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 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6- 0.08% |
$2.34K - $2.5K
|
7.28K
$3.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-6- 0.91% |
$2.34K - $2.5K
|
656
$350K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-6- 0.36% |
$2.34K - $2.5K
|
1.65K
$882K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-6- 0.15% |
$2.34K - $2.5K
|
3.97K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-6- 0.71% |
$2.34K - $2.5K
|
834
$445K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6- 0.04% |
$2.34K - $2.5K
|
16.8K
$8.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-8- 0.03% |
$3.13K - $3.33K
|
24.9K
$13.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-8- 4.19% |
$3.13K - $3.33K
|
183
$97.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-9- 1.58% |
$3.52K - $3.75K
|
560
$299K
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-9- 0.66% |
$3.52K - $3.75K
|
1.35K
$722K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-9- 1.13% |
$3.52K - $3.75K
|
791
$422K
|
|
|
Oct 14, 2021
Q3 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-10- 1.48% |
$3.91K - $4.17K
|
665
$355K
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.66% |
$3.91K - $4.17K
|
1.51K
$805K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10- 1.41% |
$3.91K - $4.17K
|
698
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.41% |
$3.91K - $4.17K
|
2.45K
$1.31M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10- 1.27% |
$3.91K - $4.17K
|
777
$415K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-11- 0.61% |
$4.3K - $4.58K
|
1.8K
$961K
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11- 0.22% |
$4.3K - $4.58K
|
4.95K
$2.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.18% |
$4.3K - $4.58K
|
6.03K
$3.22M
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-12- 0.22% |
$4.69K - $5K
|
5.57K
$2.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-12Closed |
$4.69K - $5K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-12- 0.52% |
$4.69K - $5K
|
2.3K
$1.23M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-13Closed |
$5.08K - $5.42K
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-15- 0.82% |
$5.86K - $6.25K
|
1.82K
$970K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-15- 3.43% |
$5.86K - $6.25K
|
422
$225K
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15- 0.91% |
$5.86K - $6.25K
|
1.64K
$873K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-15- 0.95% |
$5.86K - $6.25K
|
1.56K
$833K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-15- 0.19% |
$5.86K - $6.25K
|
7.7K
$4.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-15- 0.09% |
$5.86K - $6.25K
|
17.1K
$9.13M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 0.83% |
$5.86K - $6.25K
|
1.78K
$951K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-16- 0.05% |
$6.25K - $6.67K
|
32.3K
$17.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-16- 0.2% |
$6.25K - $6.67K
|
7.9K
$4.22M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-16- 0.2% |
$6.25K - $6.67K
|
7.9K
$4.22M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-17- 0.26% |
$6.64K - $7.08K
|
6.47K
$3.45M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-18- 0.17% |
$7.03K - $7.5K
|
10.4K
$5.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 1.1% |
$7.42K - $7.92K
|
1.7K
$910K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-19- 3.17% |
$7.42K - $7.92K
|
581
$310K
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-20- 1.95% |
$7.81K - $8.33K
|
1K
$536K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-20- 1.32% |
$7.81K - $8.33K
|
1.49K
$795K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-20- 1.59% |
$7.81K - $8.33K
|
1.24K
$662K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-21- 0.74% |
$8.2K - $8.75K
|
2.83K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-21- 2.46% |
$8.2K - $8.75K
|
832
$444K
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-22- 0.38% |
$8.59K - $9.17K
|
5.77K
$3.08M
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-23- 56.1% |
$8.99K - $9.58K
|
18
$9.61K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-23- 0.94% |
$8.99K - $9.58K
|
2.43K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24- 0.05% |
$9.38K - $10K
|
47.6K
$25.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-24- 2.87% |
$9.38K - $10K
|
813
$434K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-24- 0.32% |
$9.38K - $10K
|
7.55K
$4.03M
|
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-24- 0.86% |
$9.38K - $10K
|
2.76K
$1.48M
|
|
|
Oct 21, 2021
Q3 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-25- 0.3% |
$9.77K - $10.4K
|
8.18K
$4.37M
|