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 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
4.03K+ 11.02% |
$1.57M - $1.68M
|
40.6K
$22.7M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
4KNew |
$1.56M - $1.67M
|
4K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
3.95K+ 9.57% |
$1.54M - $1.65M
|
45.2K
$25.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.94KNew |
$1.54M - $1.64M
|
3.94K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.92K+ 19.95% |
$1.53M - $1.63M
|
23.6K
$13.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.9K+ 5.98% |
$1.52M - $1.63M
|
69.2K
$38.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
3.89KNew |
$1.52M - $1.62M
|
3.89K
$2.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.88K+ 17.07% |
$1.51M - $1.61M
|
26.6K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.85K+ 56.2% |
$1.5M - $1.6M
|
10.7K
$5.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.82K+ 3323.48% |
$1.49M - $1.59M
|
3.94K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.82K+ 52.06% |
$1.49M - $1.59M
|
11.2K
$6.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.82K+ 27.99% |
$1.49M - $1.59M
|
17.5K
$9.76M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.7K+ 36.7% |
$1.45M - $1.54M
|
13.8K
$7.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.66K+ 0.31% |
$1.43M - $1.53M
|
1.18M
$657M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.65K+ 0.92% |
$1.43M - $1.52M
|
399K
$223M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.64K+ 5.91% |
$1.42M - $1.52M
|
65.2K
$36.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.6K+ 1.87% |
$1.41M - $1.5M
|
196K
$110M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.6K+ 1.87% |
$1.41M - $1.5M
|
196K
$110M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
3.51K+ 40.9% |
$1.37M - $1.46M
|
12.1K
$6.75M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
3.44K+ 9.03% |
$1.34M - $1.43M
|
41.5K
$23.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.42KNew |
$1.33M - $1.42M
|
3.42K
$1.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3.36K+ 20.63% |
$1.31M - $1.4M
|
19.6K
$11M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.33K+ 21.52% |
$1.3M - $1.39M
|
18.8K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
3.31K+ 21.53% |
$1.29M - $1.38M
|
18.7K
$10.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.25KNew |
$1.27M - $1.35M
|
3.25K
$1.82M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.19K+ 208.37% |
$1.24M - $1.33M
|
4.72K
$2.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.11KNew |
$1.21M - $1.3M
|
3.11K
$1.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.08K+ 87.26% |
$1.2M - $1.28M
|
6.6K
$3.69M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
3.07KNew |
$1.2M - $1.28M
|
3.07K
$1.72M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
3.02K+ 21.2% |
$1.18M - $1.26M
|
17.3K
$9.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3K+ 15.63% |
$1.17M - $1.25M
|
22.2K
$12.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
3K+ 13.48% |
$1.17M - $1.25M
|
25.3K
$14.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3K+ 7.56% |
$1.17M - $1.25M
|
42.7K
$23.8M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.99K+ 3.6% |
$1.17M - $1.25M
|
85.9K
$48M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.98K+ 8.84% |
$1.16M - $1.24M
|
36.7K
$20.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
2.97K+ 95.25% |
$1.16M - $1.24M
|
6.09K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.95K+ 9.84% |
$1.15M - $1.23M
|
32.9K
$18.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.94K+ 14.15% |
$1.15M - $1.22M
|
23.7K
$13.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.9K+ 6.39% |
$1.13M - $1.21M
|
48.3K
$27M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.87K+ 5.3% |
$1.12M - $1.19M
|
56.9K
$31.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.82K+ 8.02% |
$1.1M - $1.17M
|
37.9K
$21.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2.76K+ 51.21% |
$1.08M - $1.15M
|
8.15K
$4.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.74K+ 0.78% |
$1.07M - $1.14M
|
354K
$198M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
2.73KNew |
$1.07M - $1.14M
|
2.73K
$1.53M
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
2.7K+ 63.53% |
$1.05M - $1.13M
|
6.95K
$3.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 2.43% |
$1.05M - $1.12M
|
114K
$63.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.67K+ 1.43% |
$1.04M - $1.11M
|
189K
$106M
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.67K+ 7.09% |
$1.04M - $1.11M
|
40.4K
$22.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
2.65K+ 5.58% |
$1.04M - $1.1M
|
50.1K
$28M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 744.79% |
$1.03M - $1.1M
|
3K
$1.68M
|