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 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
893New |
$466K - $499K
|
893
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
887+ 6.6% |
$463K - $496K
|
14.3K
$7.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
875New |
$457K - $489K
|
875
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
865+ 33.31% |
$451K - $483K
|
3.46K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
860+ 13.29% |
$449K - $481K
|
7.33K
$4.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
856+ 2.27% |
$447K - $478K
|
38.5K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
855New |
$446K - $478K
|
855
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
846+ 8.87% |
$441K - $473K
|
10.4K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
844+ 48.26% |
$440K - $472K
|
2.59K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
837+ 10.86% |
$437K - $468K
|
8.54K
$4.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
834+ 2.51% |
$435K - $466K
|
34.1K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
833+ 123.22% |
$435K - $465K
|
1.51K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
832+ 1.03% |
$434K - $465K
|
82K
$45.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
830+ 18.52% |
$433K - $464K
|
5.31K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
820+ 34.7% |
$428K - $458K
|
3.18K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
815New |
$425K - $455K
|
815
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
814+ 6.14% |
$425K - $455K
|
14.1K
$7.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
809+ 210.13% |
$422K - $452K
|
1.19K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
802+ 0.89% |
$419K - $448K
|
90.9K
$50.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
802+ 17.82% |
$419K - $448K
|
5.3K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
802+ 107.08% |
$419K - $448K
|
1.55K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
798+ 18.14% |
$416K - $446K
|
5.2K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
797+ 35.8% |
$416K - $445K
|
3.02K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
796+ 5.53% |
$415K - $445K
|
15.2K
$8.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
795+ 11.06% |
$415K - $444K
|
7.99K
$4.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
794+ 4.1% |
$414K - $444K
|
20.2K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
792New |
$413K - $443K
|
792
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
792+ 4.1% |
$413K - $443K
|
20.1K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
786+ 16.99% |
$410K - $439K
|
5.41K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
783+ 4.78% |
$409K - $438K
|
17.2K
$9.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
777+ 8.37% |
$405K - $434K
|
10.1K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
771+ 46.53% |
$402K - $431K
|
2.43K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
771New |
$402K - $431K
|
771
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
768New |
$401K - $429K
|
768
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
767+ 4.9% |
$400K - $429K
|
16.4K
$9.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
752+ 1.45% |
$392K - $420K
|
52.7K
$29.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
752+ 5.52% |
$392K - $420K
|
14.4K
$7.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
747New |
$390K - $417K
|
747
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
740+ 3.93% |
$386K - $414K
|
19.6K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
739New |
$386K - $413K
|
739
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
737+ 230.31% |
$385K - $412K
|
1.06K
$587K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
734+ 11.13% |
$383K - $410K
|
7.33K
$4.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
733New |
$383K - $410K
|
733
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
730+ 93.47% |
$381K - $408K
|
1.51K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
714+ 4.1% |
$373K - $399K
|
18.1K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
714New |
$373K - $399K
|
714
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
705+ 63.74% |
$368K - $394K
|
1.81K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
705New |
$368K - $394K
|
705
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
704+ 143.67% |
$367K - $393K
|
1.19K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
700New |
$365K - $391K
|
700
$389K
|