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
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
16+ 2.39% |
$8.35K - $8.94K
|
685
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16+ 0.13% |
$8.35K - $8.94K
|
12.3K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
16+ 0.66% |
$8.35K - $8.94K
|
2.43K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
16+ 3.56% |
$8.35K - $8.94K
|
466
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
15+ 0.44% |
$7.83K - $8.38K
|
3.41K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
15+ 0.35% |
$7.83K - $8.38K
|
4.27K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
15+ 2.53% |
$7.83K - $8.38K
|
607
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
14+ 0.27% |
$7.31K - $7.82K
|
5.27K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14+ 3.66% |
$7.31K - $7.82K
|
396
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.66% |
$7.31K - $7.82K
|
2.14K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14+ 2.73% |
$7.31K - $7.82K
|
527
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
14+ 0.58% |
$7.31K - $7.82K
|
2.43K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13+ 2.2% |
$6.78K - $7.26K
|
603
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13+ 2.16% |
$6.78K - $7.26K
|
614
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.55% |
$6.78K - $7.26K
|
523
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 3.29% |
$6.78K - $7.26K
|
408
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.63% |
$6.78K - $7.26K
|
2.07K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13New |
$6.78K - $7.26K
|
13
$7.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$6.78K - $7.26K
|
13
$7.69K
|
|
|
Jun 16, 2025
Q4 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.93% |
$6.78K - $7.26K
|
1.41K
$836K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.34% |
$6.26K - $6.71K
|
907
$536K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 0.59% |
$6.26K - $6.71K
|
2.06K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
12+ 0.21% |
$6.26K - $6.71K
|
5.63K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.29% |
$6.26K - $6.71K
|
4.12K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 10.08% |
$6.26K - $6.71K
|
131
$77.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
12+ 0.72% |
$6.26K - $6.71K
|
1.68K
$996K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
12+ 0.27% |
$6.26K - $6.71K
|
4.49K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
12+ 1.6% |
$6.26K - $6.71K
|
762
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12+ 0.85% |
$6.26K - $6.71K
|
1.43K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 2.76% |
$5.74K - $6.15K
|
410
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11+ 1.84% |
$5.74K - $6.15K
|
608
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.98% |
$5.74K - $6.15K
|
1.13K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
11+ 1.2% |
$5.74K - $6.15K
|
931
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11+ 0.34% |
$5.74K - $6.15K
|
3.22K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11+ 0.02% |
$5.74K - $6.15K
|
44.3K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.72% |
$5.74K - $6.15K
|
1.55K
$915K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
10+ 0.23% |
$5.22K - $5.59K
|
4.3K
$2.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.66% |
$5.22K - $5.59K
|
1.53K
$906K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.42% |
$5.22K - $5.59K
|
2.39K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
10+ 0.45% |
$5.22K - $5.59K
|
2.22K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 1.68% |
$5.22K - $5.59K
|
605
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$739K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
10+ 0.61% |
$5.22K - $5.59K
|
1.64K
$972K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10+ 0.6% |
$5.22K - $5.59K
|
1.67K
$989K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
10+ 0.57% |
$5.22K - $5.59K
|
1.76K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 1.88% |
$5.22K - $5.59K
|
542
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.47% |
$5.22K - $5.59K
|
2.14K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
10+ 0.58% |
$5.22K - $5.59K
|
1.73K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$737K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.59% |
$5.22K - $5.59K
|
1.72K
$1.02M
|