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 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.57K- 4.16% |
$1.86M - $1.99M
|
82.1K
$48.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.58K- 97.26% |
$1.87M - $2M
|
101
$59.7K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.59K- 7.44% |
$1.88M - $2.01M
|
44.7K
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.61K- 16.62% |
$1.88M - $2.02M
|
18.1K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.64K- 17.46% |
$1.9M - $2.03M
|
17.2K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.79K- 4.02% |
$1.98M - $2.12M
|
90.4K
$53.5M
|
|
|
Aug 04, 2025
Q4 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-3.82K- 28.22% |
$1.99M - $2.13M
|
9.7K
$5.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.85K- 40.96% |
$2.01M - $2.15M
|
5.55K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-3.98K- 5.75% |
$2.08M - $2.22M
|
65.1K
$38.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.02K- 71.4% |
$2.1M - $2.25M
|
1.61K
$953K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.12K- 3.32% |
$2.15M - $2.3M
|
120K
$70.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.13K- 22.04% |
$2.15M - $2.31M
|
14.6K
$8.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.4K- 7.81% |
$2.3M - $2.46M
|
52K
$30.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.45K- 1.04% |
$2.32M - $2.49M
|
422K
$250M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-4.47K- 7.49% |
$2.33M - $2.5M
|
55.2K
$32.6M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.49K- 10.49% |
$2.34M - $2.51M
|
38.3K
$22.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.54K- 1.89% |
$2.37M - $2.54M
|
235K
$139M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-4.59K- 42.53% |
$2.39M - $2.56M
|
6.2K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.61K- 16.3% |
$2.41M - $2.58M
|
23.7K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.62K- 2.97% |
$2.41M - $2.58M
|
151K
$89.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 3.65% |
$2.44M - $2.62M
|
124K
$73.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.69K- 20.99% |
$2.45M - $2.62M
|
17.6K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.81K- 4.89% |
$2.51M - $2.69M
|
93.5K
$55.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.81K- 2.78% |
$2.51M - $2.69M
|
169K
$99.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.87K- 5.74% |
$2.54M - $2.72M
|
80K
$47.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.97K- 3.24% |
$2.59M - $2.77M
|
148K
$87.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Globe Life Inc.
|
SELL
|
- |
-5K- 0.83% |
$2.61M - $2.79M
|
599K
$354M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.04K- 0.61% |
$2.63M - $2.82M
|
820K
$485M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.12K- 0.24% |
$2.67M - $2.86M
|
2.09M
$1.24B
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.15K- 41.58% |
$2.69M - $2.88M
|
7.24K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.3K- 8.72% |
$2.77M - $2.96M
|
55.5K
$32.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-5.33K- 6.05% |
$2.78M - $2.98M
|
82.8K
$49M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.44K- 4.61% |
$2.84M - $3.04M
|
113K
$66.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.48K- 3.02% |
$2.86M - $3.06M
|
176K
$104M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.52K- 91.93% |
$2.88M - $3.08M
|
484
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.59K- 2.68% |
$2.92M - $3.12M
|
203K
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.65K- 6.21% |
$2.95M - $3.16M
|
85.3K
$50.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 18.37% |
$3.03M - $3.25M
|
25.8K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.83K- 0.28% |
$3.04M - $3.26M
|
2.11M
$1.25B
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 2.52% |
$3.17M - $3.39M
|
234K
$139M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.33K- 1.79% |
$3.3M - $3.54M
|
347K
$205M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.47K- 4.3% |
$3.37M - $3.61M
|
144K
$85.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6.47K- 5.24% |
$3.37M - $3.61M
|
117K
$69.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.77K- 5.62% |
$3.53M - $3.78M
|
114K
$67.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.84K- 2.72% |
$3.57M - $3.82M
|
244K
$144M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.86K- 41.2% |
$3.58M - $3.83M
|
9.79K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.94K- 33.77% |
$3.62M - $3.88M
|
13.6K
$8.04M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.07K- 54.89% |
$3.69M - $3.95M
|
5.81K
$3.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-7.29K- 70.76% |
$3.8M - $4.07M
|
3.01K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.32K- 14.51% |
$3.82M - $4.09M
|
43.1K
$25.5M
|