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 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
172+ 0.34% |
$89.8K - $96.1K
|
51.4K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
172+ 18.96% |
$89.8K - $96.1K
|
1.08K
$638K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
170+ 0.23% |
$88.7K - $95K
|
73.4K
$43.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
170+ 8.49% |
$88.7K - $95K
|
2.17K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
169+ 0.25% |
$88.2K - $94.4K
|
68.8K
$40.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
167+ 1.1% |
$87.1K - $93.3K
|
15.4K
$9.12M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
166+ 830.0% |
$86.6K - $92.8K
|
186
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
164+ 1.37% |
$85.6K - $91.6K
|
12.1K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
163New |
$85.1K - $91.1K
|
163
$96.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
162+ 1.25% |
$84.5K - $90.5K
|
13.1K
$7.75M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
161New |
$84K - $90K
|
161
$95.2K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
161+ 9.5% |
$84K - $90K
|
1.86K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
160+ 5.66% |
$83.5K - $89.4K
|
2.99K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
160+ 9.22% |
$83.5K - $89.4K
|
1.9K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
159+ 23.84% |
$83K - $88.9K
|
826
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
157+ 2.35% |
$81.9K - $87.7K
|
6.84K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
156+ 38.14% |
$81.4K - $87.2K
|
565
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
155+ 10.29% |
$80.9K - $86.6K
|
1.66K
$983K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
155+ 10.73% |
$80.9K - $86.6K
|
1.6K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 33.41% |
$80.4K - $86.1K
|
615
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
154+ 2.23% |
$80.4K - $86.1K
|
7.06K
$4.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
154+ 0.98% |
$80.4K - $86.1K
|
15.9K
$9.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
153+ 6.88% |
$79.8K - $85.5K
|
2.38K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
152+ 2.94% |
$79.3K - $84.9K
|
5.32K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
151+ 1.42% |
$78.8K - $84.4K
|
10.8K
$6.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
150+ 38.66% |
$78.3K - $83.8K
|
538
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
150+ 6.59% |
$78.3K - $83.8K
|
2.43K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
150+ 4.55% |
$78.3K - $83.8K
|
3.45K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
150+ 4.93% |
$78.3K - $83.8K
|
3.19K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
150+ 15.54% |
$78.3K - $83.8K
|
1.12K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
149+ 7.37% |
$77.8K - $83.3K
|
2.17K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
149+ 19.45% |
$77.8K - $83.3K
|
915
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
148+ 6.62% |
$77.2K - $82.7K
|
2.38K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
147+ 2.22% |
$76.7K - $82.1K
|
6.77K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
147+ 15.98% |
$76.7K - $82.1K
|
1.07K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
147+ 15.3% |
$76.7K - $82.1K
|
1.11K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
147+ 4.41% |
$76.7K - $82.1K
|
3.48K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
147+ 1.45% |
$76.7K - $82.1K
|
10.3K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
147+ 25.52% |
$76.7K - $82.1K
|
723
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
146+ 4.47% |
$76.2K - $81.6K
|
3.41K
$2.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
145+ 16.96% |
$75.7K - $81K
|
1K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
144+ 1.84% |
$75.1K - $80.5K
|
7.98K
$4.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
144+ 31.86% |
$75.1K - $80.5K
|
596
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
144+ 4.58% |
$75.1K - $80.5K
|
3.29K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
142New |
$74.1K - $79.4K
|
142
$84K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
142+ 9.59% |
$74.1K - $79.4K
|
1.62K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
142+ 10.04% |
$74.1K - $79.4K
|
1.56K
$921K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
141+ 0.62% |
$73.6K - $78.8K
|
23K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
141+ 0.35% |
$73.6K - $78.8K
|
39.9K
$23.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
141New |
$73.6K - $78.8K
|
141
$83.4K
|