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 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-279- 1.14% |
$109K - $116K
|
24.2K
$12.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-286- 5.01% |
$112K - $119K
|
5.42K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-288- 1.15% |
$113K - $120K
|
24.7K
$13.2M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-288- 1.95% |
$113K - $120K
|
14.5K
$7.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-291- 2.82% |
$114K - $121K
|
10K
$5.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-291- 4.03% |
$114K - $121K
|
6.93K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-304- 20.77% |
$119K - $127K
|
1.16K
$619K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-312- 15.54% |
$122K - $130K
|
1.7K
$905K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-314- 4.97% |
$123K - $131K
|
6.01K
$3.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-315- 1.52% |
$123K - $131K
|
20.4K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-318- 9.83% |
$124K - $133K
|
2.92K
$1.56M
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-335- 37.64% |
$131K - $140K
|
555
$296K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-338- 1.72% |
$132K - $141K
|
19.3K
$10.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-348- 12.89% |
$136K - $145K
|
2.35K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-349- 22.75% |
$136K - $145K
|
1.19K
$633K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-350- 11.85% |
$137K - $146K
|
2.6K
$1.39M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-357- 10.6% |
$139K - $149K
|
3.01K
$1.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-367- 35.74% |
$143K - $153K
|
660
$352K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-370- 15.46% |
$145K - $154K
|
2.02K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-370Closed |
$145K - $154K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-371- 3.56% |
$145K - $155K
|
10K
$5.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-377- 0.76% |
$147K - $157K
|
49.4K
$26.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-387- 1.31% |
$151K - $161K
|
29.2K
$15.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-398- 0.41% |
$155K - $166K
|
96.6K
$51.6M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-403- 27.19% |
$157K - $168K
|
1.08K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-411- 36.5% |
$161K - $171K
|
715
$382K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-418- 0.3% |
$163K - $174K
|
138K
$73.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-418- 2.97% |
$163K - $174K
|
13.7K
$7.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-430- 39.81% |
$168K - $179K
|
650
$347K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-435- 1.73% |
$170K - $181K
|
24.7K
$13.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-439- 32.14% |
$172K - $183K
|
927
$495K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-443- 47.08% |
$173K - $185K
|
498
$266K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-443- 6.94% |
$173K - $185K
|
5.94K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-460- 21.45% |
$180K - $192K
|
1.69K
$900K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-464- 1.53% |
$181K - $193K
|
29.9K
$15.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-468- 1.59% |
$183K - $195K
|
29K
$15.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-473- 11.46% |
$185K - $197K
|
3.65K
$1.95M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-479- 2.07% |
$187K - $200K
|
22.6K
$12.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-484- 15.72% |
$189K - $202K
|
2.59K
$1.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-485- 7.93% |
$189K - $202K
|
5.63K
$3.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-487- 5.42% |
$190K - $203K
|
8.5K
$4.54M
|
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-494- 5.39% |
$193K - $206K
|
8.67K
$4.63M
|
|
|
May 26, 2023
Q3 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-495- 9.44% |
$193K - $206K
|
4.75K
$2.53M
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-497- 2.56% |
$194K - $207K
|
18.9K
$10.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-513Closed |
$200K - $214K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-526- 14.36% |
$205K - $219K
|
3.14K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-530- 36.86% |
$207K - $221K
|
908
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-532- 2.5% |
$208K - $222K
|
20.8K
$11.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-533- 7.29% |
$208K - $222K
|
6.78K
$3.62M
|
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-537- 26.07% |
$210K - $224K
|
1.52K
$813K
|