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 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.07K- 3.71% |
$1.6M - $1.71M
|
79.5K
$44.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.07K- 3.44% |
$1.6M - $1.72M
|
86.1K
$48.3M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.11K- 95.78% |
$1.62M - $1.74M
|
137
$76.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.26K- 66.42% |
$1.7M - $1.82M
|
1.65K
$923K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.26K- 3.51% |
$1.7M - $1.82M
|
89.7K
$50.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.33K- 11.11% |
$1.74M - $1.86M
|
26.6K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.4K- 33.7% |
$1.77M - $1.9M
|
6.69K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.4K- 22.12% |
$1.78M - $1.9M
|
12K
$6.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-3.47K- 13.47% |
$1.81M - $1.94M
|
22.3K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.47K- 18.21% |
$1.81M - $1.94M
|
15.6K
$8.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.53K- 3.82% |
$1.84M - $1.97M
|
88.9K
$49.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.56K- 1.19% |
$1.86M - $1.99M
|
297K
$166M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.58K- 97.26% |
$1.87M - $2M
|
101
$56.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.61K- 16.62% |
$1.88M - $2.02M
|
18.1K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.64K- 17.46% |
$1.9M - $2.03M
|
17.2K
$9.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.79K- 4.02% |
$1.98M - $2.12M
|
90.4K
$50.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.85K- 40.96% |
$2.01M - $2.15M
|
5.55K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-3.98K- 5.75% |
$2.08M - $2.22M
|
65.1K
$36.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.02K- 71.4% |
$2.1M - $2.25M
|
1.61K
$904K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.12K- 3.32% |
$2.15M - $2.3M
|
120K
$67.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.13K- 22.04% |
$2.15M - $2.31M
|
14.6K
$8.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.4K- 7.81% |
$2.3M - $2.46M
|
52K
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.45K- 1.04% |
$2.32M - $2.49M
|
422K
$237M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-4.47K- 7.49% |
$2.33M - $2.5M
|
55.2K
$30.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.54K- 1.89% |
$2.37M - $2.54M
|
235K
$132M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.61K- 16.3% |
$2.41M - $2.58M
|
23.7K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.62K- 2.97% |
$2.41M - $2.58M
|
151K
$84.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 3.65% |
$2.44M - $2.62M
|
124K
$69.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.69K- 20.99% |
$2.45M - $2.62M
|
17.6K
$9.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.81K- 4.89% |
$2.51M - $2.69M
|
93.5K
$52.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.81K- 2.78% |
$2.51M - $2.69M
|
169K
$94.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.87K- 5.74% |
$2.54M - $2.72M
|
80K
$44.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.97K- 3.24% |
$2.59M - $2.77M
|
148K
$83.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.04K- 0.61% |
$2.63M - $2.82M
|
820K
$460M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.12K- 0.24% |
$2.67M - $2.86M
|
2.09M
$1.17B
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.15K- 41.58% |
$2.69M - $2.88M
|
7.24K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.3K- 8.72% |
$2.77M - $2.96M
|
55.5K
$31.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-5.33K- 6.05% |
$2.78M - $2.98M
|
82.8K
$46.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.44K- 4.61% |
$2.84M - $3.04M
|
113K
$63.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.48K- 3.02% |
$2.86M - $3.06M
|
176K
$98.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.52K- 91.93% |
$2.88M - $3.08M
|
484
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.59K- 2.68% |
$2.92M - $3.12M
|
203K
$114M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.65K- 6.21% |
$2.95M - $3.16M
|
85.3K
$47.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 18.37% |
$3.03M - $3.25M
|
25.8K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.83K- 0.28% |
$3.04M - $3.26M
|
2.11M
$1.18B
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 2.52% |
$3.17M - $3.39M
|
234K
$131M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.33K- 1.79% |
$3.3M - $3.54M
|
347K
$195M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.47K- 4.3% |
$3.37M - $3.61M
|
144K
$80.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6.47K- 5.24% |
$3.37M - $3.61M
|
117K
$65.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.77K- 5.62% |
$3.53M - $3.78M
|
114K
$63.7M
|