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 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-85- 3.32% |
$44.4K - $47.5K
|
2.48K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-86- 3.57% |
$44.9K - $48.1K
|
2.32K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-88- 9.71% |
$45.9K - $49.2K
|
818
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-89- 1.1% |
$46.4K - $49.7K
|
7.99K
$4.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-89- 0.2% |
$46.4K - $49.7K
|
44.4K
$24.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 1.29% |
$47K - $50.3K
|
6.89K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-90- 0.77% |
$47K - $50.3K
|
11.6K
$6.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-90- 16.1% |
$47K - $50.3K
|
469
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-91- 6.36% |
$47.5K - $50.9K
|
1.34K
$739K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-93- 14.98% |
$48.5K - $52K
|
528
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93- 7.35% |
$48.5K - $52K
|
1.17K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-94- 0.53% |
$49.1K - $52.5K
|
17.7K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-94- 2.27% |
$49.1K - $52.5K
|
4.06K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-95- 4.66% |
$49.6K - $53.1K
|
1.94K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-95- 4.3% |
$49.6K - $53.1K
|
2.11K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-95- 21.35% |
$49.6K - $53.1K
|
350
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-96- 3.07% |
$50.1K - $53.6K
|
3.03K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-97- 1.39% |
$50.6K - $54.2K
|
6.87K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-99- 2.74% |
$51.7K - $55.3K
|
3.52K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-99- 0.56% |
$51.7K - $55.3K
|
17.7K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-99- 0.01% |
$51.7K - $55.3K
|
1.65M
$913M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-99- 10.71% |
$51.7K - $55.3K
|
825
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-100- 6.11% |
$52.2K - $55.9K
|
1.54K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-101- 2.99% |
$52.7K - $56.4K
|
3.28K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-102- 18.25% |
$53.2K - $57K
|
457
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-103- 7.65% |
$53.7K - $57.6K
|
1.24K
$686K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 3.02% |
$54.8K - $58.7K
|
3.38K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-105- 4.02% |
$54.8K - $58.7K
|
2.51K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-107- 0.5% |
$55.8K - $59.8K
|
21.2K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-108- 2.17% |
$56.4K - $60.4K
|
4.88K
$2.69M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-127- 0.02% |
$66.3K - $71K
|
632K
$349M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-128- 3.34% |
$66.8K - $71.5K
|
3.71K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-132- 2.26% |
$68.9K - $73.8K
|
5.7K
$3.15M
|
|
|
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
|