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 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 2.34% |
$38.1K - $40.8K
|
3.04K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-73- 7.84% |
$38.1K - $40.8K
|
858
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-73- 4.99% |
$38.1K - $40.8K
|
1.39K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-73- 2.74% |
$38.1K - $40.8K
|
2.59K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-74- 2.71% |
$38.6K - $41.4K
|
2.65K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-75- 1.86% |
$39.1K - $41.9K
|
3.96K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-76- 4.54% |
$39.7K - $42.5K
|
1.6K
$890K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-77- 1.06% |
$40.2K - $43K
|
7.18K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-77- 3.84% |
$40.2K - $43K
|
1.93K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-78- 7.98% |
$40.7K - $43.6K
|
900
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-78- 0.8% |
$40.7K - $43.6K
|
9.73K
$5.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-79- 8.1% |
$41.2K - $44.1K
|
896
$499K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-80- 0.77% |
$41.7K - $44.7K
|
10.3K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-80- 0.48% |
$41.7K - $44.7K
|
16.7K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-81- 8.78% |
$42.3K - $45.3K
|
842
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-81- 0.54% |
$42.3K - $45.3K
|
15K
$8.36M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-82- 7.41% |
$42.8K - $45.8K
|
1.03K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-83- 0.09% |
$43.3K - $46.4K
|
96.2K
$53.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-83- 0.51% |
$43.3K - $46.4K
|
16K
$8.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-83- 2.04% |
$43.3K - $46.4K
|
3.98K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-85- 3.32% |
$44.4K - $47.5K
|
2.48K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-86- 3.57% |
$44.9K - $48.1K
|
2.32K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-88- 9.71% |
$45.9K - $49.2K
|
818
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-89- 1.1% |
$46.4K - $49.7K
|
7.99K
$4.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-89- 0.2% |
$46.4K - $49.7K
|
44.4K
$24.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 1.29% |
$47K - $50.3K
|
6.89K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-90- 0.77% |
$47K - $50.3K
|
11.6K
$6.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-90- 16.1% |
$47K - $50.3K
|
469
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-91- 6.36% |
$47.5K - $50.9K
|
1.34K
$745K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-93- 14.98% |
$48.5K - $52K
|
528
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93- 7.35% |
$48.5K - $52K
|
1.17K
$652K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-94- 0.53% |
$49.1K - $52.5K
|
17.7K
$9.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-94- 2.27% |
$49.1K - $52.5K
|
4.06K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-95- 4.66% |
$49.6K - $53.1K
|
1.94K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-95- 4.3% |
$49.6K - $53.1K
|
2.11K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-95- 21.35% |
$49.6K - $53.1K
|
350
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-96- 3.07% |
$50.1K - $53.6K
|
3.03K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-97- 1.39% |
$50.6K - $54.2K
|
6.87K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-99- 2.74% |
$51.7K - $55.3K
|
3.52K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-99- 0.56% |
$51.7K - $55.3K
|
17.7K
$9.84M
|
|
|
Jan 30, 2025
Q4 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-99- 0.01% |
$51.7K - $55.3K
|
1.65M
$920M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-99- 10.71% |
$51.7K - $55.3K
|
825
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-100- 6.11% |
$52.2K - $55.9K
|
1.54K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-101- 2.99% |
$52.7K - $56.4K
|
3.28K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-102- 18.25% |
$53.2K - $57K
|
457
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-103- 7.65% |
$53.7K - $57.6K
|
1.24K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 3.02% |
$54.8K - $58.7K
|
3.38K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-105- 4.02% |
$54.8K - $58.7K
|
2.51K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-107- 0.5% |
$55.8K - $59.8K
|
21.2K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-108- 2.17% |
$56.4K - $60.4K
|
4.88K
$2.71M
|