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 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.01K+ 9.02% |
$2.09M - $2.24M
|
48.5K
$26.6M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
4KNew |
$2.09M - $2.24M
|
4K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.98K+ 0.8% |
$2.08M - $2.22M
|
500K
$274M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.97KNew |
$2.07M - $2.22M
|
3.97K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
3.96K+ 2.86% |
$2.07M - $2.21M
|
142K
$77.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.95K+ 34.88% |
$2.06M - $2.21M
|
15.3K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.94K+ 12.04% |
$2.06M - $2.2M
|
36.7K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.91K+ 1.8% |
$2.04M - $2.19M
|
221K
$121M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.91K+ 154.16% |
$2.04M - $2.19M
|
6.45K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.9K+ 12.68% |
$2.03M - $2.18M
|
34.6K
$19M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.89K+ 0.48% |
$2.03M - $2.17M
|
813K
$446M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.88K+ 2.17% |
$2.03M - $2.17M
|
183K
$100M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
3.88K+ 14.87% |
$2.03M - $2.17M
|
30K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
3.8KNew |
$1.98M - $2.12M
|
3.8K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.78K+ 43.41% |
$1.97M - $2.11M
|
12.5K
$6.84M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
3.78KNew |
$1.97M - $2.11M
|
3.78K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.77K+ 2.49% |
$1.97M - $2.11M
|
155K
$85M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.77K+ 2.69% |
$1.97M - $2.11M
|
144K
$78.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.71K+ 35.28% |
$1.94M - $2.07M
|
14.2K
$7.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.65K+ 5.01% |
$1.91M - $2.04M
|
76.5K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.65K+ 1.55% |
$1.9M - $2.04M
|
239K
$131M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.63KNew |
$1.89M - $2.03M
|
3.63K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.6KNew |
$1.88M - $2.01M
|
3.6K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.6KNew |
$1.88M - $2.01M
|
3.6K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.56KNew |
$1.86M - $1.99M
|
3.56K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.56KNew |
$1.86M - $1.99M
|
3.56K
$1.95M
|
|
|
May 15, 2025
Q4 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.55K+ 12.28% |
$1.85M - $1.98M
|
32.5K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.55K+ 27.14% |
$1.85M - $1.98M
|
16.6K
$9.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.55K+ 45.21% |
$1.85M - $1.98M
|
11.4K
$6.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.54K+ 10.46% |
$1.85M - $1.98M
|
37.4K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.52K+ 12.64% |
$1.83M - $1.96M
|
31.3K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.51K+ 8.28% |
$1.83M - $1.96M
|
46K
$25.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$1.83M - $1.96M
|
3.51K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.51KNew |
$1.83M - $1.96M
|
3.51K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.5K+ 29.79% |
$1.83M - $1.96M
|
15.2K
$8.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.48K+ 7.21% |
$1.82M - $1.95M
|
51.8K
$28.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.48K+ 13.36% |
$1.82M - $1.95M
|
29.5K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.48K+ 0.19% |
$1.81M - $1.94M
|
1.85M
$1.01B
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.47K+ 288.06% |
$1.81M - $1.94M
|
4.68K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.47K+ 1.98% |
$1.81M - $1.94M
|
178K
$97.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.44KNew |
$1.79M - $1.92M
|
3.44K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.42K+ 49.26% |
$1.79M - $1.91M
|
10.4K
$5.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.42K+ 500.73% |
$1.78M - $1.91M
|
4.1K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.42K+ 3.07% |
$1.78M - $1.91M
|
115K
$62.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.41K+ 230.45% |
$1.78M - $1.9M
|
4.88K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.4K+ 5.4% |
$1.77M - $1.9M
|
66.3K
$36.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.38K+ 3.92% |
$1.77M - $1.89M
|
89.7K
$49.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.36K+ 23.13% |
$1.75M - $1.88M
|
17.9K
$9.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.35K+ 2.37% |
$1.75M - $1.87M
|
144K
$79.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.34K+ 11.48% |
$1.74M - $1.86M
|
32.4K
$17.8M
|