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
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-796- 37.85% |
$311K - $332K
|
1.31K
$698K
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-796- 1.33% |
$311K - $332K
|
59.1K
$31.5M
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-806- 12.04% |
$315K - $336K
|
5.89K
$3.14M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-809- 3.89% |
$316K - $337K
|
20K
$10.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-813- 1.25% |
$318K - $339K
|
64.3K
$34.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-821- 4.16% |
$321K - $342K
|
18.9K
$10.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-830- 5.06% |
$324K - $346K
|
15.6K
$8.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-842- 35.04% |
$329K - $351K
|
1.56K
$833K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-846Closed |
$331K - $353K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-873- 31.78% |
$341K - $364K
|
1.87K
$1M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-883- 71.27% |
$345K - $368K
|
356
$190K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-902- 18.18% |
$352K - $376K
|
4.06K
$2.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-916- 22.17% |
$358K - $382K
|
3.22K
$1.72M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-918Closed |
$359K - $383K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
SELL
|
- |
-922- 0.43% |
$360K - $384K
|
212K
$113M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-935Closed |
$365K - $390K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-941- 0.81% |
$368K - $392K
|
116K
$61.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-964- 0.8% |
$377K - $402K
|
119K
$63.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-974- 24.76% |
$381K - $406K
|
2.96K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-974- 60.42% |
$381K - $406K
|
638
$341K
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-1.04K- 51.69% |
$407K - $434K
|
974
$520K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.05K- 2.81% |
$408K - $435K
|
36.2K
$19.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.05K- 60.5% |
$409K - $436K
|
683
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.07K- 68.76% |
$420K - $448K
|
488
$261K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.08K- 8.91% |
$421K - $449K
|
11K
$5.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 6.45% |
$443K - $473K
|
16.4K
$8.78M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
SELL
|
- |
-1.14K- 4.05% |
$447K - $477K
|
27.1K
$14.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 0.75% |
$458K - $489K
|
156K
$83.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.2K- 2.36% |
$469K - $500K
|
49.7K
$26.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.2K- 1.17% |
$470K - $501K
|
101K
$54.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.21K- 5.01% |
$474K - $506K
|
23K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.22K- 44.71% |
$475K - $507K
|
1.5K
$803K
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.22K- 62.11% |
$477K - $509K
|
745
$398K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.23K- 3.43% |
$479K - $511K
|
34.6K
$18.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.26K- 10.37% |
$492K - $525K
|
10.9K
$5.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-1.29K- 3.15% |
$502K - $535K
|
39.6K
$21.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 1.81% |
$507K - $540K
|
70.5K
$37.6M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.31K- 14.78% |
$511K - $545K
|
7.54K
$4.02M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-1.32K- 18.83% |
$516K - $550K
|
5.69K
$3.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 0.82% |
$517K - $552K
|
160K
$85.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.33K- 0.9% |
$520K - $555K
|
146K
$78.2M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.36K- 3.31% |
$530K - $566K
|
39.7K
$21.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.36K- 17.05% |
$531K - $567K
|
6.62K
$3.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.36K- 63.01% |
$532K - $568K
|
800
$427K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.42K- 23.46% |
$554K - $591K
|
4.62K
$2.47M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.43K- 5.52% |
$558K - $595K
|
24.4K
$13.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.44K- 5.45% |
$562K - $599K
|
25K
$13.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
SELL
|
- |
-1.45K- 19.22% |
$567K - $605K
|
6.1K
$3.26M
|
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-1.48K- 0.62% |
$577K - $616K
|
238K
$127M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.48K- 6.6% |
$577K - $616K
|
20.9K
$11.2M
|