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 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-758- 2.45% |
$396K - $424K
|
30.2K
$18.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-763- 1.61% |
$398K - $426K
|
46.8K
$28.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-765- 6.89% |
$399K - $427K
|
10.3K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-770- 9.18% |
$402K - $430K
|
7.62K
$4.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-780- 2.41% |
$407K - $436K
|
31.5K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-782- 2.96% |
$408K - $437K
|
25.6K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-789- 1.97% |
$412K - $441K
|
39.3K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-790- 40.64% |
$412K - $441K
|
1.15K
$712K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-810- 4.73% |
$423K - $453K
|
16.3K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-811- 9.39% |
$423K - $453K
|
7.83K
$4.83M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-818- 13.53% |
$427K - $457K
|
5.23K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-820- 6.42% |
$428K - $458K
|
11.9K
$7.37M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-820- 49.22% |
$428K - $458K
|
846
$522K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-820- 0.43% |
$428K - $458K
|
189K
$117M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-823- 15.78% |
$429K - $460K
|
4.39K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-828- 60.79% |
$432K - $463K
|
534
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-831- 0.29% |
$434K - $464K
|
291K
$179M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-835- 6.27% |
$436K - $467K
|
12.5K
$7.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-840- 2.15% |
$438K - $469K
|
38.2K
$23.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-851- 8.6% |
$444K - $476K
|
9.05K
$5.58M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-881- 9.97% |
$460K - $492K
|
7.95K
$4.91M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-882- 9.31% |
$460K - $493K
|
8.59K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-882- 11.56% |
$460K - $493K
|
6.75K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-895- 1.1% |
$467K - $500K
|
80.4K
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-899- 1.29% |
$469K - $502K
|
68.8K
$42.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-900- 0.95% |
$470K - $503K
|
94.3K
$58.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-963- 1.94% |
$503K - $538K
|
48.7K
$30M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-968- 21.87% |
$505K - $541K
|
3.46K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-985- 3.75% |
$514K - $550K
|
25.3K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-988- 3.3% |
$516K - $552K
|
29K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-993- 1.97% |
$518K - $555K
|
49.4K
$30.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-995- 2.68% |
$519K - $556K
|
36.1K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-999- 3.5% |
$521K - $558K
|
27.5K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-1K- 0.46% |
$522K - $559K
|
219K
$135M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1K- 0.28% |
$524K - $561K
|
359K
$222M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.01K- 31.58% |
$526K - $563K
|
2.18K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 1.87% |
$531K - $569K
|
53.4K
$33M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.03K- 5.54% |
$538K - $576K
|
17.6K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 0.41% |
$553K - $592K
|
255K
$158M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.08K- 17.73% |
$563K - $602K
|
5K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 31.58% |
$564K - $604K
|
2.34K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 28.22% |
$567K - $607K
|
2.76K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.09K- 49.86% |
$569K - $610K
|
1.1K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.09K- 12.6% |
$570K - $610K
|
7.57K
$4.67M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.11K- 8.82% |
$577K - $618K
|
11.4K
$7.06M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 7.74% |
$581K - $622K
|
13.3K
$8.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.14K- 1.81% |
$593K - $635K
|
61.7K
$38.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.14K- 1.49% |
$595K - $637K
|
75.2K
$46.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.15K- 25.56% |
$601K - $644K
|
3.36K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.16K- 0.87% |
$604K - $647K
|
131K
$81.1M
|