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
|
Altium Wealth Management LLC
|
BUY
|
- |
1.85K+ 0.44% |
$721K - $769K
|
420K
$224M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.8KNew |
$705K - $752K
|
1.8K
$963K
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.8K+ 7.19% |
$703K - $750K
|
26.8K
$14.3M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.78K+ 14.72% |
$695K - $741K
|
13.9K
$7.4M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 73.92% |
$693K - $739K
|
4.17K
$2.23M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.76K+ 0.92% |
$686K - $732K
|
193K
$103M
|
|
Nov 12, 2021
Q3 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 16.47% |
$686K - $732K
|
12.4K
$6.63M
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.75K+ 2.63% |
$683K - $728K
|
68.2K
$36.4M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.72K+ 5.65% |
$670K - $715K
|
32.1K
$17.1M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.68KNew |
$656K - $700K
|
1.68K
$896K
|
|
Nov 15, 2021
Q3 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 1.73% |
$654K - $698K
|
98.7K
$52.7M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 3.15% |
$652K - $696K
|
54.7K
$29.2M
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.65K+ 2.78% |
$645K - $688K
|
61.1K
$32.6M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.65K+ 3.08% |
$644K - $687K
|
55.1K
$29.4M
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$643K - $686K
|
1.65K
$879K
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
1.64K+ 0.71% |
$642K - $685K
|
233K
$124M
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.63KNew |
$638K - $681K
|
1.63K
$872K
|
|
Nov 10, 2021
Q3 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.63KNew |
$638K - $681K
|
1.63K
$872K
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 6.69% |
$637K - $679K
|
26K
$13.9M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.63K+ 9.28% |
$637K - $679K
|
19.2K
$10.2M
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.62K+ 1.31% |
$634K - $676K
|
126K
$67M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.61K+ 19.84% |
$630K - $672K
|
9.74K
$5.2M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.61K+ 7.32% |
$629K - $671K
|
23.6K
$12.6M
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 95.04% |
$629K - $671K
|
3.3K
$1.76M
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
1.6KNew |
$627K - $668K
|
1.6K
$856K
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.6KNew |
$627K - $668K
|
1.6K
$856K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 5.28% |
$625K - $667K
|
31.9K
$17M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.59K+ 2.56% |
$620K - $661K
|
63.6K
$33.9M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 32.15% |
$617K - $658K
|
6.5K
$3.47M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.57K+ 103.15% |
$614K - $655K
|
3.09K
$1.65M
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.53K+ 64.39% |
$596K - $636K
|
3.9K
$2.08M
|
|
Oct 13, 2021
Q3 2021
|
Bck Partners, Inc.
|
BUY
|
- |
1.5K+ 1.36% |
$586K - $626K
|
112K
$59.9M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 0.39% |
$585K - $624K
|
383K
$204M
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
1.48K+ 1.95% |
$576K - $615K
|
77K
$41.1M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.46K+ 4.09% |
$571K - $609K
|
37.2K
$19.9M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.45K+ 33.73% |
$566K - $604K
|
5.75K
$3.07M
|
|
Oct 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.45K+ 2.04% |
$565K - $603K
|
72.3K
$38.6M
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.44K+ 119.95% |
$564K - $601K
|
2.65K
$1.41M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.44KNew |
$561K - $598K
|
1.44K
$766K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.43K+ 13.19% |
$560K - $598K
|
12.3K
$6.57M
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.43K+ 5.59% |
$557K - $594K
|
26.9K
$14.4M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.42KNew |
$553K - $590K
|
1.42K
$755K
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.41KNew |
$551K - $588K
|
1.41K
$753K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.4K+ 3.66% |
$546K - $583K
|
39.6K
$21.1M
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
1.4K+ 143.33% |
$545K - $582K
|
2.37K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4K+ 0.88% |
$545K - $582K
|
160K
$85.6M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.39K+ 2.1% |
$544K - $581K
|
67.6K
$36.1M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.37K+ 121.3% |
$534K - $570K
|
2.49K
$1.33M
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$516K - $550K
|
1.32K
$705K
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.31K+ 22.04% |
$511K - $545K
|
7.24K
$3.87M
|