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 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
833+ 123.22% |
$435K - $465K
|
1.51K
$931K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
832+ 1.03% |
$434K - $465K
|
82K
$50.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
830+ 18.52% |
$433K - $464K
|
5.31K
$3.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
820+ 34.7% |
$428K - $458K
|
3.18K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
820+ 30.83% |
$428K - $458K
|
3.48K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
815New |
$425K - $455K
|
815
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
814+ 6.14% |
$425K - $455K
|
14.1K
$8.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
809+ 210.13% |
$422K - $452K
|
1.19K
$737K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
805+ 14.94% |
$420K - $450K
|
6.2K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
802+ 0.89% |
$419K - $448K
|
90.9K
$56.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
802+ 17.82% |
$419K - $448K
|
5.3K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
802+ 107.08% |
$419K - $448K
|
1.55K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
800+ 100.25% |
$417K - $447K
|
1.6K
$986K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
798+ 18.14% |
$416K - $446K
|
5.2K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
797+ 35.8% |
$416K - $445K
|
3.02K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
797+ 1.06% |
$416K - $445K
|
75.9K
$46.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
796+ 5.53% |
$415K - $445K
|
15.2K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
796New |
$415K - $445K
|
796
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
795+ 11.06% |
$415K - $444K
|
7.99K
$4.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
794+ 4.1% |
$414K - $444K
|
20.2K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
792New |
$413K - $443K
|
792
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
792+ 4.1% |
$413K - $443K
|
20.1K
$12.4M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
792New |
$413K - $443K
|
792
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
791New |
$413K - $442K
|
791
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
786+ 16.99% |
$410K - $439K
|
5.41K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
783+ 1.62% |
$409K - $438K
|
49.2K
$30.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
783+ 4.78% |
$409K - $438K
|
17.2K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
783+ 25.89% |
$409K - $438K
|
3.81K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
780New |
$407K - $436K
|
780
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
778+ 7.77% |
$406K - $435K
|
10.8K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
777+ 1.23% |
$405K - $434K
|
63.9K
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
777+ 8.37% |
$405K - $434K
|
10.1K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
776+ 5.94% |
$405K - $434K
|
13.8K
$8.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
773+ 8.7% |
$403K - $432K
|
9.66K
$5.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
771+ 46.53% |
$402K - $431K
|
2.43K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
771New |
$402K - $431K
|
771
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
768New |
$401K - $429K
|
768
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
767+ 4.9% |
$400K - $429K
|
16.4K
$10.1M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
766New |
$400K - $428K
|
766
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
764New |
$399K - $427K
|
764
$471K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
763New |
$398K - $426K
|
763
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
762+ 6.74% |
$398K - $426K
|
12.1K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
762New |
$398K - $426K
|
762
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
755+ 13.32% |
$394K - $422K
|
6.42K
$3.96M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
754New |
$393K - $421K
|
754
$465K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
753+ 31.48% |
$393K - $421K
|
3.15K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
752+ 1.45% |
$392K - $420K
|
52.7K
$32.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
752+ 5.52% |
$392K - $420K
|
14.4K
$8.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
747New |
$390K - $417K
|
747
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
740+ 3.93% |
$386K - $414K
|
19.6K
$12.1M
|