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 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-266- 18.49% |
$139K - $149K
|
1.17K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-266- 21.31% |
$139K - $149K
|
982
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-266- 7.53% |
$139K - $149K
|
3.27K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-268- 2.14% |
$140K - $150K
|
12.3K
$7.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-275- 5.18% |
$144K - $154K
|
5.03K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-275- 6.45% |
$144K - $154K
|
3.99K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-282- 3.49% |
$147K - $158K
|
7.79K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-283- 11.23% |
$148K - $158K
|
2.24K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-284- 2.34% |
$148K - $159K
|
11.8K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-288- 3.47% |
$150K - $161K
|
8.01K
$4.94M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-288- 11.46% |
$150K - $161K
|
2.23K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-291- 15.9% |
$152K - $163K
|
1.54K
$949K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-291- 43.43% |
$152K - $163K
|
379
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-292- 5.85% |
$152K - $163K
|
4.7K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-296- 20.89% |
$154K - $165K
|
1.12K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-301- 1.51% |
$157K - $168K
|
19.7K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-303- 1.27% |
$158K - $169K
|
23.5K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-303- 11.96% |
$158K - $169K
|
2.23K
$1.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-306- 0.68% |
$160K - $171K
|
44.8K
$27.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-306- 29.48% |
$160K - $171K
|
732
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-306- 5.14% |
$160K - $171K
|
5.65K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-308- 17.71% |
$161K - $172K
|
1.43K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-308- 2.07% |
$161K - $172K
|
14.5K
$8.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-312- 42.51% |
$163K - $174K
|
422
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-315- 0.62% |
$164K - $176K
|
50.6K
$31.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-316- 3.24% |
$165K - $177K
|
9.45K
$5.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-319- 6.89% |
$166K - $178K
|
4.31K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-320- 7.82% |
$167K - $179K
|
3.77K
$2.33M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-323- 16.92% |
$169K - $180K
|
1.59K
$978K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-324- 13.21% |
$169K - $181K
|
2.13K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-328- 4.81% |
$171K - $183K
|
6.49K
$4M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-328- 27.94% |
$171K - $183K
|
846
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-332- 1.12% |
$173K - $186K
|
29.2K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-334- 0.61% |
$174K - $187K
|
54.6K
$33.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-335- 45.58% |
$175K - $187K
|
400
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-335- 38.55% |
$175K - $187K
|
534
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-340- 1.53% |
$177K - $190K
|
21.9K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-343- 3.28% |
$179K - $192K
|
10.1K
$6.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-344- 1.69% |
$180K - $192K
|
20K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-352- 4.56% |
$184K - $197K
|
7.36K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-356- 2.83% |
$186K - $199K
|
12.2K
$7.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-359- 2.43% |
$187K - $201K
|
14.4K
$8.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-360- 7.96% |
$188K - $201K
|
4.16K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-360- 8.67% |
$188K - $201K
|
3.79K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-360- 1.04% |
$188K - $201K
|
34.3K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-362- 3.31% |
$189K - $202K
|
10.6K
$6.51M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-364- 24.63% |
$190K - $203K
|
1.11K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-365- 10.64% |
$190K - $204K
|
3.07K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-365- 0.1% |
$190K - $204K
|
364K
$224M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-366- 7.54% |
$191K - $205K
|
4.49K
$2.77M
|