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 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
370+ 4.48% |
$193K - $207K
|
8.64K
$4.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
370+ 0.93% |
$193K - $207K
|
40.2K
$22.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
368+ 30.29% |
$192K - $206K
|
1.58K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
366+ 12.18% |
$191K - $205K
|
3.37K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
364+ 8.57% |
$190K - $203K
|
4.61K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
361+ 5.85% |
$188K - $202K
|
6.54K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
360+ 0.11% |
$188K - $201K
|
339K
$187M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
359+ 3.11% |
$187K - $201K
|
11.9K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
359+ 0.35% |
$187K - $201K
|
102K
$56.5M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
357New |
$186K - $199K
|
357
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
355+ 7.96% |
$185K - $198K
|
4.82K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
355+ 6.07% |
$185K - $198K
|
6.2K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
354+ 1.13% |
$185K - $198K
|
31.8K
$17.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
353+ 72.63% |
$184K - $197K
|
839
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$183K - $196K
|
350
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
347+ 55.17% |
$181K - $194K
|
976
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
347+ 23.15% |
$181K - $194K
|
1.85K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
346+ 0.51% |
$181K - $193K
|
67.8K
$37.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
344+ 24.47% |
$180K - $192K
|
1.75K
$966K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
341+ 9.02% |
$178K - $191K
|
4.12K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
341New |
$178K - $191K
|
341
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
340+ 6.58% |
$177K - $190K
|
5.51K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
339+ 2.46% |
$177K - $189K
|
14.1K
$7.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
338New |
$176K - $189K
|
338
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
336+ 0.82% |
$175K - $188K
|
41.2K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
336+ 40.24% |
$175K - $188K
|
1.17K
$646K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
329+ 64.64% |
$172K - $184K
|
838
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
329+ 27.08% |
$172K - $184K
|
1.54K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
328+ 78.47% |
$171K - $183K
|
746
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
326+ 26.7% |
$170K - $182K
|
1.55K
$854K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
326+ 1.87% |
$170K - $182K
|
17.8K
$9.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
326+ 68.78% |
$170K - $182K
|
800
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
325+ 3.81% |
$170K - $182K
|
8.86K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
321+ 9.63% |
$168K - $179K
|
3.66K
$2.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
320+ 3.19% |
$167K - $179K
|
10.4K
$5.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
320+ 32.62% |
$167K - $179K
|
1.3K
$718K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
319+ 25.62% |
$166K - $178K
|
1.56K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
319+ 18.74% |
$166K - $178K
|
2.02K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
318+ 11.7% |
$166K - $178K
|
3.04K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
318+ 5.55% |
$166K - $178K
|
6.04K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
316+ 15.0% |
$165K - $177K
|
2.42K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
315+ 3.65% |
$164K - $176K
|
8.95K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
309+ 6.24% |
$161K - $173K
|
5.26K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
308+ 1.05% |
$161K - $172K
|
29.6K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
307+ 0.65% |
$160K - $172K
|
47.6K
$26.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
307+ 5.71% |
$160K - $172K
|
5.68K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
301+ 37.72% |
$157K - $168K
|
1.1K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
300+ 241.94% |
$157K - $168K
|
424
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
299+ 0.69% |
$156K - $167K
|
43.5K
$24M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
297+ 23.28% |
$155K - $166K
|
1.57K
$868K
|