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 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-175- 7.82% |
$69K - $76.8K
|
2.06K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-178- 0.22% |
$70.2K - $78.1K
|
82K
$45.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-179- 8.85% |
$70.6K - $78.6K
|
1.84K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-184- 21.85% |
$72.5K - $80.8K
|
658
$363K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-185- 26.66% |
$72.9K - $81.2K
|
509
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-187- 20.99% |
$73.7K - $82.1K
|
704
$388K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-190- 0.9% |
$74.9K - $83.4K
|
21K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-190- 6.51% |
$74.9K - $83.4K
|
2.73K
$1.51M
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-190- 26.21% |
$74.9K - $83.4K
|
535
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-193- 6.92% |
$76.1K - $84.7K
|
2.6K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-194- 1.23% |
$76.5K - $85.2K
|
15.6K
$8.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-195- 4.3% |
$76.9K - $85.6K
|
4.34K
$2.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-196Closed |
$77.3K - $86K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-196Closed |
$77.3K - $86K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-203Closed |
$80K - $89.1K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-207- 1.66% |
$81.6K - $90.9K
|
12.3K
$6.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-210- 2.55% |
$82.8K - $92.2K
|
8.02K
$4.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-212Closed |
$83.6K - $93.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-215- 1.13% |
$84.8K - $94.4K
|
18.8K
$10.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-218- 30.15% |
$85.9K - $95.7K
|
505
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-219- 12.04% |
$86.3K - $96.1K
|
1.6K
$883K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-225- 2.65% |
$88.7K - $98.8K
|
8.28K
$4.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-227- 1.46% |
$89.5K - $99.7K
|
15.3K
$8.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-228Closed |
$89.9K - $100K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-229- 5.51% |
$90.3K - $101K
|
3.93K
$2.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-229- 3.82% |
$90.3K - $101K
|
5.76K
$3.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-230- 16.38% |
$90.7K - $101K
|
1.17K
$648K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-231- 3.84% |
$91.1K - $101K
|
5.78K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-234- 3.62% |
$92.2K - $103K
|
6.22K
$3.43M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-236- 41.77% |
$93K - $104K
|
329
$182K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-238- 15.73% |
$93.8K - $104K
|
1.28K
$703K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-240- 1.18% |
$94.6K - $105K
|
20.2K
$11.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-240- 0.8% |
$94.6K - $105K
|
29.8K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-246- 3.09% |
$97K - $108K
|
7.72K
$4.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-247- 4.99% |
$97.4K - $108K
|
4.7K
$2.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-249- 27.42% |
$98.2K - $109K
|
659
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-249- 0.12% |
$98.2K - $109K
|
208K
$115M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-251- 24.0% |
$98.9K - $110K
|
795
$439K
|
|
|
Feb 01, 2022
Q4 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-255- 13.93% |
$101K - $112K
|
1.58K
$869K
|
|
|
Jan 18, 2022
Q4 2021
|
Barton Investment Management
|
SELL
|
- |
-260- 29.05% |
$102K - $114K
|
635
$350K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-269- 5.83% |
$106K - $118K
|
4.35K
$2.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-273- 21.45% |
$108K - $120K
|
1K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-283- 0.91% |
$112K - $124K
|
30.9K
$17.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-285- 1.36% |
$112K - $125K
|
20.6K
$11.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
SELL
|
- |
-299- 4.25% |
$118K - $131K
|
6.74K
$3.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-306- 4.73% |
$121K - $134K
|
6.17K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-306Closed |
$121K - $134K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-315- 4.44% |
$124K - $138K
|
6.77K
$3.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-324- 1.98% |
$128K - $142K
|
16.1K
$8.86M
|
|
|
Feb 16, 2022
Q4 2021
|
Avenir Corp
Washington, DC |
SELL
|
- |
-326- 14.12% |
$129K - $143K
|
1.98K
$1.09M
|