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 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.2KNew |
$5.3M - $5.68M
|
10.2K
$5.57M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.1K+ 15.12% |
$5.26M - $5.63M
|
76.7K
$42M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10K+ 56.91% |
$5.23M - $5.6M
|
27.6K
$15.1M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 9.71% |
$5.22M - $5.59M
|
113K
$62M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10K+ 96.48% |
$5.22M - $5.59M
|
20.4K
$11.2M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
10K+ 2.01% |
$5.22M - $5.59M
|
507K
$278M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.85K+ 7.57% |
$5.14M - $5.5M
|
140K
$76.7M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.79KNew |
$5.11M - $5.47M
|
9.79K
$5.37M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.77K+ 3.39% |
$5.1M - $5.46M
|
298K
$163M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9.7K+ 3.55% |
$5.06M - $5.42M
|
283K
$155M
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9.67K+ 194.02% |
$5.05M - $5.4M
|
14.7K
$8.03M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.63K+ 7.14% |
$5.02M - $5.38M
|
144K
$79.2M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.55K+ 15.77% |
$4.99M - $5.34M
|
70.1K
$38.4M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.46K+ 6.78% |
$4.94M - $5.29M
|
149K
$81.7M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.42K+ 28.5% |
$4.91M - $5.26M
|
42.5K
$23.3M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.35KNew |
$4.88M - $5.22M
|
9.35K
$5.12M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.27K+ 26.38% |
$4.84M - $5.18M
|
44.4K
$24.3M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.26K+ 26.99% |
$4.83M - $5.18M
|
43.6K
$23.9M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.22K+ 8.75% |
$4.81M - $5.15M
|
114K
$62.7M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.2K+ 388.14% |
$4.8M - $5.14M
|
11.6K
$6.34M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
9.07K+ 156.07% |
$4.74M - $5.07M
|
14.9K
$8.16M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
9K+ 74.14% |
$4.7M - $5.03M
|
21.1K
$11.6M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
9K+ 73.3% |
$4.69M - $5.03M
|
21.3K
$11.7M
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
8.93K+ 7.07% |
$4.66M - $4.99M
|
135K
$74.1M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8.8KNew |
$4.59M - $4.92M
|
8.8K
$4.82M
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
8.77KNew |
$4.57M - $4.9M
|
8.77K
$4.8M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8.73K+ 1.93% |
$4.56M - $4.88M
|
462K
$253M
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
8.69KNew |
$4.53M - $4.86M
|
8.69K
$4.76M
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
8.64K+ 10.54% |
$4.51M - $4.83M
|
90.6K
$49.7M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.55KNew |
$4.46M - $4.78M
|
8.55K
$4.69M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.5K+ 6.87% |
$4.43M - $4.75M
|
132K
$72.4M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.48K+ 42.29% |
$4.43M - $4.74M
|
28.5K
$15.6M
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.44KNew |
$4.41M - $4.72M
|
8.44K
$4.63M
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
8.44KNew |
$4.4M - $4.71M
|
8.44K
$4.62M
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8.44KNew |
$4.4M - $4.71M
|
8.44K
$4.62M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.41KNew |
$4.39M - $4.7M
|
8.41K
$4.61M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.39K+ 16.42% |
$4.38M - $4.69M
|
59.5K
$32.6M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.39K+ 7.55% |
$4.38M - $4.69M
|
120K
$65.5M
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
8.32K+ 18.74% |
$4.34M - $4.65M
|
52.7K
$28.9M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.31K+ 2001.2% |
$4.33M - $4.64M
|
8.72K
$4.78M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.2K+ 1.07% |
$4.28M - $4.58M
|
777K
$426M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
8.19K+ 435.02% |
$4.27M - $4.58M
|
10.1K
$5.52M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
8.14K+ 27.24% |
$4.25M - $4.55M
|
38K
$20.8M
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
8.12KNew |
$4.24M - $4.54M
|
8.12K
$4.45M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.11KNew |
$4.23M - $4.53M
|
8.11K
$4.44M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.03K+ 8.5% |
$4.19M - $4.49M
|
103K
$56.2M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.95K+ 0.68% |
$4.15M - $4.44M
|
1.17M
$642M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
7.89KNew |
$4.12M - $4.41M
|
7.89K
$4.32M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.82K+ 4.37% |
$4.08M - $4.37M
|
187K
$102M
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.82K+ 314.44% |
$4.08M - $4.37M
|
10.3K
$5.65M
|