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 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
2.63KNew |
$1.03M - $1.1M
|
2.63K
$1.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.61K+ 3.56% |
$1.02M - $1.09M
|
75.8K
$40.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.56K+ 9.08% |
$1M - $1.07M
|
30.8K
$16.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
2.56K+ 4.19% |
$998K - $1.06M
|
63.6K
$33.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.54K+ 31.94% |
$994K - $1.06M
|
10.5K
$5.61M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 8.87% |
$981K - $1.05M
|
30.8K
$16.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.51K+ 5.23% |
$979K - $1.04M
|
50.4K
$26.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.5K+ 56.31% |
$977K - $1.04M
|
6.94K
$3.71M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.45K+ 2.61% |
$956K - $1.02M
|
96.4K
$51.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.42K+ 3.25% |
$946K - $1.01M
|
77K
$41.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Globe Life Inc.
|
BUY
|
- |
2.42K+ 0.34% |
$945K - $1.01M
|
718K
$383M
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
2.4K+ 16.51% |
$938K - $1M
|
16.9K
$9.04M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.38K+ 1.8% |
$930K - $992K
|
135K
$71.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.37K+ 12.82% |
$926K - $987K
|
20.8K
$11.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.35K+ 181.22% |
$920K - $981K
|
3.65K
$1.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.3K+ 18.73% |
$898K - $958K
|
14.6K
$7.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.29K+ 17.28% |
$895K - $955K
|
15.6K
$8.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.28K+ 1.63% |
$890K - $949K
|
142K
$76M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
2.27KNew |
$888K - $947K
|
2.27K
$1.21M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2.26K+ 142.09% |
$884K - $943K
|
3.85K
$2.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.26K+ 28.66% |
$882K - $941K
|
10.1K
$5.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
2.24KNew |
$876K - $934K
|
2.24K
$1.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.24K+ 12.42% |
$873K - $931K
|
20.2K
$10.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
2.23K+ 3.06% |
$873K - $931K
|
75.3K
$40.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
2.2K+ 19.91% |
$860K - $918K
|
13.3K
$7.08M
|
|
|
Nov 07, 2022
Q3 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
2.2KNew |
$859K - $917K
|
2.2K
$1.17M
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.19K+ 7.34% |
$856K - $913K
|
32.1K
$17.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 4.16% |
$852K - $908K
|
54.5K
$29.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.12K+ 2.74% |
$829K - $884K
|
79.5K
$42.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.11K+ 11.17% |
$823K - $878K
|
21K
$11.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
BUY
|
- |
2.1K+ 2.96% |
$820K - $875K
|
73K
$39M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.1K+ 22.96% |
$820K - $874K
|
11.2K
$6M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.09K+ 2.82% |
$815K - $869K
|
76.2K
$40.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.07KNew |
$809K - $863K
|
2.07K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.06K+ 5.72% |
$804K - $858K
|
38K
$20.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
2.04K+ 0.55% |
$798K - $851K
|
372K
$199M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.03KNew |
$794K - $847K
|
2.03K
$1.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$787K - $840K
|
2.02K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.99K+ 39.01% |
$775K - $827K
|
7.07K
$3.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
1.98K+ 136.43% |
$774K - $826K
|
3.43K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
1.97K+ 11.02% |
$769K - $820K
|
19.8K
$10.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.97K+ 209.71% |
$768K - $819K
|
2.9K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.95K+ 4.95% |
$763K - $814K
|
41.4K
$22.1M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
1.94K+ 151.29% |
$757K - $808K
|
3.22K
$1.72M
|
|
|
Nov 02, 2021
Q3 2021
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.93K+ 30.59% |
$753K - $803K
|
8.23K
$4.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.92K+ 6.97% |
$750K - $800K
|
29.5K
$15.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.9K+ 79.21% |
$743K - $792K
|
4.3K
$2.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.9K+ 3.34% |
$742K - $791K
|
58.7K
$31.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.86K+ 4.17% |
$726K - $774K
|
46.4K
$24.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.85K+ 21.7% |
$724K - $772K
|
10.4K
$5.55M
|