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 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-191- 19.35% |
$99.7K - $107K
|
796
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-192- 1.95% |
$100K - $107K
|
9.64K
$5.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-193- 0.98% |
$101K - $108K
|
19.5K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-193- 9.44% |
$101K - $108K
|
1.85K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-194- 0.04% |
$101K - $108K
|
526K
$325M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 2.21% |
$101K - $108K
|
8.59K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-195- 28.89% |
$102K - $109K
|
480
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-200- 7.39% |
$104K - $112K
|
2.51K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-202- 3.55% |
$105K - $113K
|
5.48K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-204- 0.7% |
$106K - $114K
|
29.1K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-204- 7.99% |
$106K - $114K
|
2.35K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-205- 1.87% |
$107K - $115K
|
10.7K
$6.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-205- 15.23% |
$107K - $115K
|
1.14K
$704K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-208- 15.87% |
$109K - $116K
|
1.1K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-210- 4.35% |
$110K - $117K
|
4.61K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-212- 6.2% |
$111K - $118K
|
3.21K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-217- 19.85% |
$113K - $121K
|
876
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-219- 15.81% |
$114K - $122K
|
1.17K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-220- 11.04% |
$115K - $123K
|
1.77K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-221- 12.35% |
$115K - $123K
|
1.57K
$968K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-221- 1.32% |
$115K - $123K
|
16.5K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-221- 35.76% |
$115K - $123K
|
397
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-221- 2.64% |
$115K - $123K
|
8.14K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-222- 15.83% |
$116K - $124K
|
1.18K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-225- 15.81% |
$117K - $126K
|
1.2K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-231- 4.78% |
$121K - $129K
|
4.6K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-232- 8.87% |
$121K - $130K
|
2.38K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-232- 0.54% |
$121K - $130K
|
42.6K
$26.3M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-233- 4.47% |
$122K - $130K
|
4.98K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-235- 29.71% |
$123K - $131K
|
556
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-236- 1.61% |
$123K - $132K
|
14.5K
$8.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-237- 2.73% |
$124K - $132K
|
8.46K
$5.22M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-237- 2.79% |
$124K - $132K
|
8.27K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-241- 30.54% |
$126K - $135K
|
548
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-241- 4.25% |
$126K - $135K
|
5.43K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-241- 1.72% |
$126K - $135K
|
13.8K
$8.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-242- 6.45% |
$126K - $135K
|
3.51K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-243- 1.01% |
$127K - $136K
|
23.9K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-245- 36.14% |
$128K - $137K
|
433
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-245- 3.14% |
$128K - $137K
|
7.56K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-245- 6.93% |
$128K - $137K
|
3.29K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-246- 1.34% |
$128K - $137K
|
18.1K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-248- 2.04% |
$129K - $139K
|
11.9K
$7.35M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-249- 2.11% |
$130K - $139K
|
11.5K
$7.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-251- 6.65% |
$131K - $140K
|
3.52K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-252- 24.78% |
$132K - $141K
|
765
$472K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-259- 2.38% |
$135K - $145K
|
10.6K
$6.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-260- 14.74% |
$136K - $145K
|
1.5K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-261- 6.17% |
$136K - $146K
|
3.97K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-262- 2.67% |
$137K - $146K
|
9.54K
$5.88M
|