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
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-25- 0.14% |
$13K - $14K
|
18.2K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 0.64% |
$13K - $14K
|
3.91K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-26- 3.22% |
$13.6K - $14.5K
|
781
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-26- 4.8% |
$13.6K - $14.5K
|
516
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-26- 4.46% |
$13.6K - $14.5K
|
557
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26- 1.13% |
$13.6K - $14.5K
|
2.28K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26- 2.48% |
$13.6K - $14.5K
|
1.02K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-27- 1.77% |
$14.1K - $15.1K
|
1.5K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-30- 0.55% |
$15.7K - $16.8K
|
5.39K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-30- 3.98% |
$15.7K - $16.8K
|
723
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-30- 0.5% |
$15.7K - $16.8K
|
6.01K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-31- 0.09% |
$16.2K - $17.3K
|
35.3K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-31- 3.95% |
$16.2K - $17.3K
|
754
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-34- 1.69% |
$17.7K - $19K
|
1.98K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-36- 3.12% |
$18.8K - $20.1K
|
1.12K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-36- 0.49% |
$18.8K - $20.1K
|
7.27K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-36- 3.8% |
$18.8K - $20.1K
|
911
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-37- 1.37% |
$19.3K - $20.7K
|
2.67K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-37- 3.94% |
$19.3K - $20.7K
|
902
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-37- 1.84% |
$19.3K - $20.7K
|
1.98K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-39- 1.68% |
$20.4K - $21.8K
|
2.28K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40- 1.76% |
$20.9K - $22.4K
|
2.23K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.35% |
$20.9K - $22.4K
|
11.5K
$6.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-40- 6.33% |
$20.9K - $22.4K
|
592
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-41- 0.27% |
$21.4K - $22.9K
|
15.2K
$8.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-41- 6.38% |
$21.4K - $22.9K
|
602
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-41- 3.8% |
$21.4K - $22.9K
|
1.04K
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-41- 6.39% |
$21.4K - $22.9K
|
601
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-42- 2.49% |
$21.9K - $23.5K
|
1.65K
$911K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-42- 37.84% |
$21.9K - $23.5K
|
69
$38.2K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 4.98% |
$21.9K - $23.5K
|
802
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-42- 0.82% |
$21.9K - $23.5K
|
5.11K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-43- 2.06% |
$22.4K - $24K
|
2.05K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-45- 3.36% |
$23.5K - $25.1K
|
1.3K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-45- 3.32% |
$23.5K - $25.1K
|
1.31K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-46- 4.49% |
$24K - $25.7K
|
979
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 10.36% |
$24K - $25.7K
|
398
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-46- 1.17% |
$24K - $25.7K
|
3.9K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-47- 0.43% |
$24.5K - $26.3K
|
10.9K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-47- 6.75% |
$24.5K - $26.3K
|
649
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-48- 2.99% |
$25K - $26.8K
|
1.56K
$862K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-48- 4.36% |
$25K - $26.8K
|
1.05K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-49- 1.45% |
$25.6K - $27.4K
|
3.34K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-50- 0.39% |
$26.1K - $27.9K
|
12.7K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-51- 2.41% |
$26.6K - $28.5K
|
2.06K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-52- 0.04% |
$27.1K - $29.1K
|
130K
$71.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-52- 0.09% |
$27.1K - $29.1K
|
58.7K
$32.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-55- 1.26% |
$28.7K - $30.7K
|
4.31K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-56- 11.5% |
$29.2K - $31.3K
|
431
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-56- 0.31% |
$29.2K - $31.3K
|
18.1K
$10M
|