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 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.25K- 5.47% |
$652K - $699K
|
21.6K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.26K- 14.31% |
$658K - $704K
|
7.54K
$4.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.29K- 53.74% |
$674K - $722K
|
1.11K
$623K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 8.09% |
$676K - $724K
|
14.7K
$8.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.31K- 9.33% |
$685K - $733K
|
12.7K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.31K- 11.49% |
$685K - $734K
|
10.1K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 2.18% |
$686K - $735K
|
59.1K
$33.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.33K- 3.91% |
$695K - $744K
|
32.8K
$18.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.33K- 2.03% |
$696K - $745K
|
64.3K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 4.56% |
$702K - $752K
|
28.1K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.35K- 2.6% |
$706K - $756K
|
50.6K
$28.4M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.36K- 2.15% |
$709K - $759K
|
62K
$34.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.37K- 4.9% |
$714K - $765K
|
26.6K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.38K- 9.17% |
$719K - $770K
|
13.6K
$7.65M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.38K- 3.35% |
$722K - $773K
|
40K
$22.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.39K- 2.41% |
$723K - $775K
|
56.1K
$31.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.4K- 3.45% |
$733K - $785K
|
39.3K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.41K- 8.84% |
$735K - $787K
|
14.5K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.42K- 50.53% |
$743K - $795K
|
1.39K
$781K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.42K- 0.84% |
$743K - $796K
|
169K
$94.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.44K- 8.22% |
$751K - $805K
|
16.1K
$9.01M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.44K- 50.97% |
$753K - $806K
|
1.39K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.48K- 54.21% |
$773K - $828K
|
1.25K
$702K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.5K- 6.19% |
$781K - $837K
|
22.7K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.52K- 5.01% |
$791K - $847K
|
28.7K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.53K- 5.59% |
$797K - $854K
|
25.8K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.56K- 0.18% |
$812K - $870K
|
878K
$492M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.57K- 54.51% |
$817K - $875K
|
1.31K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.59K- 5.0% |
$827K - $886K
|
30.1K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.59K- 0.44% |
$829K - $888K
|
359K
$201M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 73.74% |
$838K - $897K
|
572
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 1.05% |
$839K - $899K
|
152K
$85M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.61K- 26.3% |
$842K - $902K
|
4.52K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.62K- 1.81% |
$845K - $905K
|
88.1K
$49.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.63K- 0.57% |
$850K - $910K
|
284K
$159M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 5.28% |
$859K - $920K
|
29.5K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.66K- 7.26% |
$866K - $928K
|
21.2K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.68K- 3.84% |
$877K - $939K
|
42.1K
$23.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.7K- 5.58% |
$887K - $950K
|
28.7K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.82K- 0.67% |
$950K - $1.02M
|
271K
$152M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.82K- 2.72% |
$952K - $1.02M
|
65.3K
$36.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.84K- 26.81% |
$961K - $1.03M
|
5.03K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.84K- 7.13% |
$962K - $1.03M
|
24K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.85K- 2.65% |
$966K - $1.03M
|
67.9K
$38.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 29.36% |
$970K - $1.04M
|
4.47K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.89K- 79.58% |
$986K - $1.06M
|
485
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 14.45% |
$998K - $1.07M
|
11.3K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.92K- 1.13% |
$1M - $1.07M
|
168K
$94.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.94K- 0.22% |
$1.01M - $1.08M
|
875K
$490M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.98K- 2.5% |
$1.03M - $1.1M
|
77.2K
$43.3M
|