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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
40.3K+ 2.37% |
$21M - $22.5M
|
1.74M
$967M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
39.3K+ 16.96% |
$20.5M - $21.9M
|
271K
$150M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
39KNew |
$20.4M - $21.8M
|
39K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
38.4KNew |
$20M - $21.5M
|
38.4K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.8K+ 175.54% |
$19.7M - $21.1M
|
59.4K
$33M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
37.8K+ 40.38% |
$19.7M - $21.1M
|
131K
$72.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
36.8KNew |
$19.2M - $20.6M
|
36.8K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
36.2KNew |
$18.9M - $20.2M
|
36.2K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
36.1K+ 48.3% |
$18.9M - $20.2M
|
111K
$61.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
36K+ 45.29% |
$18.8M - $20.1M
|
115K
$64M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34.8KNew |
$18.2M - $19.4M
|
34.8K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
33.6KNew |
$17.5M - $18.8M
|
33.6K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
32.3K+ 13.8% |
$16.8M - $18M
|
266K
$148M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
31.8K+ 7.06% |
$16.6M - $17.8M
|
483K
$268M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.6K+ 9.31% |
$16.5M - $17.7M
|
371K
$206M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31K+ 8.46% |
$16.2M - $17.3M
|
397K
$220M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30.7K+ 13.52% |
$16M - $17.2M
|
258K
$143M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
30.5K+ 18.38% |
$15.9M - $17.1M
|
197K
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
30.4KNew |
$15.9M - $17M
|
30.4K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
30.3K+ 467.22% |
$15.8M - $16.9M
|
36.8K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
29.8K+ 343.35% |
$15.6M - $16.7M
|
38.5K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29K+ 2075.14% |
$15.1M - $16.2M
|
30.4K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
28.6K+ 71.48% |
$14.9M - $16M
|
68.6K
$38.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.3K+ 28.2% |
$14.8M - $15.8M
|
129K
$71.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
28KNew |
$14.6M - $15.7M
|
28K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.7K+ 2.42% |
$14.5M - $15.5M
|
1.17M
$651M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
27.7KNew |
$14.4M - $15.5M
|
27.7K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
27K+ 10.84% |
$14.1M - $15.1M
|
276K
$153M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
27K+ 35.14% |
$14.1M - $15.1M
|
104K
$57.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
26.9KNew |
$14M - $15M
|
26.9K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.8KNew |
$14M - $15M
|
26.8K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.5KNew |
$13.8M - $14.8M
|
26.5K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.1K+ 17.06% |
$13.6M - $14.6M
|
179K
$99.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
25.7K+ 40.16% |
$13.4M - $14.4M
|
89.8K
$49.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.9K+ 52.45% |
$13M - $13.9M
|
72.4K
$40.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24.9K+ 24.05% |
$13M - $13.9M
|
128K
$71.3M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
24.7K+ 29.5% |
$12.9M - $13.8M
|
108K
$60M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
24.6KNew |
$12.8M - $13.7M
|
24.6K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
24.4K+ 64.2% |
$12.7M - $13.6M
|
62.5K
$34.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
24KNew |
$12.5M - $13.4M
|
24K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24K+ 6.46% |
$12.5M - $13.4M
|
395K
$219M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
23.6K+ 24.66% |
$12.3M - $13.2M
|
120K
$66.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.6K+ 72.39% |
$12.3M - $13.2M
|
56.1K
$31.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23.2K+ 10.27% |
$12.1M - $12.9M
|
249K
$138M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.6K+ 203.82% |
$11.8M - $12.6M
|
33.7K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 117.5% |
$11.6M - $12.4M
|
41K
$22.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
21.8KNew |
$11.4M - $12.2M
|
21.8K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
21.6K+ 63.67% |
$11.3M - $12M
|
55.4K
$30.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
20.7KNew |
$10.8M - $11.6M
|
20.7K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
20.5K+ 8.11% |
$10.7M - $11.4M
|
273K
$152M
|