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 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-17- 0.65% |
$8.87K - $9.5K
|
2.6K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-17- 4.27% |
$8.87K - $9.5K
|
381
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-17- 3.56% |
$8.87K - $9.5K
|
460
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-17- 3.17% |
$8.87K - $9.5K
|
519
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-18- 3.02% |
$9.39K - $10.1K
|
579
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-18- 3.47% |
$9.39K - $10.1K
|
500
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-18- 0.67% |
$9.39K - $10.1K
|
2.66K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-19- 0.5% |
$9.91K - $10.6K
|
3.79K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-19- 4.13% |
$9.91K - $10.6K
|
441
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-20- 1.36% |
$10.4K - $11.2K
|
1.45K
$801K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-20- 0.71% |
$10.4K - $11.2K
|
2.8K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-20- 1.54% |
$10.4K - $11.2K
|
1.28K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-20- 13.7% |
$10.4K - $11.2K
|
126
$69.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-20- 13.7% |
$10.4K - $11.2K
|
126
$69.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.37% |
$11K - $11.7K
|
5.59K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 0.16% |
$11K - $11.7K
|
13.1K
$7.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-21- 4.84% |
$11K - $11.7K
|
413
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-21- 0.94% |
$11K - $11.7K
|
2.22K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-21- 1.85% |
$11K - $11.7K
|
1.12K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-21- 0.26% |
$11K - $11.7K
|
8.06K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-22- 0.06% |
$11.5K - $12.3K
|
36K
$19.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-22- 0.66% |
$11.5K - $12.3K
|
3.32K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-22- 0.32% |
$11.5K - $12.3K
|
6.76K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-23- 3.36% |
$12K - $12.9K
|
662
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-23- 0.92% |
$12K - $12.9K
|
2.47K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-23- 1.13% |
$12K - $12.9K
|
2.01K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-23- 2.17% |
$12K - $12.9K
|
1.04K
$571K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-23- 0.74% |
$12K - $12.9K
|
3.09K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-24- 0.5% |
$12.5K - $13.4K
|
4.73K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-25- 2.99% |
$13K - $14K
|
812
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-25- 0.76% |
$13K - $14K
|
3.27K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-25- 0.14% |
$13K - $14K
|
18.2K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 0.64% |
$13K - $14K
|
3.91K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 3.17% |
$13K - $14K
|
763
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 20.16% |
$13K - $14K
|
99
$54.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-26- 3.22% |
$13.6K - $14.5K
|
781
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-26- 4.8% |
$13.6K - $14.5K
|
516
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-26- 4.46% |
$13.6K - $14.5K
|
557
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26- 1.13% |
$13.6K - $14.5K
|
2.28K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26- 2.48% |
$13.6K - $14.5K
|
1.02K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26- 0.87% |
$13.6K - $14.5K
|
2.95K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-26- 0.71% |
$13.6K - $14.5K
|
3.63K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-26- 0.3% |
$13.6K - $14.5K
|
8.52K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-26- 1.38% |
$13.6K - $14.5K
|
1.86K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-27- 1.77% |
$14.1K - $15.1K
|
1.5K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-27- 1.02% |
$14.1K - $15.1K
|
2.63K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27- 0.2% |
$14.1K - $15.1K
|
13.3K
$7.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29- 0.94% |
$15.1K - $16.2K
|
3.07K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-30- 0.55% |
$15.7K - $16.8K
|
5.39K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-30- 3.98% |
$15.7K - $16.8K
|
723
$399K
|