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
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-36- 8.09% |
$18.8K - $20.1K
|
409
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-37- 1.37% |
$19.3K - $20.7K
|
2.67K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-37- 3.94% |
$19.3K - $20.7K
|
902
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-37- 1.84% |
$19.3K - $20.7K
|
1.98K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-38- 1.04% |
$19.8K - $21.2K
|
3.63K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-38- 0.13% |
$19.8K - $21.2K
|
29.2K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-38- 0.13% |
$19.8K - $21.2K
|
29.8K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-38- 1.1% |
$19.8K - $21.2K
|
3.43K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-38- 0.38% |
$19.8K - $21.2K
|
10K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-39- 1.68% |
$20.4K - $21.8K
|
2.28K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40- 1.76% |
$20.9K - $22.4K
|
2.23K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 0.35% |
$20.9K - $22.4K
|
11.5K
$6.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-40- 6.33% |
$20.9K - $22.4K
|
592
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-40- 7.65% |
$20.9K - $22.4K
|
483
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 3.6% |
$20.9K - $22.4K
|
1.07K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-41- 0.27% |
$21.4K - $22.9K
|
15.2K
$8.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-41- 6.38% |
$21.4K - $22.9K
|
602
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-41- 3.8% |
$21.4K - $22.9K
|
1.04K
$584K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-41- 6.39% |
$21.4K - $22.9K
|
601
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-42- 2.49% |
$21.9K - $23.5K
|
1.65K
$926K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-42- 37.84% |
$21.9K - $23.5K
|
69
$38.8K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 4.98% |
$21.9K - $23.5K
|
802
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-42- 0.82% |
$21.9K - $23.5K
|
5.11K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-42- 0.39% |
$21.9K - $23.5K
|
10.6K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-42- 5.66% |
$21.9K - $23.5K
|
700
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-42- 0.81% |
$21.9K - $23.5K
|
5.12K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-43- 2.06% |
$22.4K - $24K
|
2.05K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-45- 3.36% |
$23.5K - $25.1K
|
1.3K
$729K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-45- 3.32% |
$23.5K - $25.1K
|
1.31K
$737K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-46- 4.49% |
$24K - $25.7K
|
979
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 10.36% |
$24K - $25.7K
|
398
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-46- 1.17% |
$24K - $25.7K
|
3.9K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-47- 0.43% |
$24.5K - $26.3K
|
10.9K
$6.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-47- 6.75% |
$24.5K - $26.3K
|
649
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-47- 5.46% |
$24.5K - $26.3K
|
814
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-48- 2.99% |
$25K - $26.8K
|
1.56K
$876K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-48- 4.36% |
$25K - $26.8K
|
1.05K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-49- 1.45% |
$25.6K - $27.4K
|
3.34K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-49- 0.6% |
$25.6K - $27.4K
|
8.08K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-49- 2.29% |
$25.6K - $27.4K
|
2.09K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-50- 0.39% |
$26.1K - $27.9K
|
12.7K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-50- 0.54% |
$26.1K - $27.9K
|
9.22K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 5.17% |
$26.1K - $27.9K
|
917
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-51- 2.41% |
$26.6K - $28.5K
|
2.06K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-51- 6.01% |
$26.6K - $28.5K
|
797
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-51- 1.25% |
$26.6K - $28.5K
|
4.02K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-52- 0.04% |
$27.1K - $29.1K
|
130K
$73.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-52- 0.09% |
$27.1K - $29.1K
|
58.7K
$33M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-55- 1.26% |
$28.7K - $30.7K
|
4.31K
$2.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-55- 5.57% |
$28.7K - $30.7K
|
932
$524K
|