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 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.62K+ 85.1% |
$1.36M - $1.46M
|
5.69K
$3.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.58KNew |
$1.35M - $1.44M
|
2.58K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.58K+ 18.81% |
$1.35M - $1.44M
|
16.3K
$9.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.57K+ 7.09% |
$1.34M - $1.44M
|
38.8K
$21.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2.55KNew |
$1.33M - $1.42M
|
2.55K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.49K+ 7.03% |
$1.3M - $1.39M
|
37.9K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 2.79% |
$1.29M - $1.38M
|
91.1K
$50.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.43K+ 3.07% |
$1.27M - $1.36M
|
81.6K
$45.4M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.4K+ 13.22% |
$1.25M - $1.34M
|
20.6K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.39K+ 97.16% |
$1.25M - $1.34M
|
4.85K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.27K+ 18.64% |
$1.19M - $1.27M
|
14.5K
$8.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 4.73% |
$1.18M - $1.27M
|
50.3K
$27.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.22KNew |
$1.16M - $1.24M
|
2.22K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.21K+ 3.72% |
$1.15M - $1.23M
|
61.6K
$34.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.2K+ 24.72% |
$1.15M - $1.23M
|
11.1K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.2K+ 18.17% |
$1.15M - $1.23M
|
14.3K
$7.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 216.4% |
$1.14M - $1.22M
|
3.18K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.17K+ 6.76% |
$1.13M - $1.21M
|
34.3K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 22.36% |
$1.11M - $1.19M
|
11.7K
$6.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.11K+ 6.52% |
$1.1M - $1.18M
|
34.5K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.1K+ 99.76% |
$1.1M - $1.17M
|
4.2K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.07K+ 23.12% |
$1.08M - $1.16M
|
11K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 18.64% |
$1.08M - $1.15M
|
13.1K
$7.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.04K+ 12.59% |
$1.06M - $1.14M
|
18.2K
$10.1M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.04K+ 6.25% |
$1.06M - $1.14M
|
34.6K
$19.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.03K+ 17.13% |
$1.06M - $1.13M
|
13.9K
$7.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
2.02K+ 1.17% |
$1.05M - $1.13M
|
174K
$97M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.99K+ 11.38% |
$1.04M - $1.11M
|
19.4K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 4.52% |
$1.01M - $1.08M
|
44.8K
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.93K+ 3.29% |
$1.01M - $1.08M
|
60.8K
$33.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.87K+ 3.45% |
$976K - $1.05M
|
56K
$31.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.84K+ 6.4% |
$962K - $1.03M
|
30.7K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.83KNew |
$957K - $1.02M
|
1.83K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.82KNew |
$949K - $1.02M
|
1.82K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.8K+ 4.49% |
$939K - $1.01M
|
41.9K
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.79K+ 3.26% |
$934K - $1M
|
56.8K
$31.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.78K+ 1.29% |
$927K - $993K
|
139K
$77.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 0.57% |
$927K - $992K
|
316K
$176M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.78K+ 1.85% |
$926K - $992K
|
98K
$54.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.76K+ 10.11% |
$919K - $985K
|
19.2K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72K+ 52.88% |
$900K - $963K
|
4.98K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.7K+ 1.17% |
$885K - $948K
|
146K
$81.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.69K+ 11.47% |
$883K - $946K
|
16.5K
$9.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.67KNew |
$870K - $932K
|
1.67K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.65K+ 5.94% |
$859K - $920K
|
29.4K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.64K+ 24.99% |
$856K - $917K
|
8.21K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1.61K+ 3.77% |
$842K - $901K
|
44.4K
$24.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.61K+ 230.43% |
$842K - $901K
|
2.31K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.56K+ 9.48% |
$813K - $871K
|
18K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.54K+ 14.64% |
$805K - $862K
|
12.1K
$6.71M
|