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 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
346+ 0.51% |
$181K - $193K
|
67.8K
$40.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
344+ 24.47% |
$180K - $192K
|
1.75K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
341+ 9.02% |
$178K - $191K
|
4.12K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
341New |
$178K - $191K
|
341
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
340+ 6.58% |
$177K - $190K
|
5.51K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
339+ 2.46% |
$177K - $189K
|
14.1K
$8.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
338New |
$176K - $189K
|
338
$200K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
337New |
$176K - $188K
|
337
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
336+ 0.82% |
$175K - $188K
|
41.2K
$24.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
336+ 40.24% |
$175K - $188K
|
1.17K
$692K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
333New |
$174K - $186K
|
333
$197K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
331New |
$173K - $185K
|
331
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
329+ 64.64% |
$172K - $184K
|
838
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
329+ 27.08% |
$172K - $184K
|
1.54K
$913K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
328+ 78.47% |
$171K - $183K
|
746
$441K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
326+ 26.7% |
$170K - $182K
|
1.55K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
326+ 1.87% |
$170K - $182K
|
17.8K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
326+ 68.78% |
$170K - $182K
|
800
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
325+ 3.81% |
$170K - $182K
|
8.86K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
321+ 9.63% |
$168K - $179K
|
3.66K
$2.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
320+ 3.19% |
$167K - $179K
|
10.4K
$6.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
320+ 32.62% |
$167K - $179K
|
1.3K
$769K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
319+ 25.62% |
$166K - $178K
|
1.56K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
319+ 18.74% |
$166K - $178K
|
2.02K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
318+ 11.7% |
$166K - $178K
|
3.04K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
318+ 5.55% |
$166K - $178K
|
6.04K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
316+ 15.0% |
$165K - $177K
|
2.42K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
315+ 3.65% |
$164K - $176K
|
8.95K
$5.29M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
311New |
$162K - $174K
|
311
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
309+ 6.24% |
$161K - $173K
|
5.26K
$3.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
308+ 1.05% |
$161K - $172K
|
29.6K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
307+ 0.65% |
$160K - $172K
|
47.6K
$28.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
307+ 5.71% |
$160K - $172K
|
5.68K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
301+ 37.72% |
$157K - $168K
|
1.1K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
300+ 241.94% |
$157K - $168K
|
424
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
299+ 0.69% |
$156K - $167K
|
43.5K
$25.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
297+ 23.28% |
$155K - $166K
|
1.57K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
294New |
$153K - $164K
|
294
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
290New |
$151K - $162K
|
290
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
288+ 3.18% |
$150K - $161K
|
9.35K
$5.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
287+ 3.33% |
$150K - $160K
|
8.9K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
287+ 45.27% |
$150K - $160K
|
921
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
287+ 0.57% |
$150K - $160K
|
50.8K
$30M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
286+ 15.27% |
$149K - $160K
|
2.16K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
285+ 6.42% |
$149K - $159K
|
4.72K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
284+ 15.5% |
$148K - $159K
|
2.12K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
281+ 0.45% |
$147K - $157K
|
62.3K
$36.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
280+ 11.35% |
$146K - $156K
|
2.75K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
280+ 70.35% |
$146K - $156K
|
678
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
278+ 24.05% |
$145K - $155K
|
1.43K
$848K
|