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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-166- 4.83% |
$64.9K - $69.2K
|
3.27K
$1.75M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-168- 19.49% |
$65.6K - $70K
|
694
$371K
|
|
Aug 13, 2024
Q3 2021
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-176- 0.2% |
$68.8K - $73.3K
|
86.9K
$46.4M
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-178- 2.59% |
$69.5K - $74.2K
|
6.69K
$3.57M
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-179- 58.88% |
$69.9K - $74.6K
|
125
$66.7K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-180- 10.54% |
$70.3K - $75K
|
1.53K
$816K
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-182- 2.33% |
$71.1K - $75.8K
|
7.62K
$4.07M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-190- 0.12% |
$74.2K - $79.2K
|
164K
$87.7M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-193- 0.99% |
$75.4K - $80.4K
|
19.3K
$10.3M
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-194- 2.08% |
$75.8K - $80.8K
|
9.12K
$4.87M
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-197- 23.45% |
$77K - $82.1K
|
643
$343K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-198- 9.5% |
$77.4K - $82.5K
|
1.89K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-199- 1.92% |
$77.7K - $82.9K
|
10.2K
$5.44M
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
SELL
|
- |
-200- 16.67% |
$78.1K - $83.3K
|
1K
$534K
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-200- 1.4% |
$78.1K - $83.3K
|
14.1K
$7.51M
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 0.66% |
$78.1K - $83.3K
|
30.1K
$16.1M
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-200- 7.64% |
$78.1K - $83.3K
|
2.42K
$1.29M
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-202- 13.0% |
$78.9K - $84.2K
|
1.35K
$722K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-204- 11.09% |
$79.7K - $85K
|
1.64K
$873K
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-206- 5.96% |
$80.5K - $85.8K
|
3.25K
$1.74M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-212- 2.23% |
$82.8K - $88.3K
|
9.28K
$4.95M
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-214- 8.5% |
$83.6K - $89.2K
|
2.3K
$1.23M
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-215- 17.57% |
$84K - $89.6K
|
1.01K
$539K
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-215- 9.03% |
$84K - $89.6K
|
2.17K
$1.16M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-215- 6.28% |
$84K - $89.6K
|
3.21K
$1.71M
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-219- 2.5% |
$85.6K - $91.3K
|
8.55K
$4.57M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-221- 1.42% |
$86.3K - $92.1K
|
15.3K
$8.19M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-224- 1.77% |
$87.5K - $93.3K
|
12.4K
$6.64M
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-225- 9.62% |
$87.9K - $93.8K
|
2.11K
$1.13M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-225Closed |
$87.9K - $93.8K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-227- 0.67% |
$88.7K - $94.6K
|
33.8K
$18M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-230- 1.73% |
$89.9K - $95.8K
|
13.1K
$6.97M
|
|
Nov 16, 2021
Q3 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-230- 14.56% |
$89.9K - $95.8K
|
1.35K
$721K
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-230- 0.45% |
$89.9K - $95.8K
|
51.2K
$27.3M
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-231- 0.68% |
$90.2K - $96.3K
|
33.9K
$18.1M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-233- 5.45% |
$91K - $97.1K
|
4.04K
$2.16M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-235- 0.25% |
$91.8K - $97.9K
|
93.3K
$49.8M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-236- 0.58% |
$92.2K - $98.3K
|
40.3K
$21.5M
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-240- 16.03% |
$93.8K - $100K
|
1.26K
$671K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-244- 0.97% |
$95.3K - $102K
|
25K
$13.3M
|
|
Oct 13, 2021
Q3 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-247- 30.38% |
$96.5K - $103K
|
566
$302K
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-253- 0.22% |
$98.8K - $105K
|
114K
$60.8M
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-254- 3.61% |
$99.2K - $106K
|
6.79K
$3.62M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-268- 29.39% |
$105K - $112K
|
644
$344K
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-268- 1.9% |
$105K - $112K
|
13.8K
$7.38M
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-270- 3.18% |
$105K - $113K
|
8.23K
$4.39M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-275- 17.46% |
$107K - $115K
|
1.3K
$694K
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-276- 0.17% |
$108K - $115K
|
161K
$86.2M
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-278- 95.86% |
$109K - $116K
|
12
$6.41K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-278- 95.86% |
$109K - $116K
|
12
$6.41K
|