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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.42KNew |
$1.26M - $1.35M
|
2.42K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.41KNew |
$1.26M - $1.35M
|
2.41K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.4K+ 0.82% |
$1.25M - $1.34M
|
295K
$161M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.4K+ 13.22% |
$1.25M - $1.34M
|
20.6K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.39K+ 97.16% |
$1.25M - $1.34M
|
4.85K
$2.66M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.39K+ 18.24% |
$1.25M - $1.34M
|
15.5K
$8.49M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.38K+ 1.55% |
$1.24M - $1.33M
|
156K
$85.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.36K+ 3.14% |
$1.23M - $1.32M
|
77.4K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.35K+ 22.56% |
$1.23M - $1.32M
|
12.8K
$7.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.35KNew |
$1.22M - $1.31M
|
2.35K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.34KNew |
$1.22M - $1.31M
|
2.34K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.29KNew |
$1.2M - $1.28M
|
2.29K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.28KNew |
$1.19M - $1.27M
|
2.28K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.27K+ 18.64% |
$1.19M - $1.27M
|
14.5K
$7.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 4.73% |
$1.18M - $1.27M
|
50.3K
$27.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.26K+ 8.95% |
$1.18M - $1.26M
|
27.5K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.24K+ 8.31% |
$1.17M - $1.25M
|
29.2K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.24K+ 44.92% |
$1.17M - $1.25M
|
7.23K
$3.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
2.23KNew |
$1.16M - $1.24M
|
2.23K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.22KNew |
$1.16M - $1.24M
|
2.22K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.21K+ 3.72% |
$1.15M - $1.23M
|
61.6K
$33.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.21KNew |
$1.15M - $1.23M
|
2.21K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.2KNew |
$1.15M - $1.23M
|
2.2K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.2K+ 24.72% |
$1.15M - $1.23M
|
11.1K
$6.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.2K+ 18.17% |
$1.15M - $1.23M
|
14.3K
$7.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 2.3% |
$1.14M - $1.22M
|
97.2K
$53.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 216.4% |
$1.14M - $1.22M
|
3.18K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.17K+ 6.76% |
$1.13M - $1.21M
|
34.3K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.17KNew |
$1.13M - $1.21M
|
2.17K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.17KNew |
$1.13M - $1.21M
|
2.17K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.14K+ 1.55% |
$1.12M - $1.2M
|
141K
$77.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 22.36% |
$1.11M - $1.19M
|
11.7K
$6.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.11K+ 6.52% |
$1.1M - $1.18M
|
34.5K
$18.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.11K+ 6.52% |
$1.1M - $1.18M
|
34.5K
$18.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.1K+ 99.76% |
$1.1M - $1.17M
|
4.2K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.08KNew |
$1.09M - $1.16M
|
2.08K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.07K+ 23.12% |
$1.08M - $1.16M
|
11K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 9.42% |
$1.08M - $1.16M
|
24K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 18.64% |
$1.08M - $1.15M
|
13.1K
$7.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.04K+ 12.59% |
$1.06M - $1.14M
|
18.2K
$9.99M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.04K+ 6.25% |
$1.06M - $1.14M
|
34.6K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.03KNew |
$1.06M - $1.13M
|
2.03K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.03K+ 17.13% |
$1.06M - $1.13M
|
13.9K
$7.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
2.02K+ 1.17% |
$1.05M - $1.13M
|
174K
$95.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2K+ 5.09% |
$1.05M - $1.12M
|
41.4K
$22.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2KNew |
$1.04M - $1.12M
|
2K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 32.29% |
$1.04M - $1.11M
|
8.15K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.99K+ 11.38% |
$1.04M - $1.11M
|
19.4K
$10.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.98K+ 12.58% |
$1.03M - $1.11M
|
17.7K
$9.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.97K+ 8.16% |
$1.03M - $1.1M
|
26.1K
$14.3M
|