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 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
232+ 2.42% |
$121K - $130K
|
9.83K
$5.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
230+ 30.34% |
$120K - $129K
|
988
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
230+ 15.83% |
$120K - $129K
|
1.68K
$929K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
230+ 1.28% |
$120K - $129K
|
18.2K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
227+ 6.76% |
$118K - $127K
|
3.59K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
226+ 23.49% |
$118K - $126K
|
1.19K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
223+ 3.82% |
$116K - $125K
|
6.07K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
222+ 6.14% |
$116K - $124K
|
3.84K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
221+ 12.41% |
$115K - $123K
|
2K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
220+ 2.35% |
$115K - $123K
|
9.57K
$5.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
220+ 3.9% |
$115K - $123K
|
5.86K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219+ 23.52% |
$114K - $122K
|
1.15K
$635K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
219+ 2.78% |
$114K - $122K
|
8.09K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
218+ 3.53% |
$114K - $122K
|
6.39K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
216+ 0.01% |
$113K - $121K
|
1.46M
$804M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
215+ 19.39% |
$112K - $120K
|
1.32K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 0.8% |
$112K - $120K
|
27.1K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
214+ 0.74% |
$112K - $120K
|
29.3K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
214+ 46.12% |
$112K - $120K
|
678
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
212+ 50.24% |
$111K - $118K
|
634
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
211+ 14.51% |
$110K - $118K
|
1.67K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
211+ 17.37% |
$110K - $118K
|
1.43K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
209+ 28.71% |
$109K - $117K
|
937
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
209New |
$109K - $117K
|
209
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
208+ 45.12% |
$109K - $116K
|
669
$369K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
205+ 7.91% |
$107K - $115K
|
2.8K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
205+ 11.46% |
$107K - $115K
|
1.99K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
204New |
$106K - $114K
|
204
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
203+ 2.23% |
$106K - $113K
|
9.3K
$5.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
201+ 8.82% |
$105K - $112K
|
2.48K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
201+ 3.41% |
$105K - $112K
|
6.09K
$3.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200+ 190.48% |
$104K - $112K
|
305
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
200+ 1.94% |
$104K - $112K
|
10.5K
$5.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
198+ 6.31% |
$103K - $111K
|
3.34K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
198+ 13.57% |
$103K - $111K
|
1.66K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
198+ 1.41% |
$103K - $111K
|
14.3K
$7.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
196+ 34.94% |
$102K - $110K
|
757
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
196+ 7.34% |
$102K - $110K
|
2.87K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
195+ 19.5% |
$102K - $109K
|
1.2K
$659K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
195+ 43.05% |
$102K - $109K
|
648
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
195New |
$102K - $109K
|
195
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
194+ 0.81% |
$101K - $108K
|
24.2K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
194+ 28.36% |
$101K - $108K
|
878
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
194+ 7.55% |
$101K - $108K
|
2.77K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
193+ 0.34% |
$101K - $108K
|
57.8K
$31.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
192+ 0.77% |
$100K - $107K
|
25.1K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
191+ 12.18% |
$99.7K - $107K
|
1.76K
$971K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
191+ 2.59% |
$99.7K - $107K
|
7.56K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
189+ 4.5% |
$98.6K - $106K
|
4.39K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
189+ 4.44% |
$98.6K - $106K
|
4.45K
$2.45M
|