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 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-89- 0.2% |
$46.4K - $49.7K
|
44.4K
$27.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-89- 9.04% |
$46.4K - $49.7K
|
896
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 1.29% |
$47K - $50.3K
|
6.89K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-90- 0.77% |
$47K - $50.3K
|
11.6K
$7.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-90- 16.1% |
$47K - $50.3K
|
469
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-90- 2.11% |
$47K - $50.3K
|
4.17K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-91- 6.36% |
$47.5K - $50.9K
|
1.34K
$826K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-93- 14.98% |
$48.5K - $52K
|
528
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93- 7.35% |
$48.5K - $52K
|
1.17K
$723K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-93- 4.58% |
$48.5K - $52K
|
1.94K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-94- 0.53% |
$49.1K - $52.5K
|
17.7K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-94- 2.27% |
$49.1K - $52.5K
|
4.06K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-95- 4.66% |
$49.6K - $53.1K
|
1.94K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-95- 4.3% |
$49.6K - $53.1K
|
2.11K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-95- 21.35% |
$49.6K - $53.1K
|
350
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-96- 3.07% |
$50.1K - $53.6K
|
3.03K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-97- 1.39% |
$50.6K - $54.2K
|
6.87K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-98- 1.12% |
$51.1K - $54.8K
|
8.66K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-99- 2.74% |
$51.7K - $55.3K
|
3.52K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-99- 0.56% |
$51.7K - $55.3K
|
17.7K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-99- 0.01% |
$51.7K - $55.3K
|
1.65M
$1.02B
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-99- 10.71% |
$51.7K - $55.3K
|
825
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-100- 6.11% |
$52.2K - $55.9K
|
1.54K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 5.24% |
$52.2K - $55.9K
|
1.81K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-101- 2.99% |
$52.7K - $56.4K
|
3.28K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-102- 18.25% |
$53.2K - $57K
|
457
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-103- 7.65% |
$53.7K - $57.6K
|
1.24K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 3.02% |
$54.8K - $58.7K
|
3.38K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-105- 4.02% |
$54.8K - $58.7K
|
2.51K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-107- 0.5% |
$55.8K - $59.8K
|
21.2K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-108- 2.17% |
$56.4K - $60.4K
|
4.88K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-108- 5.08% |
$56.4K - $60.4K
|
2.02K
$1.24M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-108- 1.74% |
$56.4K - $60.4K
|
6.1K
$3.76M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-109- 28.17% |
$56.9K - $60.9K
|
278
$171K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-110- 5.58% |
$57.4K - $61.5K
|
1.86K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-110- 2.9% |
$57.4K - $61.5K
|
3.68K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-110- 0.49% |
$57.4K - $61.5K
|
22.3K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-114- 6.57% |
$59.5K - $63.7K
|
1.62K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-116- 15.93% |
$60.5K - $64.8K
|
612
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-118- 0.7% |
$61.6K - $65.9K
|
16.8K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-118- 5.11% |
$61.6K - $65.9K
|
2.19K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-119- 89.47% |
$62.1K - $66.5K
|
14
$8.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Fiduciary Counselling Inc
|
SELL
|
- |
-119- 2.04% |
$62.1K - $66.5K
|
5.72K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-123- 3.57% |
$64.2K - $68.7K
|
3.33K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-123- 10.92% |
$64.2K - $68.7K
|
1K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-125- 2.28% |
$65.2K - $69.9K
|
5.36K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-127- 41.91% |
$66.3K - $71K
|
176
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-127- 0.02% |
$66.3K - $71K
|
632K
$390M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-128- 3.34% |
$66.8K - $71.5K
|
3.71K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-132- 2.26% |
$68.9K - $73.8K
|
5.7K
$3.52M
|