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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
416+ 13.1% |
$217K - $232K
|
3.59K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
416New |
$217K - $232K
|
416
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
415+ 7.91% |
$217K - $232K
|
5.66K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
415New |
$217K - $232K
|
415
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
413+ 6.63% |
$216K - $231K
|
6.64K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
412+ 2.36% |
$215K - $230K
|
17.8K
$9.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
412New |
$215K - $230K
|
412
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
409+ 43.93% |
$213K - $229K
|
1.34K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
409New |
$213K - $229K
|
409
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
407+ 0.63% |
$212K - $227K
|
65.3K
$36M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
406New |
$212K - $227K
|
406
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
406+ 40600.0% |
$212K - $227K
|
407
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
405New |
$211K - $226K
|
405
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
405New |
$211K - $226K
|
405
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
404+ 2.17% |
$211K - $226K
|
19.1K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
403+ 94.82% |
$210K - $225K
|
828
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
402+ 66.56% |
$210K - $225K
|
1.01K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
401New |
$209K - $224K
|
401
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
397New |
$207K - $222K
|
397
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
396New |
$207K - $221K
|
396
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
396New |
$207K - $221K
|
396
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
395+ 27.9% |
$206K - $221K
|
1.81K
$999K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
393New |
$205K - $220K
|
393
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
392+ 30.41% |
$205K - $219K
|
1.68K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
391+ 10.14% |
$204K - $218K
|
4.25K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
391New |
$204K - $218K
|
391
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
390+ 69.64% |
$204K - $218K
|
950
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
390New |
$204K - $218K
|
390
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
388New |
$202K - $217K
|
388
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
386+ 38.99% |
$201K - $216K
|
1.38K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
386+ 1.35% |
$201K - $216K
|
29K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
385+ 20.4% |
$201K - $215K
|
2.27K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
383+ 4.22% |
$200K - $214K
|
9.47K
$5.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
383New |
$200K - $214K
|
383
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
383New |
$200K - $214K
|
383
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
381+ 38.8% |
$199K - $213K
|
1.36K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
379+ 1.59% |
$198K - $212K
|
24.2K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
379New |
$198K - $212K
|
379
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
379+ 3.93% |
$198K - $212K
|
10K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
378+ 5.29% |
$197K - $211K
|
7.53K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
378New |
$197K - $211K
|
378
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
375New |
$196K - $210K
|
375
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
375+ 8.74% |
$196K - $210K
|
4.67K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
374New |
$195K - $209K
|
374
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
374+ 33.07% |
$195K - $209K
|
1.51K
$830K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
374+ 5.88% |
$195K - $209K
|
6.73K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
373+ 65.78% |
$195K - $208K
|
940
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
373New |
$195K - $208K
|
373
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
372+ 5.8% |
$194K - $208K
|
6.79K
$3.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
372New |
$194K - $208K
|
372
$205K
|