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
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
639+ 0.66% |
$324K - $360K
|
96.7K
$53M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
637New |
$323K - $359K
|
637
$349K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
635+ 2.86% |
$322K - $358K
|
22.8K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
634+ 7.55% |
$321K - $357K
|
9.03K
$4.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
632+ 49.03% |
$320K - $356K
|
1.92K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
631New |
$320K - $356K
|
631
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
630+ 6.67% |
$319K - $355K
|
10.1K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
629+ 29.13% |
$319K - $355K
|
2.79K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
626+ 37.8% |
$317K - $353K
|
2.28K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
625+ 1.41% |
$317K - $352K
|
45K
$24.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
624+ 0.17% |
$316K - $352K
|
360K
$197M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
624+ 11.41% |
$316K - $352K
|
6.09K
$3.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
623+ 17.94% |
$316K - $351K
|
4.1K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
621+ 47.37% |
$315K - $350K
|
1.93K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
613+ 0.72% |
$311K - $346K
|
85.9K
$47.1M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
612+ 57.52% |
$310K - $345K
|
1.68K
$918K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
606+ 17.93% |
$307K - $342K
|
3.99K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
606+ 40.48% |
$307K - $342K
|
2.1K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
604+ 5.02% |
$306K - $340K
|
12.6K
$6.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
604+ 5.6% |
$306K - $340K
|
11.4K
$6.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
599+ 2.13% |
$304K - $338K
|
28.7K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
599+ 4.98% |
$304K - $338K
|
12.6K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
589+ 13.95% |
$299K - $332K
|
4.81K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
585+ 17.17% |
$297K - $330K
|
3.99K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
585New |
$297K - $330K
|
585
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
578+ 21.2% |
$293K - $326K
|
3.31K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
577+ 95.85% |
$293K - $325K
|
1.18K
$646K
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
568+ 25.22% |
$288K - $320K
|
2.82K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
563New |
$285K - $317K
|
563
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
559+ 25.8% |
$283K - $315K
|
2.73K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
558+ 19.48% |
$283K - $315K
|
3.42K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
556+ 4.19% |
$282K - $313K
|
13.8K
$7.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
555+ 16.26% |
$281K - $313K
|
3.97K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
551+ 23.59% |
$279K - $311K
|
2.89K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
550+ 60.91% |
$279K - $310K
|
1.45K
$796K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
550+ 31.43% |
$279K - $310K
|
2.3K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
550New |
$279K - $310K
|
550
$301K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
550New |
$279K - $310K
|
550
$301K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
547+ 15.96% |
$277K - $308K
|
3.97K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
545+ 27.41% |
$276K - $307K
|
2.53K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
545+ 6.6% |
$276K - $307K
|
8.8K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
545+ 8.45% |
$276K - $307K
|
6.99K
$3.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
540New |
$274K - $304K
|
540
$296K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
539+ 10.22% |
$273K - $304K
|
5.81K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
538+ 46.86% |
$273K - $303K
|
1.69K
$924K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
537New |
$272K - $303K
|
537
$294K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
537+ 7.04% |
$272K - $303K
|
8.17K
$4.47M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
533+ 3.84% |
$270K - $300K
|
14.4K
$7.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
533New |
$270K - $300K
|
533
$292K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
532+ 6.05% |
$270K - $300K
|
9.33K
$5.11M
|