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 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
889New |
$464K - $497K
|
889
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
888+ 20.48% |
$463K - $496K
|
5.22K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
887+ 6.6% |
$463K - $496K
|
14.3K
$6.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
882New |
$460K - $493K
|
882
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
878New |
$458K - $491K
|
878
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
875New |
$457K - $489K
|
875
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
870New |
$454K - $486K
|
870
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
868New |
$453K - $485K
|
868
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
865+ 33.31% |
$451K - $483K
|
3.46K
$1.68M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
862New |
$450K - $482K
|
862
$417K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
860+ 13.29% |
$449K - $481K
|
7.33K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
857+ 14.65% |
$447K - $479K
|
6.71K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
856+ 2.27% |
$447K - $478K
|
38.5K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
855New |
$446K - $478K
|
855
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
850New |
$444K - $475K
|
850
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
846+ 8.87% |
$441K - $473K
|
10.4K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
845+ 10.08% |
$441K - $472K
|
9.23K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
844+ 48.26% |
$440K - $472K
|
2.59K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
844New |
$440K - $472K
|
844
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
837+ 10.86% |
$437K - $468K
|
8.54K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
834+ 2.51% |
$435K - $466K
|
34.1K
$16.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
833+ 123.22% |
$435K - $465K
|
1.51K
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
832+ 1.03% |
$434K - $465K
|
82K
$39.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
830+ 18.52% |
$433K - $464K
|
5.31K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
820+ 34.7% |
$428K - $458K
|
3.18K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
820+ 30.83% |
$428K - $458K
|
3.48K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
815New |
$425K - $455K
|
815
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
814+ 6.14% |
$425K - $455K
|
14.1K
$6.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
809+ 210.13% |
$422K - $452K
|
1.19K
$578K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
805+ 14.94% |
$420K - $450K
|
6.2K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
802+ 0.89% |
$419K - $448K
|
90.9K
$44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
802+ 17.82% |
$419K - $448K
|
5.3K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
802+ 107.08% |
$419K - $448K
|
1.55K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
800+ 100.25% |
$417K - $447K
|
1.6K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
798+ 18.14% |
$416K - $446K
|
5.2K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
797+ 35.8% |
$416K - $445K
|
3.02K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
797+ 1.06% |
$416K - $445K
|
75.9K
$36.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
796+ 5.53% |
$415K - $445K
|
15.2K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
796New |
$415K - $445K
|
796
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
795+ 11.06% |
$415K - $444K
|
7.99K
$3.86M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
794+ 4.1% |
$414K - $444K
|
20.2K
$9.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
792New |
$413K - $443K
|
792
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
792+ 4.1% |
$413K - $443K
|
20.1K
$9.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
791New |
$413K - $442K
|
791
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
786+ 16.99% |
$410K - $439K
|
5.41K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
783+ 1.62% |
$409K - $438K
|
49.2K
$23.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
783+ 4.78% |
$409K - $438K
|
17.2K
$8.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
783+ 25.89% |
$409K - $438K
|
3.81K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
780New |
$407K - $436K
|
780
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
778+ 7.77% |
$406K - $435K
|
10.8K
$5.22M
|