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 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-320- 7.82% |
$167K - $179K
|
3.77K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-324- 13.21% |
$169K - $181K
|
2.13K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-328- 4.81% |
$171K - $183K
|
6.49K
$3.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-328- 27.94% |
$171K - $183K
|
846
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-332- 1.12% |
$173K - $186K
|
29.2K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-334- 0.61% |
$174K - $187K
|
54.6K
$30.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-335- 45.58% |
$175K - $187K
|
400
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-335- 38.55% |
$175K - $187K
|
534
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-340- 1.53% |
$177K - $190K
|
21.9K
$12.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-343- 3.28% |
$179K - $192K
|
10.1K
$5.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-344- 1.69% |
$180K - $192K
|
20K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-352- 4.56% |
$184K - $197K
|
7.36K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-356- 2.83% |
$186K - $199K
|
12.2K
$6.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-359- 2.43% |
$187K - $201K
|
14.4K
$7.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-360- 7.96% |
$188K - $201K
|
4.16K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-360- 8.67% |
$188K - $201K
|
3.79K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-360- 1.04% |
$188K - $201K
|
34.3K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-362- 3.31% |
$189K - $202K
|
10.6K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-365- 10.64% |
$190K - $204K
|
3.07K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-365- 0.1% |
$190K - $204K
|
364K
$201M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-366- 7.54% |
$191K - $205K
|
4.49K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-368- 22.6% |
$192K - $206K
|
1.26K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-371- 13.34% |
$194K - $207K
|
2.41K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-372- 1.11% |
$194K - $208K
|
33.2K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-374- 3.32% |
$195K - $209K
|
10.9K
$6M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-376- 1.13% |
$196K - $210K
|
32.8K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-376- 22.77% |
$196K - $210K
|
1.28K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-376- 20.99% |
$196K - $210K
|
1.42K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-379- 3.45% |
$198K - $212K
|
10.6K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-387- 16.29% |
$202K - $216K
|
1.99K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-388- 3.42% |
$202K - $217K
|
11K
$6.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-390- 32.15% |
$204K - $218K
|
823
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-393- 8.77% |
$205K - $220K
|
4.09K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-394- 1.75% |
$206K - $220K
|
22.2K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-395- 2.2% |
$206K - $221K
|
17.6K
$9.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-399- 3.9% |
$208K - $223K
|
9.82K
$5.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-400- 1.12% |
$209K - $224K
|
35.3K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-401- 1.47% |
$209K - $224K
|
26.9K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-407- 0.61% |
$212K - $227K
|
66.4K
$36.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-408- 6.97% |
$213K - $228K
|
5.44K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-412- 1.42% |
$215K - $230K
|
28.5K
$15.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-413- 5.89% |
$216K - $231K
|
6.6K
$3.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-414- 0.95% |
$216K - $231K
|
43.3K
$23.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-426- 5.01% |
$222K - $238K
|
8.08K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-435- 40.43% |
$227K - $243K
|
641
$354K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-436- 79.27% |
$228K - $244K
|
114
$62.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-437- 22.74% |
$228K - $244K
|
1.49K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-439- 45.68% |
$229K - $245K
|
522
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-440- 9.15% |
$230K - $246K
|
4.37K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-441- 5.7% |
$230K - $246K
|
7.3K
$4.03M
|