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 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-895- 1.1% |
$467K - $500K
|
80.4K
$44.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-899- 1.29% |
$469K - $502K
|
68.8K
$38M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-900- 0.95% |
$470K - $503K
|
94.3K
$52.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-963- 1.94% |
$503K - $538K
|
48.7K
$26.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-968- 21.87% |
$505K - $541K
|
3.46K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-988- 3.3% |
$516K - $552K
|
29K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-993- 1.97% |
$518K - $555K
|
49.4K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-995- 2.68% |
$519K - $556K
|
36.1K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-1K- 0.46% |
$522K - $559K
|
219K
$121M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1K- 0.28% |
$524K - $561K
|
359K
$198M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.01K- 31.58% |
$526K - $563K
|
2.18K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 1.87% |
$531K - $569K
|
53.4K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.08K- 17.73% |
$563K - $602K
|
5K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 31.58% |
$564K - $604K
|
2.34K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.09K- 49.86% |
$569K - $610K
|
1.1K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.09K- 12.6% |
$570K - $610K
|
7.57K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.14K- 1.81% |
$593K - $635K
|
61.7K
$34.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.14K- 1.49% |
$595K - $637K
|
75.2K
$41.5M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.18K- 75.72% |
$617K - $661K
|
379
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.19K- 2.6% |
$619K - $663K
|
44.5K
$24.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-1.2K- 1.37% |
$625K - $669K
|
86.3K
$47.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.2K- 10.22% |
$628K - $672K
|
10.6K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.21K- 21.45% |
$629K - $673K
|
4.41K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 7.84% |
$641K - $686K
|
14.4K
$7.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.24K- 1.63% |
$647K - $692K
|
74.9K
$41.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.25K- 5.47% |
$652K - $699K
|
21.6K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.26K- 14.31% |
$658K - $704K
|
7.54K
$4.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.29K- 53.74% |
$674K - $722K
|
1.11K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.31K- 9.33% |
$685K - $733K
|
12.7K
$7.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.31K- 11.49% |
$685K - $734K
|
10.1K
$5.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 2.18% |
$686K - $735K
|
59.1K
$32.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.33K- 3.91% |
$695K - $744K
|
32.8K
$18.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.35K- 2.6% |
$706K - $756K
|
50.6K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.36K- 2.15% |
$709K - $759K
|
62K
$34.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.37K- 4.9% |
$714K - $765K
|
26.6K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.38K- 9.17% |
$719K - $770K
|
13.6K
$7.53M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.38K- 3.35% |
$722K - $773K
|
40K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.39K- 2.41% |
$723K - $775K
|
56.1K
$31M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.4K- 3.45% |
$733K - $785K
|
39.3K
$21.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.41K- 8.84% |
$735K - $787K
|
14.5K
$8.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.42K- 0.84% |
$743K - $796K
|
169K
$93.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.44K- 8.22% |
$751K - $805K
|
16.1K
$8.87M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.44K- 50.97% |
$753K - $806K
|
1.39K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.5K- 6.19% |
$781K - $837K
|
22.7K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.52K- 5.01% |
$791K - $847K
|
28.7K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.53K- 5.59% |
$797K - $854K
|
25.8K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.56K- 0.18% |
$812K - $870K
|
878K
$485M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.57K- 54.51% |
$817K - $875K
|
1.31K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.59K- 5.0% |
$827K - $886K
|
30.1K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 73.74% |
$838K - $897K
|
572
$316K
|