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 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
19.1KNew |
$9.98M - $10.7M
|
19.1K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 9.98% |
$9.94M - $10.6M
|
210K
$116M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
19K+ 6.65% |
$9.9M - $10.6M
|
304K
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
18.8K+ 18.61% |
$9.82M - $10.5M
|
120K
$66.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
18.6KNew |
$9.71M - $10.4M
|
18.6K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
18.6K+ 11.81% |
$9.71M - $10.4M
|
176K
$97.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.5K+ 8.42% |
$9.67M - $10.4M
|
239K
$132M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
18.4KNew |
$9.62M - $10.3M
|
18.4K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
18.2K+ 19.29% |
$9.5M - $10.2M
|
113K
$62.1M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18K+ 10.48% |
$9.4M - $10.1M
|
190K
$105M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
17.9KNew |
$9.32M - $9.98M
|
17.9K
$9.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
17.7KNew |
$9.23M - $9.88M
|
17.7K
$9.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
17.6K+ 8.46% |
$9.21M - $9.86M
|
226K
$125M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.6K+ 80.23% |
$9.19M - $9.84M
|
39.6K
$21.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8K+ 44.67% |
$8.75M - $9.37M
|
54.3K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
16.5KNew |
$8.63M - $9.24M
|
16.5K
$9.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.3K+ 6.62% |
$8.53M - $9.13M
|
263K
$145M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
16.3K+ 157.29% |
$8.49M - $9.09M
|
26.6K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
16K+ 12.43% |
$8.36M - $8.95M
|
145K
$79.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16K+ 337.49% |
$8.33M - $8.92M
|
20.7K
$11.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
15.9K+ 32.72% |
$8.3M - $8.89M
|
64.5K
$35.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 9.78% |
$8.27M - $8.86M
|
178K
$98.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 3.82% |
$8.17M - $8.74M
|
425K
$234M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
15.5KNew |
$8.08M - $8.65M
|
15.5K
$8.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.4K+ 4.36% |
$8.04M - $8.61M
|
369K
$203M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.2KNew |
$7.95M - $8.52M
|
15.2K
$8.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
15K+ 478.39% |
$7.84M - $8.4M
|
18.2K
$10M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$7.84M - $8.39M
|
15K
$8.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15K+ 6.23% |
$7.81M - $8.36M
|
255K
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
15K+ 4.26% |
$7.8M - $8.36M
|
366K
$202M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.9K+ 60.3% |
$7.77M - $8.32M
|
39.6K
$21.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
14.6K+ 129.62% |
$7.64M - $8.18M
|
25.9K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
14.5KNew |
$7.59M - $8.13M
|
14.5K
$8.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
14.4KNew |
$7.54M - $8.07M
|
14.4K
$7.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14.3K+ 9.4% |
$7.47M - $8M
|
167K
$91.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
14.2K+ 4.87% |
$7.41M - $7.94M
|
306K
$169M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.2K+ 6.75% |
$7.4M - $7.93M
|
224K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.2K+ 254.78% |
$7.4M - $7.93M
|
19.8K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
14.1K+ 47.51% |
$7.38M - $7.9M
|
43.9K
$24.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14.1K+ 28.51% |
$7.35M - $7.87M
|
63.5K
$35M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
14.1KNew |
$7.34M - $7.86M
|
14.1K
$7.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13.9K+ 9.08% |
$7.24M - $7.75M
|
167K
$92M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.8K+ 3146.45% |
$7.18M - $7.68M
|
14.2K
$7.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
13.7K+ 3.9% |
$7.14M - $7.65M
|
364K
$201M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.6K+ 4.37% |
$7.08M - $7.59M
|
324K
$179M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.4KNew |
$7M - $7.5M
|
13.4K
$7.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.4K+ 77.24% |
$6.99M - $7.49M
|
30.7K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
13.3KNew |
$6.96M - $7.46M
|
13.3K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 30.82% |
$6.95M - $7.44M
|
56.5K
$31.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13.2KNew |
$6.89M - $7.38M
|
13.2K
$7.29M
|