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 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
551New |
$288K - $308K
|
551
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
550+ 0.63% |
$287K - $307K
|
88.5K
$48.5M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
549New |
$286K - $307K
|
549
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
549+ 7.57% |
$286K - $307K
|
7.8K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
549New |
$286K - $307K
|
549
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
548+ 5.07% |
$286K - $306K
|
11.4K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
547+ 41.72% |
$285K - $306K
|
1.86K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
546+ 9.79% |
$285K - $305K
|
6.12K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
546New |
$285K - $305K
|
546
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
545+ 51.61% |
$284K - $305K
|
1.6K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
541+ 82.72% |
$282K - $302K
|
1.2K
$655K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
540New |
$282K - $302K
|
540
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
537New |
$280K - $300K
|
537
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
536+ 1.99% |
$280K - $300K
|
27.5K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
535+ 28.75% |
$279K - $299K
|
2.4K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
535+ 4.06% |
$279K - $299K
|
13.7K
$7.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
534New |
$279K - $298K
|
534
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
531+ 65.64% |
$277K - $297K
|
1.34K
$734K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
530New |
$277K - $296K
|
530
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
528+ 5.57% |
$276K - $295K
|
10K
$5.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
523+ 31.81% |
$273K - $292K
|
2.17K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
522+ 3.9% |
$272K - $292K
|
13.9K
$7.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
520New |
$271K - $291K
|
520
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
520New |
$271K - $291K
|
520
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
517New |
$270K - $289K
|
517
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
514+ 52.72% |
$268K - $287K
|
1.49K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
512New |
$267K - $286K
|
512
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
510+ 2.6% |
$266K - $285K
|
20.1K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
510+ 0.86% |
$266K - $285K
|
59.6K
$32.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
510New |
$266K - $285K
|
510
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
510+ 18.76% |
$266K - $285K
|
3.23K
$1.77M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
509+ 50.9% |
$266K - $284K
|
1.51K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
509+ 1.21% |
$266K - $284K
|
42.6K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
508+ 2.48% |
$265K - $284K
|
21K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
508+ 9.19% |
$265K - $284K
|
6.04K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
506New |
$264K - $283K
|
506
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
504+ 52.07% |
$263K - $282K
|
1.47K
$807K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
502+ 19.5% |
$262K - $281K
|
3.08K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
502New |
$262K - $281K
|
502
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
500+ 72.67% |
$261K - $279K
|
1.19K
$651K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
500New |
$261K - $279K
|
500
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
496+ 16.82% |
$259K - $277K
|
3.45K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
495New |
$258K - $277K
|
495
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
493+ 13.74% |
$257K - $275K
|
4.08K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
490+ 3.58% |
$256K - $274K
|
14.2K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
487New |
$254K - $272K
|
487
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
486New |
$254K - $272K
|
486
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
486+ 3.3% |
$254K - $272K
|
15.2K
$8.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
484+ 3.06% |
$253K - $270K
|
16.3K
$8.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
483+ 1.4% |
$252K - $270K
|
35.1K
$19.2M
|