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 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.46KNew |
$764K - $818K
|
1.46K
$808K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 49.2% |
$758K - $812K
|
4.41K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.45K+ 9.09% |
$757K - $811K
|
17.4K
$9.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 0.91% |
$756K - $810K
|
161K
$88.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.44K+ 14.91% |
$754K - $807K
|
11.1K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 2.72% |
$741K - $794K
|
53.6K
$29.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.41K+ 9.84% |
$738K - $790K
|
15.8K
$8.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.41K+ 7.75% |
$736K - $788K
|
19.6K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.4K+ 8.86% |
$730K - $782K
|
17.2K
$9.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.39KNew |
$727K - $778K
|
1.39K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.39K+ 21.6% |
$724K - $776K
|
7.81K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.38K+ 1.16% |
$721K - $772K
|
121K
$66.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.38K+ 28.17% |
$719K - $770K
|
6.27K
$3.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 12.34% |
$707K - $757K
|
12.3K
$6.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.34KNew |
$699K - $749K
|
1.34K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.34K+ 24.65% |
$697K - $747K
|
6.76K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.33K+ 6.76% |
$695K - $744K
|
21K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 149.44% |
$694K - $743K
|
2.22K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.32KNew |
$689K - $738K
|
1.32K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.31K+ 4.25% |
$685K - $733K
|
32.2K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.28K+ 1.7% |
$668K - $716K
|
76.4K
$42.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27K+ 34.12% |
$663K - $710K
|
5K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 11.81% |
$659K - $706K
|
12K
$6.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.25KNew |
$654K - $700K
|
1.25K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.25K+ 23.32% |
$653K - $700K
|
6.62K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$652K - $699K
|
1.25K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.25K+ 5.9% |
$650K - $696K
|
22.4K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.25K+ 1.23% |
$650K - $696K
|
103K
$56.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.24K+ 3.71% |
$648K - $694K
|
34.7K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.23K+ 17.4% |
$640K - $686K
|
8.28K
$4.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.23K+ 1.41% |
$640K - $685K
|
88.2K
$48.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.22K+ 7.7% |
$638K - $683K
|
17.1K
$9.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 12.05% |
$634K - $679K
|
11.3K
$6.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 119.51% |
$633K - $678K
|
2.23K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.21K+ 7.33% |
$632K - $677K
|
17.8K
$9.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.21K+ 4.96% |
$629K - $673K
|
25.5K
$14.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.2KNew |
$628K - $673K
|
1.2K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 4.63% |
$626K - $671K
|
27.1K
$15M
|
|
|
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
$6.04M
|
|
|
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
$8.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 5.75% |
$615K - $658K
|
21.7K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.17KNew |
$612K - $655K
|
1.17K
$647K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.17K+ 52.53% |
$611K - $654K
|
3.4K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.17K+ 2.37% |
$610K - $653K
|
50.4K
$27.8M
|
|
|
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
$8M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.16KNew |
$606K - $649K
|
1.16K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.15K+ 34.97% |
$602K - $644K
|
4.45K
$2.46M
|