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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.35KNew |
$4.88M - $5.22M
|
9.35K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.27K+ 26.38% |
$4.84M - $5.18M
|
44.4K
$24.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.22K+ 8.75% |
$4.81M - $5.15M
|
114K
$63.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.2K+ 388.14% |
$4.8M - $5.14M
|
11.6K
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
9K+ 73.3% |
$4.69M - $5.03M
|
21.3K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
8.64K+ 10.54% |
$4.51M - $4.83M
|
90.6K
$50.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.5K+ 6.87% |
$4.43M - $4.75M
|
132K
$73.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.48K+ 42.29% |
$4.43M - $4.74M
|
28.5K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.39K+ 7.55% |
$4.38M - $4.69M
|
120K
$66.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.31K+ 2001.2% |
$4.33M - $4.64M
|
8.72K
$4.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.2K+ 1.07% |
$4.28M - $4.58M
|
777K
$430M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
8.19K+ 435.02% |
$4.27M - $4.58M
|
10.1K
$5.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
8.12KNew |
$4.24M - $4.54M
|
8.12K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.11KNew |
$4.23M - $4.53M
|
8.11K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.03K+ 8.5% |
$4.19M - $4.49M
|
103K
$56.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.95K+ 0.68% |
$4.15M - $4.44M
|
1.17M
$648M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.82K+ 4.37% |
$4.08M - $4.37M
|
187K
$103M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.37K+ 10.99% |
$3.85M - $4.12M
|
74.5K
$41.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
7.12K+ 119.39% |
$3.71M - $3.98M
|
13.1K
$7.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.11K+ 21.04% |
$3.71M - $3.97M
|
40.9K
$22.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7K+ 75.25% |
$3.65M - $3.91M
|
16.3K
$9.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.91K+ 19.04% |
$3.61M - $3.86M
|
43.2K
$23.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.87K+ 298.44% |
$3.58M - $3.84M
|
9.17K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.86K+ 45.83% |
$3.58M - $3.83M
|
21.8K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.83K+ 1121.67% |
$3.56M - $3.82M
|
7.44K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
6.72KNew |
$3.51M - $3.76M
|
6.72K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.7KNew |
$3.5M - $3.74M
|
6.7K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.66KNew |
$3.48M - $3.72M
|
6.66K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.61K+ 23.13% |
$3.45M - $3.69M
|
35.2K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.27K+ 3.27% |
$3.27M - $3.5M
|
198K
$110M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
6.22KNew |
$3.24M - $3.47M
|
6.22K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.21K+ 29.84% |
$3.24M - $3.47M
|
27K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.18KNew |
$3.23M - $3.45M
|
6.18K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.13K+ 25.4% |
$3.2M - $3.43M
|
30.3K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.13K+ 118.8% |
$3.2M - $3.43M
|
11.3K
$6.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.9K+ 13.07% |
$3.08M - $3.3M
|
51.1K
$28.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
5.87K+ 3.64% |
$3.06M - $3.28M
|
167K
$92.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.75K+ 41.42% |
$3M - $3.21M
|
19.6K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.72KNew |
$2.98M - $3.19M
|
5.72K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.71K+ 10.3% |
$2.98M - $3.19M
|
61.2K
$33.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.66K+ 4.53% |
$2.95M - $3.16M
|
131K
$72.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.65K+ 2.46% |
$2.95M - $3.16M
|
236K
$130M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.46K+ 6.09% |
$2.85M - $3.05M
|
95K
$52.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.39K+ 859.49% |
$2.81M - $3.01M
|
6.02K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.34K+ 18.44% |
$2.79M - $2.99M
|
34.3K
$19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.31K+ 8.8% |
$2.77M - $2.97M
|
65.7K
$36.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
5.29KNew |
$2.76M - $2.96M
|
5.29K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.28K+ 80.47% |
$2.76M - $2.95M
|
11.8K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.24K+ 3.81% |
$2.73M - $2.93M
|
143K
$79M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.17KNew |
$2.7M - $2.89M
|
5.17K
$2.86M
|