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 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
531+ 16.83% |
$269K - $299K
|
3.69K
$2.02M
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
529+ 6.04% |
$268K - $298K
|
9.29K
$5.09M
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
525+ 45.45% |
$266K - $296K
|
1.68K
$921K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
524+ 15.34% |
$266K - $295K
|
3.94K
$2.16M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
523+ 4.95% |
$265K - $295K
|
11.1K
$6.07M
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
518+ 21.44% |
$263K - $292K
|
2.93K
$1.61M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
517+ 44.11% |
$262K - $291K
|
1.69K
$926K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
516+ 19.7% |
$262K - $291K
|
3.14K
$1.72M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
515New |
$261K - $290K
|
515
$282K
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
BUY
|
- |
514+ 35.62% |
$261K - $290K
|
1.96K
$1.07M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
514+ 13.5% |
$261K - $290K
|
4.32K
$2.37M
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
513New |
$260K - $289K
|
513
$281K
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
512+ 0.85% |
$260K - $289K
|
61K
$33.4M
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
512+ 2.05% |
$260K - $289K
|
25.5K
$14M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
507+ 15.25% |
$257K - $286K
|
3.83K
$2.1M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
505+ 9.52% |
$256K - $285K
|
5.81K
$3.18M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
505New |
$256K - $285K
|
505
$277K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
504+ 13.0% |
$256K - $284K
|
4.38K
$2.4M
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
503+ 3.04% |
$255K - $284K
|
17K
$9.34M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
500+ 10.6% |
$254K - $282K
|
5.22K
$2.86M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
499+ 7.07% |
$253K - $281K
|
7.56K
$4.14M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 32.08% |
$251K - $279K
|
2.04K
$1.12M
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
495+ 1.79% |
$251K - $279K
|
28.2K
$15.4M
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
495New |
$251K - $279K
|
495
$271K
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
493+ 6.22% |
$250K - $278K
|
8.41K
$4.61M
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
492+ 54.3% |
$249K - $277K
|
1.4K
$766K
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
492+ 81.86% |
$249K - $277K
|
1.09K
$599K
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
492+ 54.3% |
$249K - $277K
|
1.4K
$766K
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
492+ 8.99% |
$249K - $277K
|
5.96K
$3.27M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
490New |
$248K - $276K
|
490
$269K
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
486+ 0.5% |
$246K - $274K
|
97.1K
$53.2M
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
485New |
$246K - $273K
|
485
$266K
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
482+ 3.97% |
$244K - $272K
|
12.6K
$6.92M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
478+ 27.17% |
$242K - $269K
|
2.24K
$1.23M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
476+ 1.64% |
$241K - $268K
|
29.5K
$16.2M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
475+ 14.92% |
$241K - $268K
|
3.66K
$2M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
473+ 19.52% |
$240K - $267K
|
2.9K
$1.59M
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
468New |
$237K - $264K
|
468
$256K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
465+ 3.12% |
$236K - $262K
|
15.4K
$8.41M
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
464+ 19.89% |
$235K - $262K
|
2.8K
$1.53M
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
464New |
$235K - $262K
|
464
$254K
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
461New |
$234K - $260K
|
461
$253K
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
459+ 66.52% |
$233K - $259K
|
1.15K
$630K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
459+ 12.62% |
$233K - $259K
|
4.1K
$2.24M
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
458+ 42.92% |
$232K - $258K
|
1.53K
$836K
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
455+ 1.02% |
$231K - $256K
|
45.1K
$24.7M
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
454+ 70.28% |
$230K - $256K
|
1.1K
$603K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
450+ 3.25% |
$228K - $254K
|
14.3K
$7.84M
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
449+ 2.38% |
$228K - $253K
|
19.3K
$10.6M
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
447New |
$227K - $252K
|
447
$245K
|