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 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.03K- 34.99% |
$1.58M - $1.69M
|
5.63K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.07K- 3.71% |
$1.6M - $1.71M
|
79.5K
$43.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.07K- 3.44% |
$1.6M - $1.72M
|
86.1K
$47.6M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.11K- 95.78% |
$1.62M - $1.74M
|
137
$75.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.26K- 3.51% |
$1.7M - $1.82M
|
89.7K
$49.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.33K- 11.11% |
$1.74M - $1.86M
|
26.6K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.4K- 33.7% |
$1.77M - $1.9M
|
6.69K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.4K- 22.12% |
$1.78M - $1.9M
|
12K
$6.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-3.47K- 13.47% |
$1.81M - $1.94M
|
22.3K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.47K- 18.21% |
$1.81M - $1.94M
|
15.6K
$8.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.53K- 3.82% |
$1.84M - $1.97M
|
88.9K
$49.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.56K- 1.19% |
$1.86M - $1.99M
|
297K
$164M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.58K- 97.26% |
$1.87M - $2M
|
101
$55.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.61K- 16.62% |
$1.88M - $2.02M
|
18.1K
$9.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.64K- 17.46% |
$1.9M - $2.03M
|
17.2K
$9.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.79K- 4.02% |
$1.98M - $2.12M
|
90.4K
$49.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.85K- 40.96% |
$2.01M - $2.15M
|
5.55K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.12K- 3.32% |
$2.15M - $2.3M
|
120K
$66.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.4K- 7.81% |
$2.3M - $2.46M
|
52K
$28.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.45K- 1.04% |
$2.32M - $2.49M
|
422K
$233M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-4.47K- 7.49% |
$2.33M - $2.5M
|
55.2K
$30.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.54K- 1.89% |
$2.37M - $2.54M
|
235K
$130M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.61K- 16.3% |
$2.41M - $2.58M
|
23.7K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 3.65% |
$2.44M - $2.62M
|
124K
$68.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.81K- 4.89% |
$2.51M - $2.69M
|
93.5K
$51.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.81K- 2.78% |
$2.51M - $2.69M
|
169K
$93.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.87K- 5.74% |
$2.54M - $2.72M
|
80K
$44.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.97K- 3.24% |
$2.59M - $2.77M
|
148K
$81.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.15K- 41.58% |
$2.69M - $2.88M
|
7.24K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-5.33K- 6.05% |
$2.78M - $2.98M
|
82.8K
$45.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.48K- 3.02% |
$2.86M - $3.06M
|
176K
$97.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 2.52% |
$3.17M - $3.39M
|
234K
$129M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.33K- 1.79% |
$3.3M - $3.54M
|
347K
$192M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.47K- 4.3% |
$3.37M - $3.61M
|
144K
$79.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6.47K- 5.24% |
$3.37M - $3.61M
|
117K
$64.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.77K- 5.62% |
$3.53M - $3.78M
|
114K
$62.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.84K- 2.72% |
$3.57M - $3.82M
|
244K
$135M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.86K- 41.2% |
$3.58M - $3.83M
|
9.79K
$5.4M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.07K- 54.89% |
$3.69M - $3.95M
|
5.81K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.36K- 2.45% |
$3.84M - $4.11M
|
293K
$162M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.44K- 2.11% |
$3.88M - $4.16M
|
345K
$191M
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-7.52K- 10.99% |
$3.93M - $4.2M
|
60.9K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.58K- 93.7% |
$3.96M - $4.24M
|
510
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.8K- 2.81% |
$4.07M - $4.36M
|
270K
$149M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.01K- 4.52% |
$4.18M - $4.48M
|
169K
$93.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.75K- 99.9% |
$4.57M - $4.89M
|
9
$4.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-9.16K- 25.99% |
$4.78M - $5.12M
|
26.1K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-11K- 25.35% |
$5.76M - $6.17M
|
32.5K
$17.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-11.5K- 14.94% |
$5.98M - $6.4M
|
65.3K
$36M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-11.5K- 17.38% |
$5.99M - $6.41M
|
54.5K
$30.1M
|