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 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.07K- 54.89% |
$3.69M - $3.95M
|
5.81K
$3.27M
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-7.29K- 70.76% |
$3.8M - $4.07M
|
3.01K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.32K- 14.51% |
$3.82M - $4.09M
|
43.1K
$24.2M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.36K- 2.45% |
$3.84M - $4.11M
|
293K
$165M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.44K- 2.11% |
$3.88M - $4.16M
|
345K
$194M
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-7.52K- 10.99% |
$3.93M - $4.2M
|
60.9K
$34.2M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.58K- 93.7% |
$3.96M - $4.24M
|
510
$287K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.8K- 2.81% |
$4.07M - $4.36M
|
270K
$152M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.82K- 1.04% |
$4.08M - $4.37M
|
742K
$417M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-7.83K- 8.94% |
$4.08M - $4.37M
|
79.7K
$44.8M
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7.83K- 6.82% |
$4.09M - $4.38M
|
107K
$60.2M
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-7.97K- 15.57% |
$4.16M - $4.45M
|
43.2K
$24.3M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.01K- 4.52% |
$4.18M - $4.48M
|
169K
$95.2M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.03K- 91.26% |
$4.19M - $4.49M
|
769
$432K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.53K- 3.52% |
$4.45M - $4.77M
|
234K
$131M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.75K- 99.9% |
$4.57M - $4.89M
|
9
$5.06K
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-9.16K- 25.99% |
$4.78M - $5.12M
|
26.1K
$14.7M
|
|
Feb 12, 2025
Q4 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-10.1K- 1.78% |
$5.28M - $5.66M
|
558K
$314M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10.9K- 1.67% |
$5.67M - $6.07M
|
639K
$359M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-11K- 25.35% |
$5.76M - $6.17M
|
32.5K
$18.3M
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-11.2K- 62.34% |
$5.86M - $6.28M
|
6.79K
$3.82M
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-11.5K- 14.94% |
$5.98M - $6.4M
|
65.3K
$36.7M
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-11.5K- 17.38% |
$5.99M - $6.41M
|
54.5K
$30.7M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-12.5K- 71.39% |
$6.54M - $7.01M
|
5.03K
$2.83M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.2K- 3.6% |
$6.87M - $7.36M
|
352K
$198M
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.2K- 70.06% |
$6.89M - $7.37M
|
5.64K
$3.17M
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13.2K- 5.36% |
$6.89M - $7.38M
|
233K
$131M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.3K- 0.42% |
$6.92M - $7.41M
|
3.14M
$1.77B
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.4K- 3.56% |
$6.99M - $7.49M
|
363K
$204M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-13.4K- 82.88% |
$7M - $7.5M
|
2.77K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.5K- 72.77% |
$7.05M - $7.55M
|
5.06K
$2.84M
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-13.5K- 4.89% |
$7.06M - $7.56M
|
263K
$148M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.1K- 9.99% |
$7.34M - $7.86M
|
127K
$71.3M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.1K- 1.69% |
$7.37M - $7.9M
|
820K
$461M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.3K- 2.58% |
$7.44M - $7.97M
|
539K
$303M
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-14.8K- 3.98% |
$7.74M - $8.29M
|
358K
$201M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-15K- 37.71% |
$7.84M - $8.39M
|
24.8K
$13.9M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15K- 97.13% |
$7.85M - $8.41M
|
445
$250K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.4K- 4.17% |
$8.01M - $8.58M
|
353K
$198M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.5K- 1.74% |
$8.1M - $8.68M
|
879K
$494M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.7K- 3.4% |
$8.19M - $8.77M
|
446K
$251M
|
|
Feb 11, 2025
Q4 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-16.3K- 11.04% |
$8.49M - $9.09M
|
131K
$73.7M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-16.6K- 39.56% |
$8.66M - $9.28M
|
25.4K
$14.3M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-16.8K- 21.46% |
$8.76M - $9.39M
|
61.5K
$34.6M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-17.2K- 35.1% |
$8.96M - $9.6M
|
31.7K
$17.9M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.3K- 42.85% |
$9.53M - $10.2M
|
24.4K
$13.7M
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-18.5K- 15.81% |
$9.64M - $10.3M
|
98.4K
$55.3M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.7K- 3.7% |
$9.76M - $10.4M
|
487K
$274M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-18.9K- 38.54% |
$9.85M - $10.5M
|
30.1K
$16.9M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-19.2K- 4.02% |
$10M - $10.7M
|
458K
$258M
|