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
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
83.1K+ 30.12% |
$32.4M - $34.6M
|
359K
$192M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
74.2KNew |
$29M - $30.9M
|
74.2K
$39.6M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
73K+ 22.38% |
$28.5M - $30.4M
|
399K
$213M
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
70.9K+ 1024.3% |
$27.7M - $29.5M
|
77.8K
$41.5M
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
69KNew |
$27M - $28.8M
|
69K
$36.8M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66.2K+ 946242.88% |
$25.9M - $27.6M
|
66.2K
$35.4M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
65KNew |
$25.4M - $27.1M
|
65K
$34.7M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
63.6KNew |
$24.8M - $26.5M
|
63.6K
$33.9M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
63.6K+ 73.45% |
$24.8M - $26.5M
|
150K
$80.1M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.9K+ 3.37% |
$24.6M - $26.2M
|
1.93M
$1.03B
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
62K+ 11.84% |
$24.2M - $25.8M
|
586K
$313M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 2.32% |
$23.9M - $25.5M
|
2.69M
$1.44B
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
60.5K+ 37.19% |
$23.7M - $25.2M
|
223K
$119M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
58.8K+ 2.78% |
$23M - $24.5M
|
2.18M
$1.16B
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
55.8K+ 287.83% |
$21.8M - $23.3M
|
75.2K
$40.1M
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
54.4K+ 91.95% |
$21.3M - $22.7M
|
114K
$60.7M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.5K+ 973.2% |
$19M - $20.2M
|
53.5K
$28.6M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
47.7K+ 27.67% |
$18.6M - $19.9M
|
220K
$118M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
47.4K+ 11.31% |
$18.5M - $19.8M
|
467K
$249M
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
47.4K+ 367.36% |
$18.5M - $19.8M
|
60.3K
$32.2M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
47.1K+ 3.07% |
$18.4M - $19.6M
|
1.58M
$843M
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
44.6K+ 11.34% |
$17.4M - $18.6M
|
437K
$234M
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
43.4KNew |
$16.9M - $18.1M
|
43.4K
$23.2M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.7K+ 152.2% |
$16.3M - $17.4M
|
69K
$36.9M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.2K+ 8.16% |
$15.3M - $16.3M
|
519K
$277M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
39.1K+ 8.38% |
$15.3M - $16.3M
|
505K
$270M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
38.5K+ 13.67% |
$15M - $16M
|
320K
$171M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.4K+ 4.92% |
$15M - $16M
|
819K
$437M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
38.1K+ 31.07% |
$14.9M - $15.9M
|
161K
$85.9M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
37.8K+ 14.55% |
$14.8M - $15.8M
|
298K
$159M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.4K+ 19.92% |
$13.5M - $14.4M
|
207K
$111M
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
33.7K+ 118.05% |
$13.2M - $14.1M
|
62.3K
$33.3M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.7K+ 18.85% |
$12.8M - $13.6M
|
206K
$110M
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
32.2K+ 50.95% |
$12.6M - $13.4M
|
95.5K
$51M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.9K+ 3.92% |
$12.5M - $13.3M
|
846K
$452M
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
31.7K+ 31.87% |
$12.4M - $13.2M
|
131K
$70M
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
31.1KNew |
$12.2M - $13M
|
31.1K
$16.6M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
31.1K+ 611.73% |
$12.1M - $13M
|
36.2K
$19.3M
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
31.1K+ 14.02% |
$12.1M - $13M
|
253K
$135M
|
|
Nov 15, 2021
Q3 2021
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
30.7K+ 4.11% |
$12M - $12.8M
|
777K
$415M
|
|
Nov 04, 2021
Q3 2021
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
29.5K+ 50.64% |
$11.5M - $12.3M
|
87.8K
$46.8M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.9K+ 4.49% |
$11.3M - $12.1M
|
673K
$359M
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
BUY
|
- |
27.7K+ 16.13% |
$10.8M - $11.5M
|
199K
$106M
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
27.2K+ 31.01% |
$10.6M - $11.3M
|
115K
$61.4M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26.8K+ 35.58% |
$10.5M - $11.2M
|
102K
$54.6M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
26.8K+ 2.63% |
$10.5M - $11.2M
|
1.04M
$558M
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 20.43% |
$10.4M - $11.1M
|
157K
$83.7M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
26.5K+ 2.96% |
$10.4M - $11.1M
|
922K
$492M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
25.9K+ 272.3% |
$10.1M - $10.8M
|
35.3K
$18.9M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
25.8K+ 2.54% |
$10.1M - $10.8M
|
1.04M
$556M
|