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 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-232- 8.87% |
$121K - $130K
|
2.38K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-232- 0.54% |
$121K - $130K
|
42.6K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-233- 4.47% |
$122K - $130K
|
4.98K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-235- 29.71% |
$123K - $131K
|
556
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-236- 1.61% |
$123K - $132K
|
14.5K
$7.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-237- 2.73% |
$124K - $132K
|
8.46K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-237- 2.79% |
$124K - $132K
|
8.27K
$4.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-241- 30.54% |
$126K - $135K
|
548
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-241- 4.25% |
$126K - $135K
|
5.43K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-241- 1.72% |
$126K - $135K
|
13.8K
$7.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-242- 6.45% |
$126K - $135K
|
3.51K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-243- 1.01% |
$127K - $136K
|
23.9K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-245- 36.14% |
$128K - $137K
|
433
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-245- 3.14% |
$128K - $137K
|
7.56K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-245- 6.93% |
$128K - $137K
|
3.29K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-246- 1.34% |
$128K - $137K
|
18.1K
$9.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-248- 2.04% |
$129K - $139K
|
11.9K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-249- 2.11% |
$130K - $139K
|
11.5K
$6.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-251- 6.65% |
$131K - $140K
|
3.52K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-252- 24.78% |
$132K - $141K
|
765
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-260- 14.74% |
$136K - $145K
|
1.5K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-261- 6.17% |
$136K - $146K
|
3.97K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-262- 2.67% |
$137K - $146K
|
9.54K
$5.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-266- 18.49% |
$139K - $149K
|
1.17K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-266- 21.31% |
$139K - $149K
|
982
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-266- 7.53% |
$139K - $149K
|
3.27K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-268- 2.14% |
$140K - $150K
|
12.3K
$6.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-275- 5.18% |
$144K - $154K
|
5.03K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-275- 6.45% |
$144K - $154K
|
3.99K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-282- 3.49% |
$147K - $158K
|
7.79K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-283- 11.23% |
$148K - $158K
|
2.24K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-284- 2.34% |
$148K - $159K
|
11.8K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-288- 3.47% |
$150K - $161K
|
8.01K
$4.42M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-288- 11.46% |
$150K - $161K
|
2.23K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-291- 15.9% |
$152K - $163K
|
1.54K
$849K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-291- 43.43% |
$152K - $163K
|
379
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-292- 5.85% |
$152K - $163K
|
4.7K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-296- 20.89% |
$154K - $165K
|
1.12K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-301- 1.51% |
$157K - $168K
|
19.7K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-303- 1.27% |
$158K - $169K
|
23.5K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-303- 11.96% |
$158K - $169K
|
2.23K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-306- 0.68% |
$160K - $171K
|
44.8K
$24.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-306- 29.48% |
$160K - $171K
|
732
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-306- 5.14% |
$160K - $171K
|
5.65K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-308- 17.71% |
$161K - $172K
|
1.43K
$790K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-308- 2.07% |
$161K - $172K
|
14.5K
$8.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-312- 42.51% |
$163K - $174K
|
422
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-315- 0.62% |
$164K - $176K
|
50.6K
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-316- 3.24% |
$165K - $177K
|
9.45K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-319- 6.89% |
$166K - $178K
|
4.31K
$2.38M
|