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 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
100+ 13.25% |
$52.2K - $55.9K
|
855
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
99+ 6.36% |
$51.7K - $55.3K
|
1.66K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
99+ 8.32% |
$51.7K - $55.3K
|
1.29K
$718K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
98+ 2.07% |
$51.1K - $54.8K
|
4.83K
$2.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$51.1K - $54.8K
|
98
$54.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
98+ 0.19% |
$51.1K - $54.8K
|
52.6K
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
97+ 142.65% |
$50.6K - $54.2K
|
165
$91.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
97New |
$50.6K - $54.2K
|
97
$54K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
97+ 1.57% |
$50.6K - $54.2K
|
6.26K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
96+ 1.49% |
$50.1K - $53.6K
|
6.54K
$3.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
96+ 2.69% |
$50.1K - $53.6K
|
3.67K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
96+ 0.33% |
$50.1K - $53.6K
|
29.3K
$16.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
95+ 4.96% |
$49.6K - $53.1K
|
2.01K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
94+ 0.42% |
$49.1K - $52.5K
|
22.2K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
91+ 8.77% |
$47.5K - $50.9K
|
1.13K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
91+ 20.97% |
$47.5K - $50.9K
|
525
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
90+ 8.92% |
$47K - $50.3K
|
1.1K
$612K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
90+ 10.0% |
$47K - $50.3K
|
990
$551K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
89+ 0.69% |
$46.4K - $49.7K
|
12.9K
$7.19M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
88+ 17.74% |
$45.9K - $49.2K
|
584
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
86+ 17.1% |
$44.9K - $48.1K
|
589
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 7.41% |
$44.9K - $48.1K
|
1.25K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86+ 8.68% |
$44.9K - $48.1K
|
1.08K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
84+ 2.03% |
$43.8K - $46.9K
|
4.22K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84+ 1.78% |
$43.8K - $46.9K
|
4.8K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
80+ 3.03% |
$41.7K - $44.7K
|
2.72K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
78+ 16.12% |
$40.7K - $43.6K
|
562
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
78+ 1.62% |
$40.7K - $43.6K
|
4.89K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
78+ 78.79% |
$40.7K - $43.6K
|
177
$98.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
78+ 9.02% |
$40.7K - $43.6K
|
943
$525K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
74+ 1.08% |
$38.6K - $41.4K
|
6.93K
$3.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
73+ 1.94% |
$38.1K - $40.8K
|
3.83K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
73+ 1.06% |
$38.1K - $40.8K
|
6.98K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
73+ 3.11% |
$38.1K - $40.8K
|
2.42K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
72+ 6.45% |
$37.6K - $40.2K
|
1.19K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
72+ 12.7% |
$37.6K - $40.2K
|
639
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
70+ 1.47% |
$36.5K - $39.1K
|
4.83K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
69+ 6.34% |
$36K - $38.6K
|
1.16K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
68+ 0.27% |
$35.5K - $38K
|
25.6K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
67+ 6.63% |
$35K - $37.4K
|
1.08K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
67+ 1.5% |
$35K - $37.4K
|
4.54K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 2.0% |
$35K - $37.4K
|
3.42K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
66+ 12.22% |
$34.4K - $36.9K
|
606
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
66+ 5.47% |
$34.4K - $36.9K
|
1.27K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
66+ 1.94% |
$34.4K - $36.9K
|
3.47K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65+ 5.39% |
$33.9K - $36.3K
|
1.27K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
63+ 4.05% |
$32.9K - $35.2K
|
1.62K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62+ 7.37% |
$32.4K - $34.6K
|
903
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 4.04% |
$31.3K - $33.5K
|
1.55K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.69% |
$31.3K - $33.5K
|
8.79K
$4.89M
|