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 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-900- 0.95% |
$470K - $503K
|
94.3K
$54.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-963- 1.94% |
$503K - $538K
|
48.7K
$28M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-968- 21.87% |
$505K - $541K
|
3.46K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-985- 3.75% |
$514K - $550K
|
25.3K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-988- 3.3% |
$516K - $552K
|
29K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-993- 1.97% |
$518K - $555K
|
49.4K
$28.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-995- 2.68% |
$519K - $556K
|
36.1K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-999- 3.5% |
$521K - $558K
|
27.5K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-1K- 0.46% |
$522K - $559K
|
219K
$126M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1K- 0.28% |
$524K - $561K
|
359K
$207M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.01K- 31.58% |
$526K - $563K
|
2.18K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 1.87% |
$531K - $569K
|
53.4K
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.03K- 5.54% |
$538K - $576K
|
17.6K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 0.41% |
$553K - $592K
|
255K
$147M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.08K- 17.73% |
$563K - $602K
|
5K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 31.58% |
$564K - $604K
|
2.34K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 28.22% |
$567K - $607K
|
2.76K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.09K- 49.86% |
$569K - $610K
|
1.1K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.09K- 12.6% |
$570K - $610K
|
7.57K
$4.36M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.11K- 8.82% |
$577K - $618K
|
11.4K
$6.58M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 7.74% |
$581K - $622K
|
13.3K
$7.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.14K- 1.81% |
$593K - $635K
|
61.7K
$35.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.14K- 1.49% |
$595K - $637K
|
75.2K
$43.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.15K- 25.56% |
$601K - $644K
|
3.36K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.16K- 0.87% |
$604K - $647K
|
131K
$75.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.17K- 15.68% |
$608K - $651K
|
6.27K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.18K- 75.72% |
$617K - $661K
|
379
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.19K- 2.6% |
$619K - $663K
|
44.5K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-1.19K- 2.61% |
$620K - $664K
|
44.4K
$25.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-1.2K- 1.37% |
$625K - $669K
|
86.3K
$49.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.2K- 10.22% |
$628K - $672K
|
10.6K
$6.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.21K- 21.45% |
$629K - $673K
|
4.41K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.21K- 11.98% |
$629K - $674K
|
8.86K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.22K- 4.22% |
$636K - $681K
|
27.6K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 7.84% |
$641K - $686K
|
14.4K
$8.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.24K- 1.63% |
$647K - $692K
|
74.9K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-1.25K- 6.95% |
$651K - $697K
|
16.7K
$9.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.25K- 5.47% |
$652K - $699K
|
21.6K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.26K- 14.31% |
$658K - $704K
|
7.54K
$4.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.29K- 53.74% |
$674K - $722K
|
1.11K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 8.09% |
$676K - $724K
|
14.7K
$8.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.31K- 9.33% |
$685K - $733K
|
12.7K
$7.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.31K- 11.49% |
$685K - $734K
|
10.1K
$5.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 2.18% |
$686K - $735K
|
59.1K
$34M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.32K- 1.71% |
$690K - $739K
|
76.1K
$43.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.33K- 3.91% |
$695K - $744K
|
32.8K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.33K- 2.03% |
$696K - $745K
|
64.3K
$37M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 4.56% |
$702K - $752K
|
28.1K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.35K- 2.6% |
$706K - $756K
|
50.6K
$29.1M
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.36K- 4.06% |
$708K - $758K
|
32K
$18.4M
|