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 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.47K+ 0.96% |
$765K - $819K
|
154K
$79.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.47K+ 5860.0% |
$764K - $819K
|
1.49K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.47K+ 45.1% |
$764K - $819K
|
4.71K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.46KNew |
$764K - $818K
|
1.46K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.46K+ 7.2% |
$762K - $816K
|
21.7K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.46K+ 7.2% |
$762K - $816K
|
21.7K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.46K+ 18.13% |
$761K - $815K
|
9.5K
$4.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 49.2% |
$758K - $812K
|
4.41K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.45K+ 9.09% |
$757K - $811K
|
17.4K
$8.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 0.91% |
$756K - $810K
|
161K
$82.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.45K+ 6.03% |
$756K - $810K
|
25.5K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.44K+ 14.91% |
$754K - $807K
|
11.1K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.44K+ 224.8% |
$752K - $805K
|
2.08K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 2.72% |
$741K - $794K
|
53.6K
$27.7M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.42KNew |
$739K - $792K
|
1.42K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.41K+ 9.84% |
$738K - $790K
|
15.8K
$8.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.41K+ 7.75% |
$736K - $788K
|
19.6K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.4K+ 8.86% |
$730K - $782K
|
17.2K
$8.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$730K - $781K
|
1.4K
$721K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.39KNew |
$727K - $778K
|
1.39K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.39K+ 21.6% |
$724K - $776K
|
7.81K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.38KNew |
$722K - $773K
|
1.38K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.38K+ 1.16% |
$721K - $772K
|
121K
$62.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.38KNew |
$720K - $771K
|
1.38K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.38K+ 28.17% |
$719K - $770K
|
6.27K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.36KNew |
$707K - $757K
|
1.36K
$699K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 12.34% |
$707K - $757K
|
12.3K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.34K+ 8.07% |
$700K - $750K
|
18K
$9.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.34K+ 15.49% |
$700K - $749K
|
10K
$5.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.34KNew |
$699K - $749K
|
1.34K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.34K+ 24.65% |
$697K - $747K
|
6.76K
$3.49M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.33K+ 4.34% |
$696K - $745K
|
32K
$16.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.33K+ 6.76% |
$695K - $744K
|
21K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 149.44% |
$694K - $743K
|
2.22K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.32KNew |
$689K - $738K
|
1.32K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.31KNew |
$685K - $734K
|
1.31K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.31K+ 4.25% |
$685K - $733K
|
32.2K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 19.45% |
$674K - $722K
|
7.94K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.28K+ 1.7% |
$668K - $716K
|
76.4K
$39.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.28KNew |
$666K - $714K
|
1.28K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
1.27KNew |
$665K - $712K
|
1.27K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27K+ 34.12% |
$663K - $710K
|
5K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 11.81% |
$659K - $706K
|
12K
$6.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.25KNew |
$654K - $700K
|
1.25K
$646K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.25K+ 23.32% |
$653K - $700K
|
6.62K
$3.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$652K - $699K
|
1.25K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.25K+ 5.9% |
$650K - $696K
|
22.4K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.25K+ 1.23% |
$650K - $696K
|
103K
$53M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.24K+ 3.71% |
$648K - $694K
|
34.7K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.23K+ 13.32% |
$643K - $688K
|
10.5K
$5.41M
|