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
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 1.18% |
$9.77K - $10.4K
|
2.09K
$1.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.68% |
$9.77K - $10.4K
|
3.67K
$1.96M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27- 0.08% |
$10.5K - $11.3K
|
34.4K
$18.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-27Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-27Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-27- 1.87% |
$10.5K - $11.3K
|
1.42K
$756K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-28- 1.08% |
$10.9K - $11.7K
|
2.57K
$1.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-28- 0.06% |
$10.9K - $11.7K
|
47.5K
$25.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-30- 1.83% |
$11.7K - $12.5K
|
1.61K
$857K
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-30- 0.86% |
$11.7K - $12.5K
|
3.44K
$1.84M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-31- 2.16% |
$12.1K - $12.9K
|
1.4K
$748K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-31- 1.3% |
$12.1K - $12.9K
|
2.35K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-31- 1.69% |
$12.1K - $12.9K
|
1.8K
$961K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-32Closed |
$12.5K - $13.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
SELL
|
- |
-32- 0.05% |
$12.5K - $13.3K
|
63.6K
$34M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-33- 1.28% |
$12.9K - $13.8K
|
2.54K
$1.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-35- 1.87% |
$13.7K - $14.6K
|
1.84K
$982K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-35- 46.67% |
$13.7K - $14.6K
|
40
$21.4K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-35- 4.15% |
$13.7K - $14.6K
|
808
$431K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-37- 0.3% |
$14.5K - $15.4K
|
12.3K
$6.58M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-39- 0.5% |
$15.2K - $16.3K
|
7.72K
$4.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-39- 1.74% |
$15.2K - $16.3K
|
2.2K
$1.17M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-39- 1.14% |
$15.2K - $16.3K
|
3.4K
$1.81M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
SELL
|
- |
-40- 1.55% |
$15.6K - $16.7K
|
2.54K
$1.36M
|
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-40- 0.36% |
$15.6K - $16.7K
|
11.1K
$5.92M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-40- 0.29% |
$15.6K - $16.7K
|
13.8K
$7.34M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-41Closed |
$16K - $17.1K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-41- 0.34% |
$16K - $17.1K
|
11.9K
$6.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-43- 1.97% |
$16.8K - $17.9K
|
2.14K
$1.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-44- 2.85% |
$17.2K - $18.3K
|
1.5K
$800K
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-44- 0.33% |
$17.2K - $18.3K
|
13.2K
$7.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-45- 6.21% |
$17.6K - $18.8K
|
680
$363K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-45- 1.17% |
$17.6K - $18.8K
|
3.8K
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-45- 3.33% |
$17.6K - $18.8K
|
1.31K
$698K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-46- 5.66% |
$18K - $19.2K
|
767
$409K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-47- 0.87% |
$18.4K - $19.6K
|
5.33K
$2.85M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-48- 3.86% |
$18.8K - $20K
|
1.2K
$639K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-48- 0.54% |
$18.8K - $20K
|
8.77K
$4.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-48- 5.54% |
$18.8K - $20K
|
819
$437K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-49- 2.73% |
$19.1K - $20.4K
|
1.75K
$932K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-50- 5.99% |
$19.5K - $20.8K
|
785
$419K
|
|
|
Nov 09, 2021
Q3 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-50- 1.44% |
$19.5K - $20.8K
|
3.42K
$1.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50- 5.58% |
$19.5K - $20.8K
|
846
$452K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-50- 3.53% |
$19.5K - $20.8K
|
1.37K
$729K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-51- 0.34% |
$19.9K - $21.3K
|
15K
$8.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-51- 1.38% |
$19.9K - $21.3K
|
3.65K
$1.95M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-54- 4.43% |
$21.1K - $22.5K
|
1.16K
$621K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-54- 0.93% |
$21.1K - $22.5K
|
5.75K
$3.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-54- 8.5% |
$21.1K - $22.5K
|
581
$310K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-55- 5.0% |
$21.5K - $22.9K
|
1.04K
$557K
|