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 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 1.05% |
$3.13K - $3.35K
|
579
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
9.71K
$5.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6+ 1.03% |
$3.13K - $3.35K
|
591
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.67% |
$3.13K - $3.35K
|
897
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 3.97% |
$3.13K - $3.35K
|
157
$87.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 0.3% |
$3.13K - $3.35K
|
2K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.57% |
$3.13K - $3.35K
|
1.06K
$587K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
6+ 4.48% |
$3.13K - $3.35K
|
140
$77.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.13K - $3.35K
|
3.69K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5+ 0.54% |
$2.61K - $2.79K
|
932
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5+ 0.12% |
$2.61K - $2.79K
|
4.15K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5+ 0.32% |
$2.61K - $2.79K
|
1.57K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.31% |
$2.61K - $2.79K
|
1.62K
$900K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4+ 0.15% |
$2.09K - $2.24K
|
2.73K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.09K - $2.24K
|
701
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.41% |
$2.09K - $2.24K
|
978
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$2.09K - $2.24K
|
879
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4+ 0.27% |
$2.09K - $2.24K
|
1.51K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.09K - $2.24K
|
4
$2.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.18% |
$2.09K - $2.24K
|
2.25K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$2.09K - $2.24K
|
1.72K
$956K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
16.5K
$9.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4+ 0.77% |
$2.09K - $2.24K
|
526
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.16% |
$2.09K - $2.24K
|
2.55K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
25.6K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.69K
$937K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.67K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$1.57K - $1.68K
|
664
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
3+ 0.29% |
$1.57K - $1.68K
|
1.02K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 11.54% |
$1.57K - $1.68K
|
29
$16.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.67K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3+ 0.28% |
$1.57K - $1.68K
|
1.08K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.11K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.13K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$1.57K - $1.68K
|
424
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.57K - $1.68K
|
815
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.57K - $1.68K
|
4.77K
$2.65M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3+ 0.15% |
$1.57K - $1.68K
|
2.02K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.51% |
$1.57K - $1.68K
|
589
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.71K
$948K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3+ 1.67% |
$1.57K - $1.68K
|
183
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.25% |
$1.57K - $1.68K
|
1.21K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 0.13% |
$1.04K - $1.12K
|
1.54K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2+ 0.02% |
$1.04K - $1.12K
|
8.13K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.26% |
$1.04K - $1.12K
|
786
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.56% |
$1.04K - $1.12K
|
38
$21.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
671
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.49% |
$1.04K - $1.12K
|
413
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.12K
|
1.4K
$778K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$1.04K - $1.12K
|
560
$311K
|