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 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
191K+ 28.9% |
$99.4M - $106M
|
850K
$411M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
176K+ 10.01% |
$91.9M - $98.4M
|
1.94M
$937M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
174K+ 24.09% |
$91M - $97.5M
|
899K
$435M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
172K+ 4.95% |
$89.8M - $96.1M
|
3.65M
$1.76B
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
160K+ 212.3% |
$83.3M - $89.2M
|
235K
$114M
|
|
Feb 10, 2025
Q4 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
134KNew |
$70.1M - $75.1M
|
134K
$65M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
126KNew |
$65.9M - $70.6M
|
126K
$61.1M
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
126KNew |
$65.6M - $70.3M
|
126K
$60.8M
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
123K+ 19.88% |
$64.4M - $69M
|
744K
$360M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120K+ 6.02% |
$62.8M - $67.3M
|
2.12M
$1.03B
|
|
Feb 14, 2025
Q4 2024
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
120KNew |
$62.8M - $67.3M
|
120K
$58.2M
|
|
Feb 12, 2025
Q4 2024
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
118KNew |
$61.6M - $66M
|
118K
$57.2M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
118K+ 66.27% |
$61.3M - $65.7M
|
295K
$143M
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
115KNew |
$60M - $64.3M
|
115K
$55.7M
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
112K+ 18.81% |
$58.6M - $62.8M
|
710K
$344M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
112K+ 14.07% |
$58.3M - $62.4M
|
905K
$438M
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
111K+ 5832.53% |
$57.7M - $61.8M
|
113K
$54.5M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
106K+ 498.42% |
$55.4M - $59.4M
|
128K
$61.7M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103K+ 23.74% |
$53.5M - $57.3M
|
535K
$259M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.5K+ 144.13% |
$51.9M - $55.6M
|
168K
$81.5M
|
|
Jan 30, 2025
Q4 2024
|
P/E Global LLC
|
BUY
|
- |
97.7KNew |
$51M - $54.6M
|
97.7K
$47.3M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
96.5KNew |
$50.3M - $53.9M
|
96.5K
$46.7M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.8K+ 11.49% |
$49.5M - $53M
|
920K
$445M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94.7K+ 7.06% |
$49.4M - $52.9M
|
1.44M
$695M
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
94.7K+ 8.28% |
$49.4M - $52.9M
|
1.24M
$600M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
93.2KNew |
$48.6M - $52.1M
|
93.2K
$45.1M
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
91.5K+ 22.71% |
$47.8M - $51.1M
|
495K
$239M
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
87.8K+ 99722.73% |
$45.8M - $49M
|
87.8K
$42.5M
|
|
Jan 30, 2025
Q4 2024
|
New York Life Insurance CO
New York, NY |
BUY
|
- |
86.9K+ 16.35% |
$45.4M - $48.6M
|
619K
$299M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
86.6KNew |
$45.2M - $48.4M
|
86.6K
$41.9M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
86.5K+ 6.22% |
$45.1M - $48.3M
|
1.48M
$715M
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
86K+ 8.06% |
$44.9M - $48.1M
|
1.15M
$558M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
79.8K+ 14.39% |
$41.6M - $44.6M
|
634K
$307M
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
78.3K+ 5.99% |
$40.8M - $43.7M
|
1.38M
$670M
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
76.6KNew |
$40M - $42.8M
|
76.6K
$37.1M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
75K+ 8.59% |
$39.1M - $41.9M
|
949K
$459M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.8K+ 5.88% |
$39M - $41.8M
|
1.35M
$651M
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
73.9K+ 87.91% |
$38.6M - $41.3M
|
158K
$76.5M
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
73.8KNew |
$38.5M - $41.3M
|
73.8K
$35.7M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
73.3KNew |
$38.3M - $41M
|
73.3K
$35.5M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
BUY
|
- |
73.2K+ 32.45% |
$38.2M - $40.9M
|
299K
$145M
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
73.1KNew |
$38.1M - $40.9M
|
73.1K
$35.4M
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
72.2KNew |
$37.7M - $40.4M
|
72.2K
$34.9M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
71.9K+ 5583.0% |
$37.5M - $40.2M
|
73.2K
$35.4M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
71K+ 294.93% |
$37M - $39.7M
|
95.1K
$46M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
68.2K+ 66.46% |
$35.6M - $38.1M
|
171K
$82.7M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
67.6K+ 12.49% |
$35.3M - $37.8M
|
609K
$295M
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
65.9K+ 223.09% |
$34.4M - $36.8M
|
95.5K
$46.2M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
65.2KNew |
$34M - $36.4M
|
65.2K
$31.5M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.5K+ 20.28% |
$33.7M - $36.1M
|
383K
$185M
|