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 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-67- 3.65% |
$35K - $37.4K
|
1.77K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-67- 97.1% |
$35K - $37.4K
|
2
$968
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 22.95% |
$35K - $37.4K
|
225
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-67- 3.58% |
$35K - $37.4K
|
1.81K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-67- 6.6% |
$35K - $37.4K
|
948
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-67- 0.88% |
$35K - $37.4K
|
7.53K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-68- 0.16% |
$35.5K - $38K
|
41.5K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-69- 0.92% |
$36K - $38.6K
|
7.42K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-69- 9.86% |
$36K - $38.6K
|
631
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-70- 5.15% |
$36.5K - $39.1K
|
1.29K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-70- 7.57% |
$36.5K - $39.1K
|
855
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-71- 1.33% |
$37.1K - $39.7K
|
5.27K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-71- 4.69% |
$37.1K - $39.7K
|
1.44K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-71- 0.18% |
$37.1K - $39.7K
|
38.6K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-72- 2.85% |
$37.6K - $40.2K
|
2.46K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 2.34% |
$38.1K - $40.8K
|
3.04K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-73- 7.84% |
$38.1K - $40.8K
|
858
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-73- 4.99% |
$38.1K - $40.8K
|
1.39K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-73- 2.74% |
$38.1K - $40.8K
|
2.59K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-73- 0.69% |
$38.1K - $40.8K
|
10.5K
$5.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-74- 2.71% |
$38.6K - $41.4K
|
2.65K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-75- 1.86% |
$39.1K - $41.9K
|
3.96K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-75- 2.81% |
$39.1K - $41.9K
|
2.59K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-76- 4.54% |
$39.7K - $42.5K
|
1.6K
$774K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-77- 1.06% |
$40.2K - $43K
|
7.18K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-77- 3.84% |
$40.2K - $43K
|
1.93K
$932K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-78- 7.98% |
$40.7K - $43.6K
|
900
$436K
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-78- 0.8% |
$40.7K - $43.6K
|
9.73K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-79- 8.1% |
$41.2K - $44.1K
|
896
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-79- 6.3% |
$41.2K - $44.1K
|
1.18K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-80- 0.77% |
$41.7K - $44.7K
|
10.3K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-80- 0.48% |
$41.7K - $44.7K
|
16.7K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-80- 1.66% |
$41.7K - $44.7K
|
4.73K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-81- 8.78% |
$42.3K - $45.3K
|
842
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-81- 0.54% |
$42.3K - $45.3K
|
15K
$7.27M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-82- 7.41% |
$42.8K - $45.8K
|
1.03K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-83- 0.09% |
$43.3K - $46.4K
|
96.2K
$46.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-83- 0.51% |
$43.3K - $46.4K
|
16K
$7.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-83- 2.04% |
$43.3K - $46.4K
|
3.98K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-85- 3.32% |
$44.4K - $47.5K
|
2.48K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-86- 3.57% |
$44.9K - $48.1K
|
2.32K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-88- 9.71% |
$45.9K - $49.2K
|
818
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-89- 1.1% |
$46.4K - $49.7K
|
7.99K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-89- 0.2% |
$46.4K - $49.7K
|
44.4K
$21.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-89- 9.04% |
$46.4K - $49.7K
|
896
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 1.29% |
$47K - $50.3K
|
6.89K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-90- 0.77% |
$47K - $50.3K
|
11.6K
$5.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-90- 16.1% |
$47K - $50.3K
|
469
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-90- 2.11% |
$47K - $50.3K
|
4.17K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-91- 6.36% |
$47.5K - $50.9K
|
1.34K
$648K
|