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 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.23K+ 5.94% |
$486K - $541K
|
22K
$12.1M
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.23KNew |
$485K - $540K
|
1.23K
$679K
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.22K+ 11.63% |
$483K - $537K
|
11.8K
$6.48M
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.22K+ 3.66% |
$481K - $536K
|
34.6K
$19.1M
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.22KNew |
$481K - $535K
|
1.22K
$673K
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.22KNew |
$479K - $533K
|
1.22K
$670K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.2K+ 79.74% |
$475K - $529K
|
2.71K
$1.5M
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.2KNew |
$474K - $528K
|
1.2K
$664K
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.19KNew |
$469K - $522K
|
1.19K
$656K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.19K+ 8.56% |
$468K - $521K
|
15K
$8.3M
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.17K+ 9.83% |
$462K - $515K
|
13.1K
$7.23M
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
1.17KNew |
$462K - $514K
|
1.17K
$646K
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.17KNew |
$461K - $514K
|
1.17K
$646K
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.17K+ 1.6% |
$459K - $511K
|
73.9K
$40.8M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.16K+ 79.32% |
$458K - $510K
|
2.63K
$1.45M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.16K+ 2.85% |
$457K - $509K
|
41.8K
$23M
|
|
Feb 14, 2022
Q4 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
1.16KNew |
$455K - $507K
|
1.16K
$637K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 27.78% |
$453K - $505K
|
5.29K
$2.92M
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.14KNew |
$451K - $502K
|
1.14K
$631K
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.14KNew |
$451K - $502K
|
1.14K
$631K
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.14KNew |
$449K - $500K
|
1.14K
$628K
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.13K+ 2.03% |
$445K - $496K
|
56.7K
$31.3M
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$445K - $495K
|
1.13K
$622K
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.13K+ 2.14% |
$443K - $494K
|
53.7K
$29.6M
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.13K+ 2.14% |
$443K - $494K
|
53.7K
$29.6M
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$443K - $493K
|
1.12K
$620K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12K+ 10.29% |
$440K - $490K
|
12K
$6.6M
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.11K+ 27.87% |
$438K - $488K
|
5.1K
$2.81M
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.11K+ 4.28% |
$436K - $485K
|
26.9K
$14.9M
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.1K+ 4.32% |
$435K - $485K
|
26.6K
$14.7M
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
1.1KNew |
$434K - $483K
|
1.1K
$607K
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 7.26% |
$434K - $483K
|
16.2K
$8.97M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.09K+ 6.84% |
$429K - $478K
|
17K
$9.38M
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$429K - $477K
|
1.09K
$600K
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
1.08KNew |
$425K - $474K
|
1.08K
$595K
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.08KNew |
$425K - $474K
|
1.08K
$595K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.08K+ 12.49% |
$425K - $473K
|
9.71K
$5.36M
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.07K+ 3.37% |
$422K - $470K
|
32.8K
$18.1M
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
1.07K+ 158.69% |
$421K - $469K
|
1.74K
$961K
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 4.1% |
$420K - $468K
|
27.1K
$14.9M
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.06KNew |
$419K - $466K
|
1.06K
$586K
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.06KNew |
$418K - $465K
|
1.06K
$585K
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
1.06KNew |
$417K - $465K
|
1.06K
$584K
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.06K+ 44.94% |
$417K - $464K
|
3.41K
$1.88M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 2.19% |
$416K - $464K
|
49.3K
$27.2M
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.05KNew |
$415K - $462K
|
1.05K
$580K
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
1.05K+ 12.87% |
$414K - $461K
|
9.2K
$5.08M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.05K+ 48.41% |
$413K - $460K
|
3.21K
$1.77M
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.05KNew |
$412K - $459K
|
1.05K
$577K
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
1.03K+ 14.05% |
$406K - $452K
|
8.36K
$4.61M
|