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 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-20- 1.54% |
$10.4K - $11.2K
|
1.28K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-20- 13.7% |
$10.4K - $11.2K
|
126
$70.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-20- 13.7% |
$10.4K - $11.2K
|
126
$70.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.37% |
$11K - $11.7K
|
5.59K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 0.16% |
$11K - $11.7K
|
13.1K
$7.39M
|
|
|
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
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-21- 1.85% |
$11K - $11.7K
|
1.12K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-21- 0.26% |
$11K - $11.7K
|
8.06K
$4.53M
|
|
|
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
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-22- 0.32% |
$11.5K - $12.3K
|
6.76K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-23- 3.36% |
$12K - $12.9K
|
662
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-23- 0.92% |
$12K - $12.9K
|
2.47K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-23- 1.13% |
$12K - $12.9K
|
2.01K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-23- 2.17% |
$12K - $12.9K
|
1.04K
$582K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-23- 0.74% |
$12K - $12.9K
|
3.09K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-24- 0.5% |
$12.5K - $13.4K
|
4.73K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-25- 2.99% |
$13K - $14K
|
812
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-25- 0.76% |
$13K - $14K
|
3.27K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-25- 0.14% |
$13K - $14K
|
18.2K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 0.64% |
$13K - $14K
|
3.91K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 3.17% |
$13K - $14K
|
763
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 20.16% |
$13K - $14K
|
99
$55.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-26- 3.22% |
$13.6K - $14.5K
|
781
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-26- 4.8% |
$13.6K - $14.5K
|
516
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-26- 4.46% |
$13.6K - $14.5K
|
557
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26- 1.13% |
$13.6K - $14.5K
|
2.28K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26- 2.48% |
$13.6K - $14.5K
|
1.02K
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26- 0.87% |
$13.6K - $14.5K
|
2.95K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-26- 0.71% |
$13.6K - $14.5K
|
3.63K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-26- 0.3% |
$13.6K - $14.5K
|
8.52K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-26- 1.38% |
$13.6K - $14.5K
|
1.86K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-27- 1.77% |
$14.1K - $15.1K
|
1.5K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-27- 1.02% |
$14.1K - $15.1K
|
2.63K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27- 0.2% |
$14.1K - $15.1K
|
13.3K
$7.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29- 0.94% |
$15.1K - $16.2K
|
3.07K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-30- 0.55% |
$15.7K - $16.8K
|
5.39K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-30- 3.98% |
$15.7K - $16.8K
|
723
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-30- 0.5% |
$15.7K - $16.8K
|
6.01K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-31- 0.09% |
$16.2K - $17.3K
|
35.3K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-31- 3.95% |
$16.2K - $17.3K
|
754
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-31- 0.94% |
$16.2K - $17.3K
|
3.26K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-33- 3.06% |
$17.2K - $18.4K
|
1.05K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-34- 1.69% |
$17.7K - $19K
|
1.98K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-34- 1.62% |
$17.7K - $19K
|
2.06K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-35- 0.58% |
$18.3K - $19.6K
|
5.95K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-36- 3.12% |
$18.8K - $20.1K
|
1.12K
$628K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-36- 0.49% |
$18.8K - $20.1K
|
7.27K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-36- 3.8% |
$18.8K - $20.1K
|
911
$512K
|