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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.99M+ 62488.19% |
$5.22B - $5.58B
|
10M
$5.54B
|
|
|
Jan 30, 2025
Q4 2024
|
Kedalion Capital Management LLP
London, X0 |
BUY
|
- |
4.5MNew |
$2.35B - $2.51B
|
4.5M
$2.49B
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.57MNew |
$820M - $878M
|
1.57M
$870M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
534K+ 46874.1% |
$279M - $298M
|
535K
$296M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
444KNew |
$232M - $248M
|
444K
$246M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
309K+ 13.78% |
$161M - $173M
|
2.55M
$1.41B
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
278KNew |
$145M - $155M
|
278K
$154M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
242KNew |
$126M - $135M
|
242K
$134M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
160K+ 212.3% |
$83.3M - $89.2M
|
235K
$130M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
118K+ 66.27% |
$61.3M - $65.7M
|
295K
$163M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
106K+ 498.42% |
$55.4M - $59.4M
|
128K
$70.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.5K+ 144.13% |
$51.9M - $55.6M
|
168K
$93.2M
|
|
|
Jan 30, 2025
Q4 2024
|
P/E Global LLC
|
BUY
|
- |
97.7KNew |
$51M - $54.6M
|
97.7K
$54.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
91.5K+ 22.71% |
$47.8M - $51.1M
|
495K
$274M
|
|
|
Jan 30, 2025
Q4 2024
|
New York Life Insurance CO
New York, NY |
BUY
|
- |
86.9K+ 16.35% |
$45.4M - $48.6M
|
619K
$342M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
76.6KNew |
$40M - $42.8M
|
76.6K
$42.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
75K+ 8.59% |
$39.1M - $41.9M
|
949K
$525M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
73.9K+ 87.91% |
$38.6M - $41.3M
|
158K
$87.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
72.2KNew |
$37.7M - $40.4M
|
72.2K
$40M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
71K+ 294.93% |
$37M - $39.7M
|
95.1K
$52.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
65.2KNew |
$34M - $36.4M
|
65.2K
$36.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.5K+ 20.28% |
$33.7M - $36.1M
|
383K
$212M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
64.1KNew |
$33.5M - $35.8M
|
64.1K
$35.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
60.8K+ 1085.57% |
$31.7M - $34M
|
66.4K
$36.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
58.6KNew |
$30.6M - $32.7M
|
58.6K
$32.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
56.1K+ 157.76% |
$29.3M - $31.3M
|
91.6K
$50.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52.2K+ 55.18% |
$27.2M - $29.1M
|
147K
$81.2M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52K+ 339.07% |
$27.1M - $29M
|
67.3K
$37.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
51.1KNew |
$26.6M - $28.5M
|
51.1K
$28.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
46.4K+ 2034.38% |
$24.2M - $26M
|
48.7K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
45K+ 25.98% |
$23.5M - $25.1M
|
218K
$121M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.9KNew |
$23.4M - $25.1M
|
44.9K
$24.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
39.3K+ 16.96% |
$20.5M - $21.9M
|
271K
$150M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
38.4KNew |
$20M - $21.5M
|
38.4K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.8K+ 175.54% |
$19.7M - $21.1M
|
59.4K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
37.8K+ 40.38% |
$19.7M - $21.1M
|
131K
$72.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
36.2KNew |
$18.9M - $20.2M
|
36.2K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
36.1K+ 48.3% |
$18.9M - $20.2M
|
111K
$61.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
36K+ 45.29% |
$18.8M - $20.1M
|
115K
$63.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.6K+ 9.31% |
$16.5M - $17.7M
|
371K
$205M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31K+ 8.46% |
$16.2M - $17.3M
|
397K
$220M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
30.3K+ 467.22% |
$15.8M - $16.9M
|
36.8K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
29.8K+ 343.35% |
$15.6M - $16.7M
|
38.5K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.3K+ 28.2% |
$14.8M - $15.8M
|
129K
$71.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
27.7KNew |
$14.4M - $15.5M
|
27.7K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
27K+ 35.14% |
$14.1M - $15.1M
|
104K
$57.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.8KNew |
$14M - $15M
|
26.8K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.5KNew |
$13.8M - $14.8M
|
26.5K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.1K+ 17.06% |
$13.6M - $14.6M
|
179K
$99.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24.9K+ 24.05% |
$13M - $13.9M
|
128K
$71.1M
|