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 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.64K+ 78.27% |
$1.85M - $2.05M
|
8.3K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.62K+ 8.11% |
$1.84M - $2.04M
|
48.3K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.61K+ 104.73% |
$1.83M - $2.04M
|
7.06K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
3.58K+ 34.56% |
$1.81M - $2.02M
|
13.9K
$8.65M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.56K+ 2.55% |
$1.8M - $2.01M
|
143K
$88.8M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
3.55KNew |
$1.8M - $2M
|
3.55K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.53K+ 2.35% |
$1.79M - $1.99M
|
154K
$95.6M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.53K+ 2.35% |
$1.79M - $1.99M
|
154K
$95.6M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.5K+ 10.1% |
$1.77M - $1.97M
|
38.1K
$23.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.49K+ 476.67% |
$1.77M - $1.97M
|
4.23K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.47K+ 164.18% |
$1.76M - $1.96M
|
5.59K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.47K+ 33.43% |
$1.76M - $1.95M
|
13.8K
$8.59M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3.46K+ 18.79% |
$1.76M - $1.95M
|
21.9K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.44K+ 5.01% |
$1.75M - $1.94M
|
72.2K
$44.9M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.42K+ 24.35% |
$1.74M - $1.93M
|
17.5K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
3.4K+ 0.93% |
$1.72M - $1.91M
|
368K
$228M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.39K+ 0.97% |
$1.72M - $1.91M
|
353K
$219M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.34K+ 73.77% |
$1.69M - $1.88M
|
7.86K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.33K+ 3.4% |
$1.69M - $1.88M
|
101K
$62.9M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
3.33KNew |
$1.69M - $1.88M
|
3.33K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
3.33K+ 88.16% |
$1.69M - $1.88M
|
7.11K
$4.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.33K+ 19.38% |
$1.69M - $1.87M
|
20.5K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.3K+ 8.57% |
$1.67M - $1.86M
|
41.8K
$26M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.29K+ 3.21% |
$1.67M - $1.85M
|
106K
$65.7M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.27K+ 39.02% |
$1.66M - $1.84M
|
11.7K
$7.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.26K+ 7.1% |
$1.65M - $1.84M
|
49.2K
$30.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.26K+ 54.95% |
$1.65M - $1.84M
|
9.19K
$5.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.22K+ 15.82% |
$1.63M - $1.82M
|
23.6K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.2K+ 5.02% |
$1.62M - $1.8M
|
66.9K
$41.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.2K+ 60.31% |
$1.62M - $1.8M
|
8.5K
$5.28M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.19K+ 81.99% |
$1.62M - $1.8M
|
7.08K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.18K+ 69.3% |
$1.61M - $1.79M
|
7.77K
$4.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.17K+ 499.06% |
$1.61M - $1.79M
|
3.8K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.16K+ 38.11% |
$1.6M - $1.78M
|
11.4K
$7.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.12K+ 4.36% |
$1.58M - $1.76M
|
74.8K
$46.4M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.11K+ 3.73% |
$1.58M - $1.75M
|
86.4K
$53.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.1K+ 11.69% |
$1.57M - $1.75M
|
29.6K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.1KNew |
$1.57M - $1.75M
|
3.1K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3.09K+ 5.79% |
$1.57M - $1.74M
|
56.5K
$35.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.09K+ 71.69% |
$1.57M - $1.74M
|
7.4K
$4.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.07K+ 1.3% |
$1.56M - $1.73M
|
239K
$148M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
3.05K+ 7.94% |
$1.55M - $1.72M
|
41.5K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.05K+ 14.72% |
$1.55M - $1.72M
|
23.8K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.03K+ 16.93% |
$1.54M - $1.71M
|
20.9K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.02K+ 2.16% |
$1.53M - $1.7M
|
143K
$88.8M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.99K+ 8.32% |
$1.52M - $1.69M
|
38.9K
$24.2M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.99K+ 9.27% |
$1.52M - $1.69M
|
35.2K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
2.98K+ 3.46% |
$1.51M - $1.68M
|
89.3K
$55.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 16.36% |
$1.51M - $1.68M
|
21.2K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.98K+ 277.3% |
$1.51M - $1.68M
|
4.06K
$2.52M
|