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
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9.09K- 78.31% |
$3.55M - $3.79M
|
2.52K
$1.34M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.11K- 0.9% |
$3.56M - $3.8M
|
1M
$535M
|
|
Nov 12, 2021
Q3 2021
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-9.56K- 4.38% |
$3.73M - $3.98M
|
208K
$111M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.61K- 20.77% |
$3.75M - $4M
|
36.6K
$19.6M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.85K- 20.24% |
$3.85M - $4.11M
|
38.8K
$20.7M
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.1KClosed |
$3.94M - $4.2M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
E L Financial Corp LTD
|
SELL
|
- |
-10.2K- 0.62% |
$4M - $4.27M
|
1.64M
$877M
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-10.4K- 36.67% |
$4.08M - $4.35M
|
18K
$9.62M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$4.25M - $4.53M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Nat West Group PLC
|
SELL
|
- |
-11K- 45.25% |
$4.28M - $4.56M
|
13.3K
$7.08M
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-11KClosed |
$4.3M - $4.58M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-11.4K- 4.08% |
$4.44M - $4.74M
|
267K
$143M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.4K- 11.39% |
$4.84M - $5.17M
|
96.5K
$51.5M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12.5K- 27.04% |
$4.87M - $5.19M
|
33.6K
$18M
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-12.6KClosed |
$4.94M - $5.27M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-13.3K- 4.5% |
$5.2M - $5.55M
|
283K
$151M
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-13.9K- 41.44% |
$5.43M - $5.8M
|
19.7K
$10.5M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-14K- 7.11% |
$5.47M - $5.83M
|
183K
$97.7M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.2K- 71.52% |
$5.57M - $5.94M
|
5.67K
$3.03M
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-15.1KClosed |
$5.91M - $6.3M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15.1K- 17.33% |
$5.91M - $6.31M
|
72.2K
$38.6M
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-15.4K- 16.85% |
$6.03M - $6.43M
|
76.1K
$40.6M
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-15.9K- 14.74% |
$6.23M - $6.65M
|
92.2K
$49.2M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-16.1K- 81.3% |
$6.29M - $6.71M
|
3.7K
$1.98M
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-18.1K- 76.4% |
$7.08M - $7.55M
|
5.6K
$2.99M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.2K- 79.34% |
$7.12M - $7.6M
|
4.75K
$2.54M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-18.5K- 92.03% |
$7.21M - $7.69M
|
1.6K
$853K
|
|
Oct 19, 2021
Q3 2021
|
Alta Advisers LTD
|
SELL
|
- |
-18.6K- 17.33% |
$7.26M - $7.75M
|
88.7K
$47.4M
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-18.6KClosed |
$7.28M - $7.76M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-20.2K- 35.17% |
$7.88M - $8.4M
|
37.2K
$19.8M
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-20.3K- 96.15% |
$7.92M - $8.44M
|
811
$433K
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21K- 91.16% |
$8.2M - $8.74M
|
2.04K
$1.09M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.9K- 21.86% |
$8.56M - $9.13M
|
78.3K
$41.8M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.2KClosed |
$9.07M - $9.67M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-23.3K- 8.68% |
$9.1M - $9.7M
|
245K
$131M
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
SELL
|
- |
-24.1K- 8.58% |
$9.43M - $10.1M
|
257K
$137M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.7KClosed |
$9.63M - $10.3M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.1K- 2.35% |
$10.6M - $11.3M
|
1.13M
$601M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27.4K- 35.69% |
$10.7M - $11.4M
|
49.4K
$26.4M
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-28.2KClosed |
$11M - $11.7M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-29.1KClosed |
$11.4M - $12.1M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-30K- 48.26% |
$11.7M - $12.5M
|
32.2K
$17.2M
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-30.3KClosed |
$11.8M - $12.6M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-30.7K- 11.23% |
$12M - $12.8M
|
243K
$130M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-31.2K- 95.52% |
$12.2M - $13M
|
1.47K
$782K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32.8K- 9.33% |
$12.8M - $13.7M
|
319K
$170M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35K- 3.31% |
$13.7M - $14.6M
|
1.02M
$546M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-35.9K- 3.5% |
$14M - $14.9M
|
990K
$528M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38K- 12.05% |
$14.8M - $15.8M
|
277K
$148M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-40.2K- 38.04% |
$15.7M - $16.8M
|
65.5K
$35M
|