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 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
276New |
$144K - $154K
|
276
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
276+ 3.06% |
$144K - $154K
|
9.31K
$5.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
275+ 1.92% |
$144K - $154K
|
14.6K
$8.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
268+ 7.66% |
$140K - $150K
|
3.77K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
265New |
$138K - $148K
|
265
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
265+ 13.1% |
$138K - $148K
|
2.29K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
264+ 20.34% |
$138K - $148K
|
1.56K
$869K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
261+ 4.08% |
$136K - $146K
|
6.66K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
261+ 1.74% |
$136K - $146K
|
15.2K
$8.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
259+ 4.19% |
$135K - $145K
|
6.44K
$3.58M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
257+ 0.5% |
$134K - $144K
|
52K
$28.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
256+ 2.76% |
$134K - $143K
|
9.53K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
256+ 19.29% |
$134K - $143K
|
1.58K
$881K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
255+ 3.34% |
$133K - $142K
|
7.88K
$4.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
255+ 60.28% |
$133K - $142K
|
678
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
253+ 260.82% |
$132K - $141K
|
350
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
251+ 5.66% |
$131K - $140K
|
4.68K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
251+ 46.92% |
$131K - $140K
|
786
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
251+ 20.57% |
$131K - $140K
|
1.47K
$819K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
248+ 4.07% |
$129K - $139K
|
6.33K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
247+ 8.44% |
$129K - $138K
|
3.18K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
246+ 6.05% |
$128K - $137K
|
4.31K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
243+ 3.03% |
$127K - $136K
|
8.26K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 2.02% |
$125K - $134K
|
12.1K
$6.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
238+ 3.5% |
$124K - $133K
|
7.05K
$3.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
235+ 1.13% |
$123K - $131K
|
21.1K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$123K - $131K
|
235
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
235+ 92.52% |
$123K - $131K
|
489
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
234+ 7.81% |
$122K - $131K
|
3.23K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
232+ 2.42% |
$121K - $130K
|
9.83K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
230+ 30.34% |
$120K - $129K
|
988
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
230+ 15.83% |
$120K - $129K
|
1.68K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
230+ 1.28% |
$120K - $129K
|
18.2K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
227+ 6.76% |
$118K - $127K
|
3.59K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
226+ 23.49% |
$118K - $126K
|
1.19K
$661K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
223+ 3.82% |
$116K - $125K
|
6.07K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
222+ 6.14% |
$116K - $124K
|
3.84K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219+ 23.52% |
$114K - $122K
|
1.15K
$640K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
219+ 2.78% |
$114K - $122K
|
8.09K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
218+ 3.53% |
$114K - $122K
|
6.39K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
215+ 19.39% |
$112K - $120K
|
1.32K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
214+ 0.74% |
$112K - $120K
|
29.3K
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
214+ 46.12% |
$112K - $120K
|
678
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
212+ 50.24% |
$111K - $118K
|
634
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
211+ 14.51% |
$110K - $118K
|
1.67K
$927K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
209+ 28.71% |
$109K - $117K
|
937
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
209New |
$109K - $117K
|
209
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
208+ 45.12% |
$109K - $116K
|
669
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
205+ 7.91% |
$107K - $115K
|
2.8K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
205+ 11.46% |
$107K - $115K
|
1.99K
$1.11M
|