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 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 116.98% |
$626K - $670K
|
2.22K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.19KNew |
$623K - $667K
|
1.19K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.19K+ 12.23% |
$622K - $666K
|
10.9K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.19KNew |
$622K - $666K
|
1.19K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.18K+ 45.57% |
$617K - $661K
|
3.78K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 8.45% |
$615K - $658K
|
15.1K
$9.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 5.75% |
$615K - $658K
|
21.7K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.18KNew |
$615K - $658K
|
1.18K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.17KNew |
$612K - $655K
|
1.17K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.17K+ 52.53% |
$611K - $654K
|
3.4K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.17K+ 32.78% |
$611K - $654K
|
4.74K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.17K+ 2.37% |
$610K - $653K
|
50.4K
$31.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.16K+ 41.01% |
$607K - $650K
|
4K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 8.72% |
$607K - $650K
|
14.5K
$8.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$607K - $650K
|
1.16K
$717K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.16KNew |
$606K - $649K
|
1.16K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$603K - $645K
|
1.16K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.15K+ 34.97% |
$602K - $644K
|
4.45K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.15K+ 21.08% |
$601K - $644K
|
6.62K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.15KNew |
$599K - $642K
|
1.15K
$708K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 3.36% |
$597K - $639K
|
35.2K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 18.42% |
$597K - $639K
|
7.36K
$4.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.14K+ 8.15% |
$593K - $635K
|
15.1K
$9.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.13K+ 41.53% |
$591K - $633K
|
3.86K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 3.13% |
$590K - $631K
|
37.2K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.13K+ 37.33% |
$590K - $631K
|
4.16K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 13.66% |
$588K - $630K
|
9.38K
$5.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.13K+ 82.42% |
$587K - $629K
|
2.49K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.13K+ 38.44% |
$587K - $629K
|
4.05K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.12KNew |
$587K - $628K
|
1.12K
$693K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.12K+ 21.43% |
$583K - $624K
|
6.33K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.12KNew |
$583K - $624K
|
1.12K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
1.11KNew |
$579K - $620K
|
1.11K
$685K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.11K+ 50.52% |
$579K - $620K
|
3.31K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11K+ 60.38% |
$577K - $617K
|
2.94K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.1KNew |
$576K - $617K
|
1.1K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 2.04% |
$575K - $615K
|
55.1K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.1KNew |
$574K - $615K
|
1.1K
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 3.52% |
$573K - $614K
|
32.2K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09K+ 6.54% |
$571K - $611K
|
17.8K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.09KNew |
$571K - $611K
|
1.09K
$675K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.09K+ 3.5% |
$570K - $611K
|
32.3K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.09K+ 3.41% |
$568K - $609K
|
33K
$20.4M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.08KNew |
$565K - $605K
|
1.08K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.08KNew |
$565K - $605K
|
1.08K
$667K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.08KNew |
$561K - $601K
|
1.08K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.08KNew |
$561K - $601K
|
1.08K
$663K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.07K+ 12.68% |
$559K - $599K
|
9.53K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.07K+ 4.31% |
$557K - $597K
|
25.8K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.07KNew |
$557K - $596K
|
1.07K
$658K
|