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 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-559Closed |
$218K - $233K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-564- 2.58% |
$220K - $235K
|
21.3K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-565- 9.79% |
$221K - $235K
|
5.21K
$2.78M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-569- 0.74% |
$222K - $237K
|
76K
$40.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-571- 0.78% |
$223K - $238K
|
72.8K
$38.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-572- 2.47% |
$223K - $238K
|
22.6K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-572Closed |
$223K - $238K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-572- 1.95% |
$223K - $238K
|
28.7K
$15.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-573- 8.49% |
$224K - $239K
|
6.17K
$3.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-573- 8.12% |
$224K - $239K
|
6.48K
$3.46M
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-588Closed |
$230K - $245K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-592- 7.86% |
$231K - $247K
|
6.94K
$3.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-592Closed |
$231K - $247K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-593Closed |
$232K - $247K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-596- 0.15% |
$233K - $248K
|
384K
$205M
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-597- 6.76% |
$233K - $249K
|
8.23K
$4.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Trellus Management Company, LLC
|
SELL
|
- |
-600Closed |
$234K - $250K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gam Holding Ag
|
SELL
|
- |
-600- 0.61% |
$234K - $250K
|
97.8K
$52.2M
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-602- 2.01% |
$235K - $251K
|
29.3K
$15.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-614- 4.74% |
$240K - $256K
|
12.3K
$6.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-620- 52.14% |
$242K - $258K
|
569
$304K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-622- 3.67% |
$243K - $259K
|
16.3K
$8.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-622- 39.85% |
$243K - $259K
|
939
$501K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-625- 16.71% |
$244K - $260K
|
3.12K
$1.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-627- 2.82% |
$245K - $261K
|
21.6K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-633- 1.47% |
$247K - $264K
|
42.3K
$22.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-635Closed |
$248K - $265K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-650- 8.8% |
$254K - $271K
|
6.74K
$3.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-652- 8.44% |
$255K - $272K
|
7.07K
$3.78M
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-655- 27.52% |
$256K - $273K
|
1.73K
$921K
|
|
|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-661- 1.07% |
$258K - $275K
|
61.4K
$32.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-673- 4.73% |
$263K - $280K
|
13.6K
$7.24M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-676- 0.09% |
$264K - $282K
|
767K
$409M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-678- 0.91% |
$265K - $283K
|
73.7K
$39.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-684- 10.89% |
$267K - $285K
|
5.6K
$2.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-687- 5.96% |
$268K - $286K
|
10.8K
$5.79M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-696Closed |
$272K - $290K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-700- 21.54% |
$273K - $292K
|
2.55K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-706- 0.77% |
$276K - $294K
|
91K
$48.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
SELL
|
- |
-730- 4.39% |
$285K - $304K
|
15.9K
$8.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-731- 19.23% |
$286K - $305K
|
3.07K
$1.64M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-732- 16.6% |
$286K - $305K
|
3.68K
$1.96M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-733Closed |
$286K - $305K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-743- 12.79% |
$290K - $310K
|
5.07K
$2.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-743- 9.71% |
$290K - $310K
|
6.91K
$3.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-757Closed |
$296K - $315K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-766- 33.83% |
$299K - $319K
|
1.5K
$800K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-773- 6.08% |
$302K - $322K
|
11.9K
$6.37M
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-789- 1.0% |
$308K - $329K
|
78.1K
$41.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-792- 66.72% |
$309K - $330K
|
395
$211K
|