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
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25+ 2.15% |
$13K - $14K
|
1.19K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
25+ 2.55% |
$13K - $14K
|
1.01K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.49% |
$12.5K - $13.4K
|
4.95K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.98% |
$12.5K - $13.4K
|
2.49K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
24+ 5.41% |
$12.5K - $13.4K
|
468
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
23+ 3.39% |
$12K - $12.9K
|
701
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23+ 1.07% |
$12K - $12.9K
|
2.18K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
23+ 0.16% |
$12K - $12.9K
|
14.8K
$8.08M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
22+ 3.3% |
$11.5K - $12.3K
|
689
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
22+ 2.13% |
$11.5K - $12.3K
|
1.05K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 3.96% |
$11.5K - $12.3K
|
578
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
22+ 27.5% |
$11.5K - $12.3K
|
102
$55.9K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21+ 1.26% |
$11K - $11.7K
|
1.69K
$928K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
21+ 3.72% |
$11K - $11.7K
|
586
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
21+ 3.3% |
$11K - $11.7K
|
657
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
21+ 8.37% |
$11K - $11.7K
|
272
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
21+ 3.06% |
$11K - $11.7K
|
708
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
21+ 0.36% |
$11K - $11.7K
|
5.87K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
21+ 0.34% |
$11K - $11.7K
|
6.18K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
21+ 2.29% |
$11K - $11.7K
|
940
$515K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 6.18% |
$11K - $11.7K
|
361
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$11K - $11.7K
|
21
$11.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
21+ 0.44% |
$11K - $11.7K
|
4.76K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
20+ 1.41% |
$10.4K - $11.2K
|
1.44K
$791K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.16% |
$10.4K - $11.2K
|
12.3K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
20+ 1.33% |
$10.4K - $11.2K
|
1.52K
$834K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19+ 0.98% |
$9.91K - $10.6K
|
1.95K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.58% |
$9.91K - $10.6K
|
3.32K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
19+ 1.96% |
$9.91K - $10.6K
|
988
$541K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
19+ 0.61% |
$9.91K - $10.6K
|
3.14K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
19+ 380.0% |
$9.91K - $10.6K
|
24
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
19+ 1.11% |
$9.91K - $10.6K
|
1.73K
$950K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18+ 1.39% |
$9.39K - $10.1K
|
1.32K
$722K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
18+ 0.29% |
$9.39K - $10.1K
|
6.29K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18+ 2.67% |
$9.39K - $10.1K
|
693
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
18+ 3.94% |
$9.39K - $10.1K
|
475
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17+ 1.85% |
$8.87K - $9.5K
|
938
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
17+ 0.6% |
$8.87K - $9.5K
|
2.85K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.84% |
$8.87K - $9.5K
|
2.05K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
16+ 2.39% |
$8.35K - $8.94K
|
685
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16+ 0.13% |
$8.35K - $8.94K
|
12.3K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
16+ 0.66% |
$8.35K - $8.94K
|
2.43K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
16+ 3.56% |
$8.35K - $8.94K
|
466
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
15+ 0.44% |
$7.83K - $8.38K
|
3.41K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
15+ 0.35% |
$7.83K - $8.38K
|
4.27K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
15+ 2.53% |
$7.83K - $8.38K
|
607
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
14+ 0.27% |
$7.31K - $7.82K
|
5.27K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14+ 3.66% |
$7.31K - $7.82K
|
396
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.66% |
$7.31K - $7.82K
|
2.14K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14+ 2.73% |
$7.31K - $7.82K
|
527
$289K
|