
|
88.6K
$48.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-148- 22.49% |
$58.3K - $65K
|
510
$279K
|
|
|
Feb 07, 2022
Q4 2021
|
Parthenon LLC
|
SELL
|
- |
-149- 2.1% |
$58.7K - $65.4K
|
6.95K
$3.8M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-150- 22.39% |
$59.1K - $65.9K
|
520
$284K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-150- 1.12% |
$59.1K - $65.9K
|
13.2K
$7.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-150- 11.11% |
$59.1K - $65.9K
|
1.2K
$656K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-152- 12.16% |
$59.9K - $66.7K
|
1.1K
$600K
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-153- 7.99% |
$60.3K - $67.2K
|
1.76K
$963K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-155- 30.94% |
$61.1K - $68K
|
346
$189K
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-157- 11.15% |
$61.9K - $68.9K
|
1.25K
$683K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-157- 1.56% |
$61.9K - $68.9K
|
9.89K
$5.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-158- 2.09% |
$62.3K - $69.4K
|
7.39K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-159- 15.85% |
$62.7K - $69.8K
|
844
$461K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-169- 2.01% |
$66.6K - $74.2K
|
8.24K
$4.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-174- 24.93% |
$68.6K - $76.4K
|
524
$286K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-175- 5.44% |
$69K - $76.8K
|
3.04K
$1.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-175- 2.05% |
$69K - $76.8K
|
8.38K
$4.58M
|