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
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-128- 3.34% |
$66.8K - $71.5K
|
3.71K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-132- 2.26% |
$68.9K - $73.8K
|
5.7K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-133- 1.44% |
$69.4K - $74.3K
|
9.1K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-133- 22.7% |
$69.4K - $74.3K
|
453
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-134- 0.61% |
$69.9K - $74.9K
|
21.8K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-135- 0.68% |
$70.4K - $75.4K
|
19.8K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-136- 12.92% |
$71K - $76K
|
917
$516K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-137- 16.79% |
$71.5K - $76.6K
|
679
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-137- 5.63% |
$71.5K - $76.6K
|
2.3K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-138- 3.51% |
$72K - $77.1K
|
3.79K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.17% |
$73.1K - $78.2K
|
82.6K
$46.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-140- 4.66% |
$73.1K - $78.2K
|
2.87K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-140- 26.87% |
$73.1K - $78.2K
|
381
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-141- 0.19% |
$73.6K - $78.8K
|
75.3K
$42.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-143- 5.16% |
$74.6K - $79.9K
|
2.63K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-143- 0.16% |
$74.6K - $79.9K
|
86.8K
$48.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-143- 1.51% |
$74.6K - $79.9K
|
9.34K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-147- 0.16% |
$76.7K - $82.1K
|
92.5K
$52M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-149- 19.74% |
$77.8K - $83.3K
|
606
$341K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 3.77% |
$78.3K - $83.8K
|
3.83K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-152- 1.34% |
$79.3K - $84.9K
|
11.2K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-157- 2.33% |
$81.9K - $87.7K
|
6.57K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-158- 4.56% |
$82.5K - $88.3K
|
3.31K
$1.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-158- 13.75% |
$82.5K - $88.3K
|
991
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-159- 2.53% |
$83K - $88.9K
|
6.14K
$3.45M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-160- 4.44% |
$83.5K - $89.4K
|
3.45K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-160- 2.2% |
$83.5K - $89.4K
|
7.12K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-160- 8.85% |
$83.5K - $89.4K
|
1.65K
$926K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-161- 1.34% |
$84K - $90K
|
11.8K
$6.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 5.99% |
$86.6K - $92.8K
|
2.6K
$1.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-168- 18.65% |
$87.7K - $93.9K
|
733
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 12.64% |
$87.7K - $93.9K
|
1.16K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-169- 11.76% |
$88.2K - $94.4K
|
1.27K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-169- 0.53% |
$88.2K - $94.4K
|
32K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-171- 3.95% |
$89.2K - $95.6K
|
4.16K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-172- 2.94% |
$89.8K - $96.1K
|
5.68K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-174- 93.05% |
$90.8K - $97.2K
|
13
$7.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-175- 8.29% |
$91.3K - $97.8K
|
1.94K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-175- 8.37% |
$91.3K - $97.8K
|
1.92K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-178- 2.8% |
$92.9K - $99.5K
|
6.18K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-180- 0.2% |
$93.9K - $101K
|
87.9K
$49.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-182- 4.39% |
$95K - $102K
|
3.96K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-183- 2.39% |
$95.5K - $102K
|
7.46K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-187- 21.57% |
$97.6K - $104K
|
680
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-189- 8.46% |
$98.6K - $106K
|
2.05K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-190- 25.13% |
$99.1K - $106K
|
566
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-190- 2.09% |
$99.1K - $106K
|
8.89K
$5M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-191- 19.35% |
$99.7K - $107K
|
796
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-192- 1.95% |
$100K - $107K
|
9.64K
$5.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-193- 0.98% |
$101K - $108K
|
19.5K
$11M
|