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 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.57K - $1.68K
|
4.77K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3+ 0.15% |
$1.57K - $1.68K
|
2.02K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.51% |
$1.57K - $1.68K
|
589
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.71K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3+ 1.67% |
$1.57K - $1.68K
|
183
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.25% |
$1.57K - $1.68K
|
1.21K
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 13.04% |
$1.57K - $1.68K
|
26
$16K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3+ 1.37% |
$1.57K - $1.68K
|
222
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3+ 0.36% |
$1.57K - $1.68K
|
833
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.63% |
$1.57K - $1.68K
|
477
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 0.13% |
$1.04K - $1.12K
|
1.54K
$952K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2+ 0.02% |
$1.04K - $1.12K
|
8.13K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.26% |
$1.04K - $1.12K
|
786
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.56% |
$1.04K - $1.12K
|
38
$23.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
671
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.49% |
$1.04K - $1.12K
|
413
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.12K
|
1.4K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$1.04K - $1.12K
|
560
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2+ 0.01% |
$1.04K - $1.12K
|
16.5K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.43% |
$1.04K - $1.12K
|
463
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$1.04K - $1.12K
|
390
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$1.04K - $1.12K
|
1.18K
$726K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$1.04K - $1.12K
|
461
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.17% |
$1.04K - $1.12K
|
1.18K
$727K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2+ 0.51% |
$1.04K - $1.12K
|
398
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
660
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.07% |
$1.04K - $1.12K
|
3.06K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2+ 0.24% |
$1.04K - $1.12K
|
833
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2+ 0.43% |
$1.04K - $1.12K
|
467
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2+ 0.09% |
$1.04K - $1.12K
|
2.29K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$1.04K - $1.12K
|
2.4K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2+ 0.47% |
$1.04K - $1.12K
|
430
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.05% |
$1.04K - $1.12K
|
4.24K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.75% |
$1.04K - $1.12K
|
267
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.08% |
$1.04K - $1.12K
|
2.39K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.4% |
$1.04K - $1.12K
|
508
$313K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.1% |
$1.04K - $1.12K
|
1.97K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$522 - $559
|
4
$2.47K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1+ 0.25% |
$522 - $559
|
395
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.81K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$522 - $559
|
593
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.09% |
$522 - $559
|
1.16K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.74K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.24% |
$522 - $559
|
415
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.01% |
$522 - $559
|
16.7K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$522 - $559
|
4.78K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$522 - $559
|
3.6K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.67% |
$522 - $559
|
150
$92.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.2% |
$522 - $559
|
513
$316K
|