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 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.47K+ 1.98% |
$1.81M - $1.94M
|
178K
$98.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.42K+ 500.73% |
$1.78M - $1.91M
|
4.1K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.42K+ 3.07% |
$1.78M - $1.91M
|
115K
$63.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.41K+ 230.45% |
$1.78M - $1.9M
|
4.88K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.36K+ 23.13% |
$1.75M - $1.88M
|
17.9K
$9.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$1.73M - $1.86M
|
3.32K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.3K+ 8.71% |
$1.72M - $1.84M
|
41.1K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
3.26K+ 15.75% |
$1.7M - $1.82M
|
23.9K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.24K+ 232.9% |
$1.69M - $1.81M
|
4.62K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.22KNew |
$1.68M - $1.8M
|
3.22K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.18K+ 2.92% |
$1.66M - $1.78M
|
112K
$62.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.16K+ 9.86% |
$1.65M - $1.77M
|
35.2K
$19.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.14K+ 1.42% |
$1.64M - $1.75M
|
225K
$124M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.13K+ 3.83% |
$1.63M - $1.75M
|
85K
$47M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.11K+ 2272.26% |
$1.62M - $1.74M
|
3.25K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.1K+ 89.99% |
$1.62M - $1.73M
|
6.55K
$3.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.09K+ 7.21% |
$1.61M - $1.73M
|
46K
$25.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.07K+ 198.77% |
$1.6M - $1.72M
|
4.62K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.06K+ 86.4% |
$1.6M - $1.71M
|
6.6K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.05K+ 135.71% |
$1.59M - $1.7M
|
5.29K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.02K+ 1.39% |
$1.58M - $1.69M
|
220K
$122M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 8.16% |
$1.52M - $1.63M
|
38.7K
$21.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.89K+ 0.63% |
$1.51M - $1.62M
|
465K
$257M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.88KNew |
$1.5M - $1.61M
|
2.88K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.85K+ 750.53% |
$1.49M - $1.59M
|
3.23K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.82K+ 485.05% |
$1.47M - $1.58M
|
3.41K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.82K+ 38.16% |
$1.47M - $1.58M
|
10.2K
$5.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.81K+ 95.22% |
$1.46M - $1.57M
|
5.76K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.8K+ 4.3% |
$1.46M - $1.56M
|
67.9K
$37.6M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.8K+ 6.59% |
$1.46M - $1.56M
|
45.3K
$25M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.78K+ 1.36% |
$1.45M - $1.55M
|
207K
$114M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.76K+ 4.26% |
$1.44M - $1.54M
|
67.6K
$37.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 55.19% |
$1.44M - $1.54M
|
7.74K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2.74K+ 149.67% |
$1.43M - $1.53M
|
4.57K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.72K+ 463.82% |
$1.42M - $1.52M
|
3.3K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.72K+ 255.26% |
$1.42M - $1.52M
|
3.78K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.71K+ 87.31% |
$1.42M - $1.52M
|
5.82K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.68K+ 109.26% |
$1.4M - $1.5M
|
5.13K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.67K+ 7.58% |
$1.39M - $1.49M
|
38K
$21M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.62K+ 85.1% |
$1.36M - $1.46M
|
5.69K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.58KNew |
$1.35M - $1.44M
|
2.58K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.58K+ 18.81% |
$1.35M - $1.44M
|
16.3K
$9.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.57K+ 5.02% |
$1.34M - $1.44M
|
53.9K
$29.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.57K+ 7.09% |
$1.34M - $1.44M
|
38.8K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2.55KNew |
$1.33M - $1.42M
|
2.55K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.54KNew |
$1.32M - $1.42M
|
2.54K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.53KNew |
$1.32M - $1.42M
|
2.53K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.49K+ 7.03% |
$1.3M - $1.39M
|
37.9K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 2.79% |
$1.29M - $1.38M
|
91.1K
$50.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.45KNew |
$1.28M - $1.37M
|
2.45K
$1.35M
|