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 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
35.6K+ 32.23% |
$18.6M - $19.9M
|
146K
$70.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.2K+ 58.62% |
$18.4M - $19.7M
|
95.2K
$46.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34.8KNew |
$18.2M - $19.4M
|
34.8K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34K+ 11.25% |
$17.8M - $19M
|
337K
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
33.6KNew |
$17.5M - $18.8M
|
33.6K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
32.3K+ 13.8% |
$16.8M - $18M
|
266K
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.2KNew |
$16.8M - $18M
|
32.2K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
31.8K+ 7.06% |
$16.6M - $17.8M
|
483K
$234M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.6K+ 9.31% |
$16.5M - $17.7M
|
371K
$180M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31K+ 8.46% |
$16.2M - $17.3M
|
397K
$192M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30.7K+ 13.52% |
$16M - $17.2M
|
258K
$125M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
30.5K+ 18.38% |
$15.9M - $17.1M
|
197K
$95.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
30.4KNew |
$15.9M - $17M
|
30.4K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
30.3K+ 467.22% |
$15.8M - $16.9M
|
36.8K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30K+ 5.8% |
$15.6M - $16.7M
|
547K
$265M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
29.8K+ 343.35% |
$15.6M - $16.7M
|
38.5K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29K+ 2075.14% |
$15.1M - $16.2M
|
30.4K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
28.6K+ 71.48% |
$14.9M - $16M
|
68.6K
$33.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.3K+ 28.2% |
$14.8M - $15.8M
|
129K
$62.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
28KNew |
$14.6M - $15.7M
|
28K
$13.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
27.9KNew |
$14.6M - $15.6M
|
27.9K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.7K+ 2.42% |
$14.5M - $15.5M
|
1.17M
$568M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
27.7KNew |
$14.4M - $15.5M
|
27.7K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
27K+ 10.84% |
$14.1M - $15.1M
|
276K
$133M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
27K+ 35.14% |
$14.1M - $15.1M
|
104K
$50.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
26.9KNew |
$14M - $15M
|
26.9K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.8KNew |
$14M - $15M
|
26.8K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
26.7KNew |
$13.9M - $14.9M
|
26.7K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.5KNew |
$13.8M - $14.8M
|
26.5K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.1K+ 17.06% |
$13.6M - $14.6M
|
179K
$86.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
25.7K+ 40.16% |
$13.4M - $14.4M
|
89.8K
$43.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.9K+ 52.45% |
$13M - $13.9M
|
72.4K
$35.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24.9K+ 24.05% |
$13M - $13.9M
|
128K
$62.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
24.7K+ 29.5% |
$12.9M - $13.8M
|
108K
$52.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
24.6KNew |
$12.8M - $13.7M
|
24.6K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
24.4K+ 64.2% |
$12.7M - $13.6M
|
62.5K
$30.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
24KNew |
$12.5M - $13.4M
|
24K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24K+ 6.46% |
$12.5M - $13.4M
|
395K
$191M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.9K+ 3.08% |
$12.5M - $13.4M
|
800K
$387M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
23.6K+ 24.66% |
$12.3M - $13.2M
|
120K
$57.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.6K+ 72.39% |
$12.3M - $13.2M
|
56.1K
$27.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23.2K+ 10.27% |
$12.1M - $12.9M
|
249K
$120M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.6K+ 203.82% |
$11.8M - $12.6M
|
33.7K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$11.7M - $12.6M
|
22.5K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 117.5% |
$11.6M - $12.4M
|
41K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
21.8KNew |
$11.4M - $12.2M
|
21.8K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
21.6K+ 63.67% |
$11.3M - $12M
|
55.4K
$26.8M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.4K+ 677.74% |
$11.2M - $12M
|
24.6K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
20.8K+ 206.07% |
$10.9M - $11.6M
|
31K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
20.7KNew |
$10.8M - $11.6M
|
20.7K
$10M
|