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
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 1.05% |
$839K - $899K
|
152K
$83.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.61K- 26.3% |
$842K - $902K
|
4.52K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.62K- 1.81% |
$845K - $905K
|
88.1K
$48.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.63K- 0.57% |
$850K - $910K
|
284K
$157M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.66K- 7.26% |
$866K - $928K
|
21.2K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.68K- 3.84% |
$877K - $939K
|
42.1K
$23.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.7K- 5.58% |
$887K - $950K
|
28.7K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.82K- 0.67% |
$950K - $1.02M
|
271K
$150M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.82K- 2.72% |
$952K - $1.02M
|
65.3K
$36M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.84K- 26.81% |
$961K - $1.03M
|
5.03K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.84K- 7.13% |
$962K - $1.03M
|
24K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.85K- 2.65% |
$966K - $1.03M
|
67.9K
$37.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 29.36% |
$970K - $1.04M
|
4.47K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.89K- 79.58% |
$986K - $1.06M
|
485
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 14.45% |
$998K - $1.07M
|
11.3K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.94K- 0.22% |
$1.01M - $1.08M
|
875K
$483M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.01K- 14.45% |
$1.05M - $1.13M
|
11.9K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 0.79% |
$1.07M - $1.15M
|
260K
$143M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 16.65% |
$1.12M - $1.2M
|
10.8K
$5.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.18K- 5.28% |
$1.14M - $1.22M
|
39.2K
$21.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.21K- 6.43% |
$1.15M - $1.23M
|
32.1K
$17.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 2.33% |
$1.16M - $1.24M
|
92.7K
$51.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.23K- 1.74% |
$1.16M - $1.24M
|
126K
$69.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.23K- 7.64% |
$1.17M - $1.25M
|
27K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 31.64% |
$1.18M - $1.26M
|
4.88K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.28K- 0.91% |
$1.19M - $1.28M
|
248K
$137M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.29K- 0.44% |
$1.2M - $1.28M
|
523K
$289M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.31K- 3.01% |
$1.21M - $1.29M
|
74.4K
$41.1M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-2.33K- 30.43% |
$1.22M - $1.3M
|
5.34K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.41K- 19.86% |
$1.26M - $1.34M
|
9.71K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.44K- 11.44% |
$1.28M - $1.37M
|
18.9K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.47K- 1.79% |
$1.29M - $1.38M
|
135K
$74.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.48K- 8.9% |
$1.29M - $1.38M
|
25.3K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.63K- 2.52% |
$1.37M - $1.47M
|
102K
$56.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.68K- 21.46% |
$1.4M - $1.5M
|
9.79K
$5.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.72K- 6.4% |
$1.42M - $1.52M
|
39.8K
$22M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 2.1% |
$1.45M - $1.55M
|
129K
$71.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.81K- 9.37% |
$1.46M - $1.57M
|
27.1K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.84K- 6.36% |
$1.48M - $1.59M
|
41.8K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.89K- 8.12% |
$1.51M - $1.61M
|
32.7K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.93K- 20.96% |
$1.53M - $1.64M
|
11.1K
$6.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.95K- 0.6% |
$1.54M - $1.65M
|
486K
$268M
|