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 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37+ 0.42% |
$19.3K - $20.7K
|
8.87K
$4.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
37+ 9.44% |
$19.3K - $20.7K
|
429
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37+ 185.0% |
$19.3K - $20.7K
|
57
$31.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
37+ 5.49% |
$19.3K - $20.7K
|
711
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
36+ 1.32% |
$18.8K - $20.1K
|
2.76K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36+ 600.0% |
$18.8K - $20.1K
|
42
$23.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
35+ 0.1% |
$18.3K - $19.6K
|
35.1K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
35+ 5.02% |
$18.3K - $19.6K
|
732
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
33+ 0.25% |
$17.2K - $18.4K
|
13.4K
$7.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
33+ 4.47% |
$17.2K - $18.4K
|
772
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
32+ 1.19% |
$16.7K - $17.9K
|
2.72K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
32+ 1.9% |
$16.7K - $17.9K
|
1.72K
$956K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
32+ 0.55% |
$16.7K - $17.9K
|
5.82K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
32+ 0.17% |
$16.7K - $17.9K
|
19.2K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 1.13% |
$16.2K - $17.3K
|
2.79K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
31+ 7.43% |
$16.2K - $17.3K
|
448
$249K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
30+ 0.38% |
$15.7K - $16.8K
|
7.92K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
30+ 4.62% |
$15.7K - $16.8K
|
680
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 3.46% |
$15.7K - $16.8K
|
896
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
29+ 2.78% |
$15.1K - $16.2K
|
1.07K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
29+ 2.49% |
$15.1K - $16.2K
|
1.2K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
28+ 2.74% |
$14.6K - $15.6K
|
1.05K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
28+ 2.65% |
$14.6K - $15.6K
|
1.09K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
28+ 0.61% |
$14.6K - $15.6K
|
4.65K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
28+ 0.7% |
$14.6K - $15.6K
|
4.01K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
27+ 1.24% |
$14.1K - $15.1K
|
2.2K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
27+ 1.84% |
$14.1K - $15.1K
|
1.5K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
27+ 4.04% |
$14.1K - $15.1K
|
695
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
26+ 5.19% |
$13.6K - $14.5K
|
527
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25+ 2.15% |
$13K - $14K
|
1.19K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
25+ 2.55% |
$13K - $14K
|
1.01K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.49% |
$12.5K - $13.4K
|
4.95K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.98% |
$12.5K - $13.4K
|
2.49K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
24+ 5.41% |
$12.5K - $13.4K
|
468
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
23+ 3.39% |
$12K - $12.9K
|
701
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23+ 1.07% |
$12K - $12.9K
|
2.18K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
23+ 0.16% |
$12K - $12.9K
|
14.8K
$8.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
22+ 3.3% |
$11.5K - $12.3K
|
689
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
22+ 2.13% |
$11.5K - $12.3K
|
1.05K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 3.96% |
$11.5K - $12.3K
|
578
$321K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21+ 1.26% |
$11K - $11.7K
|
1.69K
$941K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
21+ 3.72% |
$11K - $11.7K
|
586
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
21+ 3.3% |
$11K - $11.7K
|
657
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
21+ 8.37% |
$11K - $11.7K
|
272
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
21+ 3.06% |
$11K - $11.7K
|
708
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
21+ 0.36% |
$11K - $11.7K
|
5.87K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
21+ 0.34% |
$11K - $11.7K
|
6.18K
$3.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
21+ 2.29% |
$11K - $11.7K
|
940
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 6.18% |
$11K - $11.7K
|
361
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
20+ 1.41% |
$10.4K - $11.2K
|
1.44K
$802K
|