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 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
210New |
$82K - $87.5K
|
210
$112K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
210+ 4.62% |
$82K - $87.5K
|
4.76K
$2.54M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
204+ 11.72% |
$79.7K - $85K
|
1.95K
$1.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
204+ 1.3% |
$79.7K - $85K
|
15.9K
$8.49M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
203+ 16.07% |
$79.3K - $84.6K
|
1.47K
$783K
|
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
198+ 2.94% |
$77.4K - $82.5K
|
6.94K
$3.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
197+ 15.06% |
$77K - $82.1K
|
1.51K
$804K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
196New |
$76.6K - $81.7K
|
196
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
196+ 0.88% |
$76.6K - $81.7K
|
22.5K
$12M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
195+ 27.01% |
$76.2K - $81.3K
|
917
$490K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
194+ 3.31% |
$75.8K - $80.8K
|
6.05K
$3.23M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
193+ 18.56% |
$75.4K - $80.4K
|
1.23K
$658K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
193+ 0.35% |
$75.4K - $80.4K
|
54.9K
$29.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
193+ 15.11% |
$75.4K - $80.4K
|
1.47K
$785K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 7.28% |
$75K - $80K
|
2.83K
$1.51M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 7.28% |
$75K - $80K
|
2.83K
$1.51M
|
|
|
Oct 05, 2021
Q3 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
191+ 16.62% |
$74.6K - $79.6K
|
1.34K
$715K
|
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
188+ 22.01% |
$73.4K - $78.3K
|
1.04K
$556K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
187+ 10.85% |
$73.1K - $77.9K
|
1.91K
$1.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
187+ 8.01% |
$73.1K - $77.9K
|
2.52K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
187+ 3.2% |
$73.1K - $77.9K
|
6.04K
$3.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
187+ 14.55% |
$73.1K - $77.9K
|
1.47K
$786K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
186+ 19.64% |
$72.7K - $77.5K
|
1.13K
$605K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
186+ 1.29% |
$72.7K - $77.5K
|
14.7K
$7.82M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
184+ 12.79% |
$71.9K - $76.7K
|
1.62K
$867K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
183+ 0.57% |
$71.5K - $76.3K
|
32.2K
$17.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
181+ 18.3% |
$70.7K - $75.4K
|
1.17K
$625K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
179+ 3.2% |
$69.9K - $74.6K
|
5.77K
$3.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 20.84% |
$69.9K - $74.6K
|
1.04K
$554K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
178+ 4.98% |
$69.5K - $74.2K
|
3.75K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
172+ 2.79% |
$67.2K - $71.7K
|
6.34K
$3.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
BUY
|
- |
172+ 0.86% |
$67.2K - $71.7K
|
20.3K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
167New |
$65.2K - $69.6K
|
167
$89.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
165+ 3.62% |
$64.5K - $68.8K
|
4.72K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
165+ 0.38% |
$64.5K - $68.8K
|
43.2K
$23.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
165+ 64.2% |
$64.5K - $68.8K
|
422
$225K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
163+ 12.37% |
$63.7K - $67.9K
|
1.48K
$791K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
162+ 13.31% |
$63.3K - $67.5K
|
1.38K
$736K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
160+ 14.91% |
$62.5K - $66.7K
|
1.23K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
160+ 46.92% |
$62.5K - $66.7K
|
501
$267K
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
160+ 2.0% |
$62.5K - $66.7K
|
8.18K
$4.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
158+ 2.14% |
$61.7K - $65.8K
|
7.55K
$4.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
158+ 5.31% |
$61.7K - $65.8K
|
3.14K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
152+ 0.63% |
$59.4K - $63.3K
|
24.5K
$13.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
149+ 6.22% |
$58.2K - $62.1K
|
2.55K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
148+ 3.84% |
$57.8K - $61.7K
|
4K
$2.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
147+ 21.52% |
$57.4K - $61.3K
|
830
$443K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
147+ 27.95% |
$57.4K - $61.3K
|
673
$359K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
146+ 0.79% |
$57K - $60.8K
|
18.5K
$9.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
145+ 18.03% |
$56.6K - $60.4K
|
949
$507K
|