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 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
393New |
$205K - $220K
|
393
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
392+ 30.41% |
$205K - $219K
|
1.68K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
391+ 10.14% |
$204K - $218K
|
4.25K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
391New |
$204K - $218K
|
391
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
390+ 69.64% |
$204K - $218K
|
950
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
390New |
$204K - $218K
|
390
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
388New |
$202K - $217K
|
388
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
386+ 38.99% |
$201K - $216K
|
1.38K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
386+ 1.35% |
$201K - $216K
|
29K
$16.7M
|
|
|
May 13, 2025
Q4 2024
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
386New |
$201K - $216K
|
386
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
385+ 20.4% |
$201K - $215K
|
2.27K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
383+ 4.22% |
$200K - $214K
|
9.47K
$5.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
383New |
$200K - $214K
|
383
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
383New |
$200K - $214K
|
383
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
381+ 38.8% |
$199K - $213K
|
1.36K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
379+ 1.59% |
$198K - $212K
|
24.2K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
379New |
$198K - $212K
|
379
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
379+ 3.93% |
$198K - $212K
|
10K
$5.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
378+ 5.29% |
$197K - $211K
|
7.53K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
378New |
$197K - $211K
|
378
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
375New |
$196K - $210K
|
375
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
375+ 8.74% |
$196K - $210K
|
4.67K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
374New |
$195K - $209K
|
374
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
374+ 33.07% |
$195K - $209K
|
1.51K
$866K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
374+ 5.88% |
$195K - $209K
|
6.73K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
373+ 65.78% |
$195K - $208K
|
940
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
373New |
$195K - $208K
|
373
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
372+ 5.8% |
$194K - $208K
|
6.79K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
372New |
$194K - $208K
|
372
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
370+ 4.48% |
$193K - $207K
|
8.64K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
370+ 0.93% |
$193K - $207K
|
40.2K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
368+ 30.29% |
$192K - $206K
|
1.58K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
366+ 12.18% |
$191K - $205K
|
3.37K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
364+ 8.57% |
$190K - $203K
|
4.61K
$2.65M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
362+ 3.37% |
$189K - $202K
|
11.1K
$6.39M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
361+ 5.85% |
$188K - $202K
|
6.54K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
360+ 0.11% |
$188K - $201K
|
339K
$195M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
359+ 3.11% |
$187K - $201K
|
11.9K
$6.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
359+ 0.35% |
$187K - $201K
|
102K
$59M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
357New |
$186K - $199K
|
357
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
355+ 7.96% |
$185K - $198K
|
4.82K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
355+ 6.07% |
$185K - $198K
|
6.2K
$3.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
354+ 1.13% |
$185K - $198K
|
31.8K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
353+ 72.63% |
$184K - $197K
|
839
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$183K - $196K
|
350
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
347+ 55.17% |
$181K - $194K
|
976
$561K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
347+ 23.15% |
$181K - $194K
|
1.85K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
346+ 0.51% |
$181K - $193K
|
67.8K
$39M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
344+ 24.47% |
$180K - $192K
|
1.75K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
341+ 9.02% |
$178K - $191K
|
4.12K
$2.37M
|