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 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
803+ 13.3% |
$407K - $453K
|
6.84K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
800+ 45.98% |
$406K - $451K
|
2.54K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
799New |
$405K - $450K
|
799
$493K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
793New |
$402K - $447K
|
793
$489K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
789+ 73.26% |
$400K - $445K
|
1.87K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
789+ 7.96% |
$400K - $445K
|
10.7K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
785New |
$398K - $442K
|
785
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
784+ 5.77% |
$398K - $442K
|
14.4K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
784+ 21.61% |
$398K - $442K
|
4.41K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
784+ 17.54% |
$398K - $442K
|
5.26K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
783+ 2.93% |
$397K - $441K
|
27.5K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
782+ 8.1% |
$397K - $441K
|
10.4K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
781+ 1.15% |
$396K - $440K
|
68.7K
$42.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
778+ 38.21% |
$394K - $439K
|
2.81K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
773+ 1.98% |
$392K - $436K
|
39.8K
$24.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
770+ 675.44% |
$390K - $434K
|
884
$545K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
770+ 10.63% |
$390K - $434K
|
8.01K
$4.94M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
769New |
$390K - $433K
|
769
$474K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
767+ 76700.0% |
$389K - $432K
|
768
$474K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
764+ 93.86% |
$387K - $431K
|
1.58K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
764+ 5.23% |
$387K - $431K
|
15.4K
$9.48M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
763+ 15.66% |
$387K - $430K
|
5.63K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
762+ 134.63% |
$386K - $430K
|
1.33K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
755+ 375.62% |
$383K - $426K
|
956
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
753New |
$382K - $424K
|
753
$465K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
742+ 1.06% |
$376K - $418K
|
70.5K
$43.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
740+ 178.31% |
$375K - $417K
|
1.16K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
737+ 74.6% |
$374K - $415K
|
1.73K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
734+ 8.79% |
$372K - $414K
|
9.08K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
726New |
$368K - $409K
|
726
$448K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
723+ 10.78% |
$367K - $408K
|
7.43K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
723New |
$367K - $408K
|
723
$446K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
718+ 806.74% |
$364K - $405K
|
807
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
713New |
$362K - $402K
|
713
$440K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
710+ 61.21% |
$360K - $400K
|
1.87K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
708+ 8.32% |
$359K - $399K
|
9.22K
$5.69M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
707+ 3.8% |
$358K - $399K
|
19.3K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
706+ 2.22% |
$358K - $398K
|
32.5K
$20M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
703+ 10.96% |
$356K - $396K
|
7.12K
$4.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
703+ 9.72% |
$356K - $396K
|
7.94K
$4.9M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
702+ 1.48% |
$356K - $396K
|
48.1K
$29.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
702+ 11700.0% |
$356K - $396K
|
708
$437K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
700+ 5.91% |
$355K - $395K
|
12.5K
$7.73M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
695+ 13.94% |
$352K - $392K
|
5.68K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
694+ 20.59% |
$352K - $391K
|
4.07K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
693+ 27.69% |
$351K - $391K
|
3.2K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
693New |
$351K - $391K
|
693
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
692+ 2.36% |
$351K - $390K
|
30K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
690+ 4.85% |
$350K - $389K
|
14.9K
$9.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
689+ 73.3% |
$349K - $388K
|
1.63K
$1M
|