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 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 8.72% |
$607K - $650K
|
14.5K
$7.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$607K - $650K
|
1.16K
$637K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.16KNew |
$606K - $649K
|
1.16K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$603K - $645K
|
1.16K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.15K+ 34.97% |
$602K - $644K
|
4.45K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.15K+ 21.08% |
$601K - $644K
|
6.62K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.15KNew |
$599K - $642K
|
1.15K
$629K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 3.36% |
$597K - $639K
|
35.2K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 18.42% |
$597K - $639K
|
7.36K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.14K+ 8.15% |
$593K - $635K
|
15.1K
$8.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.13K+ 41.53% |
$591K - $633K
|
3.86K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 3.13% |
$590K - $631K
|
37.2K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.13K+ 37.33% |
$590K - $631K
|
4.16K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 13.66% |
$588K - $630K
|
9.38K
$5.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.13K+ 82.42% |
$587K - $629K
|
2.49K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.13K+ 38.44% |
$587K - $629K
|
4.05K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.12KNew |
$587K - $628K
|
1.12K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.12K+ 21.43% |
$583K - $624K
|
6.33K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.12KNew |
$583K - $624K
|
1.12K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
1.11KNew |
$579K - $620K
|
1.11K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.11K+ 50.52% |
$579K - $620K
|
3.31K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11K+ 60.38% |
$577K - $617K
|
2.94K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.1KNew |
$576K - $617K
|
1.1K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 2.04% |
$575K - $615K
|
55.1K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.1KNew |
$574K - $615K
|
1.1K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 3.52% |
$573K - $614K
|
32.2K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09K+ 6.54% |
$571K - $611K
|
17.8K
$9.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.09KNew |
$571K - $611K
|
1.09K
$600K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.09K+ 3.5% |
$570K - $611K
|
32.3K
$17.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.09K+ 3.41% |
$568K - $609K
|
33K
$18.1M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.08KNew |
$565K - $605K
|
1.08K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.08KNew |
$565K - $605K
|
1.08K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.08KNew |
$561K - $601K
|
1.08K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.08KNew |
$561K - $601K
|
1.08K
$589K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.07K+ 12.68% |
$559K - $599K
|
9.53K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.07K+ 4.31% |
$557K - $597K
|
25.8K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.07KNew |
$557K - $596K
|
1.07K
$585K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.07K+ 6.16% |
$556K - $595K
|
18.4K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.06KNew |
$553K - $592K
|
1.06K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.06KNew |
$552K - $591K
|
1.06K
$580K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.06K+ 11.72% |
$552K - $591K
|
10.1K
$5.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.05K+ 57.58% |
$549K - $588K
|
2.88K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.05K+ 853.66% |
$548K - $587K
|
1.17K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 37.58% |
$547K - $586K
|
3.84K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.04K+ 10.39% |
$544K - $582K
|
11.1K
$6.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.04K+ 48.97% |
$543K - $582K
|
3.17K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.04K+ 0.53% |
$542K - $581K
|
197K
$108M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.04K+ 22.5% |
$542K - $580K
|
5.65K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.04K+ 1.18% |
$541K - $579K
|
89.1K
$48.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.04K+ 79.31% |
$540K - $578K
|
2.34K
$1.28M
|