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 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
212+ 3.41% |
$82.8K - $88.3K
|
6.43K
$3.11M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
212New |
$82.8K - $88.3K
|
212
$103K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
210New |
$82K - $87.5K
|
210
$102K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
210+ 4.62% |
$82K - $87.5K
|
4.76K
$2.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
204+ 11.72% |
$79.7K - $85K
|
1.95K
$941K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
204+ 1.3% |
$79.7K - $85K
|
15.9K
$7.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
203+ 16.07% |
$79.3K - $84.6K
|
1.47K
$709K
|
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
198+ 2.94% |
$77.4K - $82.5K
|
6.94K
$3.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
197+ 15.06% |
$77K - $82.1K
|
1.51K
$728K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
196New |
$76.6K - $81.7K
|
196
$94.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
196+ 0.88% |
$76.6K - $81.7K
|
22.5K
$10.9M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
195+ 27.01% |
$76.2K - $81.3K
|
917
$444K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
194+ 3.31% |
$75.8K - $80.8K
|
6.05K
$2.93M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
193+ 18.56% |
$75.4K - $80.4K
|
1.23K
$597K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
193+ 0.35% |
$75.4K - $80.4K
|
54.9K
$26.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
193+ 15.11% |
$75.4K - $80.4K
|
1.47K
$711K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 7.28% |
$75K - $80K
|
2.83K
$1.37M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 7.28% |
$75K - $80K
|
2.83K
$1.37M
|
|
|
Oct 05, 2021
Q3 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
191+ 16.62% |
$74.6K - $79.6K
|
1.34K
$648K
|
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
188+ 22.01% |
$73.4K - $78.3K
|
1.04K
$504K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
187+ 10.85% |
$73.1K - $77.9K
|
1.91K
$925K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
187+ 8.01% |
$73.1K - $77.9K
|
2.52K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
187+ 3.2% |
$73.1K - $77.9K
|
6.04K
$2.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
187+ 14.55% |
$73.1K - $77.9K
|
1.47K
$712K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
186+ 19.64% |
$72.7K - $77.5K
|
1.13K
$548K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
186+ 1.29% |
$72.7K - $77.5K
|
14.7K
$7.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
184+ 12.79% |
$71.9K - $76.7K
|
1.62K
$785K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
183+ 0.57% |
$71.5K - $76.3K
|
32.2K
$15.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
181+ 18.3% |
$70.7K - $75.4K
|
1.17K
$566K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
179+ 3.2% |
$69.9K - $74.6K
|
5.77K
$2.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 20.84% |
$69.9K - $74.6K
|
1.04K
$502K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
178+ 4.98% |
$69.5K - $74.2K
|
3.75K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
172+ 2.79% |
$67.2K - $71.7K
|
6.34K
$3.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
BUY
|
- |
172+ 0.86% |
$67.2K - $71.7K
|
20.3K
$9.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
167New |
$65.2K - $69.6K
|
167
$80.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
165+ 3.62% |
$64.5K - $68.8K
|
4.72K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
165+ 0.38% |
$64.5K - $68.8K
|
43.2K
$20.9M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
165+ 64.2% |
$64.5K - $68.8K
|
422
$204K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
163+ 12.37% |
$63.7K - $67.9K
|
1.48K
$717K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
162+ 13.31% |
$63.3K - $67.5K
|
1.38K
$667K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
160+ 14.91% |
$62.5K - $66.7K
|
1.23K
$597K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
160+ 46.92% |
$62.5K - $66.7K
|
501
$242K
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
160+ 2.0% |
$62.5K - $66.7K
|
8.18K
$3.96M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
158+ 2.14% |
$61.7K - $65.8K
|
7.55K
$3.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
158+ 5.31% |
$61.7K - $65.8K
|
3.14K
$1.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
152+ 0.63% |
$59.4K - $63.3K
|
24.5K
$11.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
149+ 6.22% |
$58.2K - $62.1K
|
2.55K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
148+ 3.84% |
$57.8K - $61.7K
|
4K
$1.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
147+ 21.52% |
$57.4K - $61.3K
|
830
$402K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
147+ 27.95% |
$57.4K - $61.3K
|
673
$326K
|