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 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
127+ 11.02% |
$66.3K - $71K
|
1.28K
$706K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
126+ 4.21% |
$65.8K - $70.4K
|
3.12K
$1.72M
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
125+ 2.02% |
$65.2K - $69.9K
|
6.32K
$3.49M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
125+ 0.49% |
$65.2K - $69.9K
|
25.5K
$14.1M
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
124+ 16.67% |
$64.7K - $69.3K
|
868
$479K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
123+ 0.95% |
$64.2K - $68.7K
|
13.1K
$7.25M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
122+ 12.95% |
$63.7K - $68.2K
|
1.06K
$588K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
122+ 8.51% |
$63.7K - $68.2K
|
1.56K
$859K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
121+ 1.7% |
$63.1K - $67.6K
|
7.23K
$3.99M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
120+ 6.62% |
$62.6K - $67.1K
|
1.93K
$1.07M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
119+ 1.31% |
$62.1K - $66.5K
|
9.19K
$5.07M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
119+ 7.98% |
$62.1K - $66.5K
|
1.61K
$890K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
117+ 2.3% |
$61.1K - $65.4K
|
5.21K
$2.88M
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
117+ 0.17% |
$61.1K - $65.4K
|
68.5K
$37.8M
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
116+ 2320.0% |
$60.5K - $64.8K
|
121
$66.8K
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115+ 10.32% |
$60K - $64.3K
|
1.23K
$679K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
113+ 20.58% |
$59K - $63.1K
|
662
$366K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
112+ 6.69% |
$58.4K - $62.6K
|
1.79K
$986K
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
112+ 8.92% |
$58.4K - $62.6K
|
1.37K
$755K
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
112+ 14.78% |
$58.4K - $62.6K
|
870
$480K
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
111+ 7.43% |
$57.9K - $62K
|
1.61K
$886K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
109+ 19.82% |
$56.9K - $60.9K
|
659
$364K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
109+ 4.21% |
$56.9K - $60.9K
|
2.7K
$1.49M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
108+ 17.91% |
$56.4K - $60.4K
|
711
$393K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
108+ 5.24% |
$56.4K - $60.4K
|
2.17K
$1.2M
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
108+ 6.82% |
$56.4K - $60.4K
|
1.69K
$934K
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
107+ 16.24% |
$55.8K - $59.8K
|
766
$423K
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
106+ 9.79% |
$55.3K - $59.2K
|
1.19K
$657K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
105+ 26.99% |
$54.8K - $58.7K
|
494
$273K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 0.15% |
$54.3K - $58.1K
|
71.4K
$39.4M
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
104+ 25.18% |
$54.3K - $58.1K
|
517
$285K
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
102+ 0.54% |
$53.2K - $57K
|
18.9K
$10.4M
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
102+ 26.22% |
$53.2K - $57K
|
491
$271K
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
100+ 9.24% |
$52.2K - $55.9K
|
1.18K
$653K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
100+ 8.37% |
$52.2K - $55.9K
|
1.3K
$715K
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
100+ 13.25% |
$52.2K - $55.9K
|
855
$472K
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
99+ 8.32% |
$51.7K - $55.3K
|
1.29K
$712K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
98+ 2.07% |
$51.1K - $54.8K
|
4.83K
$2.66M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$51.1K - $54.8K
|
98
$54.1K
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
98+ 0.19% |
$51.1K - $54.8K
|
52.6K
$29M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
97+ 142.65% |
$50.6K - $54.2K
|
165
$91.1K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
97New |
$50.6K - $54.2K
|
97
$53.6K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
97+ 1.57% |
$50.6K - $54.2K
|
6.26K
$3.46M
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
96+ 1.49% |
$50.1K - $53.6K
|
6.54K
$3.61M
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
96+ 2.69% |
$50.1K - $53.6K
|
3.67K
$2.03M
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
95+ 4.96% |
$49.6K - $53.1K
|
2.01K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
94+ 0.42% |
$49.1K - $52.5K
|
22.2K
$12.3M
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
91+ 8.77% |
$47.5K - $50.9K
|
1.13K
$623K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
90+ 8.92% |
$47K - $50.3K
|
1.1K
$607K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
90+ 10.0% |
$47K - $50.3K
|
990
$547K
|