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 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
767+ 4.9% |
$400K - $429K
|
16.4K
$9.08M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
752+ 1.45% |
$392K - $420K
|
52.7K
$29.2M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
752+ 5.52% |
$392K - $420K
|
14.4K
$7.96M
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
747New |
$390K - $417K
|
747
$413K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
740+ 3.93% |
$386K - $414K
|
19.6K
$10.8M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
739New |
$386K - $413K
|
739
$409K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
737+ 230.31% |
$385K - $412K
|
1.06K
$585K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
734+ 11.13% |
$383K - $410K
|
7.33K
$4.05M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
733New |
$383K - $410K
|
733
$406K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
730+ 93.47% |
$381K - $408K
|
1.51K
$836K
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
714+ 4.1% |
$373K - $399K
|
18.1K
$10M
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
714New |
$373K - $399K
|
714
$395K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
705+ 63.74% |
$368K - $394K
|
1.81K
$1M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
705New |
$368K - $394K
|
705
$390K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
704+ 143.67% |
$367K - $393K
|
1.19K
$661K
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
700New |
$365K - $391K
|
700
$387K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
699+ 11.29% |
$365K - $391K
|
6.89K
$3.81M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
695New |
$363K - $388K
|
695
$385K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
693+ 5.26% |
$362K - $387K
|
13.9K
$7.67M
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
691+ 2.52% |
$361K - $386K
|
28.1K
$15.6M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
689New |
$360K - $385K
|
689
$381K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
684+ 10.63% |
$357K - $382K
|
7.12K
$3.94M
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
684New |
$357K - $382K
|
684
$378K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
682+ 61.89% |
$356K - $381K
|
1.78K
$987K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
682+ 6.0% |
$356K - $381K
|
12K
$6.66M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
667+ 15.72% |
$348K - $373K
|
4.91K
$2.72M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
666+ 9.74% |
$348K - $372K
|
7.51K
$4.15M
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
666New |
$348K - $372K
|
666
$369K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
660+ 10.67% |
$344K - $369K
|
6.85K
$3.79M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
653+ 56.54% |
$341K - $365K
|
1.81K
$1M
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
653+ 8.65% |
$341K - $365K
|
8.2K
$4.54M
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
649+ 0.3% |
$339K - $363K
|
221K
$122M
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
642New |
$335K - $359K
|
642
$355K
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
641+ 16.41% |
$334K - $358K
|
4.55K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
629+ 36.85% |
$328K - $351K
|
2.34K
$1.29M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
622+ 14.52% |
$325K - $348K
|
4.91K
$2.71M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
620+ 18.62% |
$324K - $346K
|
3.95K
$2.19M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
619+ 3.26% |
$323K - $346K
|
19.6K
$10.8M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
615+ 7.04% |
$321K - $344K
|
9.36K
$5.18M
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
614+ 18.82% |
$320K - $343K
|
3.88K
$2.15M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
610+ 5.78% |
$318K - $341K
|
11.2K
$6.17M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
610+ 2.38% |
$318K - $341K
|
26.2K
$14.5M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
609New |
$318K - $340K
|
609
$337K
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
609+ 3.65% |
$318K - $340K
|
17.3K
$9.57M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
604+ 2.61% |
$315K - $338K
|
23.7K
$13.1M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
595New |
$310K - $332K
|
595
$329K
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
594+ 35.61% |
$310K - $332K
|
2.26K
$1.25M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
594+ 147.76% |
$310K - $332K
|
996
$551K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
593+ 1.27% |
$309K - $331K
|
47.4K
$26.2M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
588+ 2.39% |
$307K - $329K
|
25.2K
$13.9M
|