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 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-8- 0.02% |
$4.17K - $4.47K
|
35.6K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 0.19% |
$4.17K - $4.47K
|
4.17K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-9- 1.84% |
$4.7K - $5.03K
|
480
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$4.7K - $5.03K
|
17.7K
$9.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-9- 0.68% |
$4.7K - $5.03K
|
1.31K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-9- 1.36% |
$4.7K - $5.03K
|
654
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9- 0.18% |
$4.7K - $5.03K
|
5.08K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$4.7K - $5.03K
|
5.38K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9- 0.01% |
$4.7K - $5.03K
|
97.6K
$54.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-9- 0.71% |
$4.7K - $5.03K
|
1.25K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-10- 1.47% |
$5.22K - $5.59K
|
671
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10- 1.96% |
$5.22K - $5.59K
|
499
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 1.17% |
$5.22K - $5.59K
|
845
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11- 0.55% |
$5.74K - $6.15K
|
1.99K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-12- 2.16% |
$6.26K - $6.71K
|
544
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-12- 0.21% |
$6.26K - $6.71K
|
5.63K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 1.25% |
$6.26K - $6.71K
|
951
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12- 2.09% |
$6.26K - $6.71K
|
562
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 2.82% |
$6.78K - $7.26K
|
448
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.69% |
$6.78K - $7.26K
|
264
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-13- 0.58% |
$6.78K - $7.26K
|
2.22K
$1.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 0.32% |
$7.31K - $7.82K
|
4.4K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-14- 1.62% |
$7.31K - $7.82K
|
852
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-14- 0.12% |
$7.31K - $7.82K
|
11.6K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-14- 1.82% |
$7.31K - $7.82K
|
755
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-14- 1.24% |
$7.31K - $7.82K
|
1.11K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-14- 0.69% |
$7.31K - $7.82K
|
2.03K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-15- 3.23% |
$7.83K - $8.38K
|
450
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-15- 2.46% |
$7.83K - $8.38K
|
595
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-15- 2.05% |
$7.83K - $8.38K
|
715
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-15- 1.05% |
$7.83K - $8.38K
|
1.41K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15- 0.44% |
$7.83K - $8.38K
|
3.39K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16- 1.06% |
$8.35K - $8.94K
|
1.5K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.24% |
$8.35K - $8.94K
|
6.67K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-17- 2.91% |
$8.87K - $9.5K
|
568
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 1.08% |
$8.87K - $9.5K
|
1.56K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-17- 0.65% |
$8.87K - $9.5K
|
2.6K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-17- 4.27% |
$8.87K - $9.5K
|
381
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-17- 3.56% |
$8.87K - $9.5K
|
460
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-18- 3.02% |
$9.39K - $10.1K
|
579
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-18- 3.47% |
$9.39K - $10.1K
|
500
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-19- 0.5% |
$9.91K - $10.6K
|
3.79K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-19- 4.13% |
$9.91K - $10.6K
|
441
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-20- 1.36% |
$10.4K - $11.2K
|
1.45K
$808K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-20- 0.71% |
$10.4K - $11.2K
|
2.8K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-20- 1.54% |
$10.4K - $11.2K
|
1.28K
$713K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.37% |
$11K - $11.7K
|
5.59K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 0.16% |
$11K - $11.7K
|
13.1K
$7.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-21- 4.84% |
$11K - $11.7K
|
413
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-22- 0.06% |
$11.5K - $12.3K
|
36K
$20M
|