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 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
59+ 1.94% |
$30.8K - $33K
|
3.09K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59+ 10.02% |
$30.8K - $33K
|
648
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.93K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.92K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 1.16% |
$30.8K - $33K
|
5.14K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
58+ 9.32% |
$30.3K - $32.4K
|
680
$375K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
57+ 0.77% |
$29.7K - $31.9K
|
7.49K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.38% |
$29.7K - $31.9K
|
15.2K
$8.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
56+ 2.3% |
$29.2K - $31.3K
|
2.5K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 1.0% |
$29.2K - $31.3K
|
5.64K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
56+ 1.46% |
$29.2K - $31.3K
|
3.88K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
55+ 4.34% |
$28.7K - $30.7K
|
1.32K
$729K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
54+ 1.19% |
$28.2K - $30.2K
|
4.61K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
54+ 6.28% |
$28.2K - $30.2K
|
914
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.58% |
$28.2K - $30.2K
|
9.39K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
54+ 9.89% |
$28.2K - $30.2K
|
600
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
54+ 0.35% |
$28.2K - $30.2K
|
15.6K
$8.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
53+ 6.7% |
$27.7K - $29.6K
|
844
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 2.72% |
$27.7K - $29.6K
|
2K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53New |
$27.7K - $29.6K
|
53
$29.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
52+ 8.62% |
$27.1K - $29.1K
|
655
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
52+ 19.26% |
$27.1K - $29.1K
|
322
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
52+ 2.25% |
$27.1K - $29.1K
|
2.36K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
52+ 6.11% |
$27.1K - $29.1K
|
903
$498K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 10.1% |
$27.1K - $29.1K
|
567
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
52+ 1.74% |
$27.1K - $29.1K
|
3.05K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
52+ 0.57% |
$27.1K - $29.1K
|
9.25K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
51+ 6.53% |
$26.6K - $28.5K
|
832
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
51+ 4.08% |
$26.6K - $28.5K
|
1.3K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
51+ 0.63% |
$26.6K - $28.5K
|
8.11K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.49% |
$26.1K - $27.9K
|
3.41K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
50+ 7.33% |
$26.1K - $27.9K
|
732
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
50+ 4.03% |
$26.1K - $27.9K
|
1.29K
$713K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 166.67% |
$26.1K - $27.9K
|
80
$44.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
49+ 1.91% |
$25.6K - $27.4K
|
2.61K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
49+ 0.17% |
$25.6K - $27.4K
|
29.4K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
48+ 0.4% |
$25K - $26.8K
|
11.9K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
48+ 0.57% |
$25K - $26.8K
|
8.49K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
47+ 9.94% |
$24.5K - $26.3K
|
520
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47+ 3.64% |
$24.5K - $26.3K
|
1.34K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
47+ 0.3% |
$24.5K - $26.3K
|
15.5K
$8.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
47+ 5.35% |
$24.5K - $26.3K
|
926
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 0.87% |
$24.5K - $26.3K
|
5.47K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46+ 1.48% |
$24K - $25.7K
|
3.16K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
46+ 2.02% |
$24K - $25.7K
|
2.32K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
46+ 3.04% |
$24K - $25.7K
|
1.56K
$861K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
45+ 0.12% |
$23.5K - $25.1K
|
37.9K
$20.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.27% |
$23.5K - $25.1K
|
16.7K
$9.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
45+ 4.52% |
$23.5K - $25.1K
|
1.04K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
43+ 0.1% |
$22.4K - $24K
|
43.8K
$24.2M
|