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 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.46K+ 6.09% |
$2.85M - $3.05M
|
95K
$52.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.39K+ 859.49% |
$2.81M - $3.01M
|
6.02K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.39K+ 4.47% |
$2.81M - $3.01M
|
126K
$69.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.34K+ 18.44% |
$2.79M - $2.99M
|
34.3K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.33K+ 5.83% |
$2.78M - $2.98M
|
96.8K
$53.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.31K+ 8.8% |
$2.77M - $2.97M
|
65.7K
$36.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.3KNew |
$2.77M - $2.96M
|
5.3K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
5.29KNew |
$2.76M - $2.96M
|
5.29K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.28K+ 80.47% |
$2.76M - $2.95M
|
11.8K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 249.86% |
$2.75M - $2.94M
|
7.38K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.27K+ 8.16% |
$2.75M - $2.94M
|
69.8K
$38.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.24K+ 3.81% |
$2.73M - $2.93M
|
143K
$78.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.23K+ 1.89% |
$2.73M - $2.92M
|
281K
$155M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.17KNew |
$2.7M - $2.89M
|
5.17K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.14KNew |
$2.68M - $2.87M
|
5.14K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$2.68M - $2.87M
|
5.14K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
5.13K+ 2.1% |
$2.68M - $2.87M
|
249K
$137M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.08K+ 109.56% |
$2.65M - $2.84M
|
9.72K
$5.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.97K+ 59.67% |
$2.6M - $2.78M
|
13.3K
$7.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.95K+ 14.14% |
$2.58M - $2.76M
|
39.9K
$22M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4.93K+ 16.94% |
$2.57M - $2.75M
|
34K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
4.93K+ 4.36% |
$2.57M - $2.75M
|
118K
$65.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.9K+ 26.72% |
$2.56M - $2.74M
|
23.2K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.87KNew |
$2.54M - $2.72M
|
4.87K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.84K+ 2.73% |
$2.53M - $2.7M
|
182K
$100M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.83K+ 53.16% |
$2.52M - $2.7M
|
13.9K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.82K+ 1.0% |
$2.52M - $2.69M
|
488K
$269M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.81KNew |
$2.51M - $2.69M
|
4.81K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.75K+ 188.74% |
$2.48M - $2.65M
|
7.26K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
4.72K+ 30.47% |
$2.46M - $2.64M
|
20.2K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.71KNew |
$2.46M - $2.63M
|
4.71K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.7K+ 0.35% |
$2.45M - $2.63M
|
1.35M
$746M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.64KNew |
$2.42M - $2.59M
|
4.64K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.62K+ 3.63% |
$2.41M - $2.58M
|
132K
$72.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
4.6K+ 10.02% |
$2.4M - $2.57M
|
50.5K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.59KNew |
$2.4M - $2.56M
|
4.59K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.58KNew |
$2.39M - $2.56M
|
4.58K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.58K+ 18.04% |
$2.39M - $2.56M
|
30K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.58K+ 8.02% |
$2.39M - $2.56M
|
61.7K
$34.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.5K+ 6.89% |
$2.35M - $2.51M
|
69.8K
$38.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.47K+ 2.83% |
$2.33M - $2.5M
|
163K
$89.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.47K+ 7.54% |
$2.33M - $2.5M
|
63.7K
$35.2M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.47KNew |
$2.33M - $2.5M
|
4.47K
$2.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.45K+ 17.17% |
$2.32M - $2.49M
|
30.4K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.44K+ 6.04% |
$2.31M - $2.48M
|
77.9K
$43M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.43K+ 4.66% |
$2.31M - $2.47M
|
99.4K
$54.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.42K+ 154.65% |
$2.31M - $2.47M
|
7.28K
$4.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
4.42K+ 3.06% |
$2.31M - $2.47M
|
149K
$82.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
4.38KNew |
$2.29M - $2.45M
|
4.38K
$2.42M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.37K+ 38.93% |
$2.28M - $2.44M
|
15.6K
$8.6M
|