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
|
Glassman Wealth Services
|
SELL
|
- |
-831- 0.29% |
$434K - $464K
|
291K
$141M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-835- 6.27% |
$436K - $467K
|
12.5K
$6.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-840- 2.15% |
$438K - $469K
|
38.2K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-851- 8.6% |
$444K - $476K
|
9.05K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-881- 9.97% |
$460K - $492K
|
7.95K
$3.85M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-882- 9.31% |
$460K - $493K
|
8.59K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-882- 11.56% |
$460K - $493K
|
6.75K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-895- 1.1% |
$467K - $500K
|
80.4K
$38.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-899- 1.29% |
$469K - $502K
|
68.8K
$33.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-900- 0.95% |
$470K - $503K
|
94.3K
$45.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-963- 1.94% |
$503K - $538K
|
48.7K
$23.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-968- 21.87% |
$505K - $541K
|
3.46K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-985- 3.75% |
$514K - $550K
|
25.3K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-988- 3.3% |
$516K - $552K
|
29K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-993- 1.97% |
$518K - $555K
|
49.4K
$23.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-995- 2.68% |
$519K - $556K
|
36.1K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-999- 3.5% |
$521K - $558K
|
27.5K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-1K- 0.46% |
$522K - $559K
|
219K
$106M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1K- 0.28% |
$524K - $561K
|
359K
$174M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.01K- 31.58% |
$526K - $563K
|
2.18K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 1.87% |
$531K - $569K
|
53.4K
$25.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.03K- 5.54% |
$538K - $576K
|
17.6K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 0.41% |
$553K - $592K
|
255K
$124M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.08K- 17.73% |
$563K - $602K
|
5K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 31.58% |
$564K - $604K
|
2.34K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 28.22% |
$567K - $607K
|
2.76K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.09K- 49.86% |
$569K - $610K
|
1.1K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.09K- 12.6% |
$570K - $610K
|
7.57K
$3.67M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.11K- 8.82% |
$577K - $618K
|
11.4K
$5.53M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 7.74% |
$581K - $622K
|
13.3K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.14K- 1.81% |
$593K - $635K
|
61.7K
$29.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.14K- 1.49% |
$595K - $637K
|
75.2K
$36.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.15K- 25.56% |
$601K - $644K
|
3.36K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.16K- 0.87% |
$604K - $647K
|
131K
$63.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.17K- 15.68% |
$608K - $651K
|
6.27K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.18K- 75.72% |
$617K - $661K
|
379
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.19K- 2.6% |
$619K - $663K
|
44.5K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-1.19K- 2.61% |
$620K - $664K
|
44.4K
$21.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-1.2K- 1.37% |
$625K - $669K
|
86.3K
$41.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.2K- 10.22% |
$628K - $672K
|
10.6K
$5.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.21K- 21.45% |
$629K - $673K
|
4.41K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.21K- 11.98% |
$629K - $674K
|
8.86K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.22K- 4.22% |
$636K - $681K
|
27.6K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 7.84% |
$641K - $686K
|
14.4K
$6.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.24K- 1.63% |
$647K - $692K
|
74.9K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-1.25K- 6.95% |
$651K - $697K
|
16.7K
$8.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.25K- 5.47% |
$652K - $699K
|
21.6K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.26K- 14.31% |
$658K - $704K
|
7.54K
$3.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.29K- 53.74% |
$674K - $722K
|
1.11K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 8.09% |
$676K - $724K
|
14.7K
$7.12M
|