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 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
584New |
$305K - $326K
|
584
$360K
|
|
|
Aug 12, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
584New |
$305K - $326K
|
584
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
582New |
$304K - $325K
|
582
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
581New |
$303K - $325K
|
581
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
579+ 4.35% |
$302K - $324K
|
13.9K
$8.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
574+ 17.67% |
$300K - $321K
|
3.82K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
574+ 4.28% |
$300K - $321K
|
14K
$8.63M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
570+ 1.4% |
$297K - $319K
|
41.2K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
570New |
$297K - $319K
|
570
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
567+ 14.61% |
$296K - $317K
|
4.45K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
565+ 7.21% |
$295K - $316K
|
8.4K
$5.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
565+ 1.07% |
$295K - $316K
|
53.6K
$33.1M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
562New |
$293K - $314K
|
562
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
560+ 141.41% |
$292K - $313K
|
956
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
557+ 7.67% |
$291K - $311K
|
7.82K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
556+ 23.36% |
$290K - $311K
|
2.94K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
555+ 19.02% |
$290K - $310K
|
3.47K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
553New |
$289K - $309K
|
553
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
551+ 0.99% |
$288K - $308K
|
56.3K
$34.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
551New |
$288K - $308K
|
551
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
550+ 0.63% |
$287K - $307K
|
88.5K
$54.6M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
549New |
$286K - $307K
|
549
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
549+ 7.57% |
$286K - $307K
|
7.8K
$4.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
549New |
$286K - $307K
|
549
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
548+ 5.07% |
$286K - $306K
|
11.4K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
547+ 41.72% |
$285K - $306K
|
1.86K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
546+ 9.79% |
$285K - $305K
|
6.12K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
546New |
$285K - $305K
|
546
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
545+ 51.61% |
$284K - $305K
|
1.6K
$988K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
541+ 82.72% |
$282K - $302K
|
1.2K
$737K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
540New |
$282K - $302K
|
540
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
537New |
$280K - $300K
|
537
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
536+ 1.99% |
$280K - $300K
|
27.5K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
535+ 28.75% |
$279K - $299K
|
2.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
535+ 4.06% |
$279K - $299K
|
13.7K
$8.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
534New |
$279K - $298K
|
534
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
531+ 65.64% |
$277K - $297K
|
1.34K
$827K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
530New |
$277K - $296K
|
530
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
528+ 5.57% |
$276K - $295K
|
10K
$6.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
523+ 31.81% |
$273K - $292K
|
2.17K
$1.34M
|
|
|
Oct 30, 2025
Q4 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
523New |
$273K - $292K
|
523
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
522+ 3.9% |
$272K - $292K
|
13.9K
$8.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
520New |
$271K - $291K
|
520
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
520New |
$271K - $291K
|
520
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
517New |
$270K - $289K
|
517
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
514+ 52.72% |
$268K - $287K
|
1.49K
$919K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
512New |
$267K - $286K
|
512
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
510+ 2.6% |
$266K - $285K
|
20.1K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
510+ 0.86% |
$266K - $285K
|
59.6K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
510New |
$266K - $285K
|
510
$315K
|