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
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 0.09% |
$522 - $559
|
1.09K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1- 0.13% |
$522 - $559
|
786
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1- 0.58% |
$522 - $559
|
172
$98.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.11% |
$522 - $559
|
897
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.09% |
$522 - $559
|
1.13K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1- 1.19% |
$522 - $559
|
83
$47.7K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$522 - $559
|
26.4M
$15.2B
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2- 0.28% |
$1.04K - $1.12K
|
708
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$1.04K - $1.12K
|
17.3K
$9.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$1.04K - $1.12K
|
2.75K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2- 1.01% |
$1.04K - $1.12K
|
197
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2- 0.52% |
$1.04K - $1.12K
|
382
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-2- 0.44% |
$1.04K - $1.12K
|
456
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 0.14% |
$1.04K - $1.12K
|
1.45K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2- 0.28% |
$1.04K - $1.12K
|
712
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2- 0.1% |
$1.04K - $1.12K
|
2K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3- 0.16% |
$1.57K - $1.68K
|
1.88K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 1.73% |
$1.57K - $1.68K
|
170
$97.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-3- 1.42% |
$1.57K - $1.68K
|
209
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-3- 0.25% |
$1.57K - $1.68K
|
1.2K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-4- 0.19% |
$2.09K - $2.24K
|
2.11K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4- 0.63% |
$2.09K - $2.24K
|
634
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-4- 0.11% |
$2.09K - $2.24K
|
3.57K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.13% |
$2.09K - $2.24K
|
3.13K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4- 0.45% |
$2.09K - $2.24K
|
882
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4- 0.58% |
$2.09K - $2.24K
|
687
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 1.01% |
$2.09K - $2.24K
|
394
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$2.09K - $2.24K
|
8.26K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.48% |
$2.61K - $2.79K
|
1.03K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5- 0.04% |
$2.61K - $2.79K
|
11.3K
$6.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.25% |
$2.61K - $2.79K
|
2K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.35% |
$2.61K - $2.79K
|
1.44K
$831K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.27% |
$2.61K - $2.79K
|
1.85K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 1.22% |
$2.61K - $2.79K
|
405
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-6- 1.52% |
$3.13K - $3.35K
|
388
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6- 0.13% |
$3.13K - $3.35K
|
4.65K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.91% |
$3.13K - $3.35K
|
656
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.09% |
$3.13K - $3.35K
|
6.34K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- -0.0% |
$3.13K - $3.35K
|
139K
$80.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-7- 0.82% |
$3.65K - $3.91K
|
851
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-7- 1.39% |
$3.65K - $3.91K
|
498
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-7- 0.16% |
$3.65K - $3.91K
|
4.34K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7- 1.16% |
$3.65K - $3.91K
|
597
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-7- 0.07% |
$3.65K - $3.91K
|
9.94K
$5.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-7- 0.16% |
$3.65K - $3.91K
|
4.38K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.58% |
$3.65K - $3.91K
|
1.2K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7- 0.6% |
$3.65K - $3.91K
|
1.16K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.04% |
$3.65K - $3.91K
|
19.1K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.56% |
$4.17K - $4.47K
|
1.42K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-8- 2.5% |
$4.17K - $4.47K
|
312
$179K
|