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 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
325+ 2.19% |
$127K - $135K
|
15.1K
$8.09M
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
323+ 3.94% |
$126K - $135K
|
8.52K
$4.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
322+ 39.95% |
$126K - $134K
|
1.13K
$602K
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
318+ 3.42% |
$124K - $133K
|
9.62K
$5.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
318+ 9.95% |
$124K - $133K
|
3.51K
$1.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
316+ 2.68% |
$123K - $132K
|
12.1K
$6.46M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
312+ 30.62% |
$122K - $130K
|
1.33K
$711K
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
311+ 12.6% |
$122K - $130K
|
2.78K
$1.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
311+ 0.99% |
$122K - $130K
|
31.6K
$16.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
308+ 12.82% |
$120K - $128K
|
2.71K
$1.45M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
306+ 270.8% |
$120K - $128K
|
419
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
306New |
$120K - $128K
|
306
$163K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
302+ 2.41% |
$118K - $126K
|
12.8K
$6.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
299+ 10.92% |
$117K - $125K
|
3.04K
$1.62M
|
|
|
Oct 19, 2021
Q3 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
297+ 2.13% |
$116K - $124K
|
14.3K
$7.62M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
296+ 2.33% |
$116K - $123K
|
13K
$6.93M
|
|
|
Nov 10, 2021
Q3 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
292+ 8.3% |
$114K - $122K
|
3.81K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
292+ 0.97% |
$114K - $122K
|
30.5K
$16.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
287New |
$112K - $120K
|
287
$153K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
282+ 3.48% |
$110K - $118K
|
8.4K
$4.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
276+ 9.92% |
$108K - $115K
|
3.06K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
274+ 1.73% |
$107K - $114K
|
16.1K
$8.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
270+ 1.0% |
$105K - $113K
|
27.2K
$14.5M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
270+ 12.78% |
$105K - $113K
|
2.38K
$1.27M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
269+ 4.81% |
$105K - $112K
|
5.87K
$3.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
268+ 0.51% |
$105K - $112K
|
52.9K
$28.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
263+ 4.28% |
$103K - $110K
|
6.4K
$3.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
263+ 6.64% |
$103K - $110K
|
4.22K
$2.26M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
260+ 39.33% |
$102K - $108K
|
921
$492K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
258+ 24.25% |
$101K - $108K
|
1.32K
$706K
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
257+ 2.6% |
$100K - $107K
|
10.1K
$5.41M
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
248+ 6.18% |
$96.9K - $103K
|
4.26K
$2.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
245+ 6.02% |
$95.7K - $102K
|
4.32K
$2.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
244+ 1.17% |
$95.3K - $102K
|
21.2K
$11.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
242+ 4.4% |
$94.5K - $101K
|
5.74K
$3.06M
|
|
|
Mar 17, 2022
Q3 2021
|
Retirement Solution Inc.
|
BUY
|
- |
241+ 29.43% |
$94.2K - $100K
|
1.06K
$566K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
240+ 0.53% |
$93.8K - $100K
|
45.5K
$24.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
240+ 8.75% |
$93.8K - $100K
|
2.98K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
229+ 3.55% |
$89.5K - $95.4K
|
6.67K
$3.56M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
228New |
$89.1K - $95K
|
228
$122K
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
226+ 5.79% |
$88.3K - $94.2K
|
4.13K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
225+ 3.98% |
$87.9K - $93.8K
|
5.87K
$3.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 8.57% |
$87.9K - $93.8K
|
2.85K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
225+ 2.16% |
$87.9K - $93.8K
|
10.7K
$5.69M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
221+ 0.44% |
$86.3K - $92.1K
|
50K
$26.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
219+ 1.36% |
$85.6K - $91.3K
|
16.4K
$8.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
218+ 2.73% |
$85.2K - $90.8K
|
8.22K
$4.39M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
215+ 0.92% |
$84K - $89.6K
|
23.6K
$12.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
212+ 3.41% |
$82.8K - $88.3K
|
6.43K
$3.43M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
212New |
$82.8K - $88.3K
|
212
$113K
|