Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
17.2K+ 27.14% |
$8.74M - $9.71M
|
80.7K
$41.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10.6K+ 4.74% |
$5.39M - $6M
|
235K
$120M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
828+ 23.28% |
$420K - $467K
|
4.39K
$2.24M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
769New |
$390K - $433K
|
769
$393K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
533+ 3.84% |
$270K - $300K
|
14.4K
$7.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
476+ 1.64% |
$241K - $268K
|
29.5K
$15.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
298+ 1.48% |
$151K - $168K
|
20.5K
$10.5M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
158+ 9.33% |
$80.1K - $89.1K
|
1.85K
$947K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
141+ 7.8% |
$71.5K - $79.5K
|
1.95K
$996K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
60+ 0.13% |
$30.4K - $33.8K
|
47.8K
$24.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
33+ 5.97% |
$16.7K - $18.6K
|
586
$300K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 7.55% |
$14.2K - $15.8K
|
399
$204K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.45% |
$2.54K - $2.82K
|
1.12K
$571K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
2+ 0.02% |
$1.01K - $1.13K
|
10.3K
$5.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-70- 1.07% |
$35.5K - $39.5K
|
6.47K
$3.31M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-189- 1.34% |
$95.8K - $107K
|
13.9K
$7.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-213- 2.48% |
$108K - $120K
|
8.38K
$4.28M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-217- 35.28% |
$110K - $122K
|
398
$203K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-724- 4.71% |
$367K - $408K
|
14.7K
$7.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.66K- 10.65% |
$842K - $936K
|
13.9K
$7.12M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.35K- 58.88% |
$1.19M - $1.32M
|
1.64K
$839K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.59K- 4.98% |
$1.31M - $1.46M
|
49.4K
$25.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.6K- 60.97% |
$6.4M - $7.12M
|
8.08K
$4.13M
|