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 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
14.5KNew |
$7.58M - $8.12M
|
14.5K
$7.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
14.4KNew |
$7.54M - $8.07M
|
14.4K
$7.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14.3K+ 9.4% |
$7.47M - $8M
|
167K
$91.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
14.2K+ 4.87% |
$7.41M - $7.94M
|
306K
$168M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.2K+ 6.75% |
$7.4M - $7.93M
|
224K
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.2K+ 254.78% |
$7.4M - $7.93M
|
19.8K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
14.1K+ 47.51% |
$7.38M - $7.9M
|
43.9K
$24.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14.1K+ 28.51% |
$7.35M - $7.87M
|
63.5K
$34.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
14.1KNew |
$7.34M - $7.86M
|
14.1K
$7.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13.9K+ 9.08% |
$7.24M - $7.75M
|
167K
$91.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.8K+ 3146.45% |
$7.18M - $7.68M
|
14.2K
$7.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
13.7K+ 3.9% |
$7.14M - $7.65M
|
364K
$200M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.6K+ 4.37% |
$7.08M - $7.59M
|
324K
$178M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.4KNew |
$7M - $7.5M
|
13.4K
$7.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.4K+ 77.24% |
$6.99M - $7.49M
|
30.7K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
13.3KNew |
$6.96M - $7.46M
|
13.3K
$7.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 30.82% |
$6.95M - $7.44M
|
56.5K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13.2KNew |
$6.89M - $7.38M
|
13.2K
$7.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
13.1KNew |
$6.86M - $7.35M
|
13.1K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
13K+ 114.27% |
$6.78M - $7.26M
|
24.4K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.8K+ 255.79% |
$6.69M - $7.16M
|
17.8K
$9.77M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
12.7KNew |
$6.64M - $7.11M
|
12.7K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$6.54M - $7M
|
12.5K
$6.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.3K+ 81.3% |
$6.41M - $6.87M
|
27.4K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
12.2KNew |
$6.37M - $6.82M
|
12.2K
$6.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
12.1K+ 5.08% |
$6.32M - $6.77M
|
251K
$137M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
12.1K+ 5.08% |
$6.32M - $6.77M
|
251K
$137M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.1KNew |
$6.31M - $6.76M
|
12.1K
$6.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.7K+ 2.0% |
$6.1M - $6.53M
|
594K
$326M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11.7K+ 16.35% |
$6.08M - $6.51M
|
82.9K
$45.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.6K+ 40.11% |
$6.05M - $6.48M
|
40.5K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 30.37% |
$5.93M - $6.35M
|
48.7K
$26.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.2K+ 8.67% |
$5.82M - $6.23M
|
140K
$76.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
11K+ 4.67% |
$5.76M - $6.17M
|
247K
$136M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11K+ 10.42% |
$5.76M - $6.17M
|
117K
$64.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
11K+ 38.64% |
$5.75M - $6.15M
|
39.5K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
11KNew |
$5.74M - $6.14M
|
11K
$6.02M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11KNew |
$5.73M - $6.14M
|
11K
$6.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 13.51% |
$5.7M - $6.11M
|
91.8K
$50.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
10.8K+ 6.95% |
$5.63M - $6.02M
|
166K
$90.9M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
10.7KNew |
$5.58M - $5.98M
|
10.7K
$5.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
10.6KNew |
$5.54M - $5.93M
|
10.6K
$5.82M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
10.6KNew |
$5.52M - $5.92M
|
10.6K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
10.6KNew |
$5.51M - $5.9M
|
10.6K
$5.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 3.3% |
$5.43M - $5.81M
|
326K
$178M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.4K+ 21.88% |
$5.42M - $5.8M
|
57.8K
$31.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
10.4K+ 0.63% |
$5.41M - $5.79M
|
1.66M
$909M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$5.39M - $5.78M
|
10.3K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.2K+ 77.4% |
$5.32M - $5.69M
|
23.4K
$12.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.2K+ 6.75% |
$5.32M - $5.69M
|
161K
$88.2M
|