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 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6+ 1.03% |
$3.13K - $3.35K
|
591
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.67% |
$3.13K - $3.35K
|
897
$553K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 3.97% |
$3.13K - $3.35K
|
157
$96.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 0.3% |
$3.13K - $3.35K
|
2K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.57% |
$3.13K - $3.35K
|
1.06K
$652K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
6+ 4.48% |
$3.13K - $3.35K
|
140
$86.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.13K - $3.35K
|
3.69K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
10.1K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.03% |
$3.13K - $3.35K
|
17.8K
$11M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$3.13K - $3.35K
|
6
$3.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5+ 0.54% |
$2.61K - $2.79K
|
932
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5+ 0.12% |
$2.61K - $2.79K
|
4.15K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5+ 0.32% |
$2.61K - $2.79K
|
1.57K
$965K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.31% |
$2.61K - $2.79K
|
1.62K
$999K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5+ 0.1% |
$2.61K - $2.79K
|
5.03K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5+ 0.46% |
$2.61K - $2.79K
|
1.09K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 1.16% |
$2.61K - $2.79K
|
437
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5+ 0.67% |
$2.61K - $2.79K
|
747
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$2.61K - $2.79K
|
6.11K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 0.53% |
$2.61K - $2.79K
|
941
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5New |
$2.61K - $2.79K
|
5
$3.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
5+ 0.19% |
$2.61K - $2.79K
|
2.61K
$1.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4+ 0.15% |
$2.09K - $2.24K
|
2.73K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.09K - $2.24K
|
701
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.41% |
$2.09K - $2.24K
|
978
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$2.09K - $2.24K
|
879
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4+ 0.27% |
$2.09K - $2.24K
|
1.51K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.09K - $2.24K
|
4
$2.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.18% |
$2.09K - $2.24K
|
2.25K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$2.09K - $2.24K
|
1.72K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
16.5K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4+ 0.77% |
$2.09K - $2.24K
|
526
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.16% |
$2.09K - $2.24K
|
2.55K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
25.6K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4+ 0.11% |
$2.09K - $2.24K
|
3.49K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4+ 0.11% |
$2.09K - $2.24K
|
3.62K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.24K
|
1.42K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.37% |
$2.09K - $2.24K
|
1.1K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 6.56% |
$2.09K - $2.24K
|
65
$40.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.69K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$1.57K - $1.68K
|
664
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
3+ 0.29% |
$1.57K - $1.68K
|
1.02K
$632K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 11.54% |
$1.57K - $1.68K
|
29
$17.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3+ 0.28% |
$1.57K - $1.68K
|
1.08K
$666K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.11K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.13K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$1.57K - $1.68K
|
424
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.57K - $1.68K
|
815
$503K
|