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 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-539- 46.71% |
$281K - $301K
|
615
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-548- 11.69% |
$286K - $306K
|
4.14K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-550- 29.22% |
$287K - $307K
|
1.33K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-550- 2.77% |
$287K - $307K
|
19.3K
$9.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-555- 44.72% |
$290K - $310K
|
686
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-564- 4.3% |
$294K - $315K
|
12.6K
$6.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-575- 0.63% |
$300K - $321K
|
91K
$44M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-579- 15.52% |
$302K - $324K
|
3.15K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-583- 2.0% |
$304K - $326K
|
28.6K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-589- 2.43% |
$307K - $329K
|
23.6K
$11.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-593- 1.8% |
$309K - $331K
|
32.3K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-595- 3.95% |
$310K - $332K
|
14.5K
$7M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-597- 3.74% |
$312K - $334K
|
15.4K
$7.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-610- 12.53% |
$318K - $341K
|
4.26K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-623- 5.97% |
$325K - $348K
|
9.82K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-631- 10.85% |
$329K - $353K
|
5.18K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-634- 0.33% |
$331K - $354K
|
189K
$91.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-635- 3.44% |
$331K - $355K
|
17.8K
$8.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-643- 22.1% |
$336K - $359K
|
2.27K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-643- 3.06% |
$336K - $359K
|
20.4K
$9.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-645- 7.85% |
$337K - $360K
|
7.57K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-650- 46.43% |
$339K - $363K
|
750
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-656- 21.35% |
$342K - $367K
|
2.42K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-660- 13.83% |
$344K - $369K
|
4.11K
$1.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-663- 54.52% |
$346K - $370K
|
553
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-665- 2.04% |
$347K - $372K
|
32K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-665- 0.77% |
$347K - $372K
|
85.3K
$41.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-671- 4.33% |
$350K - $375K
|
14.8K
$7.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-687- 0.98% |
$359K - $384K
|
69.2K
$33.5M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-688- 14.2% |
$359K - $384K
|
4.16K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-700- 34.03% |
$365K - $391K
|
1.36K
$657K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-718- 2.79% |
$375K - $401K
|
25K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-720- 13.83% |
$376K - $402K
|
4.49K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-723- 1.99% |
$377K - $404K
|
35.7K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-724- 18.54% |
$378K - $405K
|
3.18K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-753- 34.26% |
$393K - $421K
|
1.45K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-754- 5.7% |
$393K - $421K
|
12.5K
$6.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-758- 2.45% |
$396K - $424K
|
30.2K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-763- 1.61% |
$398K - $426K
|
46.8K
$22.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-765- 6.89% |
$399K - $427K
|
10.3K
$5M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-770- 9.18% |
$402K - $430K
|
7.62K
$3.69M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-780- 2.41% |
$407K - $436K
|
31.5K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-782- 2.96% |
$408K - $437K
|
25.6K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-789- 1.97% |
$412K - $441K
|
39.3K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-790- 40.64% |
$412K - $441K
|
1.15K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-810- 4.73% |
$423K - $453K
|
16.3K
$7.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-811- 9.39% |
$423K - $453K
|
7.83K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-820- 6.42% |
$428K - $458K
|
11.9K
$5.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-823- 15.78% |
$429K - $460K
|
4.39K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-828- 60.79% |
$432K - $463K
|
534
$258K
|