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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.3KNew |
$507K - $541K
|
1.3K
$719K
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
1.3K+ 39.12% |
$507K - $541K
|
4.62K
$2.55M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.3K+ 8.63% |
$506K - $540K
|
16.3K
$9.03M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.29K+ 9.47% |
$504K - $538K
|
14.9K
$8.26M
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.29K+ 21.3% |
$504K - $538K
|
7.35K
$4.07M
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.29KNew |
$504K - $538K
|
1.29K
$714K
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$499K - $533K
|
1.28K
$707K
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
1.24K+ 11.14% |
$485K - $517K
|
12.4K
$6.85M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.24K+ 4.07% |
$484K - $516K
|
31.7K
$17.5M
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.23K+ 4.85% |
$481K - $513K
|
26.6K
$14.7M
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.23K+ 3.86% |
$481K - $513K
|
33.1K
$18.3M
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 2.67% |
$479K - $511K
|
47.3K
$26.1M
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.2K+ 3.05% |
$470K - $501K
|
40.6K
$22.5M
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.2K+ 100.0% |
$469K - $500K
|
2.4K
$1.33M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.18K+ 3.14% |
$462K - $493K
|
38.9K
$21.5M
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.17K+ 2.68% |
$456K - $487K
|
44.8K
$24.8M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.17K+ 16.82% |
$456K - $486K
|
8.11K
$4.49M
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
1.17K+ 5.54% |
$455K - $485K
|
22.2K
$12.3M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.16K+ 155.08% |
$453K - $483K
|
1.91K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 8.09% |
$449K - $479K
|
15.4K
$8.5M
|
|
Nov 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.13K+ 1.78% |
$442K - $471K
|
64.7K
$35.8M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.12K+ 28.02% |
$437K - $466K
|
5.11K
$2.83M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.1KNew |
$430K - $458K
|
1.1K
$609K
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.09KNew |
$426K - $455K
|
1.09K
$604K
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.09KNew |
$426K - $454K
|
1.09K
$603K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.08K+ 99.82% |
$423K - $451K
|
2.17K
$1.2M
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.08KNew |
$423K - $451K
|
1.08K
$599K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$423K - $451K
|
1.08K
$599K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.07K+ 8.24% |
$419K - $447K
|
14.1K
$7.79M
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.06K+ 17.48% |
$414K - $442K
|
7.13K
$3.94M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.05K+ 153.44% |
$409K - $437K
|
1.73K
$958K
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
1.04KNew |
$405K - $432K
|
1.04K
$574K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 12.5% |
$404K - $431K
|
9.31K
$5.15M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.03K+ 1.89% |
$404K - $431K
|
55.6K
$30.8M
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
1.03KNew |
$401K - $428K
|
1.03K
$568K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 5.17% |
$398K - $425K
|
20.7K
$11.5M
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.02K+ 3.54% |
$397K - $424K
|
29.7K
$16.4M
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
1.02KNew |
$397K - $423K
|
1.02K
$562K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.01K+ 25.12% |
$396K - $422K
|
5.05K
$2.79M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.01KNew |
$393K - $419K
|
1.01K
$557K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
994New |
$388K - $414K
|
994
$550K
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
992+ 0.66% |
$388K - $413K
|
152K
$84M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
988New |
$386K - $412K
|
988
$547K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
988+ 295.81% |
$386K - $412K
|
1.32K
$732K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
975+ 5.94% |
$381K - $406K
|
17.4K
$9.62M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
968+ 1.81% |
$378K - $403K
|
54.4K
$30.1M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
957New |
$374K - $399K
|
957
$530K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
949+ 9.42% |
$371K - $395K
|
11K
$6.1M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
948+ 0.19% |
$370K - $395K
|
497K
$275M
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
945+ 4.99% |
$369K - $394K
|
19.9K
$11M
|