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
|
Wms Partners, LLC
|
BUY
|
- |
189+ 3.47% |
$98.6K - $106K
|
5.63K
$3.11M
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
188+ 7.73% |
$98.1K - $105K
|
2.62K
$1.45M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
185+ 2.33% |
$96.5K - $103K
|
8.14K
$4.49M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
185+ 1.63% |
$96.5K - $103K
|
11.5K
$6.36M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
183+ 20.04% |
$95.5K - $102K
|
1.1K
$605K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
183New |
$95.5K - $102K
|
183
$101K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
182+ 1.64% |
$95K - $102K
|
11.3K
$6.21M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
180+ 9.38% |
$93.9K - $101K
|
2.1K
$1.16M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
180+ 9.99% |
$93.9K - $101K
|
1.98K
$1.09M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
178+ 12.23% |
$92.9K - $99.5K
|
1.63K
$902K
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
177+ 34.24% |
$92.4K - $98.9K
|
694
$383K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
175+ 3.4% |
$91.3K - $97.8K
|
5.32K
$2.93M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
172+ 0.34% |
$89.8K - $96.1K
|
51.4K
$28.3M
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
172+ 18.96% |
$89.8K - $96.1K
|
1.08K
$595K
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
170+ 0.23% |
$88.7K - $95K
|
73.4K
$40.5M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
170+ 8.49% |
$88.7K - $95K
|
2.17K
$1.2M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
169+ 0.25% |
$88.2K - $94.4K
|
68.8K
$38M
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
167+ 1.1% |
$87.1K - $93.3K
|
15.4K
$8.51M
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
166+ 830.0% |
$86.6K - $92.8K
|
186
$103K
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
164+ 1.37% |
$85.6K - $91.6K
|
12.1K
$6.7M
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
163New |
$85.1K - $91.1K
|
163
$89.9K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
162+ 1.25% |
$84.5K - $90.5K
|
13.1K
$7.23M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
160+ 5.66% |
$83.5K - $89.4K
|
2.99K
$1.65M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
160+ 9.22% |
$83.5K - $89.4K
|
1.9K
$1.05M
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
159+ 23.84% |
$83K - $88.9K
|
826
$456K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
157+ 2.35% |
$81.9K - $87.7K
|
6.84K
$3.77M
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
156+ 38.14% |
$81.4K - $87.2K
|
565
$312K
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
155+ 10.29% |
$80.9K - $86.6K
|
1.66K
$917K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 33.41% |
$80.4K - $86.1K
|
615
$339K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
154+ 2.23% |
$80.4K - $86.1K
|
7.06K
$3.9M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
154+ 0.98% |
$80.4K - $86.1K
|
15.9K
$8.78M
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
153+ 6.88% |
$79.8K - $85.5K
|
2.38K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
152+ 2.94% |
$79.3K - $84.9K
|
5.32K
$2.93M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
151+ 1.42% |
$78.8K - $84.4K
|
10.8K
$5.95M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
150+ 38.66% |
$78.3K - $83.8K
|
538
$297K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
150+ 6.59% |
$78.3K - $83.8K
|
2.43K
$1.34M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
150+ 4.55% |
$78.3K - $83.8K
|
3.45K
$1.9M
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
150+ 4.93% |
$78.3K - $83.8K
|
3.19K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
150+ 15.54% |
$78.3K - $83.8K
|
1.12K
$615K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
149+ 7.37% |
$77.8K - $83.3K
|
2.17K
$1.2M
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
149+ 19.45% |
$77.8K - $83.3K
|
915
$505K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
148+ 6.62% |
$77.2K - $82.7K
|
2.38K
$1.31M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
147+ 2.22% |
$76.7K - $82.1K
|
6.77K
$3.74M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
147+ 15.98% |
$76.7K - $82.1K
|
1.07K
$589K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
147+ 15.3% |
$76.7K - $82.1K
|
1.11K
$611K
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
147+ 4.41% |
$76.7K - $82.1K
|
3.48K
$1.92M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
147+ 1.45% |
$76.7K - $82.1K
|
10.3K
$5.69M
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
147+ 25.52% |
$76.7K - $82.1K
|
723
$399K
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
146+ 4.47% |
$76.2K - $81.6K
|
3.41K
$1.88M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
145+ 16.96% |
$75.7K - $81K
|
1K
$552K
|