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 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
710+ 25.04% |
$277K - $296K
|
3.55K
$1.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
708+ 0.79% |
$277K - $295K
|
90.7K
$43.9M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
707+ 2.52% |
$276K - $295K
|
28.8K
$13.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
700New |
$273K - $292K
|
700
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
690+ 30.17% |
$270K - $288K
|
2.98K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
682+ 8.58% |
$266K - $284K
|
8.63K
$4.18M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
678+ 22.47% |
$265K - $283K
|
3.7K
$1.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
671+ 0.34% |
$262K - $280K
|
201K
$97.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
669+ 0.83% |
$261K - $279K
|
81.5K
$39.4M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
663+ 1.68% |
$259K - $276K
|
40.1K
$19.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
661+ 96.64% |
$258K - $275K
|
1.35K
$651K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
654+ 29.07% |
$256K - $273K
|
2.9K
$1.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
653New |
$255K - $272K
|
653
$316K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
648+ 42.72% |
$253K - $270K
|
2.17K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
640+ 11.11% |
$250K - $267K
|
6.4K
$3.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
639+ 1.94% |
$250K - $266K
|
33.6K
$16.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
635+ 1.71% |
$248K - $265K
|
37.8K
$18.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
634+ 10.82% |
$248K - $264K
|
6.49K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
625+ 2.48% |
$244K - $260K
|
25.8K
$12.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
621New |
$243K - $259K
|
621
$301K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
614+ 1.88% |
$240K - $256K
|
33.4K
$16.1M
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
610New |
$238K - $254K
|
610
$295K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
606+ 29.29% |
$237K - $253K
|
2.68K
$1.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
604+ 25.98% |
$236K - $252K
|
2.93K
$1.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
602+ 92.62% |
$235K - $251K
|
1.25K
$606K
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
601+ 49.34% |
$235K - $250K
|
1.82K
$880K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
599New |
$234K - $250K
|
599
$290K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
599+ 11.1% |
$234K - $250K
|
5.99K
$2.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
599+ 2.83% |
$234K - $250K
|
21.8K
$10.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
598New |
$234K - $249K
|
598
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
598+ 8.43% |
$234K - $249K
|
7.69K
$3.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
595+ 9.57% |
$232K - $248K
|
6.81K
$3.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
594+ 23.37% |
$232K - $248K
|
3.14K
$1.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
594+ 1.94% |
$232K - $248K
|
31.2K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
593+ 11.27% |
$232K - $247K
|
5.85K
$2.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
589New |
$230K - $245K
|
589
$285K
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
576+ 2.9% |
$225K - $240K
|
20.4K
$9.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
575New |
$225K - $240K
|
575
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
572+ 32.72% |
$223K - $238K
|
2.32K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
570+ 54.76% |
$223K - $238K
|
1.61K
$780K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
570New |
$223K - $238K
|
570
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
566+ 4.12% |
$221K - $236K
|
14.3K
$6.93M
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
566+ 3.04% |
$221K - $236K
|
19.2K
$9.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
564+ 1.71% |
$220K - $235K
|
33.6K
$16.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
561+ 14.47% |
$219K - $234K
|
4.44K
$2.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
550+ 11.32% |
$215K - $229K
|
5.41K
$2.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
548+ 1.02% |
$214K - $228K
|
54.4K
$26.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
547+ 153.65% |
$214K - $228K
|
903
$437K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
544+ 11.38% |
$213K - $227K
|
5.33K
$2.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
538+ 6.45% |
$210K - $224K
|
8.87K
$4.29M
|