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 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.28KNew |
$1.19M - $1.27M
|
2.28K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.27K+ 18.64% |
$1.19M - $1.27M
|
14.5K
$7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 4.73% |
$1.18M - $1.27M
|
50.3K
$24.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.26K+ 8.95% |
$1.18M - $1.26M
|
27.5K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.24K+ 8.31% |
$1.17M - $1.25M
|
29.2K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.24K+ 44.92% |
$1.17M - $1.25M
|
7.23K
$3.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
2.23KNew |
$1.16M - $1.24M
|
2.23K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.22KNew |
$1.16M - $1.24M
|
2.22K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.21K+ 3.72% |
$1.15M - $1.23M
|
61.6K
$29.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.21KNew |
$1.15M - $1.23M
|
2.21K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.2KNew |
$1.15M - $1.23M
|
2.2K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.2K+ 24.72% |
$1.15M - $1.23M
|
11.1K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.2K+ 18.17% |
$1.15M - $1.23M
|
14.3K
$6.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 2.3% |
$1.14M - $1.22M
|
97.2K
$47.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 216.4% |
$1.14M - $1.22M
|
3.18K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.17K+ 6.76% |
$1.13M - $1.21M
|
34.3K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.17KNew |
$1.13M - $1.21M
|
2.17K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.17KNew |
$1.13M - $1.21M
|
2.17K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.14K+ 1.55% |
$1.12M - $1.2M
|
141K
$68.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 22.36% |
$1.11M - $1.19M
|
11.7K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.11K+ 6.52% |
$1.1M - $1.18M
|
34.5K
$16.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.11K+ 6.52% |
$1.1M - $1.18M
|
34.5K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.1K+ 99.76% |
$1.1M - $1.17M
|
4.2K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.08KNew |
$1.09M - $1.16M
|
2.08K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.07K+ 23.12% |
$1.08M - $1.16M
|
11K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 9.42% |
$1.08M - $1.16M
|
24K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 18.64% |
$1.08M - $1.15M
|
13.1K
$6.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.04K+ 12.59% |
$1.06M - $1.14M
|
18.2K
$8.82M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.04K+ 6.25% |
$1.06M - $1.14M
|
34.6K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.03KNew |
$1.06M - $1.13M
|
2.03K
$982K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.03K+ 17.13% |
$1.06M - $1.13M
|
13.9K
$6.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
2.02K+ 1.17% |
$1.05M - $1.13M
|
174K
$84.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2K+ 5.09% |
$1.05M - $1.12M
|
41.4K
$20M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2KNew |
$1.04M - $1.12M
|
2K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 32.29% |
$1.04M - $1.11M
|
8.15K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.99K+ 11.38% |
$1.04M - $1.11M
|
19.4K
$9.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.98K+ 12.58% |
$1.03M - $1.11M
|
17.7K
$8.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.97K+ 8.16% |
$1.03M - $1.1M
|
26.1K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.96K+ 0.56% |
$1.02M - $1.1M
|
350K
$169M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.94KNew |
$1.01M - $1.09M
|
1.94K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 4.52% |
$1.01M - $1.08M
|
44.8K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.93K+ 3.29% |
$1.01M - $1.08M
|
60.8K
$29.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.93K+ 6.91% |
$1.01M - $1.08M
|
29.9K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.92K+ 4.53% |
$1M - $1.07M
|
44.3K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.91K+ 22.63% |
$999K - $1.07M
|
10.4K
$5.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.9K+ 15.26% |
$991K - $1.06M
|
14.3K
$6.94M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.89KNew |
$986K - $1.06M
|
1.89K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.87K+ 26742.86% |
$977K - $1.05M
|
1.88K
$909K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.87K+ 3.45% |
$976K - $1.05M
|
56K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.6% |
$975K - $1.04M
|
73.7K
$35.6M
|