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 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
609New |
$318K - $340K
|
609
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
609+ 3.65% |
$318K - $340K
|
17.3K
$8.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
604+ 2.61% |
$315K - $338K
|
23.7K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
604+ 0.32% |
$315K - $338K
|
190K
$92.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
600New |
$313K - $335K
|
600
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
600New |
$313K - $335K
|
600
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
597New |
$312K - $334K
|
597
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
595New |
$310K - $332K
|
595
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
594+ 35.61% |
$310K - $332K
|
2.26K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
594+ 147.76% |
$310K - $332K
|
996
$482K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
594New |
$310K - $332K
|
594
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
593+ 1.27% |
$309K - $331K
|
47.4K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
590+ 12.7% |
$308K - $330K
|
5.24K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
588+ 2.39% |
$307K - $329K
|
25.2K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
586New |
$306K - $327K
|
586
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
585New |
$305K - $327K
|
585
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
584New |
$305K - $326K
|
584
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
582New |
$304K - $325K
|
582
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
581New |
$303K - $325K
|
581
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
579+ 4.35% |
$302K - $324K
|
13.9K
$6.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
574+ 17.67% |
$300K - $321K
|
3.82K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
574+ 4.28% |
$300K - $321K
|
14K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
570+ 1.4% |
$297K - $319K
|
41.2K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
570New |
$297K - $319K
|
570
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
567+ 14.61% |
$296K - $317K
|
4.45K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
565+ 7.21% |
$295K - $316K
|
8.4K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
565+ 1.07% |
$295K - $316K
|
53.6K
$25.9M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
562New |
$293K - $314K
|
562
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
560+ 141.41% |
$292K - $313K
|
956
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
557+ 7.67% |
$291K - $311K
|
7.82K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
556+ 23.36% |
$290K - $311K
|
2.94K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
555+ 19.02% |
$290K - $310K
|
3.47K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
553New |
$289K - $309K
|
553
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
551+ 0.99% |
$288K - $308K
|
56.3K
$27.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
551New |
$288K - $308K
|
551
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
550+ 0.63% |
$287K - $307K
|
88.5K
$42.8M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
549New |
$286K - $307K
|
549
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
549+ 7.57% |
$286K - $307K
|
7.8K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
549New |
$286K - $307K
|
549
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
548+ 5.07% |
$286K - $306K
|
11.4K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
547+ 41.72% |
$285K - $306K
|
1.86K
$899K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
546+ 9.79% |
$285K - $305K
|
6.12K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
546New |
$285K - $305K
|
546
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
545+ 51.61% |
$284K - $305K
|
1.6K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
541+ 82.72% |
$282K - $302K
|
1.2K
$578K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
540New |
$282K - $302K
|
540
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
537New |
$280K - $300K
|
537
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
536+ 1.99% |
$280K - $300K
|
27.5K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
535+ 28.75% |
$279K - $299K
|
2.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
535+ 4.06% |
$279K - $299K
|
13.7K
$6.63M
|