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 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.53K- 5.59% |
$797K - $854K
|
25.8K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.56K- 0.18% |
$812K - $870K
|
878K
$492M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.57K- 54.51% |
$817K - $875K
|
1.31K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.59K- 5.0% |
$827K - $886K
|
30.1K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.59K- 0.44% |
$829K - $888K
|
359K
$201M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 73.74% |
$838K - $897K
|
572
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 1.05% |
$839K - $899K
|
152K
$85M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.61K- 26.3% |
$842K - $902K
|
4.52K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.62K- 1.81% |
$845K - $905K
|
88.1K
$49.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.63K- 0.57% |
$850K - $910K
|
284K
$159M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 5.28% |
$859K - $920K
|
29.5K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.66K- 7.26% |
$866K - $928K
|
21.2K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.68K- 3.84% |
$877K - $939K
|
42.1K
$23.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.7K- 5.58% |
$887K - $950K
|
28.7K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.82K- 0.67% |
$950K - $1.02M
|
271K
$152M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.82K- 2.72% |
$952K - $1.02M
|
65.3K
$36.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.84K- 26.81% |
$961K - $1.03M
|
5.03K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.84K- 7.13% |
$962K - $1.03M
|
24K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.85K- 2.65% |
$966K - $1.03M
|
67.9K
$38.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 29.36% |
$970K - $1.04M
|
4.47K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.89K- 79.58% |
$986K - $1.06M
|
485
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 14.45% |
$998K - $1.07M
|
11.3K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.92K- 1.13% |
$1M - $1.07M
|
168K
$94.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.94K- 0.22% |
$1.01M - $1.08M
|
875K
$490M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.98K- 2.5% |
$1.03M - $1.1M
|
77.2K
$43.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.01K- 14.45% |
$1.05M - $1.13M
|
11.9K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 0.79% |
$1.07M - $1.15M
|
260K
$146M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 16.65% |
$1.12M - $1.2M
|
10.8K
$6.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.18K- 5.28% |
$1.14M - $1.22M
|
39.2K
$22M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.21K- 6.43% |
$1.15M - $1.23M
|
32.1K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 2.33% |
$1.16M - $1.24M
|
92.7K
$52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.23K- 1.74% |
$1.16M - $1.24M
|
126K
$70.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.23K- 7.64% |
$1.17M - $1.25M
|
27K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.25K- 4.98% |
$1.17M - $1.26M
|
43K
$24.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 31.64% |
$1.18M - $1.26M
|
4.88K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.28K- 0.91% |
$1.19M - $1.28M
|
248K
$139M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.29K- 0.44% |
$1.2M - $1.28M
|
523K
$293M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.31K- 3.01% |
$1.21M - $1.29M
|
74.4K
$41.7M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-2.33K- 30.43% |
$1.22M - $1.3M
|
5.34K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.37K- 5.03% |
$1.23M - $1.32M
|
44.7K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.41K- 19.86% |
$1.26M - $1.34M
|
9.71K
$5.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.44K- 11.44% |
$1.28M - $1.37M
|
18.9K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.47K- 1.79% |
$1.29M - $1.38M
|
135K
$76M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.48K- 8.9% |
$1.29M - $1.38M
|
25.3K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.48K- 23.68% |
$1.3M - $1.39M
|
8K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.63K- 2.52% |
$1.37M - $1.47M
|
102K
$56.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 12.72% |
$1.38M - $1.48M
|
18.2K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.68K- 21.46% |
$1.4M - $1.5M
|
9.79K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-2.71K- 57.85% |
$1.41M - $1.51M
|
1.97K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.72K- 6.4% |
$1.42M - $1.52M
|
39.8K
$22.3M
|