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 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
4.6K+ 10.02% |
$2.4M - $2.57M
|
50.5K
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.59KNew |
$2.4M - $2.56M
|
4.59K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.58KNew |
$2.39M - $2.56M
|
4.58K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.58K+ 18.04% |
$2.39M - $2.56M
|
30K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.58K+ 8.02% |
$2.39M - $2.56M
|
61.7K
$29.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.5K+ 6.89% |
$2.35M - $2.51M
|
69.8K
$33.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.47K+ 2.83% |
$2.33M - $2.5M
|
163K
$78.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.47K+ 7.54% |
$2.33M - $2.5M
|
63.7K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.47KNew |
$2.33M - $2.5M
|
4.47K
$2.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.45K+ 17.17% |
$2.32M - $2.49M
|
30.4K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.44K+ 6.04% |
$2.31M - $2.48M
|
77.9K
$37.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.43K+ 4.66% |
$2.31M - $2.47M
|
99.4K
$48.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.42K+ 154.65% |
$2.31M - $2.47M
|
7.28K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
4.42K+ 3.06% |
$2.31M - $2.47M
|
149K
$72M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
4.38KNew |
$2.29M - $2.45M
|
4.38K
$2.12M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.37K+ 38.93% |
$2.28M - $2.44M
|
15.6K
$7.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
4.34KNew |
$2.26M - $2.42M
|
4.34K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
4.33K+ 13.14% |
$2.26M - $2.42M
|
37.3K
$18.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.31K+ 7.67% |
$2.25M - $2.41M
|
60.5K
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.31K+ 223.87% |
$2.25M - $2.41M
|
6.23K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 0.57% |
$2.24M - $2.4M
|
757K
$367M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$2.24M - $2.39M
|
4.28K
$2.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
4.28K+ 10.87% |
$2.23M - $2.39M
|
43.6K
$21.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
4.27KNew |
$2.23M - $2.39M
|
4.27K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.25K+ 13.15% |
$2.22M - $2.38M
|
36.6K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.23K+ 246.56% |
$2.21M - $2.36M
|
5.95K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.22KNew |
$2.2M - $2.36M
|
4.22K
$2.04M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4.21KNew |
$2.2M - $2.35M
|
4.21K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.21KNew |
$2.2M - $2.35M
|
4.21K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.2K+ 40.39% |
$2.19M - $2.35M
|
14.6K
$7.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
4.19KNew |
$2.19M - $2.34M
|
4.19K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
4.19K+ 14.25% |
$2.18M - $2.34M
|
33.6K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.18K+ 9.59% |
$2.18M - $2.34M
|
47.8K
$23.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.17K+ 696.66% |
$2.17M - $2.33M
|
4.76K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.16KNew |
$2.17M - $2.32M
|
4.16K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
4.11K+ 16.41% |
$2.14M - $2.3M
|
29.1K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.09K+ 3.18% |
$2.14M - $2.29M
|
133K
$64.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.07K+ 5.57% |
$2.13M - $2.28M
|
77.2K
$37.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.06K+ 249.85% |
$2.12M - $2.27M
|
5.69K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.06KNew |
$2.12M - $2.27M
|
4.06K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.01K+ 9.02% |
$2.09M - $2.24M
|
48.5K
$23.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.98K+ 0.8% |
$2.08M - $2.22M
|
500K
$242M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.97KNew |
$2.07M - $2.22M
|
3.97K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
3.96K+ 2.86% |
$2.07M - $2.21M
|
142K
$68.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.95K+ 34.88% |
$2.06M - $2.21M
|
15.3K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.94K+ 12.04% |
$2.06M - $2.2M
|
36.7K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.91K+ 1.8% |
$2.04M - $2.19M
|
221K
$107M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.91K+ 154.16% |
$2.04M - $2.19M
|
6.45K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.9K+ 12.68% |
$2.03M - $2.18M
|
34.6K
$16.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.89K+ 0.48% |
$2.03M - $2.17M
|
813K
$393M
|