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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.21K+ 29.84% |
$3.24M - $3.47M
|
27K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.18KNew |
$3.23M - $3.45M
|
6.18K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.17K+ 212.6% |
$3.22M - $3.45M
|
9.08K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.15K+ 34.17% |
$3.21M - $3.44M
|
24.2K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.13K+ 25.4% |
$3.2M - $3.43M
|
30.3K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.13K+ 118.8% |
$3.2M - $3.43M
|
11.3K
$6.19M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
6.01KNew |
$3.14M - $3.36M
|
6.01K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.91K+ 13.51% |
$3.09M - $3.3M
|
49.7K
$27.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.9K+ 13.07% |
$3.08M - $3.3M
|
51.1K
$28M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.9K+ 545.29% |
$3.08M - $3.3M
|
6.98K
$3.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
5.87K+ 3.64% |
$3.06M - $3.28M
|
167K
$91.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.75K+ 41.42% |
$3M - $3.21M
|
19.6K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.74K+ 28.88% |
$2.99M - $3.21M
|
25.6K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.72KNew |
$2.98M - $3.19M
|
5.72K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.71K+ 10.3% |
$2.98M - $3.19M
|
61.2K
$33.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.66K+ 4.53% |
$2.95M - $3.16M
|
131K
$71.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
5.66K+ 0.63% |
$2.95M - $3.16M
|
906K
$496M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.65K+ 2.46% |
$2.95M - $3.16M
|
236K
$129M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.65K+ 38.45% |
$2.95M - $3.16M
|
20.3K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.62K+ 495.41% |
$2.93M - $3.14M
|
6.75K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.58K+ 3.54% |
$2.91M - $3.12M
|
163K
$89.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.56KNew |
$2.9M - $3.11M
|
5.56K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.54K+ 1.57% |
$2.89M - $3.1M
|
359K
$197M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5.49KNew |
$2.86M - $3.07M
|
5.49K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.46K+ 6.09% |
$2.85M - $3.05M
|
95K
$52.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.39K+ 859.49% |
$2.81M - $3.01M
|
6.02K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.39K+ 4.47% |
$2.81M - $3.01M
|
126K
$69.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.34K+ 18.44% |
$2.79M - $2.99M
|
34.3K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.33K+ 5.83% |
$2.78M - $2.98M
|
96.8K
$53M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.31K+ 8.8% |
$2.77M - $2.97M
|
65.7K
$36M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.3KNew |
$2.77M - $2.96M
|
5.3K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
5.29KNew |
$2.76M - $2.96M
|
5.29K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.28K+ 80.47% |
$2.76M - $2.95M
|
11.8K
$6.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 249.86% |
$2.75M - $2.94M
|
7.38K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.27K+ 8.16% |
$2.75M - $2.94M
|
69.8K
$38.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.24K+ 3.81% |
$2.73M - $2.93M
|
143K
$78.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.23K+ 1.89% |
$2.73M - $2.92M
|
281K
$154M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.17KNew |
$2.7M - $2.89M
|
5.17K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.14KNew |
$2.68M - $2.87M
|
5.14K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$2.68M - $2.87M
|
5.14K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
5.13K+ 2.1% |
$2.68M - $2.87M
|
249K
$137M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.08K+ 109.56% |
$2.65M - $2.84M
|
9.72K
$5.32M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.03KNew |
$2.63M - $2.81M
|
5.03K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.97K+ 59.67% |
$2.6M - $2.78M
|
13.3K
$7.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.95K+ 14.14% |
$2.58M - $2.76M
|
39.9K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4.93K+ 16.94% |
$2.57M - $2.75M
|
34K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
4.93K+ 4.36% |
$2.57M - $2.75M
|
118K
$64.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.9K+ 26.72% |
$2.56M - $2.74M
|
23.2K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.87KNew |
$2.54M - $2.72M
|
4.87K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.84K+ 2.73% |
$2.53M - $2.7M
|
182K
$99.7M
|