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 15, 2021
Q3 2021
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-3.35K- 29.61% |
$1.31M - $1.4M
|
7.96K
$3.85M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-3.42K- 22.87% |
$1.34M - $1.43M
|
11.5K
$5.58M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.46K- 15.55% |
$1.35M - $1.44M
|
18.8K
$9.1M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.47K- 6.0% |
$1.36M - $1.45M
|
54.4K
$26.3M
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.48K- 24.14% |
$1.36M - $1.45M
|
10.9K
$5.29M
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.52K- 15.33% |
$1.37M - $1.47M
|
19.4K
$9.4M
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.6K- 34.03% |
$1.41M - $1.5M
|
6.98K
$3.38M
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-3.61K- 12.75% |
$1.41M - $1.5M
|
24.7K
$12M
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.99K- 11.13% |
$1.56M - $1.66M
|
31.8K
$15.4M
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
SELL
|
- |
-4K- 66.64% |
$1.56M - $1.67M
|
2K
$969K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.14K- 7.28% |
$1.62M - $1.72M
|
52.7K
$25.5M
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.17K- 66.3% |
$1.63M - $1.74M
|
2.12K
$1.03M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-4.23K- 4.44% |
$1.65M - $1.76M
|
91K
$44.1M
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.33K- 21.25% |
$1.69M - $1.8M
|
16K
$7.76M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.39K- 7.88% |
$1.71M - $1.83M
|
51.3K
$24.8M
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.45K- 10.06% |
$1.74M - $1.86M
|
39.8K
$19.3M
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-4.52K- 4.62% |
$1.77M - $1.88M
|
93.3K
$45.2M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-4.52K- 5.51% |
$1.77M - $1.88M
|
77.6K
$37.6M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.55K- 64.87% |
$1.78M - $1.9M
|
2.47K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.58K- 4.49% |
$1.79M - $1.91M
|
97.6K
$47.2M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-4.78K- 1.59% |
$1.87M - $1.99M
|
296K
$143M
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-4.82K- 1.87% |
$1.88M - $2.01M
|
253K
$122M
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.06K- 24.27% |
$1.97M - $2.11M
|
15.8K
$7.63M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.11K- 16.46% |
$1.99M - $2.13M
|
25.9K
$12.5M
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.13K- 80.93% |
$2M - $2.14M
|
1.21K
$585K
|
|
Jun 20, 2024
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.33K- 5.74% |
$2.08M - $2.22M
|
87.5K
$42.3M
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5.35K- 47.93% |
$2.09M - $2.23M
|
5.81K
$2.81M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.39K- 1.54% |
$2.11M - $2.25M
|
345K
$167M
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.39K- 3.22% |
$2.11M - $2.25M
|
162K
$78.5M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.47K- 66.96% |
$2.14M - $2.28M
|
2.7K
$1.3M
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.59K- 13.62% |
$2.18M - $2.33M
|
35.4K
$17.1M
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.77K- 4.87% |
$2.26M - $2.41M
|
113K
$54.6M
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-5.79K- 21.31% |
$2.26M - $2.41M
|
21.4K
$10.3M
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.83K- 11.75% |
$2.28M - $2.43M
|
43.8K
$21.2M
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.86K- 46.08% |
$2.29M - $2.44M
|
6.85K
$3.32M
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.9K- 0.48% |
$2.3M - $2.46M
|
1.24M
$598M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-6.13K- 18.46% |
$2.4M - $2.56M
|
27.1K
$13.1M
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-6.25KClosed |
$2.44M - $2.61M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6.49K- 62.75% |
$2.54M - $2.71M
|
3.85K
$1.86M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-7.36K- 3.28% |
$2.87M - $3.07M
|
217K
$105M
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-7.75K- 2.8% |
$3.03M - $3.23M
|
269K
$130M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-7.86K- 14.39% |
$3.07M - $3.28M
|
46.8K
$22.6M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-8.11K- 4.7% |
$3.17M - $3.38M
|
164K
$79.5M
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.16K- 60.77% |
$3.19M - $3.4M
|
5.27K
$2.55M
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
SELL
|
- |
-8.29K- 45.47% |
$3.24M - $3.45M
|
9.93K
$4.81M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-8.36K- 11.93% |
$3.26M - $3.48M
|
61.7K
$29.9M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.44K- 3.34% |
$3.3M - $3.52M
|
245K
$118M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.44K- 3.34% |
$3.3M - $3.52M
|
245K
$118M
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-8.46K- 34.15% |
$3.3M - $3.52M
|
16.3K
$7.89M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.61K- 45.66% |
$3.36M - $3.59M
|
10.2K
$4.96M
|