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 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-22- 0.66% |
$11.5K - $12.3K
|
3.32K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-23- 3.36% |
$12K - $12.9K
|
662
$369K
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-23- 0.92% |
$12K - $12.9K
|
2.47K
$1.38M
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-23- 1.13% |
$12K - $12.9K
|
2.01K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-24- 0.5% |
$12.5K - $13.4K
|
4.73K
$2.63M
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-25- 2.99% |
$13K - $14K
|
812
$452K
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-25- 0.76% |
$13K - $14K
|
3.27K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-25- 0.14% |
$13K - $14K
|
18.2K
$10.1M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 0.64% |
$13K - $14K
|
3.91K
$2.18M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 3.17% |
$13K - $14K
|
763
$425K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 20.16% |
$13K - $14K
|
99
$55.1K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-26- 3.22% |
$13.6K - $14.5K
|
781
$435K
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-26- 4.8% |
$13.6K - $14.5K
|
516
$287K
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-26- 4.46% |
$13.6K - $14.5K
|
557
$310K
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26- 1.13% |
$13.6K - $14.5K
|
2.28K
$1.27M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26- 2.48% |
$13.6K - $14.5K
|
1.02K
$569K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26- 0.87% |
$13.6K - $14.5K
|
2.95K
$1.64M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-26- 0.71% |
$13.6K - $14.5K
|
3.63K
$2.02M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-27- 1.77% |
$14.1K - $15.1K
|
1.5K
$836K
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-27- 1.02% |
$14.1K - $15.1K
|
2.63K
$1.46M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29- 0.94% |
$15.1K - $16.2K
|
3.07K
$1.71M
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-30- 0.55% |
$15.7K - $16.8K
|
5.39K
$3M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-30- 3.98% |
$15.7K - $16.8K
|
723
$402K
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-30- 0.5% |
$15.7K - $16.8K
|
6.01K
$3.34M
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-31- 0.09% |
$16.2K - $17.3K
|
35.3K
$19.6M
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-31- 3.95% |
$16.2K - $17.3K
|
754
$420K
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-34- 1.69% |
$17.7K - $19K
|
1.98K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-36- 3.12% |
$18.8K - $20.1K
|
1.12K
$622K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-36- 0.49% |
$18.8K - $20.1K
|
7.27K
$4.05M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-36- 3.8% |
$18.8K - $20.1K
|
911
$507K
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-36- 8.09% |
$18.8K - $20.1K
|
409
$228K
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-37- 1.37% |
$19.3K - $20.7K
|
2.67K
$1.49M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-37- 3.94% |
$19.3K - $20.7K
|
902
$502K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-37- 1.84% |
$19.3K - $20.7K
|
1.98K
$1.1M
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-38- 1.04% |
$19.8K - $21.2K
|
3.63K
$2.02M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-39- 1.68% |
$20.4K - $21.8K
|
2.28K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40- 1.76% |
$20.9K - $22.4K
|
2.23K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.35% |
$20.9K - $22.4K
|
11.5K
$6.4M
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-40- 6.33% |
$20.9K - $22.4K
|
592
$330K
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-40- 7.65% |
$20.9K - $22.4K
|
483
$269K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-41- 0.27% |
$21.4K - $22.9K
|
15.2K
$8.46M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-41- 6.38% |
$21.4K - $22.9K
|
602
$335K
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-41- 3.8% |
$21.4K - $22.9K
|
1.04K
$578K
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-41- 6.39% |
$21.4K - $22.9K
|
601
$335K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-42- 2.49% |
$21.9K - $23.5K
|
1.65K
$917K
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-42- 37.84% |
$21.9K - $23.5K
|
69
$38.4K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 4.98% |
$21.9K - $23.5K
|
802
$446K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-42- 0.82% |
$21.9K - $23.5K
|
5.11K
$2.84M
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-42- 0.39% |
$21.9K - $23.5K
|
10.6K
$5.92M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-43- 2.06% |
$22.4K - $24K
|
2.05K
$1.14M
|