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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
579+ 4.35% |
$302K - $324K
|
13.9K
$7.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
574+ 17.67% |
$300K - $321K
|
3.82K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
570+ 1.4% |
$297K - $319K
|
41.2K
$22.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
567+ 14.61% |
$296K - $317K
|
4.45K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
565+ 7.21% |
$295K - $316K
|
8.4K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
565+ 1.07% |
$295K - $316K
|
53.6K
$29.7M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
557+ 7.67% |
$291K - $311K
|
7.82K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
556+ 23.36% |
$290K - $311K
|
2.94K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
555+ 19.02% |
$290K - $310K
|
3.47K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
553New |
$289K - $309K
|
553
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
551+ 0.99% |
$288K - $308K
|
56.3K
$31.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
551New |
$288K - $308K
|
551
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
549New |
$286K - $307K
|
549
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
549+ 7.57% |
$286K - $307K
|
7.8K
$4.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
546+ 9.79% |
$285K - $305K
|
6.12K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
545+ 51.61% |
$284K - $305K
|
1.6K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
534New |
$279K - $298K
|
534
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
531+ 65.64% |
$277K - $297K
|
1.34K
$741K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
528+ 5.57% |
$276K - $295K
|
10K
$5.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
523+ 31.81% |
$273K - $292K
|
2.17K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
520New |
$271K - $291K
|
520
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
517New |
$270K - $289K
|
517
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
510+ 2.6% |
$266K - $285K
|
20.1K
$11.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
509+ 50.9% |
$266K - $284K
|
1.51K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
509+ 1.21% |
$266K - $284K
|
42.6K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
502+ 19.5% |
$262K - $281K
|
3.08K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
500+ 72.67% |
$261K - $279K
|
1.19K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
495New |
$258K - $277K
|
495
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
493+ 13.74% |
$257K - $275K
|
4.08K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
490+ 3.58% |
$256K - $274K
|
14.2K
$7.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
483+ 1.4% |
$252K - $270K
|
35.1K
$19.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
476New |
$248K - $266K
|
476
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
475New |
$248K - $265K
|
475
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
475+ 2.44% |
$248K - $265K
|
20K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
473+ 5.71% |
$247K - $264K
|
8.76K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
470+ 16.15% |
$245K - $263K
|
3.38K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
469New |
$245K - $262K
|
469
$260K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
468New |
$244K - $262K
|
468
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
468+ 3.22% |
$244K - $262K
|
15K
$8.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
467+ 1.34% |
$244K - $261K
|
35.4K
$19.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
466+ 6.35% |
$243K - $260K
|
7.81K
$4.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
466+ 7.62% |
$243K - $260K
|
6.59K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
464New |
$242K - $259K
|
464
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
463+ 6.15% |
$242K - $259K
|
7.99K
$4.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
456+ 84.13% |
$238K - $255K
|
998
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
455+ 1750.0% |
$237K - $254K
|
481
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
449New |
$234K - $251K
|
449
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
448+ 7.51% |
$234K - $250K
|
6.42K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
448+ 0.6% |
$234K - $250K
|
74.6K
$41.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
448New |
$234K - $250K
|
448
$248K
|