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 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-426- 5.01% |
$222K - $238K
|
8.08K
$4.65M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-435- 40.43% |
$227K - $243K
|
641
$369K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-436- 79.27% |
$228K - $244K
|
114
$65.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-437- 22.74% |
$228K - $244K
|
1.49K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-439- 45.68% |
$229K - $245K
|
522
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-440- 9.15% |
$230K - $246K
|
4.37K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-441- 5.7% |
$230K - $246K
|
7.3K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-445- 1.65% |
$232K - $249K
|
26.5K
$15.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-445- 13.97% |
$232K - $249K
|
2.74K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-445- 1.56% |
$232K - $249K
|
28.1K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-446- 3.78% |
$233K - $249K
|
11.4K
$6.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-447- 14.39% |
$233K - $250K
|
2.66K
$1.53M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-450- 25.63% |
$235K - $251K
|
1.31K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-452- 0.21% |
$236K - $253K
|
216K
$124M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-458- 3.04% |
$239K - $256K
|
14.6K
$8.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-463- 1.4% |
$242K - $259K
|
32.5K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-464- 26.26% |
$242K - $259K
|
1.3K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-470- 0.66% |
$245K - $263K
|
71.3K
$41M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-473- 1.72% |
$247K - $264K
|
27K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-473- 9.77% |
$247K - $264K
|
4.37K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-480- 1.3% |
$250K - $268K
|
36.3K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-481- 14.15% |
$251K - $269K
|
2.92K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-487- 0.56% |
$254K - $272K
|
87.1K
$50.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-488- 10.25% |
$255K - $273K
|
4.27K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-493- 39.5% |
$257K - $275K
|
755
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-493- 22.72% |
$257K - $275K
|
1.68K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-497- 6.15% |
$259K - $278K
|
7.58K
$4.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-508- 1.53% |
$265K - $284K
|
32.8K
$18.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-509- 5.05% |
$266K - $284K
|
9.57K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-515- 14.51% |
$269K - $288K
|
3.04K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-521- 1.93% |
$272K - $291K
|
26.4K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-525- 3.05% |
$274K - $293K
|
16.7K
$9.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-526- 4.16% |
$274K - $294K
|
12.1K
$6.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-526- 8.99% |
$274K - $294K
|
5.32K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-528- 17.13% |
$276K - $295K
|
2.55K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-529- 3.08% |
$276K - $296K
|
16.7K
$9.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-533- 3.7% |
$278K - $298K
|
13.9K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-535- 3.3% |
$279K - $299K
|
15.7K
$9.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-539- 46.71% |
$281K - $301K
|
615
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-548- 11.69% |
$286K - $306K
|
4.14K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-550- 29.22% |
$287K - $307K
|
1.33K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-550- 2.77% |
$287K - $307K
|
19.3K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-555- 44.72% |
$290K - $310K
|
686
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-564- 4.3% |
$294K - $315K
|
12.6K
$7.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-575- 0.63% |
$300K - $321K
|
91K
$52.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-579- 15.52% |
$302K - $324K
|
3.15K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-583- 2.0% |
$304K - $326K
|
28.6K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-589- 2.43% |
$307K - $329K
|
23.6K
$13.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-593- 1.8% |
$309K - $331K
|
32.3K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-595- 3.95% |
$310K - $332K
|
14.5K
$8.32M
|