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 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-12- 0.21% |
$6.26K - $6.71K
|
5.63K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 1.25% |
$6.26K - $6.71K
|
951
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12- 2.09% |
$6.26K - $6.71K
|
562
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 2.82% |
$6.78K - $7.26K
|
448
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.69% |
$6.78K - $7.26K
|
264
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-13- 0.58% |
$6.78K - $7.26K
|
2.22K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-13- 1.45% |
$6.78K - $7.26K
|
882
$495K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 0.32% |
$7.31K - $7.82K
|
4.4K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-14- 1.62% |
$7.31K - $7.82K
|
852
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-14- 0.12% |
$7.31K - $7.82K
|
11.6K
$6.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-14- 1.82% |
$7.31K - $7.82K
|
755
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-14- 1.24% |
$7.31K - $7.82K
|
1.11K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-14- 0.69% |
$7.31K - $7.82K
|
2.03K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-14- 0.06% |
$7.31K - $7.82K
|
22.9K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-15- 3.23% |
$7.83K - $8.38K
|
450
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-15- 2.46% |
$7.83K - $8.38K
|
595
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-15- 2.05% |
$7.83K - $8.38K
|
715
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-15- 1.05% |
$7.83K - $8.38K
|
1.41K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15- 0.44% |
$7.83K - $8.38K
|
3.39K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-15- 0.99% |
$7.83K - $8.38K
|
1.5K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-15- 2.99% |
$7.83K - $8.38K
|
487
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16- 1.06% |
$8.35K - $8.94K
|
1.5K
$840K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.24% |
$8.35K - $8.94K
|
6.67K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-17- 2.91% |
$8.87K - $9.5K
|
568
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 1.08% |
$8.87K - $9.5K
|
1.56K
$872K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-17- 0.65% |
$8.87K - $9.5K
|
2.6K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-17- 4.27% |
$8.87K - $9.5K
|
381
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-17- 3.56% |
$8.87K - $9.5K
|
460
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-17- 3.17% |
$8.87K - $9.5K
|
519
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-18- 3.02% |
$9.39K - $10.1K
|
579
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-18- 3.47% |
$9.39K - $10.1K
|
500
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-18- 0.67% |
$9.39K - $10.1K
|
2.66K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-19- 0.5% |
$9.91K - $10.6K
|
3.79K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-19- 4.13% |
$9.91K - $10.6K
|
441
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-20- 1.36% |
$10.4K - $11.2K
|
1.45K
$814K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-20- 0.71% |
$10.4K - $11.2K
|
2.8K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-20- 1.54% |
$10.4K - $11.2K
|
1.28K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-20- 13.7% |
$10.4K - $11.2K
|
126
$70.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-20- 13.7% |
$10.4K - $11.2K
|
126
$70.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.37% |
$11K - $11.7K
|
5.59K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 0.16% |
$11K - $11.7K
|
13.1K
$7.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-21- 4.84% |
$11K - $11.7K
|
413
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-21- 0.94% |
$11K - $11.7K
|
2.22K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-21- 1.85% |
$11K - $11.7K
|
1.12K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-21- 0.26% |
$11K - $11.7K
|
8.06K
$4.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-22- 0.06% |
$11.5K - $12.3K
|
36K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-22- 0.66% |
$11.5K - $12.3K
|
3.32K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-22- 0.32% |
$11.5K - $12.3K
|
6.76K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-23- 3.36% |
$12K - $12.9K
|
662
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-23- 0.92% |
$12K - $12.9K
|
2.47K
$1.39M
|