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 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
769New |
$390K - $433K
|
769
$421K
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
767+ 76700.0% |
$389K - $432K
|
768
$421K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
764+ 93.86% |
$387K - $431K
|
1.58K
$865K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
764+ 5.23% |
$387K - $431K
|
15.4K
$8.42M
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
763+ 15.66% |
$387K - $430K
|
5.63K
$3.09M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
762+ 134.63% |
$386K - $430K
|
1.33K
$728K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
755+ 375.62% |
$383K - $426K
|
956
$524K
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
753New |
$382K - $424K
|
753
$413K
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
740+ 178.31% |
$375K - $417K
|
1.16K
$633K
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
737+ 74.6% |
$374K - $415K
|
1.73K
$945K
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
734+ 8.79% |
$372K - $414K
|
9.08K
$4.98M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
726New |
$368K - $409K
|
726
$398K
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
723+ 10.78% |
$367K - $408K
|
7.43K
$4.07M
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
723New |
$367K - $408K
|
723
$396K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
718+ 806.74% |
$364K - $405K
|
807
$442K
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
713New |
$362K - $402K
|
713
$391K
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
710+ 61.21% |
$360K - $400K
|
1.87K
$1.02M
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
708+ 8.32% |
$359K - $399K
|
9.22K
$5.05M
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
707+ 3.8% |
$358K - $399K
|
19.3K
$10.6M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
706+ 2.22% |
$358K - $398K
|
32.5K
$17.8M
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
703+ 10.96% |
$356K - $396K
|
7.12K
$3.9M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
703+ 9.72% |
$356K - $396K
|
7.94K
$4.35M
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
702+ 1.48% |
$356K - $396K
|
48.1K
$26.4M
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
702+ 11700.0% |
$356K - $396K
|
708
$388K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
700+ 5.91% |
$355K - $395K
|
12.5K
$6.87M
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
695+ 13.94% |
$352K - $392K
|
5.68K
$3.11M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
694+ 20.59% |
$352K - $391K
|
4.07K
$2.23M
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
693+ 27.69% |
$351K - $391K
|
3.2K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
693New |
$351K - $391K
|
693
$380K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
692+ 2.36% |
$351K - $390K
|
30K
$16.5M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
690+ 4.85% |
$350K - $389K
|
14.9K
$8.18M
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
689+ 73.3% |
$349K - $388K
|
1.63K
$893K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
687+ 8.6% |
$348K - $387K
|
8.68K
$4.76M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
685+ 6.25% |
$347K - $386K
|
11.6K
$6.38M
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
684New |
$347K - $386K
|
684
$375K
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
682New |
$346K - $384K
|
682
$374K
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
678+ 698.97% |
$344K - $382K
|
775
$425K
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
671New |
$340K - $378K
|
671
$368K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
670+ 9.18% |
$340K - $378K
|
7.97K
$4.37M
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
669+ 0.9% |
$339K - $377K
|
75.3K
$41.2M
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
669+ 98.24% |
$339K - $377K
|
1.35K
$740K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
668+ 24.16% |
$339K - $377K
|
3.43K
$1.88M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665+ 55.7% |
$337K - $375K
|
1.86K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
656New |
$333K - $370K
|
656
$359K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
654+ 12.52% |
$332K - $369K
|
5.88K
$3.22M
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
651+ 0.57% |
$330K - $367K
|
115K
$63.1M
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
645+ 30.71% |
$327K - $364K
|
2.75K
$1.5M
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
642+ 0.3% |
$326K - $362K
|
217K
$119M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
639New |
$324K - $360K
|
639
$350K
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
639+ 1.44% |
$324K - $360K
|
45K
$24.7M
|