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 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.57K+ 16.2% |
$821K - $880K
|
11.3K
$6.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.57KNew |
$821K - $879K
|
1.57K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.57KNew |
$820K - $878K
|
1.57K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.57K+ 47.65% |
$819K - $877K
|
4.86K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.56K+ 22.86% |
$814K - $871K
|
8.38K
$4.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.56K+ 9.48% |
$813K - $871K
|
18K
$9.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.55K+ 7.26% |
$807K - $864K
|
22.9K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.55KNew |
$807K - $864K
|
1.55K
$848K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.54K+ 14.64% |
$805K - $862K
|
12.1K
$6.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.54K+ 6.36% |
$804K - $861K
|
25.8K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.54K+ 4.1% |
$804K - $861K
|
39.1K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.54KNew |
$802K - $859K
|
1.54K
$842K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.53KNew |
$798K - $855K
|
1.53K
$838K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.53KNew |
$797K - $853K
|
1.53K
$837K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.53KNew |
$796K - $852K
|
1.53K
$836K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$794K - $851K
|
1.52K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.52K+ 56.63% |
$792K - $848K
|
4.2K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.5KNew |
$782K - $838K
|
1.5K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 2.96% |
$782K - $837K
|
52.2K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.49K+ 15.07% |
$779K - $834K
|
11.4K
$6.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.49K+ 103.12% |
$776K - $832K
|
2.93K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.48K+ 109.9% |
$770K - $825K
|
2.82K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.47K+ 7.27% |
$767K - $821K
|
21.7K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.47K+ 99.66% |
$767K - $821K
|
2.94K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.47K+ 39.57% |
$767K - $821K
|
5.18K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.47K+ 0.96% |
$765K - $819K
|
154K
$84.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.47K+ 5860.0% |
$764K - $819K
|
1.49K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.47K+ 45.1% |
$764K - $819K
|
4.71K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.46KNew |
$764K - $818K
|
1.46K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.46K+ 7.2% |
$762K - $816K
|
21.7K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.46K+ 7.2% |
$762K - $816K
|
21.7K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.46K+ 18.13% |
$761K - $815K
|
9.5K
$5.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 49.2% |
$758K - $812K
|
4.41K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.45K+ 9.09% |
$757K - $811K
|
17.4K
$9.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 0.91% |
$756K - $810K
|
161K
$88.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.45K+ 6.03% |
$756K - $810K
|
25.5K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.44K+ 14.91% |
$754K - $807K
|
11.1K
$6.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.44K+ 224.8% |
$752K - $805K
|
2.08K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 2.72% |
$741K - $794K
|
53.6K
$29.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.42KNew |
$739K - $792K
|
1.42K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.41K+ 9.84% |
$738K - $790K
|
15.8K
$8.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.41K+ 7.75% |
$736K - $788K
|
19.6K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.4K+ 8.86% |
$730K - $782K
|
17.2K
$9.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$730K - $781K
|
1.4K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.39KNew |
$727K - $778K
|
1.39K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.39K+ 21.6% |
$724K - $776K
|
7.81K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.38KNew |
$722K - $773K
|
1.38K
$758K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.38K+ 1.16% |
$721K - $772K
|
121K
$66.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.38KNew |
$720K - $771K
|
1.38K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.38K+ 28.17% |
$719K - $770K
|
6.27K
$3.44M
|