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 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21+ 1.26% |
$11K - $11.7K
|
1.69K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
21+ 3.72% |
$11K - $11.7K
|
586
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
21+ 3.3% |
$11K - $11.7K
|
657
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
21+ 8.37% |
$11K - $11.7K
|
272
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
21+ 3.06% |
$11K - $11.7K
|
708
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
21+ 0.36% |
$11K - $11.7K
|
5.87K
$3.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
21+ 0.34% |
$11K - $11.7K
|
6.18K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
21+ 2.29% |
$11K - $11.7K
|
940
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 6.18% |
$11K - $11.7K
|
361
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$11K - $11.7K
|
21
$11.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
20+ 1.41% |
$10.4K - $11.2K
|
1.44K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.16% |
$10.4K - $11.2K
|
12.3K
$6.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19+ 0.98% |
$9.91K - $10.6K
|
1.95K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.58% |
$9.91K - $10.6K
|
3.32K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
19+ 1.96% |
$9.91K - $10.6K
|
988
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
19+ 0.61% |
$9.91K - $10.6K
|
3.14K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
19+ 380.0% |
$9.91K - $10.6K
|
24
$13.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18+ 1.39% |
$9.39K - $10.1K
|
1.32K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
18+ 0.29% |
$9.39K - $10.1K
|
6.29K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18+ 2.67% |
$9.39K - $10.1K
|
693
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17+ 1.85% |
$8.87K - $9.5K
|
938
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
17+ 0.6% |
$8.87K - $9.5K
|
2.85K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.84% |
$8.87K - $9.5K
|
2.05K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
16+ 2.39% |
$8.35K - $8.94K
|
685
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16+ 0.13% |
$8.35K - $8.94K
|
12.3K
$6.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
15+ 0.44% |
$7.83K - $8.38K
|
3.41K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
15+ 0.35% |
$7.83K - $8.38K
|
4.27K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
14+ 0.27% |
$7.31K - $7.82K
|
5.27K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14+ 3.66% |
$7.31K - $7.82K
|
396
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.66% |
$7.31K - $7.82K
|
2.14K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14+ 2.73% |
$7.31K - $7.82K
|
527
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13+ 2.2% |
$6.78K - $7.26K
|
603
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13+ 2.16% |
$6.78K - $7.26K
|
614
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.55% |
$6.78K - $7.26K
|
523
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 3.29% |
$6.78K - $7.26K
|
408
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.63% |
$6.78K - $7.26K
|
2.07K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.34% |
$6.26K - $6.71K
|
907
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 0.59% |
$6.26K - $6.71K
|
2.06K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
12+ 0.21% |
$6.26K - $6.71K
|
5.63K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.29% |
$6.26K - $6.71K
|
4.12K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 10.08% |
$6.26K - $6.71K
|
131
$72.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
12+ 0.72% |
$6.26K - $6.71K
|
1.68K
$937K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
12+ 0.27% |
$6.26K - $6.71K
|
4.49K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
12+ 1.6% |
$6.26K - $6.71K
|
762
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 2.76% |
$5.74K - $6.15K
|
410
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11+ 1.84% |
$5.74K - $6.15K
|
608
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.98% |
$5.74K - $6.15K
|
1.13K
$628K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
11+ 1.2% |
$5.74K - $6.15K
|
931
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11+ 0.34% |
$5.74K - $6.15K
|
3.22K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11+ 0.02% |
$5.74K - $6.15K
|
44.3K
$24.6M
|