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 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
555+ 16.26% |
$281K - $313K
|
3.97K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
551+ 23.59% |
$279K - $311K
|
2.89K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
550+ 60.91% |
$279K - $310K
|
1.45K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
550+ 31.43% |
$279K - $310K
|
2.3K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
550New |
$279K - $310K
|
550
$339K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
550New |
$279K - $310K
|
550
$339K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
547+ 15.96% |
$277K - $308K
|
3.97K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
545+ 27.41% |
$276K - $307K
|
2.53K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
545+ 6.6% |
$276K - $307K
|
8.8K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
545+ 8.45% |
$276K - $307K
|
6.99K
$4.31M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
542+ 0.8% |
$275K - $306K
|
68.4K
$42.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
540New |
$274K - $304K
|
540
$333K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
539+ 10.22% |
$273K - $304K
|
5.81K
$3.58M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
538+ 46.86% |
$273K - $303K
|
1.69K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
537New |
$272K - $303K
|
537
$331K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
537+ 7.04% |
$272K - $303K
|
8.17K
$5.04M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
533+ 3.84% |
$270K - $300K
|
14.4K
$8.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
533New |
$270K - $300K
|
533
$329K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
532+ 6.05% |
$270K - $300K
|
9.33K
$5.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
531+ 16.83% |
$269K - $299K
|
3.69K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
529+ 6.04% |
$268K - $298K
|
9.29K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
525+ 45.45% |
$266K - $296K
|
1.68K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
524+ 15.34% |
$266K - $295K
|
3.94K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
523+ 4.95% |
$265K - $295K
|
11.1K
$6.84M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
518+ 21.44% |
$263K - $292K
|
2.93K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
517+ 44.11% |
$262K - $291K
|
1.69K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
516+ 19.7% |
$262K - $291K
|
3.14K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
515New |
$261K - $290K
|
515
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
BUY
|
- |
514+ 35.62% |
$261K - $290K
|
1.96K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
514+ 13.5% |
$261K - $290K
|
4.32K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
513New |
$260K - $289K
|
513
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
512+ 0.85% |
$260K - $289K
|
61K
$37.6M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
512+ 2.05% |
$260K - $289K
|
25.5K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
507+ 15.25% |
$257K - $286K
|
3.83K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
505+ 9.52% |
$256K - $285K
|
5.81K
$3.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
505New |
$256K - $285K
|
505
$312K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
504+ 13.0% |
$256K - $284K
|
4.38K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
503+ 3.04% |
$255K - $284K
|
17K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
500+ 10.6% |
$254K - $282K
|
5.22K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
499+ 7.07% |
$253K - $281K
|
7.56K
$4.66M
|
|
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
498+ 31.96% |
$253K - $281K
|
2.06K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 32.08% |
$251K - $279K
|
2.04K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
495+ 1.79% |
$251K - $279K
|
28.2K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
495New |
$251K - $279K
|
495
$305K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
493+ 6.22% |
$250K - $278K
|
8.41K
$5.19M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
492+ 54.3% |
$249K - $277K
|
1.4K
$862K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
492+ 81.86% |
$249K - $277K
|
1.09K
$674K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
492+ 54.3% |
$249K - $277K
|
1.4K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
492+ 8.99% |
$249K - $277K
|
5.96K
$3.68M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
490New |
$248K - $276K
|
490
$302K
|