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 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
53+ 6.7% |
$27.7K - $29.6K
|
844
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 2.72% |
$27.7K - $29.6K
|
2K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53New |
$27.7K - $29.6K
|
53
$29K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
52+ 8.62% |
$27.1K - $29.1K
|
655
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
52+ 19.26% |
$27.1K - $29.1K
|
322
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
52+ 2.25% |
$27.1K - $29.1K
|
2.36K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
52+ 6.11% |
$27.1K - $29.1K
|
903
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 10.1% |
$27.1K - $29.1K
|
567
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
52+ 1.74% |
$27.1K - $29.1K
|
3.05K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
52+ 0.57% |
$27.1K - $29.1K
|
9.25K
$5.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
51+ 6.53% |
$26.6K - $28.5K
|
832
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
51+ 4.08% |
$26.6K - $28.5K
|
1.3K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
51+ 0.63% |
$26.6K - $28.5K
|
8.11K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.49% |
$26.1K - $27.9K
|
3.41K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
50+ 7.33% |
$26.1K - $27.9K
|
732
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
50+ 4.03% |
$26.1K - $27.9K
|
1.29K
$708K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 166.67% |
$26.1K - $27.9K
|
80
$43.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
49+ 1.91% |
$25.6K - $27.4K
|
2.61K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
49+ 0.17% |
$25.6K - $27.4K
|
29.4K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
48+ 0.4% |
$25K - $26.8K
|
11.9K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
48+ 0.57% |
$25K - $26.8K
|
8.49K
$4.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
47+ 9.94% |
$24.5K - $26.3K
|
520
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47+ 3.64% |
$24.5K - $26.3K
|
1.34K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
47+ 0.3% |
$24.5K - $26.3K
|
15.5K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
47+ 5.35% |
$24.5K - $26.3K
|
926
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 0.87% |
$24.5K - $26.3K
|
5.47K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46+ 1.48% |
$24K - $25.7K
|
3.16K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
46+ 2.02% |
$24K - $25.7K
|
2.32K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
46+ 3.04% |
$24K - $25.7K
|
1.56K
$855K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
45+ 0.12% |
$23.5K - $25.1K
|
37.9K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.27% |
$23.5K - $25.1K
|
16.7K
$9.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
45+ 4.52% |
$23.5K - $25.1K
|
1.04K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
43+ 0.1% |
$22.4K - $24K
|
43.8K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
43+ 1.2% |
$22.4K - $24K
|
3.62K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
43+ 5.34% |
$22.4K - $24K
|
848
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
43+ 0.91% |
$22.4K - $24K
|
4.77K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
42+ 2.11% |
$21.9K - $23.5K
|
2.04K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
42New |
$21.9K - $23.5K
|
42
$23K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
42+ 1.35% |
$21.9K - $23.5K
|
3.16K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 9.98% |
$21.9K - $23.5K
|
463
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
41+ 0.49% |
$21.4K - $22.9K
|
8.48K
$4.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
41+ 6.18% |
$21.4K - $22.9K
|
704
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
41+ 6.32% |
$21.4K - $22.9K
|
690
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
40+ 4.62% |
$20.9K - $22.4K
|
905
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
40+ 8.85% |
$20.9K - $22.4K
|
492
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40+ 3.48% |
$20.9K - $22.4K
|
1.19K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 6.29% |
$20.9K - $22.4K
|
676
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
40+ 1.45% |
$20.9K - $22.4K
|
2.8K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 0.5% |
$20.9K - $22.4K
|
7.96K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 1.39% |
$20.9K - $22.4K
|
2.92K
$1.6M
|