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 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.56% |
$4.17K - $4.47K
|
1.42K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-8- 2.5% |
$4.17K - $4.47K
|
312
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-8- 0.2% |
$4.17K - $4.47K
|
4.02K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$4.17K - $4.47K
|
6.91K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-8- 0.02% |
$4.17K - $4.47K
|
35.6K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 0.19% |
$4.17K - $4.47K
|
4.17K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-8- 1.47% |
$4.17K - $4.47K
|
537
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-9- 1.84% |
$4.7K - $5.03K
|
480
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$4.7K - $5.03K
|
17.7K
$9.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-9- 0.68% |
$4.7K - $5.03K
|
1.31K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-9- 1.36% |
$4.7K - $5.03K
|
654
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9- 0.18% |
$4.7K - $5.03K
|
5.08K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-9- 0.17% |
$4.7K - $5.03K
|
5.38K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9- 0.01% |
$4.7K - $5.03K
|
97.6K
$53.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-9- 0.71% |
$4.7K - $5.03K
|
1.25K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-9- 1.35% |
$4.7K - $5.03K
|
660
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-10- 1.47% |
$5.22K - $5.59K
|
671
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10- 1.96% |
$5.22K - $5.59K
|
499
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 1.17% |
$5.22K - $5.59K
|
845
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-10- 0.77% |
$5.22K - $5.59K
|
1.28K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-10- 0.19% |
$5.22K - $5.59K
|
5.23K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-10- 4.74% |
$5.22K - $5.59K
|
201
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11- 0.55% |
$5.74K - $6.15K
|
1.99K
$1.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 0.01% |
$5.74K - $6.15K
|
77.9K
$43M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-12- 2.16% |
$6.26K - $6.71K
|
544
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-12- 0.21% |
$6.26K - $6.71K
|
5.63K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 1.25% |
$6.26K - $6.71K
|
951
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12- 2.09% |
$6.26K - $6.71K
|
562
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 2.82% |
$6.78K - $7.26K
|
448
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.69% |
$6.78K - $7.26K
|
264
$146K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-13- 0.58% |
$6.78K - $7.26K
|
2.22K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-13- 1.45% |
$6.78K - $7.26K
|
882
$487K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 0.32% |
$7.31K - $7.82K
|
4.4K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-14- 1.62% |
$7.31K - $7.82K
|
852
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-14- 0.12% |
$7.31K - $7.82K
|
11.6K
$6.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-14- 1.82% |
$7.31K - $7.82K
|
755
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-14- 1.24% |
$7.31K - $7.82K
|
1.11K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-14- 0.69% |
$7.31K - $7.82K
|
2.03K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-14- 0.06% |
$7.31K - $7.82K
|
22.9K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-15- 3.23% |
$7.83K - $8.38K
|
450
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-15- 2.46% |
$7.83K - $8.38K
|
595
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-15- 2.05% |
$7.83K - $8.38K
|
715
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-15- 1.05% |
$7.83K - $8.38K
|
1.41K
$779K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15- 0.44% |
$7.83K - $8.38K
|
3.39K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-15- 0.99% |
$7.83K - $8.38K
|
1.5K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-15- 2.99% |
$7.83K - $8.38K
|
487
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16- 1.06% |
$8.35K - $8.94K
|
1.5K
$827K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.24% |
$8.35K - $8.94K
|
6.67K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-17- 2.91% |
$8.87K - $9.5K
|
568
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 1.08% |
$8.87K - $9.5K
|
1.56K
$859K
|