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 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.56% |
$1.04K - $1.12K
|
38
$22.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
671
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.49% |
$1.04K - $1.12K
|
413
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.12K
|
1.4K
$828K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$1.04K - $1.12K
|
560
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2+ 0.01% |
$1.04K - $1.12K
|
16.5K
$9.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.43% |
$1.04K - $1.12K
|
463
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$1.04K - $1.12K
|
390
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$1.04K - $1.12K
|
1.18K
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$1.04K - $1.12K
|
461
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.17% |
$1.04K - $1.12K
|
1.18K
$697K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2+ 0.51% |
$1.04K - $1.12K
|
398
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
660
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.07% |
$1.04K - $1.12K
|
3.06K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2+ 0.24% |
$1.04K - $1.12K
|
833
$493K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2+ 0.43% |
$1.04K - $1.12K
|
467
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2+ 0.09% |
$1.04K - $1.12K
|
2.29K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$1.04K - $1.12K
|
2.4K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2+ 0.47% |
$1.04K - $1.12K
|
430
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.05% |
$1.04K - $1.12K
|
4.24K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.75% |
$1.04K - $1.12K
|
267
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.08% |
$1.04K - $1.12K
|
2.39K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.4% |
$1.04K - $1.12K
|
508
$300K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.1% |
$1.04K - $1.12K
|
1.97K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$522 - $559
|
4
$2.37K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1+ 0.25% |
$522 - $559
|
395
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.81K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$522 - $559
|
593
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.09% |
$522 - $559
|
1.16K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.74K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.24% |
$522 - $559
|
415
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.01% |
$522 - $559
|
16.7K
$9.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$522 - $559
|
4.78K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$522 - $559
|
3.6K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.67% |
$522 - $559
|
150
$88.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.2% |
$522 - $559
|
513
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.12% |
$522 - $559
|
825
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1+ 0.24% |
$522 - $559
|
420
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.55K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.13% |
$522 - $559
|
794
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1+ 0.26% |
$522 - $559
|
384
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.21% |
$522 - $559
|
484
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 1.04% |
$522 - $559
|
97
$57.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 0.37% |
$522 - $559
|
270
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.01% |
$522 - $559
|
8.01K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$522 - $559
|
3.92K
$2.32M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.81% |
$522 - $559
|
124
$73.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 4.35% |
$522 - $559
|
22
$13K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1- 0.04% |
$522 - $559
|
2.52K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1- 0.06% |
$522 - $559
|
1.81K
$1.07M
|