Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
937+ 56.58% |
$366K - $390K
|
2.59K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
935+ 75.46% |
$365K - $390K
|
2.17K
$1.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
925+ 0.54% |
$361K - $385K
|
173K
$96.9M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
923New |
$361K - $385K
|
923
$516K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
914+ 7.89% |
$357K - $381K
|
12.5K
$6.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
910+ 88.78% |
$356K - $379K
|
1.94K
$1.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
907+ 101.8% |
$354K - $378K
|
1.8K
$1.01M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
902New |
$352K - $376K
|
902
$504K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
895+ 12.29% |
$350K - $373K
|
8.18K
$4.57M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
894New |
$349K - $373K
|
894
$500K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
892+ 3.41% |
$348K - $372K
|
27.1K
$15.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
891+ 107.61% |
$348K - $371K
|
1.72K
$961K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
885New |
$346K - $369K
|
885
$495K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
882+ 22.15% |
$345K - $368K
|
4.86K
$2.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
867+ 116.22% |
$339K - $361K
|
1.61K
$902K
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
851+ 22.4% |
$332K - $355K
|
4.65K
$2.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
850+ 0.67% |
$332K - $354K
|
128K
$71.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Emc Capital Management
Houston, TX |
BUY
|
- |
850+ 1.41% |
$332K - $354K
|
61K
$34.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
832+ 3.74% |
$325K - $347K
|
23.1K
$12.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
830+ 830.0% |
$324K - $346K
|
930
$520K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
825+ 13.35% |
$322K - $344K
|
7K
$3.92M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
823New |
$322K - $343K
|
823
$460K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
817+ 15.28% |
$319K - $340K
|
6.16K
$3.45M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
804New |
$314K - $335K
|
804
$449K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
804+ 0.68% |
$314K - $335K
|
120K
$66.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
803+ 7.15% |
$314K - $335K
|
12K
$6.72M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
786+ 42.56% |
$307K - $328K
|
2.63K
$1.47M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
785New |
$307K - $327K
|
785
$439K
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
783+ 3.42% |
$306K - $326K
|
23.7K
$13.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
780New |
$305K - $325K
|
780
$436K
|
|
|
Nov 12, 2021
Q3 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
780+ 6.79% |
$305K - $325K
|
12.3K
$6.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
779New |
$304K - $325K
|
779
$435K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
776+ 64.61% |
$303K - $323K
|
1.98K
$1.11M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
775+ 16.27% |
$303K - $323K
|
5.54K
$3.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
770+ 2.15% |
$301K - $321K
|
36.5K
$20.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
766+ 51.13% |
$299K - $319K
|
2.26K
$1.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
762+ 23.63% |
$298K - $318K
|
3.99K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
762+ 13.79% |
$298K - $318K
|
6.29K
$3.51M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
740+ 4.5% |
$289K - $308K
|
17.2K
$9.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
739+ 1.59% |
$289K - $308K
|
47.3K
$26.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
735+ 3.32% |
$287K - $306K
|
22.9K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
732+ 80.97% |
$286K - $305K
|
1.64K
$915K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
726+ 46.42% |
$284K - $303K
|
2.29K
$1.28M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
725New |
$283K - $302K
|
725
$405K
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
723New |
$282K - $301K
|
723
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
721+ 2.91% |
$282K - $300K
|
25.5K
$14.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
719New |
$281K - $300K
|
719
$402K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
716+ 2.31% |
$280K - $298K
|
31.7K
$17.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Reliant Wealth Planning
|
BUY
|
- |
711+ 0.66% |
$278K - $296K
|
109K
$60.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
710+ 25.04% |
$277K - $296K
|
3.55K
$1.98M
|