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
|
Davenport & CO LLC
|
BUY
|
- |
11.1K+ 11.06% |
$4.35M - $4.64M
|
112K
$62.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$4.32M - $4.61M
|
11.1K
$6.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
11K+ 11.05% |
$4.31M - $4.6M
|
111K
$61.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11K+ 2.92% |
$4.3M - $4.59M
|
388K
$217M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
10.9K+ 417.2% |
$4.27M - $4.56M
|
13.6K
$7.58M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
10.8K+ 5.67% |
$4.24M - $4.52M
|
202K
$113M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8K+ 8.28% |
$4.23M - $4.52M
|
142K
$79.2M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.8K+ 33.5% |
$4.2M - $4.48M
|
42.8K
$24M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
10.6K+ 6.04% |
$4.15M - $4.42M
|
186K
$104M
|
|
|
Oct 26, 2021
Q3 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
10.6K+ 3.83% |
$4.14M - $4.42M
|
287K
$161M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.6K+ 18.27% |
$4.13M - $4.4M
|
68.4K
$38.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
10.3K+ 14.4% |
$4.04M - $4.31M
|
82.2K
$46M
|
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
10.1K+ 76.66% |
$3.96M - $4.23M
|
23.4K
$13.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.95KNew |
$3.89M - $4.15M
|
9.95K
$5.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
9.5K+ 10.7% |
$3.71M - $3.96M
|
98.3K
$54.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9.36K+ 2.62% |
$3.66M - $3.9M
|
366K
$205M
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
9.32K+ 16.4% |
$3.64M - $3.88M
|
66.1K
$37M
|
|
|
Oct 14, 2021
Q3 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.15K+ 3.42% |
$3.57M - $3.81M
|
276K
$154M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.09K+ 41.0% |
$3.55M - $3.79M
|
31.3K
$17.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.08K+ 55.18% |
$3.55M - $3.79M
|
25.5K
$14.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.05KNew |
$3.54M - $3.77M
|
9.05K
$5.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.01K+ 0.84% |
$3.52M - $3.76M
|
1.09M
$607M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8.76K+ 29.44% |
$3.42M - $3.65M
|
38.5K
$21.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.73K+ 2.42% |
$3.41M - $3.64M
|
370K
$207M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
8.66K+ 6.18% |
$3.38M - $3.61M
|
149K
$83.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.56K+ 13.96% |
$3.34M - $3.57M
|
69.9K
$39.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
8.5KNew |
$3.32M - $3.54M
|
8.5K
$4.75M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
8.46K+ 92.54% |
$3.3M - $3.52M
|
17.6K
$9.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
8.46K+ 51.87% |
$3.3M - $3.52M
|
24.8K
$13.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8.41KNew |
$3.28M - $3.5M
|
8.41K
$4.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.4K+ 11.61% |
$3.28M - $3.5M
|
80.7K
$45.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8.09K+ 153.61% |
$3.16M - $3.37M
|
13.4K
$7.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.07K+ 17.59% |
$3.15M - $3.36M
|
54K
$30.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
7.99K+ 14.13% |
$3.12M - $3.33M
|
64.5K
$36.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.98K+ 15.77% |
$3.12M - $3.33M
|
58.6K
$32.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
7.76K+ 22.92% |
$3.03M - $3.23M
|
41.6K
$23.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.75K+ 10.1% |
$3.03M - $3.23M
|
84.5K
$47.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.7K+ 27.15% |
$3.01M - $3.21M
|
36.1K
$20.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.67K+ 1.5% |
$3M - $3.2M
|
520K
$290M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.66K+ 57.07% |
$2.99M - $3.19M
|
21.1K
$11.8M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.66K+ 57.07% |
$2.99M - $3.19M
|
21.1K
$11.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.36K+ 15.69% |
$2.88M - $3.07M
|
54.3K
$30.3M
|
|
|
Mar 14, 2024
Q3 2021
|
University Of Chicago
Chicago, IL |
BUY
|
- |
7.35K+ 28.59% |
$2.87M - $3.06M
|
33K
$18.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.32K+ 1116.01% |
$2.86M - $3.05M
|
7.98K
$4.46M
|
|
|
Nov 03, 2021
Q3 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
7.17K+ 122.59% |
$2.8M - $2.99M
|
13K
$7.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.09K+ 782.78% |
$2.77M - $2.96M
|
8K
$4.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98K+ 12.69% |
$2.73M - $2.91M
|
62K
$34.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.92K+ 5.0% |
$2.7M - $2.88M
|
145K
$81.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.72K+ 21.34% |
$2.62M - $2.8M
|
38.2K
$21.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
6.59KNew |
$2.57M - $2.74M
|
6.59K
$3.68M
|