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 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
149+ 7.37% |
$77.8K - $83.3K
|
2.17K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
149+ 19.45% |
$77.8K - $83.3K
|
915
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
148+ 6.62% |
$77.2K - $82.7K
|
2.38K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
147+ 2.22% |
$76.7K - $82.1K
|
6.77K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
147+ 15.98% |
$76.7K - $82.1K
|
1.07K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
147+ 15.3% |
$76.7K - $82.1K
|
1.11K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
147+ 4.41% |
$76.7K - $82.1K
|
3.48K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
147+ 1.45% |
$76.7K - $82.1K
|
10.3K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
147+ 25.52% |
$76.7K - $82.1K
|
723
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
146+ 4.47% |
$76.2K - $81.6K
|
3.41K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
145+ 16.96% |
$75.7K - $81K
|
1K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
144+ 1.84% |
$75.1K - $80.5K
|
7.98K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
144+ 31.86% |
$75.1K - $80.5K
|
596
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
144+ 4.58% |
$75.1K - $80.5K
|
3.29K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
142New |
$74.1K - $79.4K
|
142
$68.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
142+ 9.59% |
$74.1K - $79.4K
|
1.62K
$785K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
142+ 10.04% |
$74.1K - $79.4K
|
1.56K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
141+ 0.62% |
$73.6K - $78.8K
|
23K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
141+ 0.35% |
$73.6K - $78.8K
|
39.9K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
141New |
$73.6K - $78.8K
|
141
$68.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
140+ 2800.0% |
$73.1K - $78.2K
|
145
$70.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139+ 37.77% |
$72.5K - $77.7K
|
507
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
138+ 7.6% |
$72K - $77.1K
|
1.95K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
138+ 1.59% |
$72K - $77.1K
|
8.83K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
137+ 3.05% |
$71.5K - $76.6K
|
4.63K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
136+ 97.14% |
$71K - $76K
|
276
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
135+ 1.19% |
$70.4K - $75.4K
|
11.5K
$5.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
134+ 0.11% |
$69.9K - $74.9K
|
126K
$61M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
134+ 29.71% |
$69.9K - $74.9K
|
585
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
133+ 1.12% |
$69.4K - $74.3K
|
12K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
133New |
$69.4K - $74.3K
|
133
$64.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
131+ 25.94% |
$68.4K - $73.2K
|
636
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
131+ 1.9% |
$68.4K - $73.2K
|
7.03K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
131+ 4.08% |
$68.4K - $73.2K
|
3.34K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
130+ 5.04% |
$67.8K - $72.6K
|
2.71K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
129+ 8.39% |
$67.3K - $72.1K
|
1.67K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
128+ 0.63% |
$66.8K - $71.5K
|
20.6K
$9.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
128+ 12.6% |
$66.8K - $71.5K
|
1.14K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
127+ 8.24% |
$66.3K - $71K
|
1.67K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
127+ 11.02% |
$66.3K - $71K
|
1.28K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
127+ 4.03% |
$66.3K - $71K
|
3.28K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
126+ 4.21% |
$65.8K - $70.4K
|
3.12K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
125+ 2.02% |
$65.2K - $69.9K
|
6.32K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
125+ 0.49% |
$65.2K - $69.9K
|
25.5K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
124+ 16.67% |
$64.7K - $69.3K
|
868
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
124+ 13.38% |
$64.7K - $69.3K
|
1.05K
$509K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
123+ 0.95% |
$64.2K - $68.7K
|
13.1K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
123+ 29.01% |
$64.2K - $68.7K
|
547
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
122+ 12.95% |
$63.7K - $68.2K
|
1.06K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
122+ 8.51% |
$63.7K - $68.2K
|
1.56K
$752K
|