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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
532+ 5.31% |
$208K - $222K
|
10.6K
$5.63M
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
527New |
$206K - $220K
|
527
$281K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
512+ 0.24% |
$200K - $213K
|
215K
$115M
|
|
Oct 29, 2021
Q3 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
507New |
$198K - $211K
|
507
$271K
|
|
Nov 10, 2021
Q3 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
500New |
$195K - $208K
|
500
$267K
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
498+ 58.45% |
$195K - $208K
|
1.35K
$721K
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
491+ 7.14% |
$192K - $205K
|
7.37K
$3.93M
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
484+ 322.67% |
$189K - $202K
|
634
$338K
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
482+ 77.24% |
$188K - $201K
|
1.11K
$590K
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
482+ 6.46% |
$188K - $201K
|
7.95K
$4.24M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
474+ 6.03% |
$185K - $198K
|
8.33K
$4.45M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
470+ 28.48% |
$184K - $196K
|
2.12K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
468+ 9.24% |
$183K - $195K
|
5.53K
$2.95M
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
466+ 82.48% |
$182K - $194K
|
1.03K
$550K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
464+ 19.0% |
$181K - $193K
|
2.91K
$1.55M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
454+ 3.93% |
$177K - $189K
|
12K
$6.41M
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
BUY
|
- |
450+ 6.77% |
$176K - $188K
|
7.1K
$3.79M
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
450+ 16.79% |
$176K - $188K
|
3.13K
$1.67M
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
433+ 2.48% |
$169K - $180K
|
17.9K
$9.55M
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
427+ 3.46% |
$167K - $178K
|
12.8K
$6.82M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
426+ 6.62% |
$166K - $178K
|
6.86K
$3.66M
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
416+ 2.16% |
$163K - $173K
|
19.7K
$10.5M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
411+ 5.74% |
$161K - $171K
|
7.57K
$4.04M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
403+ 63.17% |
$157K - $168K
|
1.04K
$556K
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
403+ 13.38% |
$157K - $168K
|
3.42K
$1.82M
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
400+ 6.05% |
$156K - $167K
|
7.02K
$3.75M
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
400+ 10.46% |
$156K - $167K
|
4.23K
$2.26M
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
400+ 90.29% |
$156K - $167K
|
843
$450K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
396+ 1.02% |
$155K - $165K
|
39.2K
$20.9M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
391+ 4.99% |
$153K - $163K
|
8.23K
$4.39M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
389+ 5.5% |
$152K - $162K
|
7.46K
$3.98M
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
388+ 18.56% |
$152K - $162K
|
2.48K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
386+ 19.95% |
$151K - $161K
|
2.32K
$1.24M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
386+ 70.96% |
$151K - $161K
|
930
$497K
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
377+ 1.85% |
$147K - $157K
|
20.7K
$11.1M
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
377+ 0.25% |
$147K - $157K
|
150K
$80.2M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
370+ 2.46% |
$145K - $154K
|
15.4K
$8.23M
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
370+ 47.62% |
$145K - $154K
|
1.15K
$612K
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
366+ 13.83% |
$143K - $153K
|
3.01K
$1.61M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
362+ 5.68% |
$141K - $151K
|
6.74K
$3.6M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
361+ 10.97% |
$141K - $150K
|
3.65K
$1.95M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
353+ 15.33% |
$138K - $147K
|
2.66K
$1.42M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
351+ 11.84% |
$137K - $146K
|
3.32K
$1.77M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
341+ 5.28% |
$133K - $142K
|
6.8K
$3.63M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
340+ 6.57% |
$133K - $142K
|
5.51K
$2.94M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
335+ 5.35% |
$131K - $140K
|
6.6K
$3.52M
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
BUY
|
- |
331+ 25.74% |
$129K - $138K
|
1.62K
$863K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
331+ 3.76% |
$129K - $138K
|
9.14K
$4.88M
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
327+ 18.39% |
$128K - $136K
|
2.11K
$1.12M
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
325+ 0.51% |
$127K - $135K
|
64.4K
$34.4M
|