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 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
116+ 2320.0% |
$60.5K - $64.8K
|
121
$74.6K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
116New |
$60.5K - $64.8K
|
116
$71.6K
|
|
|
Aug 12, 2025
Q4 2024
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
116+ 3.3% |
$60.5K - $64.8K
|
3.63K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115+ 10.32% |
$60K - $64.3K
|
1.23K
$758K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
115+ 0.12% |
$60K - $64.3K
|
96.1K
$59.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$60K - $64.3K
|
115
$70.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
114+ 4.32% |
$59.5K - $63.7K
|
2.75K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
114New |
$59.5K - $63.7K
|
114
$70.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
113+ 20.58% |
$59K - $63.1K
|
662
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
113+ 2.99% |
$59K - $63.1K
|
3.9K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
112+ 6.69% |
$58.4K - $62.6K
|
1.79K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
112+ 8.92% |
$58.4K - $62.6K
|
1.37K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
112+ 14.78% |
$58.4K - $62.6K
|
870
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
111+ 7.43% |
$57.9K - $62K
|
1.61K
$990K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
109+ 19.82% |
$56.9K - $60.9K
|
659
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
109+ 4.21% |
$56.9K - $60.9K
|
2.7K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
109+ 6.48% |
$56.9K - $60.9K
|
1.79K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
108+ 17.91% |
$56.4K - $60.4K
|
711
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
108+ 5.24% |
$56.4K - $60.4K
|
2.17K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
108+ 6.82% |
$56.4K - $60.4K
|
1.69K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
107+ 16.24% |
$55.8K - $59.8K
|
766
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
106+ 9.79% |
$55.3K - $59.2K
|
1.19K
$733K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
106+ 3.75% |
$55.3K - $59.2K
|
2.93K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
106New |
$55.3K - $59.2K
|
106
$65.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
105+ 26.99% |
$54.8K - $58.7K
|
494
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
105+ 5.26% |
$54.8K - $58.7K
|
2.1K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 0.15% |
$54.3K - $58.1K
|
71.4K
$44.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
104+ 25.18% |
$54.3K - $58.1K
|
517
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
104+ 23.06% |
$54.3K - $58.1K
|
555
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
102+ 0.54% |
$53.2K - $57K
|
18.9K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
102+ 26.22% |
$53.2K - $57K
|
491
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
102+ 0.76% |
$53.2K - $57K
|
13.6K
$8.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
100+ 9.24% |
$52.2K - $55.9K
|
1.18K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
100+ 8.37% |
$52.2K - $55.9K
|
1.3K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
100+ 13.25% |
$52.2K - $55.9K
|
855
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
100+ 0.94% |
$52.2K - $55.9K
|
10.8K
$6.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
99+ 6.36% |
$51.7K - $55.3K
|
1.66K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
99+ 8.32% |
$51.7K - $55.3K
|
1.29K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
98+ 0.52% |
$51.1K - $54.8K
|
18.8K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
98+ 2.07% |
$51.1K - $54.8K
|
4.83K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$51.1K - $54.8K
|
98
$60.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
98+ 0.19% |
$51.1K - $54.8K
|
52.6K
$32.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
97+ 142.65% |
$50.6K - $54.2K
|
165
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
97New |
$50.6K - $54.2K
|
97
$59.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
97+ 1.57% |
$50.6K - $54.2K
|
6.26K
$3.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
96+ 1.49% |
$50.1K - $53.6K
|
6.54K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
96+ 2.69% |
$50.1K - $53.6K
|
3.67K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
96+ 0.33% |
$50.1K - $53.6K
|
29.3K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
96+ 8.32% |
$50.1K - $53.6K
|
1.25K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
95+ 4.96% |
$49.6K - $53.1K
|
2.01K
$1.24M
|