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 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.22KNew |
$1.16M - $1.24M
|
2.22K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.21K+ 3.72% |
$1.15M - $1.23M
|
61.6K
$34.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.2KNew |
$1.15M - $1.23M
|
2.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.2K+ 24.72% |
$1.15M - $1.23M
|
11.1K
$6.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.2K+ 18.17% |
$1.15M - $1.23M
|
14.3K
$7.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 2.3% |
$1.14M - $1.22M
|
97.2K
$54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 216.4% |
$1.14M - $1.22M
|
3.18K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.17K+ 6.76% |
$1.13M - $1.21M
|
34.3K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.17KNew |
$1.13M - $1.21M
|
2.17K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 22.36% |
$1.11M - $1.19M
|
11.7K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.11K+ 6.52% |
$1.1M - $1.18M
|
34.5K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.1K+ 99.76% |
$1.1M - $1.17M
|
4.2K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.08KNew |
$1.09M - $1.16M
|
2.08K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.07K+ 23.12% |
$1.08M - $1.16M
|
11K
$6.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 9.42% |
$1.08M - $1.16M
|
24K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 18.64% |
$1.08M - $1.15M
|
13.1K
$7.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.04K+ 12.59% |
$1.06M - $1.14M
|
18.2K
$10.1M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.04K+ 6.25% |
$1.06M - $1.14M
|
34.6K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.03K+ 17.13% |
$1.06M - $1.13M
|
13.9K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
2.02K+ 1.17% |
$1.05M - $1.13M
|
174K
$96.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 32.29% |
$1.04M - $1.11M
|
8.15K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.99K+ 11.38% |
$1.04M - $1.11M
|
19.4K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.97K+ 8.16% |
$1.03M - $1.1M
|
26.1K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.94KNew |
$1.01M - $1.09M
|
1.94K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 4.52% |
$1.01M - $1.08M
|
44.8K
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.93K+ 3.29% |
$1.01M - $1.08M
|
60.8K
$33.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.91K+ 22.63% |
$999K - $1.07M
|
10.4K
$5.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.9K+ 15.26% |
$991K - $1.06M
|
14.3K
$7.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.87K+ 3.45% |
$976K - $1.05M
|
56K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.6% |
$975K - $1.04M
|
73.7K
$40.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.84K+ 6.4% |
$962K - $1.03M
|
30.7K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.83KNew |
$957K - $1.02M
|
1.83K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.82KNew |
$949K - $1.02M
|
1.82K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.82K+ 10.64% |
$949K - $1.02M
|
18.9K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.81K+ 3.4% |
$942K - $1.01M
|
54.8K
$30.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.8K+ 4.49% |
$939K - $1.01M
|
41.9K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.8KNew |
$937K - $1M
|
1.8K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.79K+ 3.26% |
$934K - $1M
|
56.8K
$31.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.78K+ 4.16% |
$930K - $996K
|
44.7K
$24.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.78K+ 19.52% |
$929K - $995K
|
10.9K
$6.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.78K+ 1.29% |
$927K - $993K
|
139K
$77.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 0.57% |
$927K - $992K
|
316K
$175M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.78K+ 1.85% |
$926K - $992K
|
98K
$54.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.77K+ 27.22% |
$924K - $989K
|
8.27K
$4.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.77KNew |
$922K - $987K
|
1.77K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.76K+ 10.11% |
$919K - $985K
|
19.2K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.75KNew |
$913K - $978K
|
1.75K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72K+ 52.88% |
$900K - $963K
|
4.98K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.71KNew |
$892K - $956K
|
1.71K
$949K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.7K+ 1.17% |
$885K - $948K
|
146K
$81.1M
|