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 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
483+ 11.41% |
$252K - $270K
|
4.72K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
481+ 0.43% |
$251K - $269K
|
112K
$61.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
476New |
$248K - $266K
|
476
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
475New |
$248K - $265K
|
475
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
475+ 2.44% |
$248K - $265K
|
20K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
474+ 1.25% |
$247K - $265K
|
38.3K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
474+ 0.46% |
$247K - $265K
|
103K
$56.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
473+ 5.71% |
$247K - $264K
|
8.76K
$4.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
470+ 16.15% |
$245K - $263K
|
3.38K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
469New |
$245K - $262K
|
469
$257K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
468New |
$244K - $262K
|
468
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
468+ 3.22% |
$244K - $262K
|
15K
$8.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
467+ 1.34% |
$244K - $261K
|
35.4K
$19.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
466+ 6.35% |
$243K - $260K
|
7.81K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
466+ 7.62% |
$243K - $260K
|
6.59K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
466+ 21.7% |
$243K - $260K
|
2.61K
$1.43M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
465New |
$243K - $260K
|
465
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
464New |
$242K - $259K
|
464
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
463+ 6.15% |
$242K - $259K
|
7.99K
$4.38M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
462+ 3.08% |
$241K - $258K
|
15.5K
$8.47M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
458New |
$239K - $256K
|
458
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
456+ 84.13% |
$238K - $255K
|
998
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
456+ 1.38% |
$238K - $255K
|
33.5K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
455+ 1750.0% |
$237K - $254K
|
481
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
454+ 1.45% |
$237K - $254K
|
31.7K
$17.4M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
451+ 4.48% |
$235K - $252K
|
10.5K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
450+ 18.43% |
$235K - $251K
|
2.89K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
450+ 0.65% |
$235K - $251K
|
69.5K
$38.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
449New |
$234K - $251K
|
449
$246K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
449+ 13.71% |
$234K - $251K
|
3.72K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
448+ 7.51% |
$234K - $250K
|
6.42K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
448+ 0.6% |
$234K - $250K
|
74.6K
$40.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
448New |
$234K - $250K
|
448
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
447+ 50.74% |
$233K - $250K
|
1.33K
$728K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
447New |
$233K - $250K
|
447
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
447+ 4.72% |
$233K - $250K
|
9.91K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
446+ 74.46% |
$233K - $249K
|
1.05K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
445+ 8.2% |
$232K - $249K
|
5.87K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
443New |
$231K - $248K
|
443
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
443+ 7.24% |
$231K - $248K
|
6.57K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
442+ 1.67% |
$231K - $247K
|
26.9K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
442+ 4.93% |
$231K - $247K
|
9.4K
$5.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
441+ 1.18% |
$230K - $246K
|
37.7K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
441+ 66.82% |
$230K - $246K
|
1.1K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
438+ 3.15% |
$229K - $245K
|
14.4K
$7.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
437New |
$228K - $244K
|
437
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
437+ 2.03% |
$228K - $244K
|
22K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
435+ 6.17% |
$227K - $243K
|
7.48K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
435+ 16.3% |
$227K - $243K
|
3.1K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
434+ 3.5% |
$226K - $243K
|
12.8K
$7.04M
|