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 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.04K+ 48.97% |
$543K - $582K
|
3.17K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.04K+ 0.53% |
$542K - $581K
|
197K
$113M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.04K+ 22.5% |
$542K - $580K
|
5.65K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.04K+ 1.18% |
$541K - $579K
|
89.1K
$51.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.04K+ 79.31% |
$540K - $578K
|
2.34K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.03K+ 0.66% |
$535K - $573K
|
157K
$90.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 11.67% |
$535K - $573K
|
9.81K
$5.64M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.02K+ 58.49% |
$534K - $572K
|
2.77K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.02KNew |
$530K - $567K
|
1.02K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.02K+ 2.1% |
$530K - $567K
|
49.4K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.01K+ 115.23% |
$529K - $567K
|
1.89K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 7.85% |
$527K - $564K
|
13.9K
$7.98M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 6.03% |
$525K - $562K
|
17.7K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 25.15% |
$524K - $562K
|
5K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.01KNew |
$524K - $562K
|
1.01K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1K+ 21.86% |
$523K - $560K
|
5.59K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1KNew |
$523K - $560K
|
1K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1K+ 23.24% |
$522K - $559K
|
5.3K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
997+ 66.82% |
$520K - $557K
|
2.49K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
995+ 4.15% |
$519K - $556K
|
24.9K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
993New |
$518K - $555K
|
993
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
992+ 2066.67% |
$518K - $554K
|
1.04K
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
991+ 46.4% |
$517K - $554K
|
3.13K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
990+ 31.78% |
$517K - $553K
|
4.11K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
984+ 41.61% |
$513K - $550K
|
3.35K
$1.93M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
982New |
$512K - $549K
|
982
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
980+ 8.08% |
$511K - $548K
|
13.1K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
977+ 1.5% |
$510K - $546K
|
66K
$38M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
974+ 12.05% |
$508K - $544K
|
9.06K
$5.21M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
974New |
$508K - $544K
|
974
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
973+ 48.17% |
$508K - $544K
|
2.99K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
970New |
$506K - $542K
|
970
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
970+ 3.91% |
$506K - $542K
|
25.8K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
968New |
$505K - $541K
|
968
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
961+ 36.03% |
$501K - $537K
|
3.63K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
960+ 16.04% |
$501K - $536K
|
6.95K
$3.99M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
957New |
$499K - $535K
|
957
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
956+ 29.41% |
$499K - $534K
|
4.21K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
956New |
$499K - $534K
|
956
$550K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
954New |
$498K - $533K
|
954
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
953+ 2.46% |
$497K - $533K
|
39.7K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
950+ 7.31% |
$496K - $531K
|
13.9K
$8.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
946New |
$494K - $529K
|
946
$544K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
944+ 2.63% |
$493K - $528K
|
36.9K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
938+ 0.63% |
$489K - $524K
|
150K
$86.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
936New |
$488K - $523K
|
936
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
935+ 21.9% |
$488K - $522K
|
5.2K
$2.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
934+ 5.92% |
$487K - $522K
|
16.7K
$9.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
934New |
$487K - $522K
|
934
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
934+ 2.59% |
$487K - $522K
|
37K
$21.3M
|