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 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-180- 0.2% |
$93.9K - $101K
|
87.9K
$49.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-182- 4.39% |
$95K - $102K
|
3.96K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-183- 2.39% |
$95.5K - $102K
|
7.46K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-187- 21.57% |
$97.6K - $104K
|
680
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-189- 8.46% |
$98.6K - $106K
|
2.05K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-190- 25.13% |
$99.1K - $106K
|
566
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-190- 2.09% |
$99.1K - $106K
|
8.89K
$4.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-191- 19.35% |
$99.7K - $107K
|
796
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-192- 1.95% |
$100K - $107K
|
9.64K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-193- 0.98% |
$101K - $108K
|
19.5K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-193- 9.44% |
$101K - $108K
|
1.85K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-194- 0.04% |
$101K - $108K
|
526K
$295M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 2.21% |
$101K - $108K
|
8.59K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-195- 28.89% |
$102K - $109K
|
480
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-200- 7.39% |
$104K - $112K
|
2.51K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-202- 3.55% |
$105K - $113K
|
5.48K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-204- 0.7% |
$106K - $114K
|
29.1K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-204- 7.99% |
$106K - $114K
|
2.35K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-205- 1.87% |
$107K - $115K
|
10.7K
$6.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-205- 15.23% |
$107K - $115K
|
1.14K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-208- 15.87% |
$109K - $116K
|
1.1K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-210- 4.35% |
$110K - $117K
|
4.61K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-212- 6.2% |
$111K - $118K
|
3.21K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-217- 19.85% |
$113K - $121K
|
876
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-219- 15.81% |
$114K - $122K
|
1.17K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-220- 11.04% |
$115K - $123K
|
1.77K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-221- 12.35% |
$115K - $123K
|
1.57K
$880K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-221- 1.32% |
$115K - $123K
|
16.5K
$9.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-221- 35.76% |
$115K - $123K
|
397
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-221- 2.64% |
$115K - $123K
|
8.14K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-222- 15.83% |
$116K - $124K
|
1.18K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-225- 15.81% |
$117K - $126K
|
1.2K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-231- 4.78% |
$121K - $129K
|
4.6K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-232- 8.87% |
$121K - $130K
|
2.38K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-232- 0.54% |
$121K - $130K
|
42.6K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-233- 4.47% |
$122K - $130K
|
4.98K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-235- 29.71% |
$123K - $131K
|
556
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-236- 1.61% |
$123K - $132K
|
14.5K
$8.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-237- 2.73% |
$124K - $132K
|
8.46K
$4.74M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-237- 2.79% |
$124K - $132K
|
8.27K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-241- 30.54% |
$126K - $135K
|
548
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-241- 4.25% |
$126K - $135K
|
5.43K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-241- 1.72% |
$126K - $135K
|
13.8K
$7.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-242- 6.45% |
$126K - $135K
|
3.51K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-243- 1.01% |
$127K - $136K
|
23.9K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-245- 36.14% |
$128K - $137K
|
433
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-245- 3.14% |
$128K - $137K
|
7.56K
$4.24M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-245- 6.93% |
$128K - $137K
|
3.29K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-246- 1.34% |
$128K - $137K
|
18.1K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-248- 2.04% |
$129K - $139K
|
11.9K
$6.68M
|