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 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
66+ 12.22% |
$34.4K - $36.9K
|
606
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
66+ 5.47% |
$34.4K - $36.9K
|
1.27K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
66+ 1.94% |
$34.4K - $36.9K
|
3.47K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65+ 5.39% |
$33.9K - $36.3K
|
1.27K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
64+ 5.2% |
$33.4K - $35.8K
|
1.29K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
63+ 4.05% |
$32.9K - $35.2K
|
1.62K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
63+ 4.59% |
$32.9K - $35.2K
|
1.44K
$694K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
62+ 7.37% |
$32.4K - $34.6K
|
903
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 4.04% |
$31.3K - $33.5K
|
1.55K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.69% |
$31.3K - $33.5K
|
8.79K
$4.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60+ 0.11% |
$31.3K - $33.5K
|
54.1K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
59+ 25.76% |
$30.8K - $33K
|
288
$139K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
59+ 1.94% |
$30.8K - $33K
|
3.09K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59+ 10.02% |
$30.8K - $33K
|
648
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.93K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.92K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 1.16% |
$30.8K - $33K
|
5.14K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
58+ 9.32% |
$30.3K - $32.4K
|
680
$329K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
57+ 0.77% |
$29.7K - $31.9K
|
7.49K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.38% |
$29.7K - $31.9K
|
15.2K
$7.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
56+ 2.3% |
$29.2K - $31.3K
|
2.5K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 1.0% |
$29.2K - $31.3K
|
5.64K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
56+ 1.46% |
$29.2K - $31.3K
|
3.88K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
55+ 4.34% |
$28.7K - $30.7K
|
1.32K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
54+ 1.19% |
$28.2K - $30.2K
|
4.61K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
54+ 6.28% |
$28.2K - $30.2K
|
914
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.58% |
$28.2K - $30.2K
|
9.39K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
54+ 9.89% |
$28.2K - $30.2K
|
600
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
54+ 0.35% |
$28.2K - $30.2K
|
15.6K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
53+ 6.7% |
$27.7K - $29.6K
|
844
$408K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 2.72% |
$27.7K - $29.6K
|
2K
$968K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53New |
$27.7K - $29.6K
|
53
$25.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
52+ 8.62% |
$27.1K - $29.1K
|
655
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
52+ 19.26% |
$27.1K - $29.1K
|
322
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
52+ 2.25% |
$27.1K - $29.1K
|
2.36K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
52+ 6.11% |
$27.1K - $29.1K
|
903
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 10.1% |
$27.1K - $29.1K
|
567
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
52+ 1.74% |
$27.1K - $29.1K
|
3.05K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
52+ 0.57% |
$27.1K - $29.1K
|
9.25K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
51+ 6.53% |
$26.6K - $28.5K
|
832
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
51+ 4.08% |
$26.6K - $28.5K
|
1.3K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
51+ 0.63% |
$26.6K - $28.5K
|
8.11K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.49% |
$26.1K - $27.9K
|
3.41K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
50+ 7.33% |
$26.1K - $27.9K
|
732
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
50+ 4.03% |
$26.1K - $27.9K
|
1.29K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 166.67% |
$26.1K - $27.9K
|
80
$38.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
49+ 1.91% |
$25.6K - $27.4K
|
2.61K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
49+ 0.17% |
$25.6K - $27.4K
|
29.4K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
48+ 0.4% |
$25K - $26.8K
|
11.9K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
48+ 0.57% |
$25K - $26.8K
|
8.49K
$4.11M
|