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 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 1.19% |
$4.7K - $5.03K
|
766
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
9+ 0.21% |
$4.7K - $5.03K
|
4.35K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9+ 0.08% |
$4.7K - $5.03K
|
10.8K
$6.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 1.16% |
$4.7K - $5.03K
|
788
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 1.54% |
$4.17K - $4.47K
|
529
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8+ 1.83% |
$4.17K - $4.47K
|
445
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
8+ 0.28% |
$4.17K - $4.47K
|
2.83K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8+ 0.21% |
$4.17K - $4.47K
|
3.78K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8+ 0.43% |
$4.17K - $4.47K
|
1.85K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$4.17K - $4.47K
|
15K
$8.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8+ 0.56% |
$4.17K - $4.47K
|
1.45K
$805K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.14% |
$4.17K - $4.47K
|
5.56K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
8+ 0.33% |
$4.17K - $4.47K
|
2.42K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7+ 1.16% |
$3.65K - $3.91K
|
610
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.27% |
$3.65K - $3.91K
|
2.59K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.41% |
$3.65K - $3.91K
|
1.72K
$960K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
7New |
$3.65K - $3.91K
|
7
$3.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
7+ 1.28% |
$3.65K - $3.91K
|
552
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
7+ 0.07% |
$3.65K - $3.91K
|
9.82K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.48% |
$3.65K - $3.91K
|
1.47K
$818K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7+ 0.53% |
$3.65K - $3.91K
|
1.33K
$742K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
7+ 0.06% |
$3.65K - $3.91K
|
12.3K
$6.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 2.64% |
$3.13K - $3.35K
|
233
$130K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.22% |
$3.13K - $3.35K
|
2.73K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6+ 1.05% |
$3.13K - $3.35K
|
579
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
9.71K
$5.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
6+ 1.03% |
$3.13K - $3.35K
|
591
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.67% |
$3.13K - $3.35K
|
897
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 3.97% |
$3.13K - $3.35K
|
157
$87.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 0.3% |
$3.13K - $3.35K
|
2K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.57% |
$3.13K - $3.35K
|
1.06K
$588K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
6+ 4.48% |
$3.13K - $3.35K
|
140
$77.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.13K - $3.35K
|
3.69K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
10.1K
$5.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5+ 0.54% |
$2.61K - $2.79K
|
932
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5+ 0.12% |
$2.61K - $2.79K
|
4.15K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5+ 0.32% |
$2.61K - $2.79K
|
1.57K
$871K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.31% |
$2.61K - $2.79K
|
1.62K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5+ 0.1% |
$2.61K - $2.79K
|
5.03K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5+ 0.46% |
$2.61K - $2.79K
|
1.09K
$606K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4+ 0.15% |
$2.09K - $2.24K
|
2.73K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.09K - $2.24K
|
701
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.41% |
$2.09K - $2.24K
|
978
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$2.09K - $2.24K
|
879
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4+ 0.27% |
$2.09K - $2.24K
|
1.51K
$840K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.09K - $2.24K
|
4
$2.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.18% |
$2.09K - $2.24K
|
2.25K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$2.09K - $2.24K
|
1.72K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
16.5K
$9.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4+ 0.77% |
$2.09K - $2.24K
|
526
$293K
|