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 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-55- 1.26% |
$28.7K - $30.7K
|
4.31K
$2.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-55- 5.57% |
$28.7K - $30.7K
|
932
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-56- 11.5% |
$29.2K - $31.3K
|
431
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-56- 0.31% |
$29.2K - $31.3K
|
18.1K
$9.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-56- 0.78% |
$29.2K - $31.3K
|
7.1K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-57- 5.76% |
$29.7K - $31.9K
|
932
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-57- 6.66% |
$29.7K - $31.9K
|
799
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-58- 1.17% |
$30.3K - $32.4K
|
4.89K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-58- 4.97% |
$30.3K - $32.4K
|
1.11K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-58- 8.55% |
$30.3K - $32.4K
|
620
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-58- 1.4% |
$30.3K - $32.4K
|
4.08K
$2.24M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-59- 0.12% |
$30.8K - $33K
|
47.8K
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-59- 0.23% |
$30.8K - $33K
|
25.3K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-60- 2.76% |
$31.3K - $33.5K
|
2.12K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-60- 2.44% |
$31.3K - $33.5K
|
2.4K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-61- 2.04% |
$31.8K - $34.1K
|
2.94K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-61- 2.51% |
$31.8K - $34.1K
|
2.37K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-61- 0.44% |
$31.8K - $34.1K
|
13.7K
$7.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-61- 12.98% |
$31.8K - $34.1K
|
409
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-62- 1.87% |
$32.4K - $34.6K
|
3.25K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-63- 5.33% |
$32.9K - $35.2K
|
1.12K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-63- 3.26% |
$32.9K - $35.2K
|
1.87K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-65- 0.68% |
$33.9K - $36.3K
|
9.53K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-65- 6.56% |
$33.9K - $36.3K
|
926
$507K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-66- 0.89% |
$34.4K - $36.9K
|
7.36K
$4.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-66- 0.99% |
$34.4K - $36.9K
|
6.58K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-66- 11.11% |
$34.4K - $36.9K
|
528
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-67- 3.65% |
$35K - $37.4K
|
1.77K
$969K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-67- 97.1% |
$35K - $37.4K
|
2
$1.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 22.95% |
$35K - $37.4K
|
225
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-67- 3.58% |
$35K - $37.4K
|
1.81K
$989K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-67- 6.6% |
$35K - $37.4K
|
948
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-67- 0.88% |
$35K - $37.4K
|
7.53K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-68- 0.16% |
$35.5K - $38K
|
41.5K
$22.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-69- 0.92% |
$36K - $38.6K
|
7.42K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-69- 9.86% |
$36K - $38.6K
|
631
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-70- 5.15% |
$36.5K - $39.1K
|
1.29K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-70- 7.57% |
$36.5K - $39.1K
|
855
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-71- 1.33% |
$37.1K - $39.7K
|
5.27K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-71- 4.69% |
$37.1K - $39.7K
|
1.44K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-71- 0.18% |
$37.1K - $39.7K
|
38.6K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-72- 2.85% |
$37.6K - $40.2K
|
2.46K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 2.34% |
$38.1K - $40.8K
|
3.04K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-73- 7.84% |
$38.1K - $40.8K
|
858
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-73- 4.99% |
$38.1K - $40.8K
|
1.39K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-73- 2.74% |
$38.1K - $40.8K
|
2.59K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-73- 0.69% |
$38.1K - $40.8K
|
10.5K
$5.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-74- 2.71% |
$38.6K - $41.4K
|
2.65K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-75- 1.86% |
$39.1K - $41.9K
|
3.96K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-75- 2.81% |
$39.1K - $41.9K
|
2.59K
$1.42M
|