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 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-4- 0.11% |
$2.09K - $2.24K
|
3.57K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.13% |
$2.09K - $2.24K
|
3.13K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4- 0.45% |
$2.09K - $2.24K
|
882
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4- 0.58% |
$2.09K - $2.24K
|
687
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 1.01% |
$2.09K - $2.24K
|
394
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$2.09K - $2.24K
|
8.26K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.48% |
$2.61K - $2.79K
|
1.03K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5- 0.04% |
$2.61K - $2.79K
|
11.3K
$6.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.25% |
$2.61K - $2.79K
|
2K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.35% |
$2.61K - $2.79K
|
1.44K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-6- 1.52% |
$3.13K - $3.35K
|
388
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6- 0.13% |
$3.13K - $3.35K
|
4.65K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.91% |
$3.13K - $3.35K
|
656
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.09% |
$3.13K - $3.35K
|
6.34K
$3.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- -0.0% |
$3.13K - $3.35K
|
139K
$77M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-7- 0.82% |
$3.65K - $3.91K
|
851
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-7- 1.39% |
$3.65K - $3.91K
|
498
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-7- 0.16% |
$3.65K - $3.91K
|
4.34K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7- 1.16% |
$3.65K - $3.91K
|
597
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-7- 0.07% |
$3.65K - $3.91K
|
9.94K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-7- 0.16% |
$3.65K - $3.91K
|
4.38K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.56% |
$4.17K - $4.47K
|
1.42K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-8- 2.5% |
$4.17K - $4.47K
|
312
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-8- 0.2% |
$4.17K - $4.47K
|
4.02K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$4.17K - $4.47K
|
6.91K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-8- 0.02% |
$4.17K - $4.47K
|
35.6K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 0.19% |
$4.17K - $4.47K
|
4.17K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-9- 1.84% |
$4.7K - $5.03K
|
480
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$4.7K - $5.03K
|
17.7K
$9.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-9- 0.68% |
$4.7K - $5.03K
|
1.31K
$722K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-9- 1.36% |
$4.7K - $5.03K
|
654
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9- 0.18% |
$4.7K - $5.03K
|
5.08K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$4.7K - $5.03K
|
5.38K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9- 0.01% |
$4.7K - $5.03K
|
97.6K
$53.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-10- 1.47% |
$5.22K - $5.59K
|
671
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10- 1.96% |
$5.22K - $5.59K
|
499
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 1.17% |
$5.22K - $5.59K
|
845
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-12- 2.16% |
$6.26K - $6.71K
|
544
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-12- 0.21% |
$6.26K - $6.71K
|
5.63K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 1.25% |
$6.26K - $6.71K
|
951
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 2.82% |
$6.78K - $7.26K
|
448
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.69% |
$6.78K - $7.26K
|
264
$146K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 0.32% |
$7.31K - $7.82K
|
4.4K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-14- 1.62% |
$7.31K - $7.82K
|
852
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-14- 0.12% |
$7.31K - $7.82K
|
11.6K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-14- 1.82% |
$7.31K - $7.82K
|
755
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-14- 1.24% |
$7.31K - $7.82K
|
1.11K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-15- 3.23% |
$7.83K - $8.38K
|
450
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-15- 2.46% |
$7.83K - $8.38K
|
595
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-15- 2.05% |
$7.83K - $8.38K
|
715
$395K
|