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 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
108+ 17.91% |
$56.4K - $60.4K
|
711
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
108+ 5.24% |
$56.4K - $60.4K
|
2.17K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
108+ 6.82% |
$56.4K - $60.4K
|
1.69K
$973K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
107+ 16.24% |
$55.8K - $59.8K
|
766
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
106+ 9.79% |
$55.3K - $59.2K
|
1.19K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
106+ 3.75% |
$55.3K - $59.2K
|
2.93K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
106New |
$55.3K - $59.2K
|
106
$61K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
105+ 26.99% |
$54.8K - $58.7K
|
494
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
105+ 5.26% |
$54.8K - $58.7K
|
2.1K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 0.15% |
$54.3K - $58.1K
|
71.4K
$41.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
104+ 25.18% |
$54.3K - $58.1K
|
517
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
104+ 23.06% |
$54.3K - $58.1K
|
555
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
102+ 0.54% |
$53.2K - $57K
|
18.9K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
102+ 26.22% |
$53.2K - $57K
|
491
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
102+ 0.76% |
$53.2K - $57K
|
13.6K
$7.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
100+ 9.24% |
$52.2K - $55.9K
|
1.18K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
100+ 8.37% |
$52.2K - $55.9K
|
1.3K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
100+ 13.25% |
$52.2K - $55.9K
|
855
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
100+ 0.94% |
$52.2K - $55.9K
|
10.8K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
99+ 6.36% |
$51.7K - $55.3K
|
1.66K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
99+ 8.32% |
$51.7K - $55.3K
|
1.29K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
98+ 0.52% |
$51.1K - $54.8K
|
18.8K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
98+ 2.07% |
$51.1K - $54.8K
|
4.83K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$51.1K - $54.8K
|
98
$56.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
98+ 0.19% |
$51.1K - $54.8K
|
52.6K
$30.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
97+ 142.65% |
$50.6K - $54.2K
|
165
$94.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
97New |
$50.6K - $54.2K
|
97
$55.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
97+ 1.57% |
$50.6K - $54.2K
|
6.26K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
96+ 1.49% |
$50.1K - $53.6K
|
6.54K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
96+ 2.69% |
$50.1K - $53.6K
|
3.67K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
96+ 0.33% |
$50.1K - $53.6K
|
29.3K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
96+ 8.32% |
$50.1K - $53.6K
|
1.25K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
95+ 4.96% |
$49.6K - $53.1K
|
2.01K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
95+ 4.63% |
$49.6K - $53.1K
|
2.15K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
95+ 1.52% |
$49.6K - $53.1K
|
6.36K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
94+ 0.42% |
$49.1K - $52.5K
|
22.2K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
94+ 8.76% |
$49.1K - $52.5K
|
1.17K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
91+ 8.77% |
$47.5K - $50.9K
|
1.13K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
91+ 20.97% |
$47.5K - $50.9K
|
525
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
90+ 8.92% |
$47K - $50.3K
|
1.1K
$632K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
90+ 10.0% |
$47K - $50.3K
|
990
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
90New |
$47K - $50.3K
|
90
$51.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
89+ 0.69% |
$46.4K - $49.7K
|
12.9K
$7.43M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
88+ 17.74% |
$45.9K - $49.2K
|
584
$336K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
88+ 5.9% |
$45.9K - $49.2K
|
1.58K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
87+ 11.04% |
$45.4K - $48.6K
|
875
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
86+ 17.1% |
$44.9K - $48.1K
|
589
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 7.41% |
$44.9K - $48.1K
|
1.25K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86+ 8.68% |
$44.9K - $48.1K
|
1.08K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
84+ 2.03% |
$43.8K - $46.9K
|
4.22K
$2.43M
|