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 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
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.75K- 2.08% |
$1.44M - $1.54M
|
130K
$72.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 2.1% |
$1.45M - $1.55M
|
129K
$72.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.81K- 9.37% |
$1.46M - $1.57M
|
27.1K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.84K- 6.36% |
$1.48M - $1.59M
|
41.8K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.87K- 9.1% |
$1.5M - $1.6M
|
28.7K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.89K- 8.12% |
$1.51M - $1.61M
|
32.7K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.93K- 20.96% |
$1.53M - $1.64M
|
11.1K
$6.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.95K- 0.6% |
$1.54M - $1.65M
|
486K
$272M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.96K- 64.11% |
$1.54M - $1.65M
|
1.66K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.01K- 0.96% |
$1.57M - $1.68M
|
309K
$173M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.03K- 34.99% |
$1.58M - $1.69M
|
5.63K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-3.05K- 27.91% |
$1.59M - $1.71M
|
7.88K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.07K- 3.71% |
$1.6M - $1.71M
|
79.5K
$44.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.07K- 3.44% |
$1.6M - $1.72M
|
86.1K
$48.3M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.11K- 95.78% |
$1.62M - $1.74M
|
137
$76.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.26K- 66.42% |
$1.7M - $1.82M
|
1.65K
$923K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.26K- 3.51% |
$1.7M - $1.82M
|
89.7K
$50.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.33K- 11.11% |
$1.74M - $1.86M
|
26.6K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.4K- 33.7% |
$1.77M - $1.9M
|
6.69K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.4K- 22.12% |
$1.78M - $1.9M
|
12K
$6.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-3.47K- 13.47% |
$1.81M - $1.94M
|
22.3K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.47K- 18.21% |
$1.81M - $1.94M
|
15.6K
$8.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.53K- 3.82% |
$1.84M - $1.97M
|
88.9K
$49.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.56K- 1.19% |
$1.86M - $1.99M
|
297K
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.57K- 4.16% |
$1.86M - $1.99M
|
82.1K
$46.1M
|