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
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3+ 6.12% |
$1.17K - $1.25K
|
52
$28.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.36% |
$1.17K - $1.25K
|
848
$469K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3+ 0.3% |
$1.17K - $1.25K
|
995
$551K
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$781 - $833
|
1.71K
$944K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.21% |
$781 - $833
|
962
$532K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.02% |
$781 - $833
|
10.7K
$5.91M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$781 - $833
|
4.46K
$2.47M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$781 - $833
|
4.72K
$2.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.57% |
$781 - $833
|
350
$194K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.22% |
$781 - $833
|
897
$496K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.11% |
$391 - $417
|
878
$486K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$391 - $417
|
574
$318K
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
BUY
|
- |
1+ 0.0% |
$391 - $417
|
65.6K
$36.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$391 - $417
|
1.04K
$573K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$391 - $417
|
2.09K
$1.15M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.69% |
$391 - $417
|
60
$33.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$391 - $417
|
2.79K
$1.54M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1+ 0.16% |
$391 - $417
|
611
$338K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
1+ 0.03% |
$391 - $417
|
3.3K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
1+ 0.12% |
$391 - $417
|
854
$473K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 1.18% |
$391 - $417
|
86
$47.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.12% |
$391 - $417
|
831
$460K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$391 - $417
|
713
$395K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.08% |
$391 - $417
|
1.23K
$678K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.28% |
$391 - $417
|
352
$195K
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.17% |
$391 - $417
|
581
$321K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.05% |
$391 - $417
|
1.92K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.07% |
$391 - $417
|
1.38K
$766K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1+ 0.02% |
$391 - $417
|
6.37K
$3.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.33% |
$391 - $417
|
300
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$391 - $417
|
526
$291K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$391 - $417
|
665
$368K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$391 - $417
|
713
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.12% |
$391 - $417
|
842
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 25.0% |
$391 - $417
|
5
$2.77K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.11% |
$391 - $417
|
909
$503K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$391 - $417
|
3.04K
$1.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-1- 0.05% |
$391 - $417
|
1.92K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.1% |
$391 - $417
|
1K
$555K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.26% |
$781 - $833
|
765
$423K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-3- 0.14% |
$1.17K - $1.25K
|
2.07K
$1.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3- 0.08% |
$1.17K - $1.25K
|
3.99K
$2.21M
|
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-3- 0.55% |
$1.17K - $1.25K
|
538
$298K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-4- 0.11% |
$1.56K - $1.67K
|
3.49K
$1.93M
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-4- 0.49% |
$1.56K - $1.67K
|
816
$452K
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
SELL
|
- |
-4- 0.23% |
$1.56K - $1.67K
|
1.73K
$955K
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
SELL
|
- |
-5- 0.42% |
$1.95K - $2.08K
|
1.2K
$663K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-5- 0.09% |
$1.95K - $2.08K
|
5.84K
$3.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-5- 0.02% |
$1.95K - $2.08K
|
21.3K
$11.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.95% |
$1.95K - $2.08K
|
519
$287K
|