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 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-55- 1.22% |
$21.5K - $22.9K
|
4.46K
$2.38M
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-55- 0.68% |
$21.5K - $22.9K
|
7.99K
$4.27M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-56- 3.95% |
$21.9K - $23.3K
|
1.36K
$726K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-56- 7.41% |
$21.9K - $23.3K
|
700
$374K
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-57- 1.55% |
$22.3K - $23.8K
|
3.61K
$1.93M
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-57- 0.11% |
$22.3K - $23.8K
|
52.5K
$28.1M
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58- 10.1% |
$22.7K - $24.2K
|
516
$275K
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-60- 3.0% |
$23.4K - $25K
|
1.94K
$1.04M
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-60- 1.64% |
$23.4K - $25K
|
3.6K
$1.92M
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-60- 4.73% |
$23.4K - $25K
|
1.21K
$645K
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-61- 1.08% |
$23.8K - $25.4K
|
5.58K
$2.98M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-62- 15.46% |
$24.2K - $25.8K
|
339
$181K
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
SELL
|
- |
-64- 5.24% |
$25K - $26.7K
|
1.16K
$618K
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-64- 0.59% |
$25K - $26.7K
|
10.7K
$5.73M
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-65- 1.15% |
$25.4K - $27.1K
|
5.61K
$2.99M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-66- 0.49% |
$25.8K - $27.5K
|
13.3K
$7.11M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-67- 6.39% |
$26.2K - $27.9K
|
981
$524K
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-69- 1.4% |
$27K - $28.8K
|
4.86K
$2.59M
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-70- 0.45% |
$27.3K - $29.2K
|
15.3K
$8.19M
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-71- 2.08% |
$27.7K - $29.6K
|
3.34K
$1.78M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-71- 4.31% |
$27.7K - $29.6K
|
1.58K
$841K
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-72- 6.52% |
$28.1K - $30K
|
1.03K
$552K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-74- 6.08% |
$28.9K - $30.8K
|
1.14K
$611K
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-75Closed |
$29.3K - $31.3K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-75- 4.81% |
$29.3K - $31.3K
|
1.48K
$792K
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-77- 1.62% |
$30.1K - $32.1K
|
4.68K
$2.5M
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-77- 2.63% |
$30.1K - $32.1K
|
2.86K
$1.52M
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-79- 0.35% |
$30.9K - $32.9K
|
22.8K
$12.2M
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-79- 18.24% |
$30.9K - $32.9K
|
354
$189K
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-79Closed |
$30.9K - $32.9K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-83- 1.16% |
$32.4K - $34.6K
|
7.06K
$3.77M
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-85- 0.11% |
$33.2K - $35.4K
|
75.6K
$40.4M
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-87- 1.41% |
$34K - $36.3K
|
6.08K
$3.25M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-87- 0.55% |
$34K - $36.3K
|
15.8K
$8.41M
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-88- 0.29% |
$34.4K - $36.7K
|
30K
$16M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-89- 11.95% |
$34.8K - $37.1K
|
656
$350K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-89- 2.09% |
$34.8K - $37.1K
|
4.16K
$2.22M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-90- 4.17% |
$35.2K - $37.5K
|
2.07K
$1.1M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-92- 1.24% |
$35.9K - $38.3K
|
7.3K
$3.9M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-92- 0.54% |
$35.9K - $38.3K
|
16.8K
$8.98M
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-93- 10.5% |
$36.3K - $38.8K
|
793
$423K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-94- 0.76% |
$36.7K - $39.2K
|
12.2K
$6.52M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 0.8% |
$37.1K - $39.6K
|
11.8K
$6.3M
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-95- 8.62% |
$37.1K - $39.6K
|
1.01K
$538K
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-96- 6.22% |
$37.5K - $40K
|
1.45K
$773K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-96- 2.07% |
$37.5K - $40K
|
4.54K
$2.42M
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-96- 5.11% |
$37.5K - $40K
|
1.78K
$952K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-97- 7.38% |
$37.9K - $40.4K
|
1.22K
$650K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-97- 0.18% |
$37.9K - $40.4K
|
52.7K
$28.2M
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 6.4% |
$39.1K - $41.7K
|
1.46K
$781K
|