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 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.67% |
$522 - $559
|
150
$83.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.2% |
$522 - $559
|
513
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.12% |
$522 - $559
|
825
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1+ 0.24% |
$522 - $559
|
420
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.55K
$861K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 4.35% |
$522 - $559
|
22
$12.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1- 0.04% |
$522 - $559
|
2.52K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1- 0.06% |
$522 - $559
|
1.81K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1- 0.08% |
$522 - $559
|
1.33K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.08% |
$522 - $559
|
1.29K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1- 0.03% |
$522 - $559
|
3.37K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.08% |
$522 - $559
|
1.32K
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 0.09% |
$522 - $559
|
1.09K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1- 0.13% |
$522 - $559
|
786
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1- 0.58% |
$522 - $559
|
172
$95.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2- 0.28% |
$1.04K - $1.12K
|
708
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$1.04K - $1.12K
|
17.3K
$9.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$1.04K - $1.12K
|
2.75K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2- 1.01% |
$1.04K - $1.12K
|
197
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3- 0.16% |
$1.57K - $1.68K
|
1.88K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 1.73% |
$1.57K - $1.68K
|
170
$94.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-3- 1.42% |
$1.57K - $1.68K
|
209
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-4- 0.19% |
$2.09K - $2.24K
|
2.11K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4- 0.63% |
$2.09K - $2.24K
|
634
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-4- 0.11% |
$2.09K - $2.24K
|
3.57K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.13% |
$2.09K - $2.24K
|
3.13K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4- 0.45% |
$2.09K - $2.24K
|
882
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4- 0.58% |
$2.09K - $2.24K
|
687
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 1.01% |
$2.09K - $2.24K
|
394
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$2.09K - $2.24K
|
8.26K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.48% |
$2.61K - $2.79K
|
1.03K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5- 0.04% |
$2.61K - $2.79K
|
11.3K
$6.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.25% |
$2.61K - $2.79K
|
2K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.35% |
$2.61K - $2.79K
|
1.44K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.27% |
$2.61K - $2.79K
|
1.85K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-6- 1.52% |
$3.13K - $3.35K
|
388
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6- 0.13% |
$3.13K - $3.35K
|
4.65K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.91% |
$3.13K - $3.35K
|
656
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.09% |
$3.13K - $3.35K
|
6.34K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- -0.0% |
$3.13K - $3.35K
|
139K
$77.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-7- 0.82% |
$3.65K - $3.91K
|
851
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-7- 1.39% |
$3.65K - $3.91K
|
498
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-7- 0.16% |
$3.65K - $3.91K
|
4.34K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7- 1.16% |
$3.65K - $3.91K
|
597
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-7- 0.07% |
$3.65K - $3.91K
|
9.94K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-7- 0.16% |
$3.65K - $3.91K
|
4.38K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.56% |
$4.17K - $4.47K
|
1.42K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-8- 2.5% |
$4.17K - $4.47K
|
312
$174K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-8- 0.2% |
$4.17K - $4.47K
|
4.02K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$4.17K - $4.47K
|
6.91K
$3.84M
|