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 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 12.84% |
$33.6K - $35.8K
|
756
$393K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
86+ 1.61% |
$33.6K - $35.8K
|
5.43K
$2.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
84+ 0.49% |
$32.8K - $35K
|
17.1K
$8.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
83+ 0.28% |
$32.4K - $34.6K
|
29.8K
$15.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
82+ 7.62% |
$32K - $34.2K
|
1.16K
$602K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
82+ 3.36% |
$32K - $34.2K
|
2.52K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
81+ 9.16% |
$31.6K - $33.8K
|
965
$502K
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
80+ 5.02% |
$31.3K - $33.3K
|
1.67K
$871K
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
80+ 1.87% |
$31.3K - $33.3K
|
4.35K
$2.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
80New |
$31.3K - $33.3K
|
80
$41.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
78+ 1.11% |
$30.5K - $32.5K
|
7.09K
$3.69M
|
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
BUY
|
- |
77+ 12.13% |
$30.1K - $32.1K
|
712
$370K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
77+ 13.49% |
$30.1K - $32.1K
|
648
$337K
|
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
76+ 0.28% |
$29.7K - $31.7K
|
26.9K
$14M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
76+ 5.3% |
$29.7K - $31.7K
|
1.51K
$785K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
75+ 0.29% |
$29.3K - $31.3K
|
25.9K
$13.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
74+ 12.05% |
$28.9K - $30.8K
|
688
$358K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
74+ 2.56% |
$28.9K - $30.8K
|
2.96K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
73+ 3.15% |
$28.5K - $30.4K
|
2.39K
$1.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
73+ 1.6% |
$28.5K - $30.4K
|
4.63K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
70+ 55.56% |
$27.3K - $29.2K
|
196
$102K
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
70+ 2.36% |
$27.3K - $29.2K
|
3.04K
$1.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
67+ 0.29% |
$26.2K - $27.9K
|
23.3K
$12.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
67+ 4.54% |
$26.2K - $27.9K
|
1.54K
$803K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
65+ 10.47% |
$25.4K - $27.1K
|
686
$357K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
65+ 0.04% |
$25.4K - $27.1K
|
148K
$77M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
65+ 7.67% |
$25.4K - $27.1K
|
913
$475K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
64+ 6.52% |
$25K - $26.7K
|
1.05K
$544K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
63+ 0.8% |
$24.6K - $26.3K
|
7.96K
$4.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
63+ 4.7% |
$24.6K - $26.3K
|
1.4K
$730K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
63+ 0.59% |
$24.6K - $26.3K
|
10.7K
$5.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
60+ 1000.0% |
$23.4K - $25K
|
66
$34.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
60+ 1.31% |
$23.4K - $25K
|
4.64K
$2.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
59+ 2.34% |
$23.1K - $24.6K
|
2.58K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
59+ 1.77% |
$23.1K - $24.6K
|
3.39K
$1.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
57New |
$22.3K - $23.8K
|
57
$29.6K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 2.82% |
$22.3K - $23.8K
|
2.08K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
56New |
$21.9K - $23.3K
|
56
$29.1K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
56+ 8.66% |
$21.9K - $23.3K
|
703
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Avenir Corp
Washington, DC |
BUY
|
- |
53+ 2.35% |
$20.7K - $22.1K
|
2.31K
$1.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
52+ 37.41% |
$20.3K - $21.7K
|
191
$99.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
51+ 3.57% |
$19.9K - $21.3K
|
1.48K
$769K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
51+ 3.72% |
$19.9K - $21.3K
|
1.42K
$739K
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.51% |
$19.5K - $20.8K
|
2.05K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
49+ 1.24% |
$19.1K - $20.4K
|
4.01K
$2.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
47+ 0.45% |
$18.4K - $19.6K
|
10.5K
$5.45M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
46+ 0.45% |
$18K - $19.2K
|
10.3K
$5.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 53.49% |
$18K - $19.2K
|
132
$68.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
46+ 0.55% |
$18K - $19.2K
|
8.37K
$4.35M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46+ 1.12% |
$18K - $19.2K
|
4.14K
$2.15M
|