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 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
876+ 18.75% |
$444K - $494K
|
5.55K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
875+ 4.77% |
$444K - $493K
|
19.2K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
872+ 215.31% |
$442K - $492K
|
1.28K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
870+ 8.89% |
$441K - $490K
|
10.7K
$5.84M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
869+ 10.3% |
$441K - $490K
|
9.31K
$5.1M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
867+ 7.67% |
$440K - $489K
|
12.2K
$6.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
864+ 13.65% |
$438K - $487K
|
7.19K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
864+ 0.4% |
$438K - $487K
|
217K
$119M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
857+ 7.2% |
$435K - $483K
|
12.8K
$7M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
851+ 10.44% |
$431K - $480K
|
9K
$4.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
850+ 1.26% |
$431K - $479K
|
68.4K
$37.5M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
850+ 4.4% |
$431K - $479K
|
20.2K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
847New |
$429K - $477K
|
847
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
837+ 42.86% |
$424K - $472K
|
2.79K
$1.53M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
828+ 23.28% |
$420K - $467K
|
4.39K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
828+ 2.35% |
$420K - $467K
|
36K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
821+ 0.37% |
$416K - $463K
|
225K
$123M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
820+ 96.93% |
$416K - $462K
|
1.67K
$913K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
820New |
$416K - $462K
|
820
$449K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
820New |
$416K - $462K
|
820
$449K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
818+ 1.66% |
$415K - $461K
|
50.2K
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
818+ 15.64% |
$415K - $461K
|
6.05K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
815+ 4.56% |
$413K - $459K
|
18.7K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
814+ 9.26% |
$413K - $459K
|
9.6K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
814+ 7.33% |
$413K - $459K
|
11.9K
$6.53M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
813+ 15.53% |
$412K - $458K
|
6.05K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
812+ 7.82% |
$412K - $458K
|
11.2K
$6.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
812+ 18.43% |
$412K - $458K
|
5.22K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
811+ 6.38% |
$411K - $457K
|
13.5K
$7.41M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
808+ 8.47% |
$410K - $455K
|
10.3K
$5.67M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
807New |
$409K - $455K
|
807
$442K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
807+ 5.58% |
$409K - $455K
|
15.3K
$8.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
803New |
$407K - $453K
|
803
$440K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
803+ 13.3% |
$407K - $453K
|
6.84K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
800+ 45.98% |
$406K - $451K
|
2.54K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
799New |
$405K - $450K
|
799
$438K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
793New |
$402K - $447K
|
793
$435K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
789+ 73.26% |
$400K - $445K
|
1.87K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
789+ 7.96% |
$400K - $445K
|
10.7K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
785New |
$398K - $442K
|
785
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
784+ 5.77% |
$398K - $442K
|
14.4K
$7.88M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
784+ 21.61% |
$398K - $442K
|
4.41K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
784+ 17.54% |
$398K - $442K
|
5.26K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
783+ 2.93% |
$397K - $441K
|
27.5K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
782+ 8.1% |
$397K - $441K
|
10.4K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
781+ 1.15% |
$396K - $440K
|
68.7K
$37.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
778+ 38.21% |
$394K - $439K
|
2.81K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
773+ 1.98% |
$392K - $436K
|
39.8K
$21.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
770+ 675.44% |
$390K - $434K
|
884
$484K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
770+ 10.63% |
$390K - $434K
|
8.01K
$4.39M
|