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 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
141+ 0.62% |
$73.6K - $78.8K
|
23K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
141+ 0.35% |
$73.6K - $78.8K
|
39.9K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
141New |
$73.6K - $78.8K
|
141
$78.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
140+ 2800.0% |
$73.1K - $78.2K
|
145
$80.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139+ 37.77% |
$72.5K - $77.7K
|
507
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
138+ 7.6% |
$72K - $77.1K
|
1.95K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
137+ 3.05% |
$71.5K - $76.6K
|
4.63K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
136+ 97.14% |
$71K - $76K
|
276
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
135+ 1.19% |
$70.4K - $75.4K
|
11.5K
$6.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
134+ 0.11% |
$69.9K - $74.9K
|
126K
$70.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
134+ 29.71% |
$69.9K - $74.9K
|
585
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
133+ 1.12% |
$69.4K - $74.3K
|
12K
$6.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
131+ 25.94% |
$68.4K - $73.2K
|
636
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
131+ 1.9% |
$68.4K - $73.2K
|
7.03K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
131+ 4.08% |
$68.4K - $73.2K
|
3.34K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
130+ 5.04% |
$67.8K - $72.6K
|
2.71K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
128+ 0.63% |
$66.8K - $71.5K
|
20.6K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
128+ 12.6% |
$66.8K - $71.5K
|
1.14K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
127+ 8.24% |
$66.3K - $71K
|
1.67K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
127+ 11.02% |
$66.3K - $71K
|
1.28K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
126+ 4.21% |
$65.8K - $70.4K
|
3.12K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
125+ 2.02% |
$65.2K - $69.9K
|
6.32K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
125+ 0.49% |
$65.2K - $69.9K
|
25.5K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
124+ 16.67% |
$64.7K - $69.3K
|
868
$483K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
123+ 0.95% |
$64.2K - $68.7K
|
13.1K
$7.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
122+ 12.95% |
$63.7K - $68.2K
|
1.06K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
122+ 8.51% |
$63.7K - $68.2K
|
1.56K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
121+ 1.7% |
$63.1K - $67.6K
|
7.23K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
120+ 6.62% |
$62.6K - $67.1K
|
1.93K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
119+ 1.31% |
$62.1K - $66.5K
|
9.19K
$5.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
119+ 7.98% |
$62.1K - $66.5K
|
1.61K
$897K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
117+ 2.3% |
$61.1K - $65.4K
|
5.21K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
117+ 0.17% |
$61.1K - $65.4K
|
68.5K
$38.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
116+ 2320.0% |
$60.5K - $64.8K
|
121
$67.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115+ 10.32% |
$60K - $64.3K
|
1.23K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
115+ 0.12% |
$60K - $64.3K
|
96.1K
$53.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
114+ 4.32% |
$59.5K - $63.7K
|
2.75K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
113+ 20.58% |
$59K - $63.1K
|
662
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
113+ 2.99% |
$59K - $63.1K
|
3.9K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
112+ 6.69% |
$58.4K - $62.6K
|
1.79K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
112+ 8.92% |
$58.4K - $62.6K
|
1.37K
$761K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
112+ 14.78% |
$58.4K - $62.6K
|
870
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
111+ 7.43% |
$57.9K - $62K
|
1.61K
$893K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
109+ 19.82% |
$56.9K - $60.9K
|
659
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
109+ 4.21% |
$56.9K - $60.9K
|
2.7K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
108+ 17.91% |
$56.4K - $60.4K
|
711
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
108+ 5.24% |
$56.4K - $60.4K
|
2.17K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
108+ 6.82% |
$56.4K - $60.4K
|
1.69K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
107+ 16.24% |
$55.8K - $59.8K
|
766
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
106+ 9.79% |
$55.3K - $59.2K
|
1.19K
$662K
|