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 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.18K+ 2.92% |
$1.66M - $1.78M
|
112K
$54.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.16K+ 9.86% |
$1.65M - $1.77M
|
35.2K
$17M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.15KNew |
$1.64M - $1.76M
|
3.15K
$1.52M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.15K+ 53.68% |
$1.64M - $1.76M
|
9.01K
$4.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.14K+ 1.42% |
$1.64M - $1.75M
|
225K
$109M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13K+ 3.83% |
$1.63M - $1.75M
|
85K
$41.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
3.12KNew |
$1.63M - $1.74M
|
3.12K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.11K+ 2272.26% |
$1.62M - $1.74M
|
3.25K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.1K+ 89.99% |
$1.62M - $1.73M
|
6.55K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 4.58% |
$1.62M - $1.73M
|
70.8K
$34.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.09K+ 58.87% |
$1.61M - $1.73M
|
8.35K
$4.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.09K+ 7.21% |
$1.61M - $1.73M
|
46K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.07K+ 198.77% |
$1.6M - $1.72M
|
4.62K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.06K+ 86.4% |
$1.6M - $1.71M
|
6.6K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.05K+ 135.71% |
$1.59M - $1.7M
|
5.29K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.03K+ 20.2% |
$1.58M - $1.69M
|
18K
$8.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.03K+ 12.47% |
$1.58M - $1.69M
|
27.3K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.02K+ 1.39% |
$1.58M - $1.69M
|
220K
$106M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.02K+ 6.38% |
$1.57M - $1.69M
|
50.3K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.01K+ 0.66% |
$1.57M - $1.68M
|
462K
$224M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.01K+ 97.32% |
$1.57M - $1.68M
|
6.1K
$2.95M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
2.98KNew |
$1.55M - $1.66M
|
2.98K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 5.2% |
$1.55M - $1.66M
|
60.1K
$29.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.97KNew |
$1.55M - $1.66M
|
2.97K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2.96K+ 5.01% |
$1.54M - $1.65M
|
62K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
2.94KNew |
$1.53M - $1.64M
|
2.94K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.94KNew |
$1.53M - $1.64M
|
2.94K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.94K+ 2.44% |
$1.53M - $1.64M
|
123K
$59.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.94KNew |
$1.53M - $1.64M
|
2.94K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.93KNew |
$1.53M - $1.64M
|
2.93K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 8.16% |
$1.52M - $1.63M
|
38.7K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.91KNew |
$1.52M - $1.62M
|
2.91K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.89K+ 0.63% |
$1.51M - $1.62M
|
465K
$225M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.88KNew |
$1.5M - $1.61M
|
2.88K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.85K+ 750.53% |
$1.49M - $1.59M
|
3.23K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.84K+ 41.71% |
$1.48M - $1.59M
|
9.64K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.84KNew |
$1.48M - $1.58M
|
2.84K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.83K+ 2.74% |
$1.48M - $1.58M
|
106K
$51.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.82K+ 485.05% |
$1.47M - $1.58M
|
3.41K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.82K+ 38.16% |
$1.47M - $1.58M
|
10.2K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.82K+ 15.75% |
$1.47M - $1.58M
|
20.7K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.81K+ 95.22% |
$1.46M - $1.57M
|
5.76K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.8K+ 4.3% |
$1.46M - $1.56M
|
67.9K
$32.9M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.8K+ 6.59% |
$1.46M - $1.56M
|
45.3K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.78K+ 1.36% |
$1.45M - $1.55M
|
207K
$100M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.77K+ 2.07% |
$1.45M - $1.55M
|
137K
$66.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.76K+ 4.26% |
$1.44M - $1.54M
|
67.6K
$32.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 55.19% |
$1.44M - $1.54M
|
7.74K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.75KNew |
$1.43M - $1.54M
|
2.75K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.74K+ 9.14% |
$1.43M - $1.53M
|
32.8K
$15.9M
|