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 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 1.64% |
$5.22K - $5.59K
|
620
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
10+ 0.82% |
$5.22K - $5.59K
|
1.24K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
10+ 2.59% |
$5.22K - $5.59K
|
396
$234K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.54% |
$4.7K - $5.03K
|
1.68K
$993K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
9+ 1.52% |
$4.7K - $5.03K
|
603
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9+ 0.49% |
$4.7K - $5.03K
|
1.83K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 1.19% |
$4.7K - $5.03K
|
766
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
9+ 0.21% |
$4.7K - $5.03K
|
4.35K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9+ 0.08% |
$4.7K - $5.03K
|
10.8K
$6.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 1.16% |
$4.7K - $5.03K
|
788
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9+ 0.31% |
$4.7K - $5.03K
|
2.9K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
9+ 1.14% |
$4.7K - $5.03K
|
798
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 1.54% |
$4.17K - $4.47K
|
529
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8+ 1.83% |
$4.17K - $4.47K
|
445
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8+ 0.28% |
$4.17K - $4.47K
|
2.83K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8+ 0.21% |
$4.17K - $4.47K
|
3.78K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8+ 0.43% |
$4.17K - $4.47K
|
1.85K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$4.17K - $4.47K
|
15K
$8.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8+ 0.56% |
$4.17K - $4.47K
|
1.45K
$855K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.14% |
$4.17K - $4.47K
|
5.56K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
8+ 0.33% |
$4.17K - $4.47K
|
2.42K
$1.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.6% |
$4.17K - $4.47K
|
1.33K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7+ 1.16% |
$3.65K - $3.91K
|
610
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.27% |
$3.65K - $3.91K
|
2.59K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.41% |
$3.65K - $3.91K
|
1.72K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
7New |
$3.65K - $3.91K
|
7
$4.14K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
7+ 1.28% |
$3.65K - $3.91K
|
552
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
7+ 0.07% |
$3.65K - $3.91K
|
9.82K
$5.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.48% |
$3.65K - $3.91K
|
1.47K
$869K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7+ 0.53% |
$3.65K - $3.91K
|
1.33K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
7+ 0.06% |
$3.65K - $3.91K
|
12.3K
$7.28M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 8.24% |
$3.65K - $3.91K
|
92
$54.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 2.64% |
$3.13K - $3.35K
|
233
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.22% |
$3.13K - $3.35K
|
2.73K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 1.05% |
$3.13K - $3.35K
|
579
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
9.71K
$5.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6+ 1.03% |
$3.13K - $3.35K
|
591
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.67% |
$3.13K - $3.35K
|
897
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 3.97% |
$3.13K - $3.35K
|
157
$92.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 0.3% |
$3.13K - $3.35K
|
2K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.57% |
$3.13K - $3.35K
|
1.06K
$625K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
6+ 4.48% |
$3.13K - $3.35K
|
140
$82.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.13K - $3.35K
|
3.69K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
10.1K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.03% |
$3.13K - $3.35K
|
17.8K
$10.6M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$3.13K - $3.35K
|
6
$3.55K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5+ 0.54% |
$2.61K - $2.79K
|
932
$551K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5+ 0.12% |
$2.61K - $2.79K
|
4.15K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5+ 0.32% |
$2.61K - $2.79K
|
1.57K
$925K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.31% |
$2.61K - $2.79K
|
1.62K
$957K
|