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
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.96KNew |
$773K - $860K
|
1.96K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.95K+ 34.04% |
$770K - $858K
|
7.69K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.92KNew |
$757K - $843K
|
1.92K
$1.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.92KNew |
$755K - $841K
|
1.92K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
1.91KNew |
$753K - $839K
|
1.91K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.89K+ 33.86% |
$745K - $830K
|
7.48K
$4.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
BUY
|
- |
1.87K+ 39.43% |
$738K - $822K
|
6.62K
$3.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 1.65% |
$737K - $821K
|
116K
$63.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.86K+ 6.03% |
$734K - $818K
|
32.8K
$18.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.86K+ 41.88% |
$733K - $816K
|
6.3K
$3.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.85K+ 8.88% |
$729K - $812K
|
22.7K
$12.5M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
1.84K+ 6.98% |
$726K - $808K
|
28.2K
$15.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.82K+ 29.3% |
$718K - $799K
|
8.04K
$4.43M
|
|
|
Feb 04, 2025
Q4 2021
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.81KNew |
$712K - $793K
|
1.81K
$997K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.81K+ 61.63% |
$712K - $792K
|
4.73K
$2.61M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.8KNew |
$710K - $791K
|
1.8K
$994K
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.79KNew |
$707K - $788K
|
1.79K
$990K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.78K+ 274.15% |
$702K - $782K
|
2.43K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.77KNew |
$699K - $779K
|
1.77K
$979K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$697K - $776K
|
1.77K
$975K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.77K+ 3.21% |
$697K - $776K
|
56.9K
$31.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.75KNew |
$690K - $768K
|
1.75K
$966K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.75K+ 30.44% |
$689K - $768K
|
7.49K
$4.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.74K+ 1.0% |
$685K - $763K
|
175K
$96.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.74KNew |
$685K - $763K
|
1.74K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.74K+ 2.96% |
$684K - $762K
|
60.3K
$33.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.71K+ 16.07% |
$675K - $752K
|
12.4K
$6.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1.7K+ 7.67% |
$671K - $747K
|
23.9K
$13.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.7K+ 5.14% |
$671K - $747K
|
34.8K
$19.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.69K+ 4.46% |
$667K - $743K
|
39.6K
$21.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
1.67KNew |
$659K - $734K
|
1.67K
$923K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.66K+ 86.23% |
$654K - $729K
|
3.59K
$1.98M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.66K+ 0.82% |
$654K - $728K
|
204K
$112M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.65K+ 106.51% |
$652K - $726K
|
3.21K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65K+ 19.84% |
$652K - $726K
|
9.99K
$5.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
1.65KNew |
$651K - $725K
|
1.65K
$911K
|
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.64K+ 6.09% |
$648K - $721K
|
28.6K
$15.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.64K+ 13.66% |
$647K - $720K
|
13.6K
$7.53M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.64KNew |
$646K - $720K
|
1.64K
$904K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.64K+ 15.03% |
$645K - $719K
|
12.5K
$6.91M
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
1.63KNew |
$644K - $717K
|
1.63K
$902K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.63K+ 12.01% |
$642K - $715K
|
15.2K
$8.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.63K+ 19.78% |
$641K - $713K
|
9.84K
$5.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.62K+ 12.29% |
$640K - $713K
|
14.8K
$8.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.59K+ 20.24% |
$628K - $700K
|
9.47K
$5.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 2.9% |
$624K - $695K
|
56.3K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 5.22% |
$614K - $684K
|
31.4K
$17.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.55K+ 150.44% |
$613K - $682K
|
2.59K
$1.43M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
1.55KNew |
$610K - $680K
|
1.55K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.52K+ 30.71% |
$599K - $667K
|
6.47K
$3.57M
|