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 28, 2021
Q3 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.58K+ 32.31% |
$2.57M - $2.74M
|
27K
$14.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
6.46KNew |
$2.52M - $2.69M
|
6.46K
$3.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.46K+ 67.82% |
$2.52M - $2.69M
|
16K
$8.53M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.43KNew |
$2.51M - $2.68M
|
6.43K
$3.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.42K+ 17.05% |
$2.51M - $2.67M
|
44.1K
$23.5M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.41K+ 17.02% |
$2.5M - $2.67M
|
44.1K
$23.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
6.39K+ 6.07% |
$2.5M - $2.66M
|
112K
$59.6M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.29KNew |
$2.46M - $2.62M
|
6.29K
$3.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6.23K+ 1.51% |
$2.43M - $2.6M
|
418K
$223M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.2K+ 9.66% |
$2.42M - $2.58M
|
70.3K
$37.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
6.19K+ 4.1% |
$2.42M - $2.58M
|
157K
$83.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.18K+ 59.01% |
$2.41M - $2.58M
|
16.7K
$8.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.08K+ 0.22% |
$2.37M - $2.53M
|
2.76M
$1.47B
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
6.05K+ 5.77% |
$2.36M - $2.52M
|
111K
$59.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.04K+ 33.78% |
$2.36M - $2.51M
|
23.9K
$12.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 14.21% |
$2.34M - $2.5M
|
48.1K
$25.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.92K+ 39.99% |
$2.31M - $2.47M
|
20.7K
$11.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.88K+ 17.79% |
$2.3M - $2.45M
|
38.9K
$20.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.77K+ 2.48% |
$2.26M - $2.41M
|
238K
$127M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.72K+ 79.02% |
$2.24M - $2.38M
|
13K
$6.92M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
5.6KNew |
$2.19M - $2.33M
|
5.6K
$2.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.58K+ 15.75% |
$2.18M - $2.32M
|
41K
$21.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.58KNew |
$2.18M - $2.32M
|
5.58K
$2.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.55K+ 3.05% |
$2.17M - $2.31M
|
187K
$100M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.47K+ 96.11% |
$2.14M - $2.28M
|
11.2K
$5.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.46KNew |
$2.13M - $2.28M
|
5.46K
$2.92M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
5.45K+ 11.45% |
$2.13M - $2.27M
|
53.1K
$28.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
5.43K+ 11.86% |
$2.12M - $2.26M
|
51.2K
$27.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.37K+ 10.79% |
$2.1M - $2.24M
|
55.1K
$29.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
5.2K+ 7.16% |
$2.03M - $2.16M
|
77.8K
$41.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.17K+ 4.58% |
$2.02M - $2.16M
|
118K
$63.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5.17K+ 7.4% |
$2.02M - $2.15M
|
75K
$40.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
5.17K+ 6.96% |
$2.02M - $2.15M
|
79.4K
$42.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.1K+ 6.05% |
$1.99M - $2.12M
|
89.3K
$47.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
5.01K+ 5.08% |
$1.96M - $2.09M
|
104K
$55.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.01K+ 26.77% |
$1.96M - $2.09M
|
23.7K
$12.7M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.01KNew |
$1.96M - $2.09M
|
5.01K
$2.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
4.95KNew |
$1.93M - $2.06M
|
4.95K
$2.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
4.92K+ 13.75% |
$1.92M - $2.05M
|
40.7K
$21.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.87K+ 14.67% |
$1.9M - $2.03M
|
38.1K
$20.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.79K+ 3.23% |
$1.87M - $2M
|
153K
$81.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
4.74K+ 45.54% |
$1.85M - $1.98M
|
15.1K
$8.09M
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4.71K+ 25.02% |
$1.84M - $1.96M
|
23.5K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.7K+ 12.8% |
$1.84M - $1.96M
|
41.4K
$22.1M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
4.68K+ 4.2% |
$1.83M - $1.95M
|
116K
$62M
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
4.57K+ 14.81% |
$1.79M - $1.91M
|
35.5K
$18.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.5K+ 15.33% |
$1.76M - $1.88M
|
33.9K
$18.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
4.3KNew |
$1.68M - $1.79M
|
4.3K
$2.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.1KNew |
$1.6M - $1.71M
|
4.1K
$2.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
4.08K+ 2.78% |
$1.59M - $1.7M
|
151K
$80.6M
|