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 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
43+ 1.51% |
$16.8K - $17.9K
|
2.89K
$1.62M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
42+ 3.09% |
$16.4K - $17.5K
|
1.4K
$784K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41+ 1.69% |
$16K - $17.1K
|
2.46K
$1.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
40+ 1.71% |
$15.6K - $16.7K
|
2.37K
$1.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
40+ 3.48% |
$15.6K - $16.7K
|
1.19K
$665K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
40+ 12.5% |
$15.6K - $16.7K
|
360
$201K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
40+ 0.64% |
$15.6K - $16.7K
|
6.3K
$3.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
38+ 1.57% |
$14.8K - $15.8K
|
2.47K
$1.38M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
37+ 0.28% |
$14.5K - $15.4K
|
13.5K
$7.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.46% |
$14.5K - $15.4K
|
8.12K
$4.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
37+ 0.31% |
$14.5K - $15.4K
|
12.1K
$6.77M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
35+ 0.16% |
$13.7K - $14.6K
|
21.9K
$12.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
35+ 0.27% |
$13.7K - $14.6K
|
12.9K
$7.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35+ 2.19% |
$13.7K - $14.6K
|
1.63K
$912K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
34+ 4.3% |
$13.3K - $14.2K
|
824
$461K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34+ 18.99% |
$13.3K - $14.2K
|
213
$119K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
34+ 6.5% |
$13.3K - $14.2K
|
557
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
33New |
$12.9K - $13.8K
|
33
$18.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32+ 1.28% |
$12.5K - $13.3K
|
2.52K
$1.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
32+ 0.34% |
$12.5K - $13.3K
|
9.46K
$5.29M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
31+ 5.58% |
$12.1K - $12.9K
|
587
$328K
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
31+ 5.32% |
$12.1K - $12.9K
|
614
$343K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
30+ 1.04% |
$11.7K - $12.5K
|
2.92K
$1.63M
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
30+ 1.36% |
$11.7K - $12.5K
|
2.24K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
30+ 0.24% |
$11.7K - $12.5K
|
12.3K
$6.87M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
29+ 0.11% |
$11.3K - $12.1K
|
26.3K
$14.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29+ 2.99% |
$11.3K - $12.1K
|
999
$558K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
29+ 1.67% |
$11.3K - $12.1K
|
1.76K
$985K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
27+ 3.54% |
$10.5K - $11.3K
|
789
$441K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
26+ 3.03% |
$10.2K - $10.8K
|
883
$494K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
26New |
$10.2K - $10.8K
|
26
$14.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
25+ 2.09% |
$9.77K - $10.4K
|
1.22K
$683K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
25+ 86.21% |
$9.77K - $10.4K
|
54
$30.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 0.53% |
$9.77K - $10.4K
|
4.74K
$2.65M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
24+ 0.89% |
$9.38K - $10K
|
2.71K
$1.51M
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
24+ 0.14% |
$9.38K - $10K
|
16.9K
$9.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24+ 0.34% |
$9.38K - $10K
|
7.14K
$3.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
24+ 0.74% |
$9.38K - $10K
|
3.27K
$1.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
24+ 2.42% |
$9.38K - $10K
|
1.01K
$567K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
23+ 1.05% |
$8.99K - $9.58K
|
2.22K
$1.24M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
23+ 2.55% |
$8.99K - $9.58K
|
924
$517K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23+ 1.47% |
$8.99K - $9.58K
|
1.58K
$885K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
21+ 0.46% |
$8.2K - $8.75K
|
4.62K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
21+ 0.34% |
$8.2K - $8.75K
|
6.15K
$3.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
20+ 1.1% |
$7.81K - $8.33K
|
1.84K
$1.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
19+ 1.33% |
$7.42K - $7.92K
|
1.45K
$811K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18+ 0.65% |
$7.03K - $7.5K
|
2.81K
$1.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18New |
$7.03K - $7.5K
|
18
$10.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
17+ 0.34% |
$6.64K - $7.08K
|
4.95K
$2.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16+ 0.09% |
$6.25K - $6.67K
|
18K
$10.1M
|