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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.48K+ 58.07% |
$752K - $836K
|
4.04K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.48K+ 12.11% |
$750K - $834K
|
13.7K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.47K+ 3.41% |
$746K - $830K
|
44.7K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.47K+ 7.7% |
$744K - $827K
|
20.5K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.46K+ 239.61% |
$742K - $825K
|
2.08K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.46K+ 5.38% |
$741K - $824K
|
28.6K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
1.46KNew |
$740K - $823K
|
1.46K
$800K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.46K+ 1.57% |
$739K - $821K
|
94.2K
$51.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45K+ 16.59% |
$737K - $819K
|
10.2K
$5.6M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.45K+ 9.39% |
$737K - $819K
|
16.9K
$9.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.45K+ 10.48% |
$736K - $818K
|
15.3K
$8.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.45K+ 4.11% |
$734K - $816K
|
36.6K
$20.1M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.45K+ 10.1% |
$734K - $816K
|
15.8K
$8.65M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44K+ 5.58% |
$731K - $813K
|
27.3K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.44K+ 2.35% |
$730K - $811K
|
62.6K
$34.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
1.43K+ 1.26% |
$727K - $808K
|
115K
$63.1M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 19.42% |
$726K - $807K
|
8.81K
$4.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
1.43K+ 2.97% |
$725K - $805K
|
49.5K
$27.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.42K+ 12.82% |
$721K - $801K
|
12.5K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.41K+ 207.35% |
$715K - $795K
|
2.09K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.41K+ 217.1% |
$714K - $794K
|
2.06K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.41K+ 3.54% |
$713K - $793K
|
41.1K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.41K+ 3.23% |
$713K - $793K
|
45K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.41K+ 9.72% |
$712K - $792K
|
15.9K
$8.69M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.4KNew |
$710K - $790K
|
1.4K
$768K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.4K+ 61.4% |
$709K - $788K
|
3.68K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.4KNew |
$707K - $786K
|
1.4K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.38K+ 39.64% |
$701K - $779K
|
4.87K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.38K+ 4.18% |
$700K - $778K
|
34.4K
$18.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 57.24% |
$699K - $777K
|
3.79K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.38K+ 3.79% |
$698K - $776K
|
37.7K
$20.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.37K+ 17.26% |
$697K - $774K
|
9.33K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1.35K+ 6.21% |
$682K - $759K
|
23K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34K+ 0.12% |
$679K - $755K
|
1.14M
$626M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.34K+ 38.37% |
$677K - $753K
|
4.82K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.34KNew |
$677K - $752K
|
1.34K
$732K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.33K+ 4.78% |
$676K - $752K
|
29.2K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.33K+ 2.54% |
$674K - $749K
|
53.7K
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.32K+ 20.16% |
$671K - $746K
|
7.89K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.32K+ 3.38% |
$671K - $746K
|
40.5K
$22.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.32K+ 9.44% |
$667K - $741K
|
15.2K
$8.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.31K+ 2.26% |
$666K - $741K
|
59.5K
$32.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 554.47% |
$661K - $734K
|
1.54K
$843K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3K+ 1.03% |
$660K - $734K
|
127K
$69.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.3K+ 21.05% |
$660K - $733K
|
7.48K
$4.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 162.74% |
$658K - $731K
|
2.09K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.3K+ 27.41% |
$657K - $731K
|
6.02K
$3.3M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.29KNew |
$655K - $728K
|
1.29K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.29K+ 8.85% |
$652K - $724K
|
15.8K
$8.66M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.28K+ 7.31% |
$651K - $724K
|
18.9K
$10.3M
|