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 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
144+ 0.46% |
$56.3K - $60K
|
31.6K
$16.9M
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
144New |
$56.3K - $60K
|
144
$76.9K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
143+ 5.47% |
$55.9K - $59.6K
|
2.76K
$1.47M
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
141+ 1.63% |
$55.1K - $58.8K
|
8.82K
$4.71M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
141+ 69.12% |
$55.1K - $58.8K
|
345
$184K
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
140+ 1.81% |
$54.7K - $58.3K
|
7.87K
$4.2M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
137+ 6.04% |
$53.5K - $57.1K
|
2.41K
$1.28M
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
136+ 1.31% |
$53.1K - $56.7K
|
10.5K
$5.62M
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
136+ 3.69% |
$53.1K - $56.7K
|
3.82K
$2.04M
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
135+ 4.79% |
$52.7K - $56.3K
|
2.96K
$1.58M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
134+ 5.17% |
$52.4K - $55.8K
|
2.73K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
134+ 1340.0% |
$52.4K - $55.8K
|
144
$76.9K
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
134+ 0.15% |
$52.4K - $55.8K
|
88.3K
$47.2M
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
133+ 5.22% |
$52K - $55.4K
|
2.68K
$1.43M
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
133+ 8.48% |
$52K - $55.4K
|
1.7K
$909K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
133+ 17.16% |
$52K - $55.4K
|
908
$485K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133+ 0.2% |
$52K - $55.4K
|
66.7K
$35.6M
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
133+ 0.43% |
$52K - $55.4K
|
31.4K
$16.8M
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
130+ 1.81% |
$50.8K - $54.2K
|
7.33K
$3.91M
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
130+ 4.89% |
$50.8K - $54.2K
|
2.79K
$1.49M
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
130+ 22.81% |
$50.8K - $54.2K
|
700
$374K
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
129+ 7.94% |
$50.4K - $53.8K
|
1.75K
$936K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
126+ 1.57% |
$49.2K - $52.5K
|
8.17K
$4.36M
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
125+ 7.73% |
$48.8K - $52.1K
|
1.74K
$930K
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
123+ 19.71% |
$48.1K - $51.3K
|
747
$399K
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
120+ 0.11% |
$46.9K - $50K
|
111K
$59.4M
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
117New |
$45.7K - $48.8K
|
117
$62.5K
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
116+ 1.58% |
$45.3K - $48.3K
|
7.47K
$3.99M
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
115+ 3.84% |
$44.9K - $47.9K
|
3.11K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
114+ 3.33% |
$44.5K - $47.5K
|
3.54K
$1.89M
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
113+ 1.88% |
$44.1K - $47.1K
|
6.12K
$3.27M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
112+ 4.12% |
$43.8K - $46.7K
|
2.83K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
111+ 0.3% |
$43.4K - $46.3K
|
37.2K
$19.8M
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
105+ 4.96% |
$41K - $43.8K
|
2.22K
$1.19M
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
103New |
$40.2K - $42.9K
|
103
$55K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
103New |
$40.2K - $42.9K
|
103
$55K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
101+ 0.48% |
$39.5K - $42.1K
|
21.2K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
96+ 0.31% |
$37.5K - $40K
|
30.6K
$16.3M
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
95+ 0.61% |
$37.1K - $39.6K
|
15.6K
$8.32M
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
94New |
$36.7K - $39.2K
|
94
$50.2K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
92+ 9.18% |
$35.9K - $38.3K
|
1.09K
$584K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
92+ 4.91% |
$35.9K - $38.3K
|
1.97K
$1.05M
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
91+ 1.76% |
$35.6K - $37.9K
|
5.26K
$2.81M
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
90+ 4.01% |
$35.2K - $37.5K
|
2.34K
$1.25M
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
90+ 1.53% |
$35.2K - $37.5K
|
5.99K
$3.2M
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
89+ 0.26% |
$34.8K - $37.1K
|
34.9K
$18.6M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Investments LLC
|
BUY
|
- |
88+ 0.33% |
$34.4K - $36.7K
|
26.4K
$14.1M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
87+ 0.34% |
$34K - $36.3K
|
25.7K
$13.7M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 12.84% |
$33.6K - $35.8K
|
756
$404K
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
86+ 1.61% |
$33.6K - $35.8K
|
5.43K
$2.9M
|