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 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.7K+ 2.0% |
$6.1M - $6.53M
|
594K
$330M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.6K+ 40.11% |
$6.05M - $6.48M
|
40.5K
$22.5M
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 30.37% |
$5.93M - $6.35M
|
48.7K
$27M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.2K+ 8.67% |
$5.82M - $6.23M
|
140K
$77.6M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
11K+ 4.67% |
$5.76M - $6.17M
|
247K
$137M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11K+ 10.42% |
$5.76M - $6.17M
|
117K
$64.9M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
11K+ 38.64% |
$5.75M - $6.15M
|
39.5K
$21.9M
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
11KNew |
$5.74M - $6.14M
|
11K
$6.1M
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11KNew |
$5.73M - $6.14M
|
11K
$6.09M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 13.51% |
$5.7M - $6.11M
|
91.8K
$50.9M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
10.8K+ 6.95% |
$5.63M - $6.02M
|
166K
$92M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
10.6KNew |
$5.54M - $5.93M
|
10.6K
$5.89M
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
10.6KNew |
$5.52M - $5.92M
|
10.6K
$5.87M
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
10.6KNew |
$5.51M - $5.9M
|
10.6K
$5.85M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 3.3% |
$5.43M - $5.81M
|
326K
$181M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.4K+ 21.88% |
$5.42M - $5.8M
|
57.8K
$32.1M
|
|
Feb 05, 2025
Q4 2024
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
10.4K+ 0.63% |
$5.41M - $5.79M
|
1.66M
$921M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$5.39M - $5.78M
|
10.3K
$5.74M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.2K+ 77.4% |
$5.32M - $5.69M
|
23.4K
$13M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.2K+ 6.75% |
$5.32M - $5.69M
|
161K
$89.3M
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.2KNew |
$5.3M - $5.68M
|
10.2K
$5.64M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.1K+ 15.12% |
$5.26M - $5.63M
|
76.7K
$42.6M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10K+ 56.91% |
$5.23M - $5.6M
|
27.6K
$15.3M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10K+ 96.48% |
$5.22M - $5.59M
|
20.4K
$11.3M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
10K+ 2.01% |
$5.22M - $5.59M
|
507K
$281M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.85K+ 7.57% |
$5.14M - $5.5M
|
140K
$77.7M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.79KNew |
$5.11M - $5.47M
|
9.79K
$5.43M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9.7K+ 3.55% |
$5.06M - $5.42M
|
283K
$157M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.63K+ 7.14% |
$5.02M - $5.38M
|
144K
$80.1M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.55K+ 15.77% |
$4.99M - $5.34M
|
70.1K
$38.9M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.46K+ 6.78% |
$4.94M - $5.29M
|
149K
$82.7M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.42K+ 28.5% |
$4.91M - $5.26M
|
42.5K
$23.6M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.35KNew |
$4.88M - $5.22M
|
9.35K
$5.19M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.27K+ 26.38% |
$4.84M - $5.18M
|
44.4K
$24.6M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.26K+ 26.99% |
$4.83M - $5.18M
|
43.6K
$24.2M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.22K+ 8.75% |
$4.81M - $5.15M
|
114K
$63.5M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.2K+ 388.14% |
$4.8M - $5.14M
|
11.6K
$6.42M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
9.07K+ 156.07% |
$4.74M - $5.07M
|
14.9K
$8.26M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
9K+ 74.14% |
$4.7M - $5.03M
|
21.1K
$11.7M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
9K+ 73.3% |
$4.69M - $5.03M
|
21.3K
$11.8M
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
8.93K+ 7.07% |
$4.66M - $4.99M
|
135K
$75M
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
8.77KNew |
$4.57M - $4.9M
|
8.77K
$4.86M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8.73K+ 1.93% |
$4.56M - $4.88M
|
462K
$256M
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
8.64K+ 10.54% |
$4.51M - $4.83M
|
90.6K
$50.3M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.55KNew |
$4.46M - $4.78M
|
8.55K
$4.74M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.5K+ 6.87% |
$4.43M - $4.75M
|
132K
$73.3M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.48K+ 42.29% |
$4.43M - $4.74M
|
28.5K
$15.8M
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
8.44KNew |
$4.4M - $4.71M
|
8.44K
$4.68M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.41KNew |
$4.39M - $4.7M
|
8.41K
$4.67M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.39K+ 7.55% |
$4.38M - $4.69M
|
120K
$66.3M
|