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 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
195+ 19.5% |
$102K - $109K
|
1.2K
$665K
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
195+ 43.05% |
$102K - $109K
|
648
$361K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
194+ 0.81% |
$101K - $108K
|
24.2K
$13.5M
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
194+ 28.36% |
$101K - $108K
|
878
$489K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
194+ 7.55% |
$101K - $108K
|
2.77K
$1.54M
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
193+ 0.34% |
$101K - $108K
|
57.8K
$32.2M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
192+ 0.77% |
$100K - $107K
|
25.1K
$14M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
191+ 12.18% |
$99.7K - $107K
|
1.76K
$979K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
191+ 2.59% |
$99.7K - $107K
|
7.56K
$4.21M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
189+ 4.5% |
$98.6K - $106K
|
4.39K
$2.45M
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
188+ 7.73% |
$98.1K - $105K
|
2.62K
$1.46M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
185+ 2.33% |
$96.5K - $103K
|
8.14K
$4.53M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
185+ 1.63% |
$96.5K - $103K
|
11.5K
$6.42M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
183+ 20.04% |
$95.5K - $102K
|
1.1K
$610K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
182+ 1.64% |
$95K - $102K
|
11.3K
$6.27M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
180+ 9.38% |
$93.9K - $101K
|
2.1K
$1.17M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
178+ 12.23% |
$92.9K - $99.5K
|
1.63K
$910K
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
177+ 34.24% |
$92.4K - $98.9K
|
694
$386K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
175+ 3.4% |
$91.3K - $97.8K
|
5.32K
$2.96M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
172+ 0.34% |
$89.8K - $96.1K
|
51.4K
$28.6M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
170+ 0.23% |
$88.7K - $95K
|
73.4K
$40.8M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
170+ 8.49% |
$88.7K - $95K
|
2.17K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
169+ 0.25% |
$88.2K - $94.4K
|
68.8K
$38.3M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
164+ 1.37% |
$85.6K - $91.6K
|
12.1K
$6.76M
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
162+ 1.25% |
$84.5K - $90.5K
|
13.1K
$7.3M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
160+ 5.66% |
$83.5K - $89.4K
|
2.99K
$1.66M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
160+ 9.22% |
$83.5K - $89.4K
|
1.9K
$1.05M
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
159+ 23.84% |
$83K - $88.9K
|
826
$460K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
157+ 2.35% |
$81.9K - $87.7K
|
6.84K
$3.81M
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
156+ 38.14% |
$81.4K - $87.2K
|
565
$315K
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
155+ 10.29% |
$80.9K - $86.6K
|
1.66K
$925K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 33.41% |
$80.4K - $86.1K
|
615
$342K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
154+ 2.23% |
$80.4K - $86.1K
|
7.06K
$3.93M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
154+ 0.98% |
$80.4K - $86.1K
|
15.9K
$8.85M
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
153+ 6.88% |
$79.8K - $85.5K
|
2.38K
$1.32M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
151+ 1.42% |
$78.8K - $84.4K
|
10.8K
$6M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
150+ 38.66% |
$78.3K - $83.8K
|
538
$299K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
150+ 6.59% |
$78.3K - $83.8K
|
2.43K
$1.35M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
150+ 4.55% |
$78.3K - $83.8K
|
3.45K
$1.92M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
149+ 7.37% |
$77.8K - $83.3K
|
2.17K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
149+ 19.45% |
$77.8K - $83.3K
|
915
$509K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
148+ 6.62% |
$77.2K - $82.7K
|
2.38K
$1.33M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
147+ 2.22% |
$76.7K - $82.1K
|
6.77K
$3.77M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
147+ 15.98% |
$76.7K - $82.1K
|
1.07K
$594K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
147+ 15.3% |
$76.7K - $82.1K
|
1.11K
$617K
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
147+ 4.41% |
$76.7K - $82.1K
|
3.48K
$1.94M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
146+ 4.47% |
$76.2K - $81.6K
|
3.41K
$1.9M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
145+ 16.96% |
$75.7K - $81K
|
1K
$557K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
144+ 1.84% |
$75.1K - $80.5K
|
7.98K
$4.44M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
144+ 31.86% |
$75.1K - $80.5K
|
596
$332K
|