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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.5KClosed |
$585K - $624K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Coerente Capital Management
|
SELL
|
- |
-1.5K- 9.87% |
$586K - $625K
|
13.7K
$7.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.51K- 5.53% |
$590K - $630K
|
25.8K
$14.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.56K- 2.91% |
$609K - $650K
|
52K
$29.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.58K- 1.77% |
$615K - $656K
|
87.6K
$49M
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.6K- 40.35% |
$625K - $667K
|
2.37K
$1.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.62K- 17.75% |
$631K - $673K
|
7.49K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.65KClosed |
$643K - $686K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 1.96% |
$676K - $721K
|
86.6K
$48.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.75K- 4.41% |
$684K - $729K
|
37.9K
$21.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.79K- 9.18% |
$698K - $745K
|
17.7K
$9.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.8K- 15.7% |
$702K - $749K
|
9.65K
$5.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.81K- 0.2% |
$708K - $755K
|
894K
$500M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.82K- 3.57% |
$709K - $757K
|
49.1K
$27.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.82K- 0.83% |
$710K - $758K
|
218K
$122M
|
|
|
Dec 01, 2021
Q3 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.83K- 4.68% |
$714K - $761K
|
37.2K
$20.8M
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.83KClosed |
$715K - $763K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.99K- 67.03% |
$777K - $828K
|
978
$547K
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2K- 1.91% |
$779K - $831K
|
102K
$57.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-2.09K- 3.65% |
$816K - $871K
|
55.1K
$30.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.12K- 90.86% |
$827K - $882K
|
213
$119K
|
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.13KClosed |
$832K - $888K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.21K- 0.69% |
$861K - $919K
|
317K
$177M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.26K- 3.27% |
$883K - $941K
|
66.8K
$37.4M
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
SELL
|
- |
-2.27K- 7.92% |
$885K - $944K
|
26.4K
$14.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.3K- 1.29% |
$899K - $958K
|
176K
$98.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.3K- 4.19% |
$899K - $959K
|
52.6K
$29.4M
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.3K- 4.19% |
$899K - $959K
|
52.6K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.33KClosed |
$910K - $970K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.35K- 8.89% |
$917K - $978K
|
24K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.41K- 0.4% |
$942K - $1.01M
|
606K
$339M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 43.83% |
$943K - $1.01M
|
3.09K
$1.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.45KClosed |
$959K - $1.02M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2.5K- 12.5% |
$977K - $1.04M
|
17.5K
$9.78M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-2.56K- 6.09% |
$1M - $1.07M
|
39.5K
$22.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.63K- 7.85% |
$1.03M - $1.1M
|
30.9K
$17.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.67K- 16.83% |
$1.04M - $1.11M
|
13.2K
$7.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.74K- 7.4% |
$1.07M - $1.14M
|
34.3K
$19.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-2.92K- 1.06% |
$1.14M - $1.22M
|
272K
$152M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.96K- 6.29% |
$1.15M - $1.23M
|
44.1K
$24.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.97K- 3.84% |
$1.16M - $1.24M
|
74.4K
$41.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3K- 15.04% |
$1.17M - $1.25M
|
17K
$9.48M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.09K- 5.62% |
$1.21M - $1.29M
|
51.9K
$29M
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-3.28K- 83.89% |
$1.28M - $1.37M
|
630
$352K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.28K- 4.94% |
$1.28M - $1.37M
|
63.3K
$35.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.31KClosed |
$1.29M - $1.38M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-3.35K- 29.61% |
$1.31M - $1.4M
|
7.96K
$4.45M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-3.42K- 22.87% |
$1.34M - $1.43M
|
11.5K
$6.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.46K- 15.55% |
$1.35M - $1.44M
|
18.8K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.47K- 6.0% |
$1.36M - $1.45M
|
54.4K
$30.4M
|