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 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
86+ 17.1% |
$44.9K - $48.1K
|
589
$348K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 7.41% |
$44.9K - $48.1K
|
1.25K
$737K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86+ 8.68% |
$44.9K - $48.1K
|
1.08K
$637K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
84+ 2.03% |
$43.8K - $46.9K
|
4.22K
$2.5M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84+ 1.78% |
$43.8K - $46.9K
|
4.8K
$2.84M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
80+ 3.03% |
$41.7K - $44.7K
|
2.72K
$1.61M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
79+ 1.23% |
$41.2K - $44.1K
|
6.52K
$3.86M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
78+ 16.12% |
$40.7K - $43.6K
|
562
$332K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
78+ 1.62% |
$40.7K - $43.6K
|
4.89K
$2.89M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
78+ 78.79% |
$40.7K - $43.6K
|
177
$105K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
78+ 9.02% |
$40.7K - $43.6K
|
943
$558K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
78New |
$40.7K - $43.6K
|
78
$46.1K
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
77+ 27.21% |
$40.2K - $43K
|
360
$213K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
77+ 0.59% |
$40.2K - $43K
|
13.2K
$7.79M
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
76+ 0.3% |
$39.7K - $42.5K
|
25.1K
$14.9M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
75+ 0.06% |
$39.1K - $41.9K
|
123K
$72.7M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
74+ 1.08% |
$38.6K - $41.4K
|
6.93K
$4.1M
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
73+ 1.94% |
$38.1K - $40.8K
|
3.83K
$2.26M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
73+ 1.06% |
$38.1K - $40.8K
|
6.98K
$4.13M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
73+ 3.11% |
$38.1K - $40.8K
|
2.42K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
72+ 6.45% |
$37.6K - $40.2K
|
1.19K
$702K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
72+ 12.7% |
$37.6K - $40.2K
|
639
$378K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
72+ 2.86% |
$37.6K - $40.2K
|
2.59K
$1.53M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
70+ 1.47% |
$36.5K - $39.1K
|
4.83K
$2.86M
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
69+ 6.34% |
$36K - $38.6K
|
1.16K
$684K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
69+ 3.73% |
$36K - $38.6K
|
1.92K
$1.14M
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
68+ 0.27% |
$35.5K - $38K
|
25.6K
$15.2M
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
68+ 0.69% |
$35.5K - $38K
|
9.92K
$5.86M
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
67+ 6.63% |
$35K - $37.4K
|
1.08K
$637K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
67+ 1.5% |
$35K - $37.4K
|
4.54K
$2.69M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 2.0% |
$35K - $37.4K
|
3.42K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
67+ 6.6% |
$35K - $37.4K
|
1.08K
$640K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
66+ 12.22% |
$34.4K - $36.9K
|
606
$358K
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
66+ 5.47% |
$34.4K - $36.9K
|
1.27K
$753K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
66+ 1.94% |
$34.4K - $36.9K
|
3.47K
$2.05M
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65+ 5.39% |
$33.9K - $36.3K
|
1.27K
$752K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
64+ 5.2% |
$33.4K - $35.8K
|
1.29K
$765K
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
63+ 4.05% |
$32.9K - $35.2K
|
1.62K
$956K
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
63+ 4.59% |
$32.9K - $35.2K
|
1.44K
$849K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62+ 7.37% |
$32.4K - $34.6K
|
903
$534K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 4.04% |
$31.3K - $33.5K
|
1.55K
$914K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.69% |
$31.3K - $33.5K
|
8.79K
$5.2M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60+ 0.11% |
$31.3K - $33.5K
|
54.1K
$32M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
59+ 25.76% |
$30.8K - $33K
|
288
$170K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
59+ 1.94% |
$30.8K - $33K
|
3.09K
$1.83M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59+ 10.02% |
$30.8K - $33K
|
648
$383K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.93K
$1.73M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.92K
$1.73M
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 1.16% |
$30.8K - $33K
|
5.14K
$3.04M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
58+ 9.32% |
$30.3K - $32.4K
|
680
$402K
|