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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
35.9M+ 22099.38% |
$18.7B - $20.1B
|
36M
$19.9B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.4MNew |
$13.8B - $14.8B
|
26.4M
$14.6B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.99M+ 62488.19% |
$5.22B - $5.58B
|
10M
$5.53B
|
|
|
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
$868M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
534K+ 46874.1% |
$279M - $298M
|
535K
$295M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
444KNew |
$232M - $248M
|
444K
$245M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
388KNew |
$202M - $217M
|
388K
$214M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
382KNew |
$199M - $213M
|
382K
$211M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
309K+ 13.78% |
$161M - $173M
|
2.55M
$1.41B
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
303K+ 3.33% |
$158M - $169M
|
9.39M
$5.18B
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
278KNew |
$145M - $155M
|
278K
$153M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
242KNew |
$126M - $135M
|
242K
$134M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
215K+ 33.6% |
$112M - $120M
|
857K
$473M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
160K+ 212.3% |
$83.3M - $89.2M
|
235K
$130M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120K+ 6.02% |
$62.8M - $67.3M
|
2.12M
$1.17B
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
118K+ 66.27% |
$61.3M - $65.7M
|
295K
$163M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
115KNew |
$60M - $64.3M
|
115K
$63.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
112K+ 14.07% |
$58.3M - $62.4M
|
905K
$500M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
106K+ 498.42% |
$55.4M - $59.4M
|
128K
$70.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.5K+ 144.13% |
$51.9M - $55.6M
|
168K
$93M
|
|
|
Jan 30, 2025
Q4 2024
|
P/E Global LLC
|
BUY
|
- |
97.7KNew |
$51M - $54.6M
|
97.7K
$54M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
96.5KNew |
$50.3M - $53.9M
|
96.5K
$53.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.8K+ 11.49% |
$49.5M - $53M
|
920K
$508M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
93.2KNew |
$48.6M - $52.1M
|
93.2K
$51.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
91.5K+ 22.71% |
$47.8M - $51.1M
|
495K
$273M
|
|
|
Jan 30, 2025
Q4 2024
|
New York Life Insurance CO
New York, NY |
BUY
|
- |
86.9K+ 16.35% |
$45.4M - $48.6M
|
619K
$342M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
78.3K+ 5.99% |
$40.8M - $43.7M
|
1.38M
$764M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
76.6KNew |
$40M - $42.8M
|
76.6K
$42.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
75K+ 8.59% |
$39.1M - $41.9M
|
949K
$524M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
73.9K+ 87.91% |
$38.6M - $41.3M
|
158K
$87.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
BUY
|
- |
73.2K+ 32.45% |
$38.2M - $40.9M
|
299K
$165M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
72.2KNew |
$37.7M - $40.4M
|
72.2K
$39.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
71K+ 294.93% |
$37M - $39.7M
|
95.1K
$52.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
65.2KNew |
$34M - $36.4M
|
65.2K
$36M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.5K+ 20.28% |
$33.7M - $36.1M
|
383K
$211M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
64.1KNew |
$33.5M - $35.8M
|
64.1K
$35.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
63.6KNew |
$33.2M - $35.5M
|
63.6K
$35.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
60.8K+ 1085.57% |
$31.7M - $34M
|
66.4K
$36.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
60.1K+ 5.01% |
$31.3M - $33.6M
|
1.26M
$696M
|
|
|
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
$50.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52.2K+ 55.18% |
$27.2M - $29.1M
|
147K
$81M
|
|
|
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
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
46.4K+ 2034.38% |
$24.2M - $26M
|
48.7K
$26.9M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.4K+ 10.42% |
$22.6M - $24.3M
|
460K
$254M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
41.8KNew |
$21.8M - $23.3M
|
41.8K
$23.1M
|