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 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-595- 8.74% |
$235K - $261K
|
6.22K
$3.43M
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-607- 10.56% |
$239K - $266K
|
5.14K
$2.84M
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-614Closed |
$242K - $270K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-618- 10.12% |
$244K - $271K
|
5.49K
$3.03M
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-631- 0.55% |
$249K - $277K
|
113K
$62.5M
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-634- 3.75% |
$250K - $278K
|
16.3K
$8.98M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-636- 3.11% |
$251K - $279K
|
19.8K
$10.9M
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-645- 6.22% |
$254K - $283K
|
9.73K
$5.37M
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
SELL
|
- |
-647- 4.07% |
$255K - $284K
|
15.3K
$8.42M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-657- 27.0% |
$259K - $288K
|
1.78K
$980K
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-659- 9.86% |
$260K - $289K
|
6.03K
$3.33M
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-659- 2.13% |
$260K - $289K
|
30.2K
$16.7M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-661- 5.06% |
$261K - $290K
|
12.4K
$6.84M
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-674- 8.53% |
$266K - $296K
|
7.23K
$3.99M
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-674- 8.53% |
$266K - $296K
|
7.23K
$3.99M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-686- 50.63% |
$270K - $301K
|
669
$369K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-687- 22.58% |
$271K - $302K
|
2.36K
$1.3M
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-698- 4.68% |
$275K - $306K
|
14.2K
$7.85M
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-700Closed |
$276K - $307K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-715- 5.42% |
$282K - $314K
|
12.5K
$6.88M
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-717- 54.24% |
$283K - $315K
|
605
$334K
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-719Closed |
$283K - $316K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-720- 11.9% |
$284K - $316K
|
5.33K
$2.94M
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-733- 20.67% |
$289K - $322K
|
2.81K
$1.55M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-734- 1.55% |
$289K - $322K
|
46.5K
$25.7M
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-741- 32.16% |
$292K - $325K
|
1.56K
$862K
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-743- 50.68% |
$293K - $326K
|
723
$399K
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-748- 34.89% |
$295K - $328K
|
1.4K
$770K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-752- 0.99% |
$296K - $330K
|
75.3K
$41.5M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-770- 2.39% |
$304K - $338K
|
31.4K
$17.3M
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-772- 1.78% |
$304K - $339K
|
42.6K
$23.5M
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-785Closed |
$309K - $345K
|
0
$0
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-789- 40.57% |
$311K - $346K
|
1.16K
$638K
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-797- 1.27% |
$314K - $350K
|
61.8K
$34.1M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-823Closed |
$324K - $361K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-828- 90.1% |
$326K - $364K
|
91
$50.2K
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
SELL
|
- |
-831Closed |
$328K - $365K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-841- 13.62% |
$332K - $369K
|
5.33K
$2.94M
|
|
Feb 03, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-857- 0.14% |
$338K - $376K
|
596K
$329M
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-871- 35.54% |
$343K - $382K
|
1.58K
$872K
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-872- 5.46% |
$344K - $383K
|
15.1K
$8.33M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-878Closed |
$346K - $385K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-897- 3.31% |
$354K - $394K
|
26.2K
$14.5M
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-917Closed |
$361K - $403K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-926- 98.3% |
$365K - $407K
|
16
$8.83K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-929- 51.61% |
$366K - $408K
|
871
$481K
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-934- 3.0% |
$368K - $410K
|
30.2K
$16.6M
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-946- 1.49% |
$373K - $415K
|
62.6K
$34.6M
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-955- 0.83% |
$376K - $419K
|
115K
$63.2M
|
|
Feb 04, 2022
Q4 2021
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-959Closed |
$378K - $421K
|
0
$0
|