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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.85K- 40.96% |
$2.01M - $2.15M
|
5.55K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-3.98K- 5.75% |
$2.08M - $2.22M
|
65.1K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.02K- 71.4% |
$2.1M - $2.25M
|
1.61K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.12K- 3.32% |
$2.15M - $2.3M
|
120K
$58.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.13K- 22.04% |
$2.15M - $2.31M
|
14.6K
$7.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.4K- 7.81% |
$2.3M - $2.46M
|
52K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.45K- 1.04% |
$2.32M - $2.49M
|
422K
$204M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-4.47K- 7.49% |
$2.33M - $2.5M
|
55.2K
$26.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.54K- 1.89% |
$2.37M - $2.54M
|
235K
$114M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.59K- 42.53% |
$2.39M - $2.56M
|
6.2K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.61K- 16.3% |
$2.41M - $2.58M
|
23.7K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.62K- 2.97% |
$2.41M - $2.58M
|
151K
$73.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 3.65% |
$2.44M - $2.62M
|
124K
$59.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.69K- 20.99% |
$2.45M - $2.62M
|
17.6K
$8.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.81K- 4.89% |
$2.51M - $2.69M
|
93.5K
$45.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.81K- 2.78% |
$2.51M - $2.69M
|
169K
$81.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.87K- 5.74% |
$2.54M - $2.72M
|
80K
$38.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.97K- 3.24% |
$2.59M - $2.77M
|
148K
$71.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Globe Life Inc.
|
SELL
|
- |
-5K- 0.83% |
$2.61M - $2.79M
|
599K
$290M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.04K- 0.61% |
$2.63M - $2.82M
|
820K
$397M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.12K- 0.24% |
$2.67M - $2.86M
|
2.09M
$1.01B
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.15K- 41.58% |
$2.69M - $2.88M
|
7.24K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.3K- 8.72% |
$2.77M - $2.96M
|
55.5K
$26.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-5.33K- 6.05% |
$2.78M - $2.98M
|
82.8K
$40.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.44K- 4.61% |
$2.84M - $3.04M
|
113K
$54.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.48K- 3.02% |
$2.86M - $3.06M
|
176K
$85.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.52K- 91.93% |
$2.88M - $3.08M
|
484
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.59K- 2.68% |
$2.92M - $3.12M
|
203K
$98.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.65K- 6.21% |
$2.95M - $3.16M
|
85.3K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 18.37% |
$3.03M - $3.25M
|
25.8K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.83K- 0.28% |
$3.04M - $3.26M
|
2.11M
$1.02B
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 2.52% |
$3.17M - $3.39M
|
234K
$113M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.33K- 1.79% |
$3.3M - $3.54M
|
347K
$168M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.47K- 4.3% |
$3.37M - $3.61M
|
144K
$69.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6.47K- 5.24% |
$3.37M - $3.61M
|
117K
$56.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.77K- 5.62% |
$3.53M - $3.78M
|
114K
$55M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.84K- 2.72% |
$3.57M - $3.82M
|
244K
$118M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.86K- 41.2% |
$3.58M - $3.83M
|
9.79K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.94K- 33.77% |
$3.62M - $3.88M
|
13.6K
$6.58M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.07K- 54.89% |
$3.69M - $3.95M
|
5.81K
$2.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-7.29K- 70.76% |
$3.8M - $4.07M
|
3.01K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.32K- 14.51% |
$3.82M - $4.09M
|
43.1K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.36K- 2.45% |
$3.84M - $4.11M
|
293K
$142M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.44K- 2.11% |
$3.88M - $4.16M
|
345K
$167M
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-7.52K- 10.99% |
$3.93M - $4.2M
|
60.9K
$29.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.58K- 93.7% |
$3.96M - $4.24M
|
510
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.8K- 2.81% |
$4.07M - $4.36M
|
270K
$131M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.82K- 1.04% |
$4.08M - $4.37M
|
742K
$359M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-7.83K- 8.94% |
$4.08M - $4.37M
|
79.7K
$38.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7.83K- 6.82% |
$4.09M - $4.38M
|
107K
$51.8M
|