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 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
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
96+ 8.32% |
$50.1K - $53.6K
|
1.25K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
95+ 4.96% |
$49.6K - $53.1K
|
2.01K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
95+ 4.63% |
$49.6K - $53.1K
|
2.15K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
95+ 1.52% |
$49.6K - $53.1K
|
6.36K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
94+ 0.42% |
$49.1K - $52.5K
|
22.2K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
94+ 8.76% |
$49.1K - $52.5K
|
1.17K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
91+ 8.77% |
$47.5K - $50.9K
|
1.13K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
91+ 20.97% |
$47.5K - $50.9K
|
525
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
90+ 8.92% |
$47K - $50.3K
|
1.1K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
90+ 10.0% |
$47K - $50.3K
|
990
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
89+ 0.69% |
$46.4K - $49.7K
|
12.9K
$7.17M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
88+ 17.74% |
$45.9K - $49.2K
|
584
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
87+ 11.04% |
$45.4K - $48.6K
|
875
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
86+ 17.1% |
$44.9K - $48.1K
|
589
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 7.41% |
$44.9K - $48.1K
|
1.25K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86+ 8.68% |
$44.9K - $48.1K
|
1.08K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
84+ 2.03% |
$43.8K - $46.9K
|
4.22K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84+ 1.78% |
$43.8K - $46.9K
|
4.8K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
80+ 3.03% |
$41.7K - $44.7K
|
2.72K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
79+ 1.23% |
$41.2K - $44.1K
|
6.52K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
78+ 16.12% |
$40.7K - $43.6K
|
562
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
78+ 1.62% |
$40.7K - $43.6K
|
4.89K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
78+ 78.79% |
$40.7K - $43.6K
|
177
$98.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
78+ 9.02% |
$40.7K - $43.6K
|
943
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
77+ 27.21% |
$40.2K - $43K
|
360
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
75+ 0.06% |
$39.1K - $41.9K
|
123K
$68.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
74+ 1.08% |
$38.6K - $41.4K
|
6.93K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
73+ 1.94% |
$38.1K - $40.8K
|
3.83K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
73+ 1.06% |
$38.1K - $40.8K
|
6.98K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
73+ 3.11% |
$38.1K - $40.8K
|
2.42K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
72+ 6.45% |
$37.6K - $40.2K
|
1.19K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
72+ 12.7% |
$37.6K - $40.2K
|
639
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
70+ 1.47% |
$36.5K - $39.1K
|
4.83K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
69+ 6.34% |
$36K - $38.6K
|
1.16K
$642K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
69+ 3.73% |
$36K - $38.6K
|
1.92K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
68+ 0.27% |
$35.5K - $38K
|
25.6K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
67+ 6.63% |
$35K - $37.4K
|
1.08K
$598K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
67+ 1.5% |
$35K - $37.4K
|
4.54K
$2.52M
|
|
|
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
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
66+ 5.47% |
$34.4K - $36.9K
|
1.27K
$706K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
66+ 1.94% |
$34.4K - $36.9K
|
3.47K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65+ 5.39% |
$33.9K - $36.3K
|
1.27K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
63+ 4.05% |
$32.9K - $35.2K
|
1.62K
$897K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62+ 7.37% |
$32.4K - $34.6K
|
903
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 4.04% |
$31.3K - $33.5K
|
1.55K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.69% |
$31.3K - $33.5K
|
8.79K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60+ 0.11% |
$31.3K - $33.5K
|
54.1K
$30M
|