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 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.36K- 2.15% |
$709K - $759K
|
62K
$35.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.37K- 4.9% |
$714K - $765K
|
26.6K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.38K- 9.17% |
$719K - $770K
|
13.6K
$7.85M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.38K- 3.35% |
$722K - $773K
|
40K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.39K- 2.41% |
$723K - $775K
|
56.1K
$32.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.4K- 3.45% |
$733K - $785K
|
39.3K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.41K- 8.84% |
$735K - $787K
|
14.5K
$8.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.42K- 50.53% |
$743K - $795K
|
1.39K
$801K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.42K- 0.84% |
$743K - $796K
|
169K
$97.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.44K- 8.22% |
$751K - $805K
|
16.1K
$9.24M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.44K- 50.97% |
$753K - $806K
|
1.39K
$798K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.46K- 1.88% |
$760K - $814K
|
76K
$43.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.48K- 54.21% |
$773K - $828K
|
1.25K
$720K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.49K- 1.04% |
$779K - $834K
|
142K
$81.4M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.5K- 6.19% |
$781K - $837K
|
22.7K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.52K- 5.01% |
$791K - $847K
|
28.7K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.53K- 5.59% |
$797K - $854K
|
25.8K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.56K- 0.18% |
$812K - $870K
|
878K
$505M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.57K- 54.51% |
$817K - $875K
|
1.31K
$751K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.59K- 5.0% |
$827K - $886K
|
30.1K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.59K- 0.44% |
$829K - $888K
|
359K
$207M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 73.74% |
$838K - $897K
|
572
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 1.05% |
$839K - $899K
|
152K
$87.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.61K- 26.3% |
$842K - $902K
|
4.52K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.62K- 1.81% |
$845K - $905K
|
88.1K
$50.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.63K- 0.57% |
$850K - $910K
|
284K
$163M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 5.28% |
$859K - $920K
|
29.5K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.66K- 7.26% |
$866K - $928K
|
21.2K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.68K- 3.84% |
$877K - $939K
|
42.1K
$24.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.7K- 5.58% |
$887K - $950K
|
28.7K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.82K- 0.67% |
$950K - $1.02M
|
271K
$156M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.82K- 2.72% |
$952K - $1.02M
|
65.3K
$37.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.84K- 26.81% |
$961K - $1.03M
|
5.03K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.84K- 7.13% |
$962K - $1.03M
|
24K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.85K- 2.65% |
$966K - $1.03M
|
67.9K
$39M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 29.36% |
$970K - $1.04M
|
4.47K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.89K- 79.58% |
$986K - $1.06M
|
485
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 14.45% |
$998K - $1.07M
|
11.3K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.92K- 1.13% |
$1M - $1.07M
|
168K
$96.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.94K- 0.22% |
$1.01M - $1.08M
|
875K
$503M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.98K- 2.5% |
$1.03M - $1.1M
|
77.2K
$44.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.01K- 14.45% |
$1.05M - $1.13M
|
11.9K
$6.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 0.79% |
$1.07M - $1.15M
|
260K
$149M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 16.65% |
$1.12M - $1.2M
|
10.8K
$6.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.18K- 5.28% |
$1.14M - $1.22M
|
39.2K
$22.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.21K- 6.43% |
$1.15M - $1.23M
|
32.1K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 2.33% |
$1.16M - $1.24M
|
92.7K
$53.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.23K- 1.74% |
$1.16M - $1.24M
|
126K
$72.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.23K- 7.64% |
$1.17M - $1.25M
|
27K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.25K- 4.98% |
$1.17M - $1.26M
|
43K
$24.7M
|