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 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-45- 3.36% |
$23.5K - $25.1K
|
1.3K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-45- 3.32% |
$23.5K - $25.1K
|
1.31K
$730K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-46- 4.49% |
$24K - $25.7K
|
979
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 10.36% |
$24K - $25.7K
|
398
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-46- 1.17% |
$24K - $25.7K
|
3.9K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-47- 0.43% |
$24.5K - $26.3K
|
10.9K
$6.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-47- 6.75% |
$24.5K - $26.3K
|
649
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-48- 2.99% |
$25K - $26.8K
|
1.56K
$867K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-48- 4.36% |
$25K - $26.8K
|
1.05K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-49- 1.45% |
$25.6K - $27.4K
|
3.34K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-49- 0.6% |
$25.6K - $27.4K
|
8.08K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-50- 0.39% |
$26.1K - $27.9K
|
12.7K
$7.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-51- 2.41% |
$26.6K - $28.5K
|
2.06K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-51- 6.01% |
$26.6K - $28.5K
|
797
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-52- 0.04% |
$27.1K - $29.1K
|
130K
$72.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-52- 0.09% |
$27.1K - $29.1K
|
58.7K
$32.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-55- 1.26% |
$28.7K - $30.7K
|
4.31K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-56- 11.5% |
$29.2K - $31.3K
|
431
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-56- 0.31% |
$29.2K - $31.3K
|
18.1K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-56- 0.78% |
$29.2K - $31.3K
|
7.1K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-57- 5.76% |
$29.7K - $31.9K
|
932
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-57- 6.66% |
$29.7K - $31.9K
|
799
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-58- 1.17% |
$30.3K - $32.4K
|
4.89K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-58- 4.97% |
$30.3K - $32.4K
|
1.11K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-58- 8.55% |
$30.3K - $32.4K
|
620
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-58- 1.4% |
$30.3K - $32.4K
|
4.08K
$2.27M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-59- 0.12% |
$30.8K - $33K
|
47.8K
$26.6M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-59- 0.23% |
$30.8K - $33K
|
25.3K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-61- 2.04% |
$31.8K - $34.1K
|
2.94K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-61- 2.51% |
$31.8K - $34.1K
|
2.37K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-61- 0.44% |
$31.8K - $34.1K
|
13.7K
$7.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-61- 12.98% |
$31.8K - $34.1K
|
409
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-62- 1.87% |
$32.4K - $34.6K
|
3.25K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-63- 5.33% |
$32.9K - $35.2K
|
1.12K
$623K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-63- 3.26% |
$32.9K - $35.2K
|
1.87K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-65- 0.68% |
$33.9K - $36.3K
|
9.53K
$5.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-66- 0.89% |
$34.4K - $36.9K
|
7.36K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-66- 0.99% |
$34.4K - $36.9K
|
6.58K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-67- 3.65% |
$35K - $37.4K
|
1.77K
$985K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-67- 97.1% |
$35K - $37.4K
|
2
$1.11K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 22.95% |
$35K - $37.4K
|
225
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-67- 3.58% |
$35K - $37.4K
|
1.81K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-67- 6.6% |
$35K - $37.4K
|
948
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-67- 0.88% |
$35K - $37.4K
|
7.53K
$4.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-69- 0.92% |
$36K - $38.6K
|
7.42K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-70- 5.15% |
$36.5K - $39.1K
|
1.29K
$717K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-71- 1.33% |
$37.1K - $39.7K
|
5.27K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-71- 4.69% |
$37.1K - $39.7K
|
1.44K
$804K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-71- 0.18% |
$37.1K - $39.7K
|
38.6K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-72- 2.85% |
$37.6K - $40.2K
|
2.46K
$1.37M
|