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 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
956New |
$499K - $534K
|
956
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
954New |
$498K - $533K
|
954
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
953+ 2.46% |
$497K - $533K
|
39.7K
$21.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
950+ 7.31% |
$496K - $531K
|
13.9K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
946New |
$494K - $529K
|
946
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
938+ 0.63% |
$489K - $524K
|
150K
$82.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
935+ 21.9% |
$488K - $522K
|
5.2K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
934+ 5.92% |
$487K - $522K
|
16.7K
$9.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
934New |
$487K - $522K
|
934
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
930+ 2.45% |
$485K - $520K
|
38.8K
$21.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
922+ 13.71% |
$481K - $515K
|
7.65K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
917+ 5.97% |
$479K - $512K
|
16.3K
$8.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
916+ 55.89% |
$478K - $512K
|
2.56K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
907New |
$473K - $507K
|
907
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
906New |
$473K - $506K
|
906
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
906New |
$473K - $506K
|
906
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
905+ 0.89% |
$472K - $506K
|
103K
$56.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
903New |
$471K - $505K
|
903
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
903New |
$471K - $505K
|
903
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
903+ 48.01% |
$471K - $505K
|
2.78K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
898+ 2.82% |
$469K - $502K
|
32.7K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
895New |
$467K - $500K
|
895
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
894+ 13.56% |
$467K - $500K
|
7.49K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
893New |
$466K - $499K
|
893
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
887+ 6.6% |
$463K - $496K
|
14.3K
$7.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
878New |
$458K - $491K
|
878
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
875New |
$457K - $489K
|
875
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
865+ 33.31% |
$451K - $483K
|
3.46K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
860+ 13.29% |
$449K - $481K
|
7.33K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
856+ 2.27% |
$447K - $478K
|
38.5K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
855New |
$446K - $478K
|
855
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
846+ 8.87% |
$441K - $473K
|
10.4K
$5.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
844+ 48.26% |
$440K - $472K
|
2.59K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
837+ 10.86% |
$437K - $468K
|
8.54K
$4.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
834+ 2.51% |
$435K - $466K
|
34.1K
$18.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
833+ 123.22% |
$435K - $465K
|
1.51K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
832+ 1.03% |
$434K - $465K
|
82K
$45.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
830+ 18.52% |
$433K - $464K
|
5.31K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
820+ 34.7% |
$428K - $458K
|
3.18K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
815New |
$425K - $455K
|
815
$450K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
814+ 6.14% |
$425K - $455K
|
14.1K
$7.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
809+ 210.13% |
$422K - $452K
|
1.19K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
802+ 0.89% |
$419K - $448K
|
90.9K
$50.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
802+ 17.82% |
$419K - $448K
|
5.3K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
802+ 107.08% |
$419K - $448K
|
1.55K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
798+ 18.14% |
$416K - $446K
|
5.2K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
797+ 35.8% |
$416K - $445K
|
3.02K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
796+ 5.53% |
$415K - $445K
|
15.2K
$8.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
795+ 11.06% |
$415K - $444K
|
7.99K
$4.41M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
794+ 4.1% |
$414K - $444K
|
20.2K
$11.1M
|