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 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-446- 3.78% |
$233K - $249K
|
11.4K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-447- 14.39% |
$233K - $250K
|
2.66K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-452- 0.21% |
$236K - $253K
|
216K
$119M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-458- 3.04% |
$239K - $256K
|
14.6K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-463- 1.4% |
$242K - $259K
|
32.5K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-473- 1.72% |
$247K - $264K
|
27K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-473- 9.77% |
$247K - $264K
|
4.37K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-480- 1.3% |
$250K - $268K
|
36.3K
$20M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-481- 14.15% |
$251K - $269K
|
2.92K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-487- 0.56% |
$254K - $272K
|
87.1K
$48.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-488- 10.25% |
$255K - $273K
|
4.27K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-493- 39.5% |
$257K - $275K
|
755
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-493- 22.72% |
$257K - $275K
|
1.68K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-497- 6.15% |
$259K - $278K
|
7.58K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-508- 1.53% |
$265K - $284K
|
32.8K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-509- 5.05% |
$266K - $284K
|
9.57K
$5.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-515- 14.51% |
$269K - $288K
|
3.04K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-521- 1.93% |
$272K - $291K
|
26.4K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-525- 3.05% |
$274K - $293K
|
16.7K
$9.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-526- 4.16% |
$274K - $294K
|
12.1K
$6.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-528- 17.13% |
$276K - $295K
|
2.55K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-529- 3.08% |
$276K - $296K
|
16.7K
$9.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-533- 3.7% |
$278K - $298K
|
13.9K
$7.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-539- 46.71% |
$281K - $301K
|
615
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-550- 29.22% |
$287K - $307K
|
1.33K
$736K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-555- 44.72% |
$290K - $310K
|
686
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-575- 0.63% |
$300K - $321K
|
91K
$50.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-579- 15.52% |
$302K - $324K
|
3.15K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-583- 2.0% |
$304K - $326K
|
28.6K
$15.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-597- 3.74% |
$312K - $334K
|
15.4K
$8.49M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-623- 5.97% |
$325K - $348K
|
9.82K
$5.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-643- 22.1% |
$336K - $359K
|
2.27K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-643- 3.06% |
$336K - $359K
|
20.4K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-645- 7.85% |
$337K - $360K
|
7.57K
$4.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-650- 46.43% |
$339K - $363K
|
750
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-660- 13.83% |
$344K - $369K
|
4.11K
$2.27M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-663- 54.52% |
$346K - $370K
|
553
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-665- 2.04% |
$347K - $372K
|
32K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-671- 4.33% |
$350K - $375K
|
14.8K
$8.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-687- 0.98% |
$359K - $384K
|
69.2K
$38.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-718- 2.79% |
$375K - $401K
|
25K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-720- 13.83% |
$376K - $402K
|
4.49K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-723- 1.99% |
$377K - $404K
|
35.7K
$19.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-724- 18.54% |
$378K - $405K
|
3.18K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-753- 34.26% |
$393K - $421K
|
1.45K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-754- 5.7% |
$393K - $421K
|
12.5K
$6.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-758- 2.45% |
$396K - $424K
|
30.2K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-763- 1.61% |
$398K - $426K
|
46.8K
$25.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-765- 6.89% |
$399K - $427K
|
10.3K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-770- 9.18% |
$402K - $430K
|
7.62K
$4.21M
|