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 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.78K+ 19.52% |
$929K - $995K
|
10.9K
$5.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.78K+ 1.29% |
$927K - $993K
|
139K
$71.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 0.57% |
$927K - $992K
|
316K
$162M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.78K+ 1.85% |
$926K - $992K
|
98K
$50.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.77K+ 27.22% |
$924K - $989K
|
8.27K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.77KNew |
$922K - $987K
|
1.77K
$903K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.76K+ 10.11% |
$919K - $985K
|
19.2K
$9.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.75KNew |
$913K - $978K
|
1.75K
$895K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72K+ 52.88% |
$900K - $963K
|
4.98K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.71KNew |
$892K - $956K
|
1.71K
$874K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.7K+ 1.17% |
$885K - $948K
|
146K
$74.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.69K+ 11.47% |
$883K - $946K
|
16.5K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.67K+ 10.49% |
$873K - $935K
|
17.6K
$9.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.67KNew |
$872K - $934K
|
1.67K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.67KNew |
$870K - $932K
|
1.67K
$853K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.67KNew |
$870K - $932K
|
1.67K
$852K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.66K+ 2.95% |
$868K - $930K
|
58.1K
$29.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.66KNew |
$868K - $930K
|
1.66K
$851K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.65K+ 5.94% |
$859K - $920K
|
29.4K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.64K+ 24.99% |
$856K - $917K
|
8.21K
$4.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$850K - $910K
|
1.63K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.62K+ 8.42% |
$844K - $904K
|
20.8K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1.61K+ 3.77% |
$842K - $901K
|
44.4K
$22.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.61K+ 230.43% |
$842K - $901K
|
2.31K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.59K+ 1302.46% |
$829K - $888K
|
1.71K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.59K+ 24.86% |
$827K - $886K
|
7.96K
$4.07M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.57K+ 16.2% |
$821K - $880K
|
11.3K
$5.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.57KNew |
$821K - $879K
|
1.57K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.57KNew |
$820K - $878K
|
1.57K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.57K+ 47.65% |
$819K - $877K
|
4.86K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.56K+ 22.86% |
$814K - $871K
|
8.38K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.56K+ 9.48% |
$813K - $871K
|
18K
$9.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.55K+ 7.26% |
$807K - $864K
|
22.9K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.55KNew |
$807K - $864K
|
1.55K
$791K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.54K+ 14.64% |
$805K - $862K
|
12.1K
$6.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.54K+ 6.36% |
$804K - $861K
|
25.8K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.54K+ 4.1% |
$804K - $861K
|
39.1K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.54KNew |
$802K - $859K
|
1.54K
$786K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.53KNew |
$798K - $855K
|
1.53K
$782K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.53KNew |
$797K - $853K
|
1.53K
$781K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.53KNew |
$796K - $852K
|
1.53K
$780K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$794K - $851K
|
1.52K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.52K+ 56.63% |
$792K - $848K
|
4.2K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.5KNew |
$782K - $838K
|
1.5K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 2.96% |
$782K - $837K
|
52.2K
$26.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.49K+ 15.07% |
$779K - $834K
|
11.4K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.49K+ 103.12% |
$776K - $832K
|
2.93K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.48K+ 109.9% |
$770K - $825K
|
2.82K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.47K+ 7.27% |
$767K - $821K
|
21.7K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.47K+ 99.66% |
$767K - $821K
|
2.94K
$1.5M
|