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 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 0.8% |
$112K - $120K
|
27.1K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
214+ 0.74% |
$112K - $120K
|
29.3K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
214+ 46.12% |
$112K - $120K
|
678
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
212+ 50.24% |
$111K - $118K
|
634
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
211+ 14.51% |
$110K - $118K
|
1.67K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
211+ 17.37% |
$110K - $118K
|
1.43K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
209+ 28.71% |
$109K - $117K
|
937
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
209New |
$109K - $117K
|
209
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
208+ 45.12% |
$109K - $116K
|
669
$385K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
205+ 7.91% |
$107K - $115K
|
2.8K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
205+ 11.46% |
$107K - $115K
|
1.99K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
204New |
$106K - $114K
|
204
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
203+ 2.23% |
$106K - $113K
|
9.3K
$5.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
201+ 8.82% |
$105K - $112K
|
2.48K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
201+ 3.41% |
$105K - $112K
|
6.09K
$3.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200+ 190.48% |
$104K - $112K
|
305
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
200+ 1.94% |
$104K - $112K
|
10.5K
$6.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
198+ 6.31% |
$103K - $111K
|
3.34K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
198+ 13.57% |
$103K - $111K
|
1.66K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
198+ 1.41% |
$103K - $111K
|
14.3K
$8.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
196+ 34.94% |
$102K - $110K
|
757
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
196+ 7.34% |
$102K - $110K
|
2.87K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
195+ 19.5% |
$102K - $109K
|
1.2K
$687K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
195+ 43.05% |
$102K - $109K
|
648
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
195New |
$102K - $109K
|
195
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
194+ 0.81% |
$101K - $108K
|
24.2K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
194+ 28.36% |
$101K - $108K
|
878
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
194+ 7.55% |
$101K - $108K
|
2.77K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
193+ 0.34% |
$101K - $108K
|
57.8K
$33.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
192+ 0.77% |
$100K - $107K
|
25.1K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
191+ 12.18% |
$99.7K - $107K
|
1.76K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
191+ 2.59% |
$99.7K - $107K
|
7.56K
$4.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
189+ 4.5% |
$98.6K - $106K
|
4.39K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
189+ 4.44% |
$98.6K - $106K
|
4.45K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
189+ 3.47% |
$98.6K - $106K
|
5.63K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
188+ 7.73% |
$98.1K - $105K
|
2.62K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
185+ 2.33% |
$96.5K - $103K
|
8.14K
$4.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
185+ 1.63% |
$96.5K - $103K
|
11.5K
$6.63M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
183+ 20.04% |
$95.5K - $102K
|
1.1K
$630K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
183New |
$95.5K - $102K
|
183
$105K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
183New |
$95.5K - $102K
|
183
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
182+ 1.64% |
$95K - $102K
|
11.3K
$6.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
180+ 9.38% |
$93.9K - $101K
|
2.1K
$1.21M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
180+ 9.99% |
$93.9K - $101K
|
1.98K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
178+ 12.23% |
$92.9K - $99.5K
|
1.63K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
177+ 34.24% |
$92.4K - $98.9K
|
694
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
175+ 3.4% |
$91.3K - $97.8K
|
5.32K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
172+ 0.34% |
$89.8K - $96.1K
|
51.4K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
172+ 18.96% |
$89.8K - $96.1K
|
1.08K
$621K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
170+ 0.23% |
$88.7K - $95K
|
73.4K
$42.2M
|