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 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
47+ 9.94% |
$24.5K - $26.3K
|
520
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47+ 3.64% |
$24.5K - $26.3K
|
1.34K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
47+ 0.3% |
$24.5K - $26.3K
|
15.5K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
47+ 5.35% |
$24.5K - $26.3K
|
926
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 0.87% |
$24.5K - $26.3K
|
5.47K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46+ 1.48% |
$24K - $25.7K
|
3.16K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
46+ 2.02% |
$24K - $25.7K
|
2.32K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
46+ 3.04% |
$24K - $25.7K
|
1.56K
$755K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
45+ 0.12% |
$23.5K - $25.1K
|
37.9K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.27% |
$23.5K - $25.1K
|
16.7K
$8.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
45+ 4.52% |
$23.5K - $25.1K
|
1.04K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
43+ 0.1% |
$22.4K - $24K
|
43.8K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
43+ 1.2% |
$22.4K - $24K
|
3.62K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
43+ 5.34% |
$22.4K - $24K
|
848
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
43+ 0.91% |
$22.4K - $24K
|
4.77K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
42+ 2.11% |
$21.9K - $23.5K
|
2.04K
$985K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
42New |
$21.9K - $23.5K
|
42
$20.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
42+ 1.35% |
$21.9K - $23.5K
|
3.16K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 9.98% |
$21.9K - $23.5K
|
463
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
41+ 0.49% |
$21.4K - $22.9K
|
8.48K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
41+ 6.18% |
$21.4K - $22.9K
|
704
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
41+ 6.32% |
$21.4K - $22.9K
|
690
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
40+ 4.62% |
$20.9K - $22.4K
|
905
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
40+ 8.85% |
$20.9K - $22.4K
|
492
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40+ 3.48% |
$20.9K - $22.4K
|
1.19K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 6.29% |
$20.9K - $22.4K
|
676
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
40+ 1.45% |
$20.9K - $22.4K
|
2.8K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 0.5% |
$20.9K - $22.4K
|
7.96K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 1.39% |
$20.9K - $22.4K
|
2.92K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
39+ 4.14% |
$20.4K - $21.8K
|
980
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
39+ 3.84% |
$20.4K - $21.8K
|
1.06K
$511K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
39New |
$20.4K - $21.8K
|
39
$18.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37+ 0.42% |
$19.3K - $20.7K
|
8.87K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
37+ 9.44% |
$19.3K - $20.7K
|
429
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37+ 185.0% |
$19.3K - $20.7K
|
57
$27.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
37+ 5.49% |
$19.3K - $20.7K
|
711
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
37+ 2.44% |
$19.3K - $20.7K
|
1.55K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
36+ 1.32% |
$18.8K - $20.1K
|
2.76K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36+ 600.0% |
$18.8K - $20.1K
|
42
$20.3K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
36+ 0.99% |
$18.8K - $20.1K
|
3.67K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
35+ 0.1% |
$18.3K - $19.6K
|
35.1K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
35+ 5.02% |
$18.3K - $19.6K
|
732
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35+ 27.56% |
$18.3K - $19.6K
|
162
$78.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
34+ 0.63% |
$17.7K - $19K
|
5.47K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
33+ 0.25% |
$17.2K - $18.4K
|
13.4K
$6.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
33+ 4.47% |
$17.2K - $18.4K
|
772
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
32+ 1.19% |
$16.7K - $17.9K
|
2.72K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
32+ 1.9% |
$16.7K - $17.9K
|
1.72K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
32+ 0.55% |
$16.7K - $17.9K
|
5.82K
$2.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
32+ 0.17% |
$16.7K - $17.9K
|
19.2K
$9.27M
|