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 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-445- 1.65% |
$232K - $249K
|
26.5K
$14.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-445- 13.97% |
$232K - $249K
|
2.74K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-445- 1.56% |
$232K - $249K
|
28.1K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-446- 3.78% |
$233K - $249K
|
11.4K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-447- 14.39% |
$233K - $250K
|
2.66K
$1.47M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-450- 25.63% |
$235K - $251K
|
1.31K
$721K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-452- 0.21% |
$236K - $253K
|
216K
$119M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-458- 3.04% |
$239K - $256K
|
14.6K
$8.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-463- 1.4% |
$242K - $259K
|
32.5K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-464- 26.26% |
$242K - $259K
|
1.3K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-470- 0.66% |
$245K - $263K
|
71.3K
$39.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-473- 1.72% |
$247K - $264K
|
27K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-473- 9.77% |
$247K - $264K
|
4.37K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-480- 1.3% |
$250K - $268K
|
36.3K
$20M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-481- 14.15% |
$251K - $269K
|
2.92K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-487- 0.56% |
$254K - $272K
|
87.1K
$48.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-488- 10.25% |
$255K - $273K
|
4.27K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-493- 39.5% |
$257K - $275K
|
755
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-493- 22.72% |
$257K - $275K
|
1.68K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-497- 6.15% |
$259K - $278K
|
7.58K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-508- 1.53% |
$265K - $284K
|
32.8K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-509- 5.05% |
$266K - $284K
|
9.57K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-515- 14.51% |
$269K - $288K
|
3.04K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-521- 1.93% |
$272K - $291K
|
26.4K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-525- 3.05% |
$274K - $293K
|
16.7K
$9.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-526- 4.16% |
$274K - $294K
|
12.1K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-526- 8.99% |
$274K - $294K
|
5.32K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-528- 17.13% |
$276K - $295K
|
2.55K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-529- 3.08% |
$276K - $296K
|
16.7K
$9.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-533- 3.7% |
$278K - $298K
|
13.9K
$7.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-535- 3.3% |
$279K - $299K
|
15.7K
$8.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-539- 46.71% |
$281K - $301K
|
615
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-548- 11.69% |
$286K - $306K
|
4.14K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-550- 29.22% |
$287K - $307K
|
1.33K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-550- 2.77% |
$287K - $307K
|
19.3K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-555- 44.72% |
$290K - $310K
|
686
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-564- 4.3% |
$294K - $315K
|
12.6K
$6.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-575- 0.63% |
$300K - $321K
|
91K
$50.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-579- 15.52% |
$302K - $324K
|
3.15K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-583- 2.0% |
$304K - $326K
|
28.6K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-589- 2.43% |
$307K - $329K
|
23.6K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-595- 3.95% |
$310K - $332K
|
14.5K
$7.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-597- 3.74% |
$312K - $334K
|
15.4K
$8.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-610- 12.53% |
$318K - $341K
|
4.26K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-623- 5.97% |
$325K - $348K
|
9.82K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-631- 10.85% |
$329K - $353K
|
5.18K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-634- 0.33% |
$331K - $354K
|
189K
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-635- 3.44% |
$331K - $355K
|
17.8K
$9.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-643- 22.1% |
$336K - $359K
|
2.27K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-643- 3.06% |
$336K - $359K
|
20.4K
$11.2M
|