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 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
24.6KNew |
$12.8M - $13.7M
|
24.6K
$13.6M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
24KNew |
$12.5M - $13.4M
|
24K
$13.3M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.6K+ 72.39% |
$12.3M - $13.2M
|
56.1K
$31M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23.2K+ 10.27% |
$12.1M - $12.9M
|
249K
$138M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.6K+ 203.82% |
$11.8M - $12.6M
|
33.7K
$18.6M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 117.5% |
$11.6M - $12.4M
|
41K
$22.7M
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
21.8KNew |
$11.4M - $12.2M
|
21.8K
$12.1M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
20.7KNew |
$10.8M - $11.6M
|
20.7K
$11.5M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
20.5K+ 8.11% |
$10.7M - $11.4M
|
273K
$151M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
20.1KNew |
$10.5M - $11.2M
|
20.1K
$11.1M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
19.5KNew |
$10.2M - $10.9M
|
19.5K
$10.8M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
19.4K+ 87.64% |
$10.1M - $10.8M
|
41.5K
$23M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
19.3KNew |
$10.1M - $10.8M
|
19.3K
$10.7M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
19.1KNew |
$9.98M - $10.7M
|
19.1K
$10.6M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
19K+ 6.65% |
$9.9M - $10.6M
|
304K
$168M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
17.9KNew |
$9.32M - $9.98M
|
17.9K
$9.88M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
17.7KNew |
$9.23M - $9.88M
|
17.7K
$9.78M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8K+ 44.67% |
$8.75M - $9.37M
|
54.3K
$30M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.3K+ 6.62% |
$8.53M - $9.13M
|
263K
$146M
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
16.3K+ 157.29% |
$8.49M - $9.09M
|
26.6K
$14.7M
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
16K+ 12.43% |
$8.36M - $8.95M
|
145K
$80.2M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16K+ 337.49% |
$8.33M - $8.92M
|
20.7K
$11.5M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
15.5KNew |
$8.08M - $8.65M
|
15.5K
$8.56M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
15K+ 478.39% |
$7.84M - $8.4M
|
18.2K
$10.1M
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
14.6K+ 129.62% |
$7.64M - $8.18M
|
25.9K
$14.3M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14.3K+ 9.4% |
$7.47M - $8M
|
167K
$92.2M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14.1K+ 28.51% |
$7.35M - $7.87M
|
63.5K
$35.1M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
14.1KNew |
$7.34M - $7.86M
|
14.1K
$7.78M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13.9K+ 9.08% |
$7.24M - $7.75M
|
167K
$92.2M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.8K+ 3146.45% |
$7.18M - $7.68M
|
14.2K
$7.85M
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
13.7K+ 3.9% |
$7.14M - $7.65M
|
364K
$202M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.6K+ 4.37% |
$7.08M - $7.59M
|
324K
$179M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.8K+ 255.79% |
$6.69M - $7.16M
|
17.8K
$9.87M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
12.1K+ 5.08% |
$6.32M - $6.77M
|
251K
$139M
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
12.1K+ 5.08% |
$6.32M - $6.77M
|
251K
$139M
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.1KNew |
$6.31M - $6.76M
|
12.1K
$6.69M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.2K+ 8.67% |
$5.82M - $6.23M
|
140K
$77.4M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
11K+ 4.67% |
$5.76M - $6.17M
|
247K
$137M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11K+ 10.42% |
$5.76M - $6.17M
|
117K
$64.7M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
11K+ 38.64% |
$5.75M - $6.15M
|
39.5K
$21.9M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 13.51% |
$5.7M - $6.11M
|
91.8K
$50.8M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 3.3% |
$5.43M - $5.81M
|
326K
$180M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.4K+ 21.88% |
$5.42M - $5.8M
|
57.8K
$32M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$5.39M - $5.78M
|
10.3K
$5.72M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.2K+ 6.75% |
$5.32M - $5.69M
|
161K
$89.1M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10K+ 96.48% |
$5.22M - $5.59M
|
20.4K
$11.3M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
10K+ 2.01% |
$5.22M - $5.59M
|
507K
$281M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.79KNew |
$5.11M - $5.47M
|
9.79K
$5.42M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9.7K+ 3.55% |
$5.06M - $5.42M
|
283K
$156M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.46K+ 6.78% |
$4.94M - $5.29M
|
149K
$82.5M
|