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 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
20.5K+ 8.11% |
$10.7M - $11.4M
|
273K
$132M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
20.1KNew |
$10.5M - $11.2M
|
20.1K
$9.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.8K+ 5.83% |
$10.3M - $11.1M
|
360K
$174M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.7K+ 2.73% |
$10.3M - $11M
|
740K
$358M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
19.5KNew |
$10.2M - $10.9M
|
19.5K
$9.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
19.4K+ 87.64% |
$10.1M - $10.8M
|
41.5K
$20.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19.3KNew |
$10.1M - $10.8M
|
19.3K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
19.3KNew |
$10.1M - $10.8M
|
19.3K
$9.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
19.2KNew |
$10M - $10.7M
|
19.2K
$9.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
19.1KNew |
$9.98M - $10.7M
|
19.1K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 9.98% |
$9.94M - $10.6M
|
210K
$102M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
19K+ 6.65% |
$9.9M - $10.6M
|
304K
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
18.8K+ 18.61% |
$9.82M - $10.5M
|
120K
$58M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
18.6KNew |
$9.71M - $10.4M
|
18.6K
$9.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
18.6K+ 11.81% |
$9.71M - $10.4M
|
176K
$85.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.5K+ 8.42% |
$9.67M - $10.4M
|
239K
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
18.4KNew |
$9.62M - $10.3M
|
18.4K
$8.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
18.2K+ 19.29% |
$9.5M - $10.2M
|
113K
$54.5M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18K+ 10.48% |
$9.4M - $10.1M
|
190K
$91.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
17.9KNew |
$9.32M - $9.98M
|
17.9K
$8.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
17.7KNew |
$9.23M - $9.88M
|
17.7K
$8.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
17.6K+ 8.46% |
$9.21M - $9.86M
|
226K
$109M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.6K+ 80.23% |
$9.19M - $9.84M
|
39.6K
$19.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8K+ 44.67% |
$8.75M - $9.37M
|
54.3K
$26.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
16.5KNew |
$8.63M - $9.24M
|
16.5K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.3K+ 6.62% |
$8.53M - $9.13M
|
263K
$127M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
16.3K+ 157.29% |
$8.49M - $9.09M
|
26.6K
$12.9M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
16.1KNew |
$8.38M - $8.98M
|
16.1K
$7.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
16K+ 12.43% |
$8.36M - $8.95M
|
145K
$70.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16K+ 337.49% |
$8.33M - $8.92M
|
20.7K
$10M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
15.9K+ 32.72% |
$8.3M - $8.89M
|
64.5K
$31.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 9.78% |
$8.27M - $8.86M
|
178K
$86.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 3.82% |
$8.17M - $8.74M
|
425K
$206M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
15.5KNew |
$8.08M - $8.65M
|
15.5K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.4K+ 4.36% |
$8.04M - $8.61M
|
369K
$178M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.2KNew |
$7.95M - $8.52M
|
15.2K
$7.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
15K+ 478.39% |
$7.84M - $8.4M
|
18.2K
$8.79M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$7.84M - $8.39M
|
15K
$7.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15K+ 6.23% |
$7.81M - $8.36M
|
255K
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
15K+ 4.26% |
$7.8M - $8.36M
|
366K
$177M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.9K+ 60.3% |
$7.77M - $8.32M
|
39.6K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
14.6K+ 129.62% |
$7.64M - $8.18M
|
25.9K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
14.5KNew |
$7.59M - $8.13M
|
14.5K
$7.04M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
14.5KNew |
$7.58M - $8.12M
|
14.5K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
14.4KNew |
$7.54M - $8.07M
|
14.4K
$6.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14.3K+ 9.4% |
$7.47M - $8M
|
167K
$80.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
14.2K+ 4.87% |
$7.41M - $7.94M
|
306K
$148M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.2K+ 6.75% |
$7.4M - $7.93M
|
224K
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.2K+ 254.78% |
$7.4M - $7.93M
|
19.8K
$9.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
14.1K+ 47.51% |
$7.38M - $7.9M
|
43.9K
$21.2M
|