Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.57MNew |
$820M - $878M
|
1.57M
$878M
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
534K+ 46874.1% |
$279M - $298M
|
535K
$299M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
106K+ 498.42% |
$55.4M - $59.4M
|
128K
$71.3M
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
91.5K+ 22.71% |
$47.8M - $51.1M
|
495K
$276M
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
72.2KNew |
$37.7M - $40.4M
|
72.2K
$40.4M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.5K+ 20.28% |
$33.7M - $36.1M
|
383K
$214M
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
60.8K+ 1085.57% |
$31.7M - $34M
|
66.4K
$37.1M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52K+ 339.07% |
$27.1M - $29M
|
67.3K
$37.6M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
51.1KNew |
$26.6M - $28.5M
|
51.1K
$28.5M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
46.4K+ 2034.38% |
$24.2M - $26M
|
48.7K
$27.2M
|
|
Jan 17, 2025
Q4 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
45K+ 25.98% |
$23.5M - $25.1M
|
218K
$122M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.9KNew |
$23.4M - $25.1M
|
44.9K
$25.1M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
39.3K+ 16.96% |
$20.5M - $21.9M
|
271K
$151M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.8K+ 175.54% |
$19.7M - $21.1M
|
59.4K
$33.2M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.3K+ 28.2% |
$14.8M - $15.8M
|
129K
$71.9M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.5KNew |
$13.8M - $14.8M
|
26.5K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24.9K+ 24.05% |
$13M - $13.9M
|
128K
$71.8M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
24KNew |
$12.5M - $13.4M
|
24K
$13.4M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.6K+ 72.39% |
$12.3M - $13.2M
|
56.1K
$31.4M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.6K+ 203.82% |
$11.8M - $12.6M
|
33.7K
$18.8M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 117.5% |
$11.6M - $12.4M
|
41K
$22.9M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
20.7KNew |
$10.8M - $11.6M
|
20.7K
$11.6M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
20.5K+ 8.11% |
$10.7M - $11.4M
|
273K
$153M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
19.5KNew |
$10.2M - $10.9M
|
19.5K
$10.9M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
19.4K+ 87.64% |
$10.1M - $10.8M
|
41.5K
$23.2M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
19.1KNew |
$9.98M - $10.7M
|
19.1K
$10.7M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
17.7KNew |
$9.23M - $9.88M
|
17.7K
$9.88M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8K+ 44.67% |
$8.75M - $9.37M
|
54.3K
$30.3M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.3K+ 6.62% |
$8.53M - $9.13M
|
263K
$147M
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
16K+ 12.43% |
$8.36M - $8.95M
|
145K
$81M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16K+ 337.49% |
$8.33M - $8.92M
|
20.7K
$11.6M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14.3K+ 9.4% |
$7.47M - $8M
|
167K
$93.1M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14.1K+ 28.51% |
$7.35M - $7.87M
|
63.5K
$35.5M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
14.1KNew |
$7.34M - $7.86M
|
14.1K
$7.86M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13.9K+ 9.08% |
$7.24M - $7.75M
|
167K
$93.2M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.8K+ 3146.45% |
$7.18M - $7.68M
|
14.2K
$7.93M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.8K+ 255.79% |
$6.69M - $7.16M
|
17.8K
$9.97M
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.1KNew |
$6.31M - $6.76M
|
12.1K
$6.76M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.2K+ 8.67% |
$5.82M - $6.23M
|
140K
$78.2M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
11K+ 4.67% |
$5.76M - $6.17M
|
247K
$138M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11K+ 10.42% |
$5.76M - $6.17M
|
117K
$65.3M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
11K+ 38.64% |
$5.75M - $6.15M
|
39.5K
$22.1M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 13.51% |
$5.7M - $6.11M
|
91.8K
$51.3M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.4K+ 21.88% |
$5.42M - $5.8M
|
57.8K
$32.3M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$5.39M - $5.78M
|
10.3K
$5.78M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.2K+ 6.75% |
$5.32M - $5.69M
|
161K
$90M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
10K+ 2.01% |
$5.22M - $5.59M
|
507K
$284M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.46K+ 6.78% |
$4.94M - $5.29M
|
149K
$83.3M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.27K+ 26.38% |
$4.84M - $5.18M
|
44.4K
$24.8M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.22K+ 8.75% |
$4.81M - $5.15M
|
114K
$64M
|