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 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
294New |
$153K - $164K
|
294
$162K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
290New |
$151K - $162K
|
290
$160K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
288+ 3.18% |
$150K - $161K
|
9.35K
$5.16M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
287+ 3.33% |
$150K - $160K
|
8.9K
$4.91M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
287+ 45.27% |
$150K - $160K
|
921
$508K
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
287+ 0.57% |
$150K - $160K
|
50.8K
$28M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
286+ 15.27% |
$149K - $160K
|
2.16K
$1.19M
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
285+ 6.42% |
$149K - $159K
|
4.72K
$2.61M
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
284+ 15.5% |
$148K - $159K
|
2.12K
$1.17M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
281+ 0.45% |
$147K - $157K
|
62.3K
$34.4M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
280+ 11.35% |
$146K - $156K
|
2.75K
$1.52M
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
280+ 70.35% |
$146K - $156K
|
678
$374K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
278+ 24.05% |
$145K - $155K
|
1.43K
$791K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
278+ 3.97% |
$145K - $155K
|
7.28K
$4.02M
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
277+ 30.85% |
$145K - $155K
|
1.18K
$648K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
277+ 6.14% |
$145K - $155K
|
4.79K
$2.64M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
276New |
$144K - $154K
|
276
$152K
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
276+ 3.06% |
$144K - $154K
|
9.31K
$5.13M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
275+ 1.92% |
$144K - $154K
|
14.6K
$8.07M
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
273+ 1.49% |
$142K - $153K
|
18.6K
$10.2M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
268+ 7.66% |
$140K - $150K
|
3.77K
$2.08M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
268+ 16.15% |
$140K - $150K
|
1.93K
$1.06M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
265New |
$138K - $148K
|
265
$146K
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
265+ 13.1% |
$138K - $148K
|
2.29K
$1.26M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
264+ 20.34% |
$138K - $148K
|
1.56K
$862K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
261+ 4.08% |
$136K - $146K
|
6.66K
$3.67M
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
261+ 1.74% |
$136K - $146K
|
15.2K
$8.4M
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
260+ 92.53% |
$136K - $145K
|
541
$298K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
259+ 4.19% |
$135K - $145K
|
6.44K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
258+ 0.82% |
$135K - $144K
|
31.8K
$17.6M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
257+ 0.5% |
$134K - $144K
|
52K
$28.7M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
256+ 2.76% |
$134K - $143K
|
9.53K
$5.26M
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
256+ 19.29% |
$134K - $143K
|
1.58K
$873K
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
255+ 3.34% |
$133K - $142K
|
7.88K
$4.35M
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
255+ 60.28% |
$133K - $142K
|
678
$374K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
253+ 260.82% |
$132K - $141K
|
350
$193K
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
251+ 5.66% |
$131K - $140K
|
4.68K
$2.58M
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
251+ 46.92% |
$131K - $140K
|
786
$434K
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
251+ 20.57% |
$131K - $140K
|
1.47K
$812K
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
248+ 4.07% |
$129K - $139K
|
6.33K
$3.49M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
247+ 8.44% |
$129K - $138K
|
3.18K
$1.75M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
246+ 6.05% |
$128K - $137K
|
4.31K
$2.38M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
243+ 3.03% |
$127K - $136K
|
8.26K
$4.56M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
241+ 1.09% |
$126K - $135K
|
22.3K
$12.3M
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 2.02% |
$125K - $134K
|
12.1K
$6.69M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
238+ 3.5% |
$124K - $133K
|
7.05K
$3.89M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
235+ 1.13% |
$123K - $131K
|
21.1K
$11.6M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$123K - $131K
|
235
$130K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
235+ 92.52% |
$123K - $131K
|
489
$270K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
234+ 7.81% |
$122K - $131K
|
3.23K
$1.78M
|