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 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.99K+ 11.38% |
$1.04M - $1.11M
|
19.4K
$11.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.98K+ 12.58% |
$1.03M - $1.11M
|
17.7K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.97K+ 8.16% |
$1.03M - $1.1M
|
26.1K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.96K+ 0.56% |
$1.02M - $1.1M
|
350K
$201M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.94KNew |
$1.01M - $1.09M
|
1.94K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 4.52% |
$1.01M - $1.08M
|
44.8K
$25.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.93K+ 3.29% |
$1.01M - $1.08M
|
60.8K
$35M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.93K+ 6.91% |
$1.01M - $1.08M
|
29.9K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.92K+ 4.53% |
$1M - $1.07M
|
44.3K
$25.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.91K+ 22.63% |
$999K - $1.07M
|
10.4K
$5.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.9K+ 15.26% |
$991K - $1.06M
|
14.3K
$8.25M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.89KNew |
$986K - $1.06M
|
1.89K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.87K+ 26742.86% |
$977K - $1.05M
|
1.88K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.87K+ 3.45% |
$976K - $1.05M
|
56K
$32.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.6% |
$975K - $1.04M
|
73.7K
$42.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.84K+ 6.4% |
$962K - $1.03M
|
30.7K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.84K+ 21.67% |
$960K - $1.03M
|
10.3K
$5.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.83KNew |
$957K - $1.02M
|
1.83K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.82KNew |
$949K - $1.02M
|
1.82K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.82K+ 10.64% |
$949K - $1.02M
|
18.9K
$10.9M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.81KNew |
$945K - $1.01M
|
1.81K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.81K+ 3.4% |
$942K - $1.01M
|
54.8K
$31.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.8K+ 4.49% |
$939K - $1.01M
|
41.9K
$24.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.8KNew |
$937K - $1M
|
1.8K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.79K+ 3.26% |
$934K - $1M
|
56.8K
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.78K+ 4.16% |
$930K - $996K
|
44.7K
$25.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.78K+ 19.52% |
$929K - $995K
|
10.9K
$6.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.78K+ 1.29% |
$927K - $993K
|
139K
$80.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 0.57% |
$927K - $992K
|
316K
$182M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.78K+ 1.85% |
$926K - $992K
|
98K
$56.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.77K+ 27.22% |
$924K - $989K
|
8.27K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.77KNew |
$922K - $987K
|
1.77K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.76K+ 10.11% |
$919K - $985K
|
19.2K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.75KNew |
$913K - $978K
|
1.75K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72K+ 52.88% |
$900K - $963K
|
4.98K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.71KNew |
$892K - $956K
|
1.71K
$984K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.7K+ 1.17% |
$885K - $948K
|
146K
$84.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.69K+ 11.47% |
$883K - $946K
|
16.5K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.67K+ 10.49% |
$873K - $935K
|
17.6K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.67KNew |
$872K - $934K
|
1.67K
$961K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.67KNew |
$870K - $932K
|
1.67K
$959K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.67KNew |
$870K - $932K
|
1.67K
$959K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.66K+ 2.95% |
$868K - $930K
|
58.1K
$33.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.66KNew |
$868K - $930K
|
1.66K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.65K+ 5.94% |
$859K - $920K
|
29.4K
$16.9M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.64KNew |
$857K - $918K
|
1.64K
$945K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.64K+ 24.99% |
$856K - $917K
|
8.21K
$4.72M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$850K - $910K
|
1.63K
$936K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.62K+ 8.42% |
$844K - $904K
|
20.8K
$12M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.62KNew |
$843K - $902K
|
1.62K
$929K
|