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 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.3K- 0.42% |
$6.92M - $7.41M
|
3.14M
$1.73B
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-13.4K- 82.88% |
$7M - $7.5M
|
2.77K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.3K- 2.58% |
$7.44M - $7.97M
|
539K
$298M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15K- 97.13% |
$7.85M - $8.41M
|
445
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.4K- 4.17% |
$8.01M - $8.58M
|
353K
$195M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.7K- 3.4% |
$8.19M - $8.77M
|
446K
$246M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-16.6K- 39.56% |
$8.66M - $9.28M
|
25.4K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-17.2K- 35.1% |
$8.96M - $9.6M
|
31.7K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.3K- 42.85% |
$9.53M - $10.2M
|
24.4K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-18.9K- 38.54% |
$9.85M - $10.5M
|
30.1K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-19.3K- 86.5% |
$10.1M - $10.8M
|
3.02K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-19.3K- 9.41% |
$10.1M - $10.8M
|
186K
$103M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-19.7K- 25.93% |
$10.3M - $11M
|
56.1K
$31M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-21.1K- 53.58% |
$11M - $11.8M
|
18.3K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-21.7K- 22.97% |
$11.3M - $12.1M
|
72.7K
$40.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-23.5K- 23.27% |
$12.3M - $13.1M
|
77.4K
$42.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4K- 2.06% |
$12.7M - $13.6M
|
1.16M
$639M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-24.8K- 3.33% |
$13M - $13.9M
|
722K
$399M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-25.1K- 32.33% |
$13.1M - $14M
|
52.5K
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-26.1K- 3.61% |
$13.6M - $14.6M
|
698K
$385M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-31.5K- 80.1% |
$16.4M - $17.6M
|
7.82K
$4.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-35.5K- 3.5% |
$18.5M - $19.8M
|
977K
$540M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-44.3K- 7.45% |
$23.1M - $24.8M
|
551K
$304M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-47.3K- 6.59% |
$24.7M - $26.4M
|
670K
$370M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-47.7K- 47.7% |
$24.9M - $26.7M
|
52.3K
$28.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-53.3K- 2.59% |
$27.8M - $29.8M
|
2.01M
$1.11B
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-70.6K- 59.38% |
$36.8M - $39.4M
|
48.3K
$26.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-81.2K- 96.0% |
$42.4M - $45.4M
|
3.39K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-91.9K- 99.23% |
$48M - $51.4M
|
714
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-146K- 29.74% |
$76.2M - $81.6M
|
345K
$190M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-297K- 36.35% |
$155M - $166M
|
520K
$287M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-354K- 96.6% |
$185M - $198M
|
12.5K
$6.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-539K- 30.26% |
$281M - $301M
|
1.24M
$686M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.9M- 99.79% |
$4.12B - $4.41B
|
16.4K
$9.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-9.99M- 99.78% |
$5.21B - $5.58B
|
22.5K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-35.9M- 99.46% |
$18.7B - $20B
|
196K
$108M
|