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 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-100- 0.47% |
$39.1K - $41.7K
|
21.2K
$11.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-101- 1.98% |
$39.5K - $42.1K
|
5K
$2.67M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-101- 1.86% |
$39.5K - $42.1K
|
5.33K
$2.85M
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-102- 2.1% |
$39.8K - $42.5K
|
4.74K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-105- 3.23% |
$41K - $43.8K
|
3.15K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-105- 0.79% |
$41K - $43.8K
|
13.3K
$7.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-106- 3.36% |
$41.4K - $44.2K
|
3.05K
$1.63M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-107- 1.28% |
$41.8K - $44.6K
|
8.27K
$4.41M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-108- 0.6% |
$42.2K - $45K
|
18K
$9.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-109- 1.61% |
$42.6K - $45.4K
|
6.66K
$3.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-110- 12.5% |
$43K - $45.8K
|
770
$411K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-112- 3.72% |
$43.8K - $46.7K
|
2.9K
$1.55M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-112- 5.5% |
$43.8K - $46.7K
|
1.93K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-112- 0.59% |
$43.8K - $46.7K
|
19K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-113- 12.34% |
$44.1K - $47.1K
|
803
$429K
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-116- 0.39% |
$45.3K - $48.3K
|
29.3K
$15.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-119- 11.22% |
$46.5K - $49.6K
|
942
$503K
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-120- 4.2% |
$46.9K - $50K
|
2.73K
$1.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-120- 0.19% |
$46.9K - $50K
|
62.6K
$33.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-122- 1.96% |
$47.7K - $50.8K
|
6.09K
$3.25M
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-124- 0.54% |
$48.4K - $51.7K
|
22.9K
$12.3M
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
SELL
|
- |
-125- 12.5% |
$48.8K - $52.1K
|
875
$467K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-125- 14.12% |
$48.8K - $52.1K
|
760
$406K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-127- 2.37% |
$49.6K - $52.9K
|
5.22K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-130- 0.84% |
$50.8K - $54.2K
|
15.4K
$8.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-133- 7.89% |
$52K - $55.4K
|
1.55K
$829K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-133- 11.57% |
$52K - $55.4K
|
1.02K
$543K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-135- 3.43% |
$52.7K - $56.3K
|
3.81K
$2.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-135- 13.99% |
$52.7K - $56.3K
|
830
$443K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-135- 9.06% |
$52.7K - $56.3K
|
1.36K
$723K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-136- 11.51% |
$53.1K - $56.7K
|
1.05K
$558K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-138- 6.22% |
$53.9K - $57.5K
|
2.08K
$1.11M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-139- 37.98% |
$54.3K - $57.9K
|
227
$121K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-140- 24.6% |
$54.7K - $58.3K
|
429
$229K
|
|
|
Oct 18, 2021
Q3 2021
|
Barton Investment Management
|
SELL
|
- |
-140- 13.53% |
$54.7K - $58.3K
|
895
$478K
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-142- 1.36% |
$55.5K - $59.2K
|
10.3K
$5.51M
|
|
|
Mar 10, 2023
Q3 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-142- 1.36% |
$55.5K - $59.2K
|
10.3K
$5.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-144- 18.75% |
$56.3K - $60K
|
624
$333K
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-146- 20.53% |
$57K - $60.8K
|
565
$302K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-147- 2.2% |
$57.4K - $61.3K
|
6.55K
$3.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-148- 1.14% |
$57.8K - $61.7K
|
12.8K
$6.83M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-149- 5.77% |
$58.2K - $62.1K
|
2.43K
$1.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-151- 0.12% |
$59K - $62.9K
|
121K
$64.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-151- 0.12% |
$59K - $62.9K
|
121K
$64.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-152- 0.05% |
$59.4K - $63.3K
|
278K
$148M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-153- 3.96% |
$59.8K - $63.8K
|
3.71K
$1.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-157- 8.6% |
$61.3K - $65.4K
|
1.67K
$891K
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-159- 0.02% |
$62.1K - $66.3K
|
978K
$522M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-159- 7.19% |
$62.1K - $66.3K
|
2.05K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-160- 8.62% |
$62.5K - $66.7K
|
1.7K
$905K
|