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 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-110- 5.58% |
$57.4K - $61.5K
|
1.86K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-110- 2.9% |
$57.4K - $61.5K
|
3.68K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-110- 0.49% |
$57.4K - $61.5K
|
22.3K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-114- 6.57% |
$59.5K - $63.7K
|
1.62K
$912K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-116- 15.93% |
$60.5K - $64.8K
|
612
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-118- 0.7% |
$61.6K - $65.9K
|
16.8K
$9.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-118- 5.11% |
$61.6K - $65.9K
|
2.19K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-119- 89.47% |
$62.1K - $66.5K
|
14
$7.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Fiduciary Counselling Inc
|
SELL
|
- |
-119- 2.04% |
$62.1K - $66.5K
|
5.72K
$3.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-123- 3.57% |
$64.2K - $68.7K
|
3.33K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-123- 10.92% |
$64.2K - $68.7K
|
1K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-125- 2.28% |
$65.2K - $69.9K
|
5.36K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-127- 41.91% |
$66.3K - $71K
|
176
$99K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-127- 0.02% |
$66.3K - $71K
|
632K
$356M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-128- 3.34% |
$66.8K - $71.5K
|
3.71K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-132- 2.26% |
$68.9K - $73.8K
|
5.7K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-133- 1.44% |
$69.4K - $74.3K
|
9.1K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-133- 22.7% |
$69.4K - $74.3K
|
453
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-134- 0.61% |
$69.9K - $74.9K
|
21.8K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-135- 0.68% |
$70.4K - $75.4K
|
19.8K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-136- 12.92% |
$71K - $76K
|
917
$516K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-137- 16.79% |
$71.5K - $76.6K
|
679
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-137- 5.63% |
$71.5K - $76.6K
|
2.3K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-138- 3.51% |
$72K - $77.1K
|
3.79K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.17% |
$73.1K - $78.2K
|
82.6K
$46.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-140- 4.66% |
$73.1K - $78.2K
|
2.87K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-140- 26.87% |
$73.1K - $78.2K
|
381
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-141- 0.19% |
$73.6K - $78.8K
|
75.3K
$42.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-143- 5.16% |
$74.6K - $79.9K
|
2.63K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-143- 0.16% |
$74.6K - $79.9K
|
86.8K
$48.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-143- 1.51% |
$74.6K - $79.9K
|
9.34K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-147- 0.16% |
$76.7K - $82.1K
|
92.5K
$52M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-149- 19.74% |
$77.8K - $83.3K
|
606
$341K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 3.77% |
$78.3K - $83.8K
|
3.83K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-152- 1.34% |
$79.3K - $84.9K
|
11.2K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-157- 2.33% |
$81.9K - $87.7K
|
6.57K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-158- 4.56% |
$82.5K - $88.3K
|
3.31K
$1.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-158- 13.75% |
$82.5K - $88.3K
|
991
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-159- 2.53% |
$83K - $88.9K
|
6.14K
$3.45M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-160- 4.44% |
$83.5K - $89.4K
|
3.45K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-160- 2.2% |
$83.5K - $89.4K
|
7.12K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-160- 8.85% |
$83.5K - $89.4K
|
1.65K
$926K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-161- 1.34% |
$84K - $90K
|
11.8K
$6.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 5.99% |
$86.6K - $92.8K
|
2.6K
$1.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-168- 18.65% |
$87.7K - $93.9K
|
733
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 12.64% |
$87.7K - $93.9K
|
1.16K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-169- 11.76% |
$88.2K - $94.4K
|
1.27K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-169- 0.53% |
$88.2K - $94.4K
|
32K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-171- 3.95% |
$89.2K - $95.6K
|
4.16K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-172- 2.94% |
$89.8K - $96.1K
|
5.68K
$3.19M
|