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 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.28K+ 25.46% |
$650K - $722K
|
6.31K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.28K+ 99.46% |
$648K - $720K
|
2.56K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
1.28KNew |
$646K - $719K
|
1.28K
$699K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.27K+ 7.79% |
$643K - $715K
|
17.6K
$9.62M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.26KNew |
$641K - $712K
|
1.26K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.26K+ 239.02% |
$640K - $711K
|
1.79K
$981K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.26K+ 2.54% |
$639K - $711K
|
50.9K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.26K+ 2.95% |
$637K - $709K
|
43.9K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.25K+ 20.0% |
$635K - $706K
|
7.52K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.25K+ 6.9% |
$635K - $706K
|
19.4K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.25K+ 3.22% |
$633K - $704K
|
40.1K
$22M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.24K+ 4.93% |
$630K - $701K
|
26.4K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 2.31% |
$628K - $698K
|
54.9K
$30.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
1.24KNew |
$627K - $697K
|
1.24K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.23K+ 7.07% |
$625K - $694K
|
18.7K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.23K+ 41.1% |
$624K - $693K
|
4.22K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.23KNew |
$622K - $691K
|
1.23K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.23K+ 24520.0% |
$622K - $691K
|
1.23K
$675K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.62% |
$620K - $689K
|
76.5K
$41.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 2.51% |
$620K - $689K
|
49.9K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.22K+ 1.83% |
$617K - $686K
|
67.6K
$37M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.2K+ 3.1% |
$607K - $675K
|
39.8K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
1.2K+ 8.18% |
$607K - $675K
|
15.8K
$8.67M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.19K+ 144.03% |
$605K - $673K
|
2.02K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19K+ 2.36% |
$605K - $672K
|
51.8K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.19K+ 3.68% |
$602K - $669K
|
33.4K
$18.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.18K+ 12.09% |
$600K - $667K
|
11K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.18K+ 28.75% |
$599K - $666K
|
5.29K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.18KNew |
$596K - $663K
|
1.18K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.17K+ 4.97% |
$595K - $662K
|
24.8K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.16K+ 7.06% |
$589K - $655K
|
17.6K
$9.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.16K+ 28.82% |
$586K - $651K
|
5.16K
$2.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.15K+ 8.31% |
$585K - $650K
|
15K
$8.24M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.15K+ 12.05% |
$585K - $650K
|
10.7K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.15KNew |
$584K - $649K
|
1.15K
$631K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 39.4% |
$583K - $648K
|
4.07K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 12.64% |
$578K - $642K
|
10.2K
$5.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.14K+ 88.88% |
$576K - $640K
|
2.41K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.11K+ 72.15% |
$562K - $625K
|
2.65K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.11K+ 2.77% |
$561K - $623K
|
41K
$22.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 3.93% |
$560K - $623K
|
29.2K
$16M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.1K+ 100.0% |
$556K - $618K
|
2.19K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 120.93% |
$554K - $616K
|
2K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.09K+ 1.32% |
$552K - $613K
|
83.2K
$45.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.09K+ 2.11% |
$551K - $612K
|
52.5K
$28.8M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.08K+ 6.45% |
$547K - $608K
|
17.8K
$9.77M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.08K+ 180.07% |
$545K - $606K
|
1.67K
$916K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$540K - $600K
|
1.06K
$583K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.05K+ 6.46% |
$532K - $592K
|
17.3K
$9.48M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.04K+ 8.47% |
$527K - $586K
|
13.3K
$7.3M
|