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 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
16+ 2.35% |
$6.25K - $6.67K
|
696
$372K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
16+ 0.23% |
$6.25K - $6.67K
|
6.92K
$3.7M
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
16+ 0.77% |
$6.25K - $6.67K
|
2.08K
$1.11M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16+ 1.88% |
$6.25K - $6.67K
|
868
$463K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 1.4% |
$5.86K - $6.25K
|
1.09K
$581K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15+ 0.29% |
$5.86K - $6.25K
|
5.19K
$2.77M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.93% |
$5.08K - $5.42K
|
688
$367K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
12+ 0.46% |
$4.69K - $5K
|
2.6K
$1.39M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
12+ 0.94% |
$4.69K - $5K
|
1.29K
$686K
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
12+ 1.95% |
$4.69K - $5K
|
628
$335K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.44% |
$4.3K - $4.58K
|
2.51K
$1.34M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11+ 1.16% |
$4.3K - $4.58K
|
961
$513K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11+ 1.33% |
$4.3K - $4.58K
|
839
$448K
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
10New |
$3.91K - $4.17K
|
10
$5.34K
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10+ 0.23% |
$3.91K - $4.17K
|
4.4K
$2.35M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.18% |
$3.91K - $4.17K
|
5.61K
$3M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10+ 32.26% |
$3.91K - $4.17K
|
41
$21.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10+ 0.31% |
$3.91K - $4.17K
|
3.2K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
9+ 1.08% |
$3.52K - $3.75K
|
845
$451K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
9+ 0.42% |
$3.52K - $3.75K
|
2.17K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
8+ 0.33% |
$3.13K - $3.33K
|
2.47K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8+ 10.39% |
$3.13K - $3.33K
|
85
$45.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.3% |
$2.73K - $2.92K
|
2.33K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
7+ 0.03% |
$2.73K - $2.92K
|
25.9K
$13.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.23% |
$2.73K - $2.92K
|
3.09K
$1.65M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
6+ 0.14% |
$2.34K - $2.5K
|
4.16K
$2.22M
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
6+ 0.98% |
$2.34K - $2.5K
|
620
$331K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 29.41% |
$1.95K - $2.08K
|
22
$11.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
5+ 0.3% |
$1.95K - $2.08K
|
1.69K
$902K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
5New |
$1.95K - $2.08K
|
5
$2.67K
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
5+ 8.62% |
$1.95K - $2.08K
|
63
$33.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5+ 0.02% |
$1.95K - $2.08K
|
30.9K
$16.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5+ 0.25% |
$1.95K - $2.08K
|
2.04K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5+ 0.32% |
$1.95K - $2.08K
|
1.56K
$834K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 0.32% |
$1.95K - $2.08K
|
1.56K
$832K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.35% |
$1.56K - $1.67K
|
1.14K
$609K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
4+ 0.3% |
$1.56K - $1.67K
|
1.32K
$703K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.43% |
$1.56K - $1.67K
|
284
$152K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$1.56K - $1.67K
|
11.6K
$6.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.42% |
$1.56K - $1.67K
|
959
$512K
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.08% |
$1.56K - $1.67K
|
5.31K
$2.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4+ 0.28% |
$1.56K - $1.67K
|
1.43K
$764K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.21% |
$1.56K - $1.67K
|
1.89K
$1.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.42% |
$1.17K - $1.25K
|
718
$383K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
3+ 0.14% |
$1.17K - $1.25K
|
2.15K
$1.15M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3+ 0.12% |
$1.17K - $1.25K
|
2.54K
$1.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3+ 0.12% |
$1.17K - $1.25K
|
2.49K
$1.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3+ 0.24% |
$1.17K - $1.25K
|
1.27K
$679K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.08% |
$1.17K - $1.25K
|
3.64K
$1.94M
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$1.17K - $1.25K
|
2.69K
$1.44M
|