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
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
39+ 4.14% |
$20.4K - $21.8K
|
980
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
39+ 3.84% |
$20.4K - $21.8K
|
1.06K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
39New |
$20.4K - $21.8K
|
39
$21.4K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
39+ 3.28% |
$20.4K - $21.8K
|
1.23K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37+ 0.42% |
$19.3K - $20.7K
|
8.87K
$4.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
37+ 9.44% |
$19.3K - $20.7K
|
429
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37+ 185.0% |
$19.3K - $20.7K
|
57
$31.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
37+ 5.49% |
$19.3K - $20.7K
|
711
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
37+ 2.44% |
$19.3K - $20.7K
|
1.55K
$850K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
36+ 1.32% |
$18.8K - $20.1K
|
2.76K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36+ 600.0% |
$18.8K - $20.1K
|
42
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
36+ 0.99% |
$18.8K - $20.1K
|
3.67K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
35+ 0.1% |
$18.3K - $19.6K
|
35.1K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
35+ 5.02% |
$18.3K - $19.6K
|
732
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35+ 27.56% |
$18.3K - $19.6K
|
162
$88.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
34+ 0.63% |
$17.7K - $19K
|
5.47K
$3M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
34+ 1.72% |
$17.7K - $19K
|
2.02K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
33+ 0.25% |
$17.2K - $18.4K
|
13.4K
$7.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
33+ 4.47% |
$17.2K - $18.4K
|
772
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
32+ 1.19% |
$16.7K - $17.9K
|
2.72K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
32+ 1.9% |
$16.7K - $17.9K
|
1.72K
$943K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
32+ 0.55% |
$16.7K - $17.9K
|
5.82K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
32+ 0.17% |
$16.7K - $17.9K
|
19.2K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32+ 14.22% |
$16.7K - $17.9K
|
257
$141K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 1.13% |
$16.2K - $17.3K
|
2.79K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
31+ 7.43% |
$16.2K - $17.3K
|
448
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
31+ 4.38% |
$16.2K - $17.3K
|
738
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
31+ 6.7% |
$16.2K - $17.3K
|
494
$271K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
30+ 0.38% |
$15.7K - $16.8K
|
7.92K
$4.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
30+ 4.62% |
$15.7K - $16.8K
|
680
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 3.46% |
$15.7K - $16.8K
|
896
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30+ 0.02% |
$15.7K - $16.8K
|
193K
$106M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
29+ 2.78% |
$15.1K - $16.2K
|
1.07K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
29+ 2.49% |
$15.1K - $16.2K
|
1.2K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
28+ 2.74% |
$14.6K - $15.6K
|
1.05K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
28+ 2.65% |
$14.6K - $15.6K
|
1.09K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
28+ 0.61% |
$14.6K - $15.6K
|
4.65K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
28+ 0.7% |
$14.6K - $15.6K
|
4.01K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
28New |
$14.6K - $15.6K
|
28
$15.3K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
28+ 2.59% |
$14.6K - $15.6K
|
1.11K
$609K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
27+ 1.24% |
$14.1K - $15.1K
|
2.2K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
27+ 1.84% |
$14.1K - $15.1K
|
1.5K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
27+ 4.04% |
$14.1K - $15.1K
|
695
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
27+ 2.55% |
$14.1K - $15.1K
|
1.09K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
27New |
$14.1K - $15.1K
|
27
$14.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
27+ 1.33% |
$14.1K - $15.1K
|
2.06K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
26+ 5.19% |
$13.6K - $14.5K
|
527
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
26+ 0.44% |
$13.6K - $14.5K
|
5.91K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
26+ 2.09% |
$13.6K - $14.5K
|
1.27K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
26+ 2.01% |
$13.6K - $14.5K
|
1.32K
$724K
|