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 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 116.98% |
$626K - $670K
|
2.22K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.19K+ 12.23% |
$622K - $666K
|
10.9K
$6.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.18K+ 45.57% |
$617K - $661K
|
3.78K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 8.45% |
$615K - $658K
|
15.1K
$8.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 5.75% |
$615K - $658K
|
21.7K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.17K+ 52.53% |
$611K - $654K
|
3.4K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.16K+ 41.01% |
$607K - $650K
|
4K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 8.72% |
$607K - $650K
|
14.5K
$8.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.15K+ 34.97% |
$602K - $644K
|
4.45K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.15K+ 21.08% |
$601K - $644K
|
6.62K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.15KNew |
$599K - $642K
|
1.15K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 3.36% |
$597K - $639K
|
35.2K
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 18.42% |
$597K - $639K
|
7.36K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.13K+ 41.53% |
$591K - $633K
|
3.86K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 3.13% |
$590K - $631K
|
37.2K
$20.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 13.66% |
$588K - $630K
|
9.38K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.13K+ 82.42% |
$587K - $629K
|
2.49K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.12KNew |
$587K - $628K
|
1.12K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.12K+ 21.43% |
$583K - $624K
|
6.33K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.12KNew |
$583K - $624K
|
1.12K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
1.11KNew |
$579K - $620K
|
1.11K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.11K+ 50.52% |
$579K - $620K
|
3.31K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 3.52% |
$573K - $614K
|
32.2K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.09K+ 3.41% |
$568K - $609K
|
33K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.08KNew |
$561K - $601K
|
1.08K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.07K+ 12.68% |
$559K - $599K
|
9.53K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.06KNew |
$553K - $592K
|
1.06K
$587K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.06K+ 11.72% |
$552K - $591K
|
10.1K
$5.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.05K+ 57.58% |
$549K - $588K
|
2.88K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 37.58% |
$547K - $586K
|
3.84K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.04K+ 10.39% |
$544K - $582K
|
11.1K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.04K+ 48.97% |
$543K - $582K
|
3.17K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.03K+ 0.66% |
$535K - $573K
|
157K
$87M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 25.15% |
$524K - $562K
|
5K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1K+ 21.86% |
$523K - $560K
|
5.59K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1KNew |
$523K - $560K
|
1K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1K+ 23.24% |
$522K - $559K
|
5.3K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
997+ 66.82% |
$520K - $557K
|
2.49K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
992+ 2066.67% |
$518K - $554K
|
1.04K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
990+ 31.78% |
$517K - $553K
|
4.11K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
984+ 41.61% |
$513K - $550K
|
3.35K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
980+ 8.08% |
$511K - $548K
|
13.1K
$7.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
977+ 1.5% |
$510K - $546K
|
66K
$36.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
974+ 12.05% |
$508K - $544K
|
9.06K
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
970New |
$506K - $542K
|
970
$537K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
968New |
$505K - $541K
|
968
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
960+ 16.04% |
$501K - $536K
|
6.95K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
956+ 29.41% |
$499K - $534K
|
4.21K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
956New |
$499K - $534K
|
956
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
954New |
$498K - $533K
|
954
$528K
|