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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-365- 0.1% |
$190K - $204K
|
364K
$204M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-366- 7.54% |
$191K - $205K
|
4.49K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-368- 22.6% |
$192K - $206K
|
1.26K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-371- 13.34% |
$194K - $207K
|
2.41K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-372- 1.11% |
$194K - $208K
|
33.2K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-374- 3.32% |
$195K - $209K
|
10.9K
$6.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-376- 1.13% |
$196K - $210K
|
32.8K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-376- 22.77% |
$196K - $210K
|
1.28K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-376- 20.99% |
$196K - $210K
|
1.42K
$793K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-379- 3.45% |
$198K - $212K
|
10.6K
$5.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-387- 16.29% |
$202K - $216K
|
1.99K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.42% |
$202K - $217K
|
11K
$6.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-390- 32.15% |
$204K - $218K
|
823
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-393- 8.77% |
$205K - $220K
|
4.09K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-394- 1.75% |
$206K - $220K
|
22.2K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-395- 2.2% |
$206K - $221K
|
17.6K
$9.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-399- 3.9% |
$208K - $223K
|
9.82K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 1.12% |
$209K - $224K
|
35.3K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-401- 1.47% |
$209K - $224K
|
26.9K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-407- 0.61% |
$212K - $227K
|
66.4K
$37.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-408- 6.97% |
$213K - $228K
|
5.44K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-412- 1.42% |
$215K - $230K
|
28.5K
$16M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-414- 0.95% |
$216K - $231K
|
43.3K
$24.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-426- 5.01% |
$222K - $238K
|
8.08K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-435- 40.43% |
$227K - $243K
|
641
$359K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-436- 79.27% |
$228K - $244K
|
114
$63.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-437- 22.74% |
$228K - $244K
|
1.49K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-439- 45.68% |
$229K - $245K
|
522
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-440- 9.15% |
$230K - $246K
|
4.37K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-441- 5.7% |
$230K - $246K
|
7.3K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-445- 1.65% |
$232K - $249K
|
26.5K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-445- 13.97% |
$232K - $249K
|
2.74K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-445- 1.56% |
$232K - $249K
|
28.1K
$15.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-446- 3.78% |
$233K - $249K
|
11.4K
$6.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-447- 14.39% |
$233K - $250K
|
2.66K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-452- 0.21% |
$236K - $253K
|
216K
$121M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-458- 3.04% |
$239K - $256K
|
14.6K
$8.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-463- 1.4% |
$242K - $259K
|
32.5K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-464- 26.26% |
$242K - $259K
|
1.3K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-470- 0.66% |
$245K - $263K
|
71.3K
$40M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-473- 1.72% |
$247K - $264K
|
27K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-473- 9.77% |
$247K - $264K
|
4.37K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-480- 1.3% |
$250K - $268K
|
36.3K
$20.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-481- 14.15% |
$251K - $269K
|
2.92K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-487- 0.56% |
$254K - $272K
|
87.1K
$48.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-488- 10.25% |
$255K - $273K
|
4.27K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-493- 39.5% |
$257K - $275K
|
755
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-493- 22.72% |
$257K - $275K
|
1.68K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-497- 6.15% |
$259K - $278K
|
7.58K
$4.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-508- 1.53% |
$265K - $284K
|
32.8K
$18.4M
|