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 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
60.1K+ 5.01% |
$31.3M - $33.6M
|
1.26M
$695M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
58.6KNew |
$30.6M - $32.7M
|
58.6K
$32.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
58K+ 184.24% |
$30.3M - $32.4M
|
89.5K
$49.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
57.9K+ 93.45% |
$30.2M - $32.4M
|
120K
$66.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
56.5KNew |
$29.5M - $31.6M
|
56.5K
$31.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
56.1K+ 157.76% |
$29.3M - $31.3M
|
91.6K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53.3K+ 125.34% |
$27.8M - $29.8M
|
95.8K
$52.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52.2K+ 55.18% |
$27.2M - $29.1M
|
147K
$80.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52K+ 189.7% |
$27.1M - $29M
|
79.4K
$43.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52K+ 339.07% |
$27.1M - $29M
|
67.3K
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
51.3K+ 53.61% |
$26.8M - $28.7M
|
147K
$81.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.3K+ 8.34% |
$26.7M - $28.6M
|
666K
$367M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
51.1KNew |
$26.6M - $28.5M
|
51.1K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.8K+ 19.7% |
$26M - $27.8M
|
302K
$167M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
48.1KNew |
$25.1M - $26.9M
|
48.1K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
47.7K+ 69.76% |
$24.9M - $26.6M
|
116K
$64M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
47KNew |
$24.5M - $26.3M
|
47K
$25.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46.9K+ 16.94% |
$24.5M - $26.2M
|
324K
$179M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
46.4K+ 2034.38% |
$24.2M - $26M
|
48.7K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
46.2K+ 54.27% |
$24.1M - $25.8M
|
131K
$72.5M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
45.5K+ 356.99% |
$23.8M - $25.5M
|
58.3K
$32.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
45.3K+ 3.34% |
$23.6M - $25.3M
|
1.4M
$772M
|
|
|
Jan 17, 2025
Q4 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
45K+ 25.98% |
$23.5M - $25.1M
|
218K
$120M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.9KNew |
$23.4M - $25.1M
|
44.9K
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
43.5K+ 24.26% |
$22.7M - $24.3M
|
223K
$123M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.4K+ 10.42% |
$22.6M - $24.3M
|
460K
$254M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.8K+ 3.9% |
$22.3M - $23.9M
|
1.14M
$630M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
42.4K+ 54.65% |
$22.1M - $23.7M
|
120K
$66.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
41.8KNew |
$21.8M - $23.3M
|
41.8K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
41.6KNew |
$21.7M - $23.2M
|
41.6K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.1K+ 37.54% |
$21.4M - $22.9M
|
150K
$83M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
41K+ 154.18% |
$21.4M - $22.9M
|
67.7K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
40.9K+ 73.35% |
$21.3M - $22.8M
|
96.6K
$53.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
40.3K+ 2.37% |
$21M - $22.5M
|
1.74M
$962M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
39.3K+ 16.96% |
$20.5M - $21.9M
|
271K
$149M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
39KNew |
$20.4M - $21.8M
|
39K
$21.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
38.4KNew |
$20M - $21.5M
|
38.4K
$21.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.8K+ 175.54% |
$19.7M - $21.1M
|
59.4K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
37.8K+ 40.38% |
$19.7M - $21.1M
|
131K
$72.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
36.9K+ 108.28% |
$19.2M - $20.6M
|
70.9K
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
36.8KNew |
$19.2M - $20.6M
|
36.8K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
36.2KNew |
$18.9M - $20.2M
|
36.2K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
36.1K+ 48.3% |
$18.9M - $20.2M
|
111K
$61.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
36K+ 45.29% |
$18.8M - $20.1M
|
115K
$63.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
35.6K+ 32.23% |
$18.6M - $19.9M
|
146K
$80.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.2K+ 58.62% |
$18.4M - $19.7M
|
95.2K
$52.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34.8KNew |
$18.2M - $19.4M
|
34.8K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34K+ 11.25% |
$17.8M - $19M
|
337K
$186M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
33.6KNew |
$17.5M - $18.8M
|
33.6K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
32.3K+ 13.8% |
$16.8M - $18M
|
266K
$147M
|