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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
28+ 2.59% |
$14.6K - $15.6K
|
1.11K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
27+ 1.24% |
$14.1K - $15.1K
|
2.2K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
27+ 1.84% |
$14.1K - $15.1K
|
1.5K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
27+ 4.04% |
$14.1K - $15.1K
|
695
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
27+ 2.55% |
$14.1K - $15.1K
|
1.09K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
27New |
$14.1K - $15.1K
|
27
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
27+ 1.33% |
$14.1K - $15.1K
|
2.06K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
26+ 5.19% |
$13.6K - $14.5K
|
527
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
26+ 0.44% |
$13.6K - $14.5K
|
5.91K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
26+ 2.09% |
$13.6K - $14.5K
|
1.27K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
26+ 2.01% |
$13.6K - $14.5K
|
1.32K
$782K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25+ 2.15% |
$13K - $14K
|
1.19K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
25+ 2.55% |
$13K - $14K
|
1.01K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.49% |
$12.5K - $13.4K
|
4.95K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.98% |
$12.5K - $13.4K
|
2.49K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
24+ 5.41% |
$12.5K - $13.4K
|
468
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
23+ 3.39% |
$12K - $12.9K
|
701
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23+ 1.07% |
$12K - $12.9K
|
2.18K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
23+ 0.16% |
$12K - $12.9K
|
14.8K
$8.72M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
22+ 3.3% |
$11.5K - $12.3K
|
689
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
22+ 2.13% |
$11.5K - $12.3K
|
1.05K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 3.96% |
$11.5K - $12.3K
|
578
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
22+ 27.5% |
$11.5K - $12.3K
|
102
$60.3K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21+ 1.26% |
$11K - $11.7K
|
1.69K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
21+ 3.72% |
$11K - $11.7K
|
586
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
21+ 3.3% |
$11K - $11.7K
|
657
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
21+ 8.37% |
$11K - $11.7K
|
272
$161K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
21+ 3.06% |
$11K - $11.7K
|
708
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
21+ 0.36% |
$11K - $11.7K
|
5.87K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
21+ 0.34% |
$11K - $11.7K
|
6.18K
$3.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
21+ 2.29% |
$11K - $11.7K
|
940
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 6.18% |
$11K - $11.7K
|
361
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$11K - $11.7K
|
21
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
21+ 0.44% |
$11K - $11.7K
|
4.76K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
20+ 1.41% |
$10.4K - $11.2K
|
1.44K
$853K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.16% |
$10.4K - $11.2K
|
12.3K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
20+ 1.33% |
$10.4K - $11.2K
|
1.52K
$900K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19+ 0.98% |
$9.91K - $10.6K
|
1.95K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.58% |
$9.91K - $10.6K
|
3.32K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
19+ 1.96% |
$9.91K - $10.6K
|
988
$584K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
19+ 0.61% |
$9.91K - $10.6K
|
3.14K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
19+ 380.0% |
$9.91K - $10.6K
|
24
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
19+ 1.11% |
$9.91K - $10.6K
|
1.73K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18+ 1.39% |
$9.39K - $10.1K
|
1.32K
$779K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
18+ 0.29% |
$9.39K - $10.1K
|
6.29K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18+ 2.67% |
$9.39K - $10.1K
|
693
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
18+ 3.94% |
$9.39K - $10.1K
|
475
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17+ 1.85% |
$8.87K - $9.5K
|
938
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
17+ 0.6% |
$8.87K - $9.5K
|
2.85K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.84% |
$8.87K - $9.5K
|
2.05K
$1.21M
|