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 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.6KNew |
$1.88M - $2.01M
|
3.6K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.6KNew |
$1.88M - $2.01M
|
3.6K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.56KNew |
$1.86M - $1.99M
|
3.56K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.56KNew |
$1.86M - $1.99M
|
3.56K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.55K+ 27.14% |
$1.85M - $1.98M
|
16.6K
$9.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.55K+ 45.21% |
$1.85M - $1.98M
|
11.4K
$6.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.54K+ 10.46% |
$1.85M - $1.98M
|
37.4K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.52K+ 12.64% |
$1.83M - $1.96M
|
31.3K
$17.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.51K+ 8.28% |
$1.83M - $1.96M
|
46K
$25.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$1.83M - $1.96M
|
3.51K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.51KNew |
$1.83M - $1.96M
|
3.51K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.5K+ 29.79% |
$1.83M - $1.96M
|
15.2K
$8.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.48K+ 7.21% |
$1.82M - $1.95M
|
51.8K
$28.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.48K+ 13.36% |
$1.82M - $1.95M
|
29.5K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.47K+ 288.06% |
$1.81M - $1.94M
|
4.68K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.47K+ 1.98% |
$1.81M - $1.94M
|
178K
$99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.44KNew |
$1.79M - $1.92M
|
3.44K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.42K+ 49.26% |
$1.79M - $1.91M
|
10.4K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.42K+ 500.73% |
$1.78M - $1.91M
|
4.1K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.42K+ 3.07% |
$1.78M - $1.91M
|
115K
$63.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.41K+ 230.45% |
$1.78M - $1.9M
|
4.88K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.4K+ 5.4% |
$1.77M - $1.9M
|
66.3K
$36.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.38K+ 3.92% |
$1.77M - $1.89M
|
89.7K
$49.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.36K+ 23.13% |
$1.75M - $1.88M
|
17.9K
$9.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.35K+ 2.37% |
$1.75M - $1.87M
|
144K
$80.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.34K+ 11.48% |
$1.74M - $1.86M
|
32.4K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.33K+ 14.97% |
$1.74M - $1.86M
|
25.6K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.33K+ 3.26% |
$1.74M - $1.86M
|
105K
$58.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$1.73M - $1.86M
|
3.32K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.3K+ 8.71% |
$1.72M - $1.84M
|
41.1K
$22.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.28K+ 7.63% |
$1.71M - $1.83M
|
46.3K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
3.27KNew |
$1.71M - $1.83M
|
3.27K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
3.26K+ 15.75% |
$1.7M - $1.82M
|
23.9K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.24K+ 232.9% |
$1.69M - $1.81M
|
4.62K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.22KNew |
$1.68M - $1.8M
|
3.22K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.2K+ 5.2% |
$1.67M - $1.79M
|
64.8K
$36M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.18K+ 2.92% |
$1.66M - $1.78M
|
112K
$62.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.16K+ 9.86% |
$1.65M - $1.77M
|
35.2K
$19.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.14K+ 1.42% |
$1.64M - $1.75M
|
225K
$125M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13K+ 3.83% |
$1.63M - $1.75M
|
85K
$47.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
3.12KNew |
$1.63M - $1.74M
|
3.12K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.11K+ 2272.26% |
$1.62M - $1.74M
|
3.25K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.1K+ 89.99% |
$1.62M - $1.73M
|
6.55K
$3.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 4.58% |
$1.62M - $1.73M
|
70.8K
$39.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.09K+ 58.87% |
$1.61M - $1.73M
|
8.35K
$4.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.09K+ 7.21% |
$1.61M - $1.73M
|
46K
$25.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.07K+ 198.77% |
$1.6M - $1.72M
|
4.62K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.06K+ 86.4% |
$1.6M - $1.71M
|
6.6K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.05K+ 135.71% |
$1.59M - $1.7M
|
5.29K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.03K+ 20.2% |
$1.58M - $1.69M
|
18K
$10M
|