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 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2.74K+ 149.67% |
$1.43M - $1.53M
|
4.57K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 2.99% |
$1.43M - $1.53M
|
94.1K
$45.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.72K+ 25.04% |
$1.42M - $1.52M
|
13.6K
$6.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.72K+ 463.82% |
$1.42M - $1.52M
|
3.3K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.72K+ 255.26% |
$1.42M - $1.52M
|
3.78K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.71K+ 87.31% |
$1.42M - $1.52M
|
5.82K
$2.82M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.69K+ 105.98% |
$1.41M - $1.51M
|
5.24K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.68K+ 109.26% |
$1.4M - $1.5M
|
5.13K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.67K+ 7.58% |
$1.39M - $1.49M
|
38K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.67KNew |
$1.39M - $1.49M
|
2.67K
$1.29M
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.64K+ 4.56% |
$1.38M - $1.47M
|
60.5K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.62KNew |
$1.37M - $1.46M
|
2.62K
$1.27M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.62K+ 85.1% |
$1.36M - $1.46M
|
5.69K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.6K+ 78.22% |
$1.36M - $1.46M
|
5.93K
$2.87M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.59KNew |
$1.35M - $1.45M
|
2.59K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.59K+ 1.12% |
$1.35M - $1.45M
|
233K
$113M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.58KNew |
$1.35M - $1.44M
|
2.58K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.58K+ 18.81% |
$1.35M - $1.44M
|
16.3K
$7.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.57K+ 5.02% |
$1.34M - $1.44M
|
53.9K
$26.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.57K+ 7.09% |
$1.34M - $1.44M
|
38.8K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2.55KNew |
$1.33M - $1.42M
|
2.55K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.54KNew |
$1.32M - $1.42M
|
2.54K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.54KNew |
$1.32M - $1.42M
|
2.54K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.53KNew |
$1.32M - $1.42M
|
2.53K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53K+ 9.75% |
$1.32M - $1.41M
|
28.5K
$13.8M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.53KNew |
$1.32M - $1.41M
|
2.53K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.51K+ 35.27% |
$1.31M - $1.4M
|
9.62K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.5KNew |
$1.31M - $1.4M
|
2.5K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.5K+ 6.49% |
$1.3M - $1.4M
|
41K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.49K+ 7.03% |
$1.3M - $1.39M
|
37.9K
$18.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.49K+ 5.92% |
$1.3M - $1.39M
|
44.5K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.48KNew |
$1.3M - $1.39M
|
2.48K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 2.79% |
$1.29M - $1.38M
|
91.1K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.47KNew |
$1.29M - $1.38M
|
2.47K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.45KNew |
$1.28M - $1.37M
|
2.45K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.43K+ 3.07% |
$1.27M - $1.36M
|
81.6K
$39.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.43KNew |
$1.27M - $1.36M
|
2.43K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.42K+ 4.32% |
$1.26M - $1.35M
|
58.5K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.42KNew |
$1.26M - $1.35M
|
2.42K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.41KNew |
$1.26M - $1.35M
|
2.41K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.4K+ 0.82% |
$1.25M - $1.34M
|
295K
$143M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.4K+ 13.22% |
$1.25M - $1.34M
|
20.6K
$9.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.39K+ 97.16% |
$1.25M - $1.34M
|
4.85K
$2.35M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.39K+ 18.24% |
$1.25M - $1.34M
|
15.5K
$7.5M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.38K+ 1.55% |
$1.24M - $1.33M
|
156K
$75.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.36K+ 3.14% |
$1.23M - $1.32M
|
77.4K
$37.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.35K+ 22.56% |
$1.23M - $1.32M
|
12.8K
$6.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.35KNew |
$1.22M - $1.31M
|
2.35K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.34KNew |
$1.22M - $1.31M
|
2.34K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.29KNew |
$1.2M - $1.28M
|
2.29K
$1.11M
|