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 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-597- 3.74% |
$312K - $334K
|
15.4K
$8.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-610- 12.53% |
$318K - $341K
|
4.26K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-623- 5.97% |
$325K - $348K
|
9.82K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-631- 10.85% |
$329K - $353K
|
5.18K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-634- 0.33% |
$331K - $354K
|
189K
$109M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-635- 3.44% |
$331K - $355K
|
17.8K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-643- 22.1% |
$336K - $359K
|
2.27K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-643- 3.06% |
$336K - $359K
|
20.4K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-645- 7.85% |
$337K - $360K
|
7.57K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-650- 46.43% |
$339K - $363K
|
750
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-656- 21.35% |
$342K - $367K
|
2.42K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-660- 13.83% |
$344K - $369K
|
4.11K
$2.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-663- 54.52% |
$346K - $370K
|
553
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-665- 2.04% |
$347K - $372K
|
32K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-665- 0.77% |
$347K - $372K
|
85.3K
$49.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-671- 4.33% |
$350K - $375K
|
14.8K
$8.52M
|
|
|
Jul 15, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-671- 4.33% |
$350K - $375K
|
14.8K
$8.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-687- 0.98% |
$359K - $384K
|
69.2K
$39.8M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-688- 14.2% |
$359K - $384K
|
4.16K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-700- 34.03% |
$365K - $391K
|
1.36K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-718- 2.79% |
$375K - $401K
|
25K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-720- 13.83% |
$376K - $402K
|
4.49K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-723- 1.99% |
$377K - $404K
|
35.7K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-724- 18.54% |
$378K - $405K
|
3.18K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-753- 34.26% |
$393K - $421K
|
1.45K
$831K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-754- 5.7% |
$393K - $421K
|
12.5K
$7.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-758- 2.45% |
$396K - $424K
|
30.2K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-763- 1.61% |
$398K - $426K
|
46.8K
$26.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-765- 6.89% |
$399K - $427K
|
10.3K
$5.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-770- 9.18% |
$402K - $430K
|
7.62K
$4.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-780- 2.41% |
$407K - $436K
|
31.5K
$18.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-782- 2.96% |
$408K - $437K
|
25.6K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-789- 1.97% |
$412K - $441K
|
39.3K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-790- 40.64% |
$412K - $441K
|
1.15K
$664K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-810- 4.73% |
$423K - $453K
|
16.3K
$9.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-811- 9.39% |
$423K - $453K
|
7.83K
$4.5M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-818- 13.53% |
$427K - $457K
|
5.23K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-820- 6.42% |
$428K - $458K
|
11.9K
$6.87M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-820- 49.22% |
$428K - $458K
|
846
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-823- 15.78% |
$429K - $460K
|
4.39K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-828- 60.79% |
$432K - $463K
|
534
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-831- 0.29% |
$434K - $464K
|
291K
$167M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-835- 6.27% |
$436K - $467K
|
12.5K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-840- 2.15% |
$438K - $469K
|
38.2K
$22M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-851- 8.6% |
$444K - $476K
|
9.05K
$5.2M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-881- 9.97% |
$460K - $492K
|
7.95K
$4.58M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-882- 9.31% |
$460K - $493K
|
8.59K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-882- 11.56% |
$460K - $493K
|
6.75K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-895- 1.1% |
$467K - $500K
|
80.4K
$46.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-899- 1.29% |
$469K - $502K
|
68.8K
$39.6M
|