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
|
First Ascent Asset Management, LLC
|
BUY
|
- |
25.5K+ 17.95% |
$9.98M - $10.6M
|
168K
$89.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.5KNew |
$9.97M - $10.6M
|
25.5K
$13.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
25.5K+ 65.3% |
$9.95M - $10.6M
|
64.5K
$34.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.9K+ 25.63% |
$9.74M - $10.4M
|
122K
$65.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24.1K+ 1264.75% |
$9.43M - $10.1M
|
26.1K
$13.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
23K+ 5.05% |
$8.98M - $9.58M
|
478K
$255M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
22.9K+ 2629.43% |
$8.94M - $9.53M
|
23.7K
$12.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
22.8K+ 4.61% |
$8.91M - $9.51M
|
517K
$276M
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
22.8KNew |
$8.91M - $9.5M
|
22.8K
$12.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
22.5K+ 11.03% |
$8.78M - $9.37M
|
226K
$121M
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
21.6K+ 13.75% |
$8.44M - $9M
|
179K
$95.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
21.1K+ 11.38% |
$8.23M - $8.78M
|
206K
$110M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
20.3K+ 3.32% |
$7.94M - $8.47M
|
632K
$338M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
20.3K+ 193.38% |
$7.92M - $8.45M
|
30.8K
$16.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
20.2K+ 24.22% |
$7.9M - $8.42M
|
104K
$55.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
20K+ 36.46% |
$7.81M - $8.33M
|
74.8K
$40M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
19.5K+ 9.75% |
$7.61M - $8.12M
|
219K
$117M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.2K+ 31.89% |
$7.12M - $7.59M
|
75.4K
$40.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.2KNew |
$7.1M - $7.57M
|
18.2K
$9.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.9K+ 6.64% |
$7M - $7.47M
|
288K
$154M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.8K+ 124.38% |
$6.96M - $7.43M
|
32.2K
$17.2M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.8K+ 375.22% |
$6.96M - $7.43M
|
22.6K
$12M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
17.4KNew |
$6.8M - $7.25M
|
17.4K
$9.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
17.1K+ 126.95% |
$6.69M - $7.13M
|
30.6K
$16.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.1K+ 24.73% |
$6.69M - $7.13M
|
86.3K
$46.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 5.18% |
$6.68M - $7.13M
|
347K
$185M
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
17.1K+ 4.36% |
$6.67M - $7.11M
|
408K
$218M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17K+ 2.01% |
$6.66M - $7.1M
|
866K
$462M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
17K+ 0.58% |
$6.65M - $7.1M
|
2.98M
$1.59B
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.7KNew |
$6.52M - $6.96M
|
16.7K
$8.92M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.5K+ 809.73% |
$6.44M - $6.87M
|
18.5K
$9.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
16.2K+ 3.4% |
$6.31M - $6.73M
|
492K
$263M
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
15.6KNew |
$6.09M - $6.5M
|
15.6K
$8.32M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.4K+ 378.73% |
$6M - $6.4M
|
19.4K
$10.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
15.1KNew |
$5.88M - $6.28M
|
15.1K
$8.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14.9K+ 5.69% |
$5.83M - $6.22M
|
277K
$148M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
14.6K+ 9.03% |
$5.7M - $6.08M
|
176K
$94M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 19.77% |
$5.66M - $6.04M
|
87.8K
$46.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.5K+ 6.8% |
$5.65M - $6.03M
|
227K
$121M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
13.7K+ 2.3% |
$5.37M - $5.73M
|
612K
$327M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.7K+ 2.69% |
$5.34M - $5.7M
|
522K
$279M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
13.6K+ 497.05% |
$5.33M - $5.69M
|
16.4K
$8.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.3K+ 2.2% |
$5.21M - $5.56M
|
620K
$331M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
13.3K+ 1.19% |
$5.2M - $5.55M
|
1.13M
$605M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
12.5K+ 6.36% |
$4.9M - $5.22M
|
210K
$112M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.5K+ 12.91% |
$4.87M - $5.19M
|
109K
$58.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.2K+ 2.28% |
$4.77M - $5.09M
|
547K
$292M
|
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
12KNew |
$4.69M - $5M
|
12K
$6.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$4.51M - $4.81M
|
11.5K
$6.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
11.2K+ 2.01% |
$4.39M - $4.68M
|
570K
$304M
|