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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.15KNew |
$584K - $649K
|
1.15K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 39.4% |
$583K - $648K
|
4.07K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 12.64% |
$578K - $642K
|
10.2K
$6.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.14K+ 88.88% |
$576K - $640K
|
2.41K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.11K+ 72.15% |
$562K - $625K
|
2.65K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.11K+ 2.77% |
$561K - $623K
|
41K
$25.3M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 3.93% |
$560K - $623K
|
29.2K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.1K+ 100.0% |
$556K - $618K
|
2.19K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 120.93% |
$554K - $616K
|
2K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.09K+ 1.32% |
$552K - $613K
|
83.2K
$51.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.09K+ 2.11% |
$551K - $612K
|
52.5K
$32.4M
|
|
|
Nov 04, 2025
Q1 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
1.08K+ 8.52% |
$550K - $611K
|
13.8K
$8.51M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.08K+ 6.45% |
$547K - $608K
|
17.8K
$11M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.08K+ 180.07% |
$545K - $606K
|
1.67K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$540K - $600K
|
1.06K
$656K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.05K+ 6.46% |
$532K - $592K
|
17.3K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.04K+ 8.47% |
$527K - $586K
|
13.3K
$8.22M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.04K+ 22.1% |
$525K - $583K
|
5.72K
$3.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 8.35% |
$522K - $580K
|
13.4K
$8.24M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.03K+ 80.45% |
$522K - $580K
|
2.31K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
1.03K+ 1.32% |
$520K - $578K
|
78.7K
$48.6M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.03K+ 44.82% |
$520K - $578K
|
3.32K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.02K+ 13.05% |
$517K - $575K
|
8.84K
$5.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02K+ 1.63% |
$516K - $574K
|
63.3K
$39.1M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 704.17% |
$514K - $572K
|
1.16K
$714K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 17.68% |
$513K - $570K
|
6.73K
$4.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.01KNew |
$512K - $569K
|
1.01K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
996New |
$505K - $561K
|
996
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
994+ 60.35% |
$504K - $560K
|
2.64K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
991+ 1.3% |
$502K - $559K
|
77.4K
$47.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
987+ 1.29% |
$500K - $556K
|
77.5K
$47.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
984+ 6.19% |
$499K - $555K
|
16.9K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
984+ 11.21% |
$499K - $555K
|
9.77K
$6.02M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
955+ 12.71% |
$484K - $538K
|
8.47K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
955+ 36.84% |
$484K - $538K
|
3.55K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
953+ 4.72% |
$483K - $537K
|
21.1K
$13M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
952+ 7.02% |
$483K - $537K
|
14.5K
$8.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
951+ 3.87% |
$482K - $536K
|
25.5K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
938+ 1.17% |
$476K - $529K
|
81.2K
$50.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
937+ 1.21% |
$475K - $528K
|
78.4K
$48.3M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
934+ 8.56% |
$474K - $526K
|
11.8K
$7.3M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
934+ 1.41% |
$474K - $526K
|
67.3K
$41.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
933+ 11.09% |
$473K - $526K
|
9.35K
$5.77M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
932+ 2.87% |
$473K - $525K
|
33.4K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
926+ 0.73% |
$470K - $522K
|
128K
$78.8M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
920+ 0.63% |
$466K - $519K
|
147K
$90.7M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
919+ 2.03% |
$466K - $518K
|
46.2K
$28.5M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
915New |
$464K - $516K
|
915
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
914New |
$463K - $515K
|
914
$564K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
909+ 5.04% |
$461K - $512K
|
18.9K
$11.7M
|