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 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.82K+ 485.05% |
$1.47M - $1.58M
|
3.41K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.82K+ 38.16% |
$1.47M - $1.58M
|
10.2K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.82K+ 15.75% |
$1.47M - $1.58M
|
20.7K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.81K+ 95.22% |
$1.46M - $1.57M
|
5.76K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.8K+ 4.3% |
$1.46M - $1.56M
|
67.9K
$37.2M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.8K+ 6.59% |
$1.46M - $1.56M
|
45.3K
$24.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.78K+ 1.36% |
$1.45M - $1.55M
|
207K
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.77K+ 2.07% |
$1.45M - $1.55M
|
137K
$74.9M
|
|
|
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
$37M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 55.19% |
$1.44M - $1.54M
|
7.74K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.75KNew |
$1.43M - $1.54M
|
2.75K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.74K+ 9.14% |
$1.43M - $1.53M
|
32.8K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2.74K+ 149.67% |
$1.43M - $1.53M
|
4.57K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 2.99% |
$1.43M - $1.53M
|
94.1K
$51.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.72K+ 25.04% |
$1.42M - $1.52M
|
13.6K
$7.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.72K+ 463.82% |
$1.42M - $1.52M
|
3.3K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.72K+ 255.26% |
$1.42M - $1.52M
|
3.78K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.71K+ 87.31% |
$1.42M - $1.52M
|
5.82K
$3.19M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.69K+ 105.98% |
$1.41M - $1.51M
|
5.24K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.68K+ 109.26% |
$1.4M - $1.5M
|
5.13K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.67K+ 7.58% |
$1.39M - $1.49M
|
38K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.67KNew |
$1.39M - $1.49M
|
2.67K
$1.46M
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.64K+ 4.56% |
$1.38M - $1.47M
|
60.5K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.62KNew |
$1.37M - $1.46M
|
2.62K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.62K+ 85.1% |
$1.36M - $1.46M
|
5.69K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.6K+ 78.22% |
$1.36M - $1.46M
|
5.93K
$3.25M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.59KNew |
$1.35M - $1.45M
|
2.59K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.59K+ 1.12% |
$1.35M - $1.45M
|
233K
$128M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.58KNew |
$1.35M - $1.44M
|
2.58K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.58K+ 18.81% |
$1.35M - $1.44M
|
16.3K
$8.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.57K+ 5.02% |
$1.34M - $1.44M
|
53.9K
$29.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.57K+ 7.09% |
$1.34M - $1.44M
|
38.8K
$21.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2.55KNew |
$1.33M - $1.42M
|
2.55K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.54KNew |
$1.32M - $1.42M
|
2.54K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.54KNew |
$1.32M - $1.42M
|
2.54K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.53KNew |
$1.32M - $1.42M
|
2.53K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53K+ 9.75% |
$1.32M - $1.41M
|
28.5K
$15.6M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.53KNew |
$1.32M - $1.41M
|
2.53K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.51K+ 35.27% |
$1.31M - $1.4M
|
9.62K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.5KNew |
$1.31M - $1.4M
|
2.5K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.5K+ 6.49% |
$1.3M - $1.4M
|
41K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.49K+ 7.03% |
$1.3M - $1.39M
|
37.9K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.49K+ 5.92% |
$1.3M - $1.39M
|
44.5K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.48KNew |
$1.3M - $1.39M
|
2.48K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 2.79% |
$1.29M - $1.38M
|
91.1K
$49.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.47KNew |
$1.29M - $1.38M
|
2.47K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.45KNew |
$1.28M - $1.37M
|
2.45K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.43K+ 3.07% |
$1.27M - $1.36M
|
81.6K
$44.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.43KNew |
$1.27M - $1.36M
|
2.43K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.42K+ 4.32% |
$1.26M - $1.35M
|
58.5K
$32.1M
|