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 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 12.34% |
$707K - $757K
|
12.3K
$6.84M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.34KNew |
$699K - $749K
|
1.34K
$743K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.34K+ 24.65% |
$697K - $747K
|
6.76K
$3.75M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.33K+ 6.76% |
$695K - $744K
|
21K
$11.7M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 149.44% |
$694K - $743K
|
2.22K
$1.23M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.32KNew |
$689K - $738K
|
1.32K
$732K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.31K+ 4.25% |
$685K - $733K
|
32.2K
$17.9M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 19.45% |
$674K - $722K
|
7.94K
$4.4M
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.28K+ 1.7% |
$668K - $716K
|
76.4K
$42.4M
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
1.27KNew |
$665K - $712K
|
1.27K
$707K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27K+ 34.12% |
$663K - $710K
|
5K
$2.77M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 11.81% |
$659K - $706K
|
12K
$6.63M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.25KNew |
$654K - $700K
|
1.25K
$695K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.25K+ 23.32% |
$653K - $700K
|
6.62K
$3.67M
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$652K - $699K
|
1.25K
$694K
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.25K+ 5.9% |
$650K - $696K
|
22.4K
$12.4M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.25K+ 1.23% |
$650K - $696K
|
103K
$57M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.24K+ 3.71% |
$648K - $694K
|
34.7K
$19.3M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.23K+ 17.4% |
$640K - $686K
|
8.28K
$4.59M
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.23K+ 1.41% |
$640K - $685K
|
88.2K
$48.9M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.22K+ 7.7% |
$638K - $683K
|
17.1K
$9.49M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 12.05% |
$634K - $679K
|
11.3K
$6.27M
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 119.51% |
$633K - $678K
|
2.23K
$1.24M
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.21K+ 7.33% |
$632K - $677K
|
17.8K
$9.85M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.21K+ 1.72% |
$632K - $677K
|
71.7K
$39.8M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.21K+ 4.96% |
$629K - $673K
|
25.5K
$14.2M
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.2KNew |
$628K - $673K
|
1.2K
$668K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 4.63% |
$626K - $671K
|
27.1K
$15M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 116.98% |
$626K - $670K
|
2.22K
$1.23M
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.19K+ 12.23% |
$622K - $666K
|
10.9K
$6.07M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.18K+ 45.57% |
$617K - $661K
|
3.78K
$2.09M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 8.45% |
$615K - $658K
|
15.1K
$8.38M
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 5.75% |
$615K - $658K
|
21.7K
$12M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.18KNew |
$615K - $658K
|
1.18K
$654K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.17KNew |
$612K - $655K
|
1.17K
$650K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.17K+ 52.53% |
$611K - $654K
|
3.4K
$1.89M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.17K+ 32.78% |
$611K - $654K
|
4.74K
$2.63M
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.17K+ 2.37% |
$610K - $653K
|
50.4K
$27.9M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.16K+ 41.01% |
$607K - $650K
|
4K
$2.22M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 8.72% |
$607K - $650K
|
14.5K
$8.04M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$607K - $650K
|
1.16K
$645K
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.16KNew |
$606K - $649K
|
1.16K
$644K
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.15K+ 34.97% |
$602K - $644K
|
4.45K
$2.47M
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.15K+ 21.08% |
$601K - $644K
|
6.62K
$3.67M
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.15KNew |
$599K - $642K
|
1.15K
$637K
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 3.36% |
$597K - $639K
|
35.2K
$19.5M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 18.42% |
$597K - $639K
|
7.36K
$4.08M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.14K+ 8.15% |
$593K - $635K
|
15.1K
$8.36M
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.13K+ 41.53% |
$591K - $633K
|
3.86K
$2.14M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 3.13% |
$590K - $631K
|
37.2K
$20.6M
|