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 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
7+ 0.41% |
$2.76K - $3.07K
|
1.7K
$936K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.15% |
$2.76K - $3.07K
|
4.77K
$2.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7+ 0.26% |
$2.76K - $3.07K
|
2.73K
$1.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7+ 0.7% |
$2.76K - $3.07K
|
1K
$553K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
6+ 0.63% |
$2.37K - $2.63K
|
955
$527K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
6+ 0.52% |
$2.37K - $2.63K
|
1.16K
$642K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
5+ 0.09% |
$1.97K - $2.2K
|
5.84K
$3.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5+ 0.2% |
$1.97K - $2.2K
|
2.54K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.62% |
$1.97K - $2.2K
|
809
$446K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
5+ 0.12% |
$1.97K - $2.2K
|
4.27K
$2.36M
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 2.35% |
$1.97K - $2.2K
|
218
$120K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5New |
$1.97K - $2.2K
|
5
$2.76K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5New |
$1.97K - $2.2K
|
5
$2.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5New |
$1.97K - $2.2K
|
5
$2.76K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 27.78% |
$1.97K - $2.2K
|
23
$12.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$1.58K - $1.76K
|
1.44K
$794K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4+ 0.27% |
$1.58K - $1.76K
|
1.48K
$818K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$1.58K - $1.76K
|
692
$382K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.0% |
$1.58K - $1.76K
|
85.9K
$47.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
4+ 0.71% |
$1.58K - $1.76K
|
568
$313K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.08% |
$1.58K - $1.76K
|
4.72K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 0.94% |
$1.58K - $1.76K
|
430
$237K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
4+ 0.76% |
$1.58K - $1.76K
|
531
$293K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.52% |
$1.58K - $1.76K
|
769
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.13% |
$1.58K - $1.76K
|
3.11K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3+ 0.19% |
$1.18K - $1.32K
|
1.61K
$887K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.7% |
$1.18K - $1.32K
|
432
$238K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$1.18K - $1.32K
|
1.26K
$695K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
3+ 0.43% |
$1.18K - $1.32K
|
699
$386K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
3+ 0.02% |
$1.18K - $1.32K
|
16.3K
$9M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.18K - $1.32K
|
4.46K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
3+ 0.04% |
$1.18K - $1.32K
|
8.23K
$4.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.2% |
$1.18K - $1.32K
|
1.47K
$813K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.03% |
$1.18K - $1.32K
|
8.63K
$4.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.12% |
$788 - $878
|
1.65K
$913K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.05% |
$788 - $878
|
3.98K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.23% |
$788 - $878
|
856
$472K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.03% |
$788 - $878
|
7.55K
$4.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
2+ 0.37% |
$788 - $878
|
538
$297K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$788 - $878
|
896
$494K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.57% |
$788 - $878
|
352
$194K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.14% |
$788 - $878
|
1.42K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$788 - $878
|
715
$395K
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2+ 0.36% |
$788 - $878
|
557
$307K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.12% |
$788 - $878
|
1.7K
$937K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.59% |
$788 - $878
|
341
$188K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
1+ 0.17% |
$394 - $439
|
600
$331K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$394 - $439
|
575
$317K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.12% |
$394 - $439
|
869
$479K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
1+ 0.0% |
$394 - $439
|
21.9K
$12.1M
|