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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
350+ 0.46% |
$138K - $154K
|
76K
$41.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
347+ 14.0% |
$137K - $152K
|
2.83K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
344+ 3.4% |
$136K - $151K
|
10.5K
$5.78M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
343+ 13.59% |
$135K - $151K
|
2.87K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
342+ 29.53% |
$135K - $150K
|
1.5K
$828K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
334+ 11.09% |
$132K - $147K
|
3.35K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
330+ 1.96% |
$130K - $145K
|
17.1K
$9.45M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
330+ 0.3% |
$130K - $145K
|
112K
$61.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
326+ 5.89% |
$129K - $143K
|
5.87K
$3.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
323New |
$127K - $142K
|
323
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
320+ 8.76% |
$126K - $140K
|
3.97K
$2.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
315+ 2.43% |
$124K - $138K
|
13.3K
$7.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
315+ 5.11% |
$124K - $138K
|
6.48K
$3.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
313+ 13.83% |
$123K - $137K
|
2.58K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
312+ 10.28% |
$123K - $137K
|
3.35K
$1.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
308+ 0.48% |
$121K - $135K
|
63.9K
$35.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
305+ 3.46% |
$120K - $134K
|
9.12K
$5.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
305+ 15.51% |
$120K - $134K
|
2.27K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
304+ 39.74% |
$120K - $133K
|
1.07K
$590K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
303+ 5.68% |
$119K - $133K
|
5.64K
$3.11M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
301+ 4.63% |
$119K - $132K
|
6.8K
$3.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
300+ 2.17% |
$118K - $132K
|
14.1K
$7.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
300+ 5.42% |
$118K - $132K
|
5.83K
$3.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
299+ 24.73% |
$118K - $131K
|
1.51K
$832K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
296+ 0.07% |
$117K - $130K
|
419K
$231M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
296+ 1.43% |
$117K - $130K
|
21K
$11.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
290+ 15.18% |
$114K - $127K
|
2.2K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
286+ 3.53% |
$113K - $126K
|
8.39K
$4.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
285+ 1.29% |
$112K - $125K
|
22.5K
$12.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
284+ 9.07% |
$112K - $125K
|
3.41K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
280+ 7.35% |
$110K - $123K
|
4.09K
$2.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
280+ 13.53% |
$110K - $123K
|
2.35K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
280+ 1.08% |
$110K - $123K
|
26.2K
$14.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
279+ 122.91% |
$110K - $122K
|
506
$279K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
270New |
$106K - $119K
|
270
$149K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
270+ 10.46% |
$106K - $119K
|
2.85K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
267New |
$105K - $117K
|
267
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
265+ 73.61% |
$104K - $116K
|
625
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
263+ 16.33% |
$104K - $115K
|
1.87K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
261+ 19.48% |
$103K - $115K
|
1.6K
$883K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
260+ 0.87% |
$102K - $114K
|
30.3K
$16.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
260+ 19.7% |
$102K - $114K
|
1.58K
$872K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
260+ 8.5% |
$102K - $114K
|
3.32K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
260+ 2.42% |
$102K - $114K
|
11K
$6.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
258+ 29.15% |
$102K - $113K
|
1.14K
$631K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
258New |
$102K - $113K
|
258
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
257+ 1.71% |
$101K - $113K
|
15.3K
$8.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
257+ 2.3% |
$101K - $113K
|
11.4K
$6.3M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
255+ 45.54% |
$101K - $112K
|
815
$450K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
253New |
$99.7K - $111K
|
253
$140K
|