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 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$2.61K - $2.79K
|
6.11K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 0.53% |
$2.61K - $2.79K
|
941
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5New |
$2.61K - $2.79K
|
5
$2.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
5+ 0.19% |
$2.61K - $2.79K
|
2.61K
$1.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4+ 0.15% |
$2.09K - $2.24K
|
2.73K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.09K - $2.24K
|
701
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.41% |
$2.09K - $2.24K
|
978
$563K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$2.09K - $2.24K
|
879
$506K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4+ 0.27% |
$2.09K - $2.24K
|
1.51K
$868K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.09K - $2.24K
|
4
$2.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.18% |
$2.09K - $2.24K
|
2.25K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$2.09K - $2.24K
|
1.72K
$990K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
16.5K
$9.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4+ 0.77% |
$2.09K - $2.24K
|
526
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.16% |
$2.09K - $2.24K
|
2.55K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
25.6K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4+ 0.11% |
$2.09K - $2.24K
|
3.49K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4+ 0.11% |
$2.09K - $2.24K
|
3.62K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.24K
|
1.42K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.37% |
$2.09K - $2.24K
|
1.1K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 6.56% |
$2.09K - $2.24K
|
65
$37.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.69K
$970K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$1.57K - $1.68K
|
664
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
3+ 0.29% |
$1.57K - $1.68K
|
1.02K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 11.54% |
$1.57K - $1.68K
|
29
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3+ 0.28% |
$1.57K - $1.68K
|
1.08K
$621K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.11K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.13K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$1.57K - $1.68K
|
424
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.57K - $1.68K
|
815
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.57K - $1.68K
|
4.77K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3+ 0.15% |
$1.57K - $1.68K
|
2.02K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.51% |
$1.57K - $1.68K
|
589
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.71K
$981K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3+ 1.67% |
$1.57K - $1.68K
|
183
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.25% |
$1.57K - $1.68K
|
1.21K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 13.04% |
$1.57K - $1.68K
|
26
$15K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3+ 1.37% |
$1.57K - $1.68K
|
222
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3+ 0.36% |
$1.57K - $1.68K
|
833
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.63% |
$1.57K - $1.68K
|
477
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 0.13% |
$1.04K - $1.12K
|
1.54K
$888K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2+ 0.02% |
$1.04K - $1.12K
|
8.13K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.26% |
$1.04K - $1.12K
|
786
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 5.56% |
$1.04K - $1.12K
|
38
$21.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
671
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.49% |
$1.04K - $1.12K
|
413
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.12K
|
1.4K
$805K
|