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 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
908New |
$460K - $512K
|
908
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
903+ 2.07% |
$458K - $509K
|
44.4K
$27.4M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
900+ 15.37% |
$456K - $507K
|
6.76K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
900+ 102.51% |
$456K - $507K
|
1.78K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
900+ 47.49% |
$456K - $507K
|
2.8K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
896+ 18.69% |
$454K - $505K
|
5.69K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
895New |
$454K - $504K
|
895
$552K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
893+ 224.37% |
$453K - $503K
|
1.29K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
890New |
$451K - $502K
|
890
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
889+ 7.65% |
$451K - $501K
|
12.5K
$7.72M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
887+ 4.03% |
$450K - $500K
|
22.9K
$14.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
885+ 34.0% |
$449K - $499K
|
3.49K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
883+ 23.38% |
$448K - $498K
|
4.66K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
880+ 14.42% |
$446K - $496K
|
6.98K
$4.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
878+ 2.53% |
$445K - $495K
|
35.5K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
878New |
$445K - $495K
|
878
$542K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
877+ 92.22% |
$445K - $494K
|
1.83K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
876+ 18.75% |
$444K - $494K
|
5.55K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
875+ 4.77% |
$444K - $493K
|
19.2K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
872+ 215.31% |
$442K - $492K
|
1.28K
$788K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
870+ 8.89% |
$441K - $490K
|
10.7K
$6.57M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
869+ 10.3% |
$441K - $490K
|
9.31K
$5.74M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
867+ 7.67% |
$440K - $489K
|
12.2K
$7.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
864+ 13.65% |
$438K - $487K
|
7.19K
$4.44M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
864+ 0.4% |
$438K - $487K
|
217K
$134M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
857+ 7.2% |
$435K - $483K
|
12.8K
$7.88M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
851+ 10.44% |
$431K - $480K
|
9K
$5.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
850+ 1.26% |
$431K - $479K
|
68.4K
$42.2M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
850+ 4.4% |
$431K - $479K
|
20.2K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
847New |
$429K - $477K
|
847
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
837+ 42.86% |
$424K - $472K
|
2.79K
$1.72M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
828+ 23.28% |
$420K - $467K
|
4.39K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
828+ 2.35% |
$420K - $467K
|
36K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
821+ 0.37% |
$416K - $463K
|
225K
$139M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
820+ 96.93% |
$416K - $462K
|
1.67K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
820New |
$416K - $462K
|
820
$506K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
820New |
$416K - $462K
|
820
$506K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
818+ 1.66% |
$415K - $461K
|
50.2K
$31M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
818+ 15.64% |
$415K - $461K
|
6.05K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
815+ 4.56% |
$413K - $459K
|
18.7K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
814+ 9.26% |
$413K - $459K
|
9.6K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
814+ 7.33% |
$413K - $459K
|
11.9K
$7.35M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
813+ 15.53% |
$412K - $458K
|
6.05K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
812+ 7.82% |
$412K - $458K
|
11.2K
$6.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
812+ 18.43% |
$412K - $458K
|
5.22K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
811+ 6.38% |
$411K - $457K
|
13.5K
$8.34M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
808+ 8.47% |
$410K - $455K
|
10.3K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
807New |
$409K - $455K
|
807
$498K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
807+ 5.58% |
$409K - $455K
|
15.3K
$9.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
803New |
$407K - $453K
|
803
$495K
|