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 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-193- 0.98% |
$101K - $108K
|
19.5K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-194- 0.04% |
$101K - $108K
|
526K
$291M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-194- 2.21% |
$101K - $108K
|
8.59K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-202- 3.55% |
$105K - $113K
|
5.48K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-204- 0.7% |
$106K - $114K
|
29.1K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-204- 7.99% |
$106K - $114K
|
2.35K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-205- 1.87% |
$107K - $115K
|
10.7K
$5.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-205- 15.23% |
$107K - $115K
|
1.14K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-208- 15.87% |
$109K - $116K
|
1.1K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-217- 19.85% |
$113K - $121K
|
876
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-220- 11.04% |
$115K - $123K
|
1.77K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-221- 12.35% |
$115K - $123K
|
1.57K
$866K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-221- 1.32% |
$115K - $123K
|
16.5K
$9.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-221- 35.76% |
$115K - $123K
|
397
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-225- 15.81% |
$117K - $126K
|
1.2K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-231- 4.78% |
$121K - $129K
|
4.6K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-232- 8.87% |
$121K - $130K
|
2.38K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-233- 4.47% |
$122K - $130K
|
4.98K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-235- 29.71% |
$123K - $131K
|
556
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-237- 2.73% |
$124K - $132K
|
8.46K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-237- 2.79% |
$124K - $132K
|
8.27K
$4.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-241- 30.54% |
$126K - $135K
|
548
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-241- 4.25% |
$126K - $135K
|
5.43K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-242- 6.45% |
$126K - $135K
|
3.51K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-245- 36.14% |
$128K - $137K
|
433
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-245- 3.14% |
$128K - $137K
|
7.56K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-246- 1.34% |
$128K - $137K
|
18.1K
$9.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-248- 2.04% |
$129K - $139K
|
11.9K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-260- 14.74% |
$136K - $145K
|
1.5K
$831K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-261- 6.17% |
$136K - $146K
|
3.97K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-262- 2.67% |
$137K - $146K
|
9.54K
$5.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-266- 18.49% |
$139K - $149K
|
1.17K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-266- 21.31% |
$139K - $149K
|
982
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-268- 2.14% |
$140K - $150K
|
12.3K
$6.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-275- 5.18% |
$144K - $154K
|
5.03K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-282- 3.49% |
$147K - $158K
|
7.79K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-291- 15.9% |
$152K - $163K
|
1.54K
$850K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-291- 43.43% |
$152K - $163K
|
379
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-292- 5.85% |
$152K - $163K
|
4.7K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-296- 20.89% |
$154K - $165K
|
1.12K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-303- 1.27% |
$158K - $169K
|
23.5K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-303- 11.96% |
$158K - $169K
|
2.23K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-306- 0.68% |
$160K - $171K
|
44.8K
$24.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-306- 29.48% |
$160K - $171K
|
732
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-306- 5.14% |
$160K - $171K
|
5.65K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-308- 17.71% |
$161K - $172K
|
1.43K
$790K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-308- 2.07% |
$161K - $172K
|
14.5K
$8.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-312- 42.51% |
$163K - $174K
|
422
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-315- 0.62% |
$164K - $176K
|
50.6K
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-316- 3.24% |
$165K - $177K
|
9.45K
$5.22M
|