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 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.5K+ 6.89% |
$2.35M - $2.51M
|
69.8K
$38.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.47K+ 2.83% |
$2.33M - $2.5M
|
163K
$90.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.47K+ 7.54% |
$2.33M - $2.5M
|
63.7K
$35.4M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.47KNew |
$2.33M - $2.5M
|
4.47K
$2.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.45K+ 17.17% |
$2.32M - $2.49M
|
30.4K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.44K+ 6.04% |
$2.31M - $2.48M
|
77.9K
$43.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.43K+ 4.66% |
$2.31M - $2.47M
|
99.4K
$55.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.42K+ 154.65% |
$2.31M - $2.47M
|
7.28K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
4.42K+ 3.06% |
$2.31M - $2.47M
|
149K
$82.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
4.38KNew |
$2.29M - $2.45M
|
4.38K
$2.43M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.37K+ 38.93% |
$2.28M - $2.44M
|
15.6K
$8.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
4.34KNew |
$2.26M - $2.42M
|
4.34K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
4.33K+ 13.14% |
$2.26M - $2.42M
|
37.3K
$20.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.31K+ 223.87% |
$2.25M - $2.41M
|
6.23K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 0.57% |
$2.24M - $2.4M
|
757K
$420M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$2.24M - $2.39M
|
4.28K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
4.27KNew |
$2.23M - $2.39M
|
4.27K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.25K+ 13.15% |
$2.22M - $2.38M
|
36.6K
$20.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.23K+ 246.56% |
$2.21M - $2.36M
|
5.95K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.22KNew |
$2.2M - $2.36M
|
4.22K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.21KNew |
$2.2M - $2.35M
|
4.21K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.2K+ 40.39% |
$2.19M - $2.35M
|
14.6K
$8.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
4.19KNew |
$2.19M - $2.34M
|
4.19K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
4.19K+ 14.25% |
$2.18M - $2.34M
|
33.6K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.18K+ 9.59% |
$2.18M - $2.34M
|
47.8K
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.17K+ 696.66% |
$2.17M - $2.33M
|
4.76K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.16KNew |
$2.17M - $2.32M
|
4.16K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
4.11K+ 16.41% |
$2.14M - $2.3M
|
29.1K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.09K+ 3.18% |
$2.14M - $2.29M
|
133K
$73.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.07K+ 5.57% |
$2.13M - $2.28M
|
77.2K
$42.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.06K+ 249.85% |
$2.12M - $2.27M
|
5.69K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.06KNew |
$2.12M - $2.27M
|
4.06K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.01K+ 9.02% |
$2.09M - $2.24M
|
48.5K
$26.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.98K+ 0.8% |
$2.08M - $2.22M
|
500K
$277M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
3.96K+ 2.86% |
$2.07M - $2.21M
|
142K
$78.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.95K+ 34.88% |
$2.06M - $2.21M
|
15.3K
$8.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.94K+ 12.04% |
$2.06M - $2.2M
|
36.7K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.91K+ 1.8% |
$2.04M - $2.19M
|
221K
$123M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.91K+ 154.16% |
$2.04M - $2.19M
|
6.45K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.9K+ 12.68% |
$2.03M - $2.18M
|
34.6K
$19.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.89K+ 0.48% |
$2.03M - $2.17M
|
813K
$451M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.88K+ 2.17% |
$2.03M - $2.17M
|
183K
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
3.88K+ 14.87% |
$2.03M - $2.17M
|
30K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
3.8KNew |
$1.98M - $2.12M
|
3.8K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.78K+ 43.41% |
$1.97M - $2.11M
|
12.5K
$6.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.77K+ 2.49% |
$1.97M - $2.11M
|
155K
$86.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.77K+ 2.69% |
$1.97M - $2.11M
|
144K
$79.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.71K+ 35.28% |
$1.94M - $2.07M
|
14.2K
$7.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.65K+ 5.01% |
$1.91M - $2.04M
|
76.5K
$42.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.63KNew |
$1.89M - $2.03M
|
3.63K
$2.01M
|