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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 354.79% |
$3.59M - $3.85M
|
8.82K
$4.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.87K+ 298.44% |
$3.58M - $3.84M
|
9.17K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.86K+ 45.83% |
$3.58M - $3.83M
|
21.8K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6.86KNew |
$3.58M - $3.83M
|
6.86K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.85K+ 1.22% |
$3.58M - $3.83M
|
567K
$313M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.83K+ 1121.67% |
$3.56M - $3.82M
|
7.44K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 10.76% |
$3.54M - $3.8M
|
69.9K
$38.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.75K+ 26.5% |
$3.52M - $3.77M
|
32.2K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
6.72KNew |
$3.51M - $3.76M
|
6.72K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.7KNew |
$3.5M - $3.74M
|
6.7K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
6.69KNew |
$3.49M - $3.74M
|
6.69K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.66KNew |
$3.48M - $3.72M
|
6.66K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.61K+ 23.13% |
$3.45M - $3.69M
|
35.2K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
6.58K+ 0.08% |
$3.43M - $3.68M
|
8.15M
$4.5B
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.55KNew |
$3.42M - $3.66M
|
6.55K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
6.54K+ 8.52% |
$3.41M - $3.66M
|
83.3K
$46M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
6.52K+ 3.1% |
$3.4M - $3.64M
|
217K
$119M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
6.46KNew |
$3.37M - $3.61M
|
6.46K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.41K+ 8.15% |
$3.35M - $3.58M
|
85.1K
$46.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.35KNew |
$3.31M - $3.55M
|
6.35K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28K+ 27.71% |
$3.28M - $3.51M
|
28.9K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.27K+ 3.27% |
$3.27M - $3.5M
|
198K
$109M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.26K+ 646.38% |
$3.27M - $3.5M
|
7.23K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
6.24K+ 1.35% |
$3.26M - $3.49M
|
467K
$258M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.24KNew |
$3.26M - $3.49M
|
6.24K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.23KNew |
$3.25M - $3.48M
|
6.23K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
6.22K+ 467.97% |
$3.25M - $3.48M
|
7.55K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
6.22KNew |
$3.24M - $3.47M
|
6.22K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.21K+ 29.84% |
$3.24M - $3.47M
|
27K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.18KNew |
$3.23M - $3.45M
|
6.18K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.17K+ 212.6% |
$3.22M - $3.45M
|
9.08K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.15K+ 34.17% |
$3.21M - $3.44M
|
24.2K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.13K+ 25.4% |
$3.2M - $3.43M
|
30.3K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.13K+ 118.8% |
$3.2M - $3.43M
|
11.3K
$6.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.91K+ 13.51% |
$3.09M - $3.3M
|
49.7K
$27.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.9K+ 13.07% |
$3.08M - $3.3M
|
51.1K
$28.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
5.87K+ 3.64% |
$3.06M - $3.28M
|
167K
$92.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.75K+ 41.42% |
$3M - $3.21M
|
19.6K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.74K+ 28.88% |
$2.99M - $3.21M
|
25.6K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.72KNew |
$2.98M - $3.19M
|
5.72K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.71K+ 10.3% |
$2.98M - $3.19M
|
61.2K
$33.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.66K+ 4.53% |
$2.95M - $3.16M
|
131K
$72.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
5.66K+ 0.63% |
$2.95M - $3.16M
|
906K
$500M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.65K+ 2.46% |
$2.95M - $3.16M
|
236K
$130M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.65K+ 38.45% |
$2.95M - $3.16M
|
20.3K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.62K+ 495.41% |
$2.93M - $3.14M
|
6.75K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.58K+ 3.54% |
$2.91M - $3.12M
|
163K
$90.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.56KNew |
$2.9M - $3.11M
|
5.56K
$3.07M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.54K+ 1.57% |
$2.89M - $3.1M
|
359K
$198M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5.49KNew |
$2.86M - $3.07M
|
5.49K
$3.03M
|