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 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-108- 5.08% |
$56.4K - $60.4K
|
2.02K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-109- 28.17% |
$56.9K - $60.9K
|
278
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-114- 6.57% |
$59.5K - $63.7K
|
1.62K
$895K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-116- 15.93% |
$60.5K - $64.8K
|
612
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-118- 0.7% |
$61.6K - $65.9K
|
16.8K
$9.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-118- 5.11% |
$61.6K - $65.9K
|
2.19K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-119- 89.47% |
$62.1K - $66.5K
|
14
$7.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Fiduciary Counselling Inc
|
SELL
|
- |
-119- 2.04% |
$62.1K - $66.5K
|
5.72K
$3.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-123- 3.57% |
$64.2K - $68.7K
|
3.33K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-123- 10.92% |
$64.2K - $68.7K
|
1K
$554K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-127- 41.91% |
$66.3K - $71K
|
176
$97.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-128- 3.34% |
$66.8K - $71.5K
|
3.71K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-133- 1.44% |
$69.4K - $74.3K
|
9.1K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-134- 0.61% |
$69.9K - $74.9K
|
21.8K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-135- 0.68% |
$70.4K - $75.4K
|
19.8K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-136- 12.92% |
$71K - $76K
|
917
$506K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-137- 16.79% |
$71.5K - $76.6K
|
679
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-137- 5.63% |
$71.5K - $76.6K
|
2.3K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-138- 3.51% |
$72K - $77.1K
|
3.79K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.17% |
$73.1K - $78.2K
|
82.6K
$45.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-140- 4.66% |
$73.1K - $78.2K
|
2.87K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-140- 26.87% |
$73.1K - $78.2K
|
381
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-141- 0.19% |
$73.6K - $78.8K
|
75.3K
$41.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-143- 5.16% |
$74.6K - $79.9K
|
2.63K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-143- 0.16% |
$74.6K - $79.9K
|
86.8K
$47.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-147- 0.16% |
$76.7K - $82.1K
|
92.5K
$51.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-149- 19.74% |
$77.8K - $83.3K
|
606
$335K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 3.77% |
$78.3K - $83.8K
|
3.83K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-157- 2.33% |
$81.9K - $87.7K
|
6.57K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-158- 4.56% |
$82.5K - $88.3K
|
3.31K
$1.83M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-160- 4.44% |
$83.5K - $89.4K
|
3.45K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 5.99% |
$86.6K - $92.8K
|
2.6K
$1.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-168- 18.65% |
$87.7K - $93.9K
|
733
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 12.64% |
$87.7K - $93.9K
|
1.16K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-169- 11.76% |
$88.2K - $94.4K
|
1.27K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-169- 0.53% |
$88.2K - $94.4K
|
32K
$17.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-171- 3.95% |
$89.2K - $95.6K
|
4.16K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-172- 2.94% |
$89.8K - $96.1K
|
5.68K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-175- 8.29% |
$91.3K - $97.8K
|
1.94K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-178- 2.8% |
$92.9K - $99.5K
|
6.18K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-180- 0.2% |
$93.9K - $101K
|
87.9K
$48.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-182- 4.39% |
$95K - $102K
|
3.96K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-183- 2.39% |
$95.5K - $102K
|
7.46K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-190- 25.13% |
$99.1K - $106K
|
566
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-190- 2.09% |
$99.1K - $106K
|
8.89K
$4.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-191- 19.35% |
$99.7K - $107K
|
796
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-193- 0.98% |
$101K - $108K
|
19.5K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-194- 0.04% |
$101K - $108K
|
526K
$291M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 2.21% |
$101K - $108K
|
8.59K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-202- 3.55% |
$105K - $113K
|
5.48K
$3.03M
|