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 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4+ 0.27% |
$2.09K - $2.24K
|
1.51K
$827K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.09K - $2.24K
|
4
$2.19K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.18% |
$2.09K - $2.24K
|
2.25K
$1.23M
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$2.09K - $2.24K
|
1.72K
$943K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
16.5K
$9.06M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4+ 0.77% |
$2.09K - $2.24K
|
526
$288K
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.16% |
$2.09K - $2.24K
|
2.55K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
25.6K
$14M
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4+ 0.11% |
$2.09K - $2.24K
|
3.49K
$1.91M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4+ 0.11% |
$2.09K - $2.24K
|
3.62K
$1.98M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.24K
|
1.42K
$777K
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.37% |
$2.09K - $2.24K
|
1.1K
$600K
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 6.56% |
$2.09K - $2.24K
|
65
$35.6K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.69K
$924K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.64K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$1.57K - $1.68K
|
664
$364K
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
3+ 0.29% |
$1.57K - $1.68K
|
1.02K
$561K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 11.54% |
$1.57K - $1.68K
|
29
$15.9K
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.64K
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3+ 0.28% |
$1.57K - $1.68K
|
1.08K
$592K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.11K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.13K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$1.57K - $1.68K
|
424
$232K
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.57K - $1.68K
|
815
$447K
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.57K - $1.68K
|
4.77K
$2.61M
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3+ 0.15% |
$1.57K - $1.68K
|
2.02K
$1.11M
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.51% |
$1.57K - $1.68K
|
589
$323K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.71K
$935K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3+ 1.67% |
$1.57K - $1.68K
|
183
$100K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.25% |
$1.57K - $1.68K
|
1.21K
$661K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 13.04% |
$1.57K - $1.68K
|
26
$14.2K
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3+ 1.37% |
$1.57K - $1.68K
|
222
$122K
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.64K
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3+ 0.36% |
$1.57K - $1.68K
|
833
$456K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.63% |
$1.57K - $1.68K
|
477
$261K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 0.13% |
$1.04K - $1.12K
|
1.54K
$846K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2+ 0.02% |
$1.04K - $1.12K
|
8.13K
$4.46M
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.26% |
$1.04K - $1.12K
|
786
$431K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.56% |
$1.04K - $1.12K
|
38
$20.8K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
671
$368K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.49% |
$1.04K - $1.12K
|
413
$226K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.12K
|
1.4K
$767K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$1.04K - $1.12K
|
560
$307K
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2+ 0.01% |
$1.04K - $1.12K
|
16.5K
$9.02M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.43% |
$1.04K - $1.12K
|
463
$254K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$1.04K - $1.12K
|
390
$214K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$1.04K - $1.12K
|
1.18K
$645K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$1.04K - $1.12K
|
461
$253K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.17% |
$1.04K - $1.12K
|
1.18K
$646K
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2+ 0.51% |
$1.04K - $1.12K
|
398
$218K
|