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 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
357+ 2.96% |
$181K - $201K
|
12.4K
$7.67M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
356+ 11.05% |
$181K - $201K
|
3.58K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
354+ 6.57% |
$179K - $200K
|
5.74K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
353+ 7.66% |
$179K - $199K
|
4.96K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
353+ 1.22% |
$179K - $199K
|
29.2K
$18M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
351+ 46.06% |
$178K - $198K
|
1.11K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
349+ 5.8% |
$177K - $197K
|
6.37K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
349+ 58.17% |
$177K - $197K
|
949
$585K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
349+ 1.29% |
$177K - $197K
|
27.5K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
348+ 6.17% |
$176K - $196K
|
5.98K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
347+ 5.78% |
$176K - $196K
|
6.35K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
343+ 23.32% |
$174K - $193K
|
1.81K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
338+ 72.07% |
$171K - $191K
|
807
$498K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
336+ 30.13% |
$170K - $189K
|
1.45K
$895K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
334+ 1.6% |
$169K - $188K
|
21.2K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
331+ 17.81% |
$168K - $187K
|
2.19K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
325+ 1.32% |
$165K - $183K
|
24.9K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
322+ 4.12% |
$163K - $182K
|
8.13K
$5.02M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
322New |
$163K - $182K
|
322
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
321+ 19.4% |
$163K - $181K
|
1.98K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
319+ 31.12% |
$162K - $180K
|
1.34K
$829K
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
318+ 30.17% |
$161K - $179K
|
1.37K
$846K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
317+ 3.35% |
$161K - $179K
|
9.78K
$6.04M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
317+ 3.15% |
$161K - $179K
|
10.4K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
317+ 5.6% |
$161K - $179K
|
5.98K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
316+ 4.43% |
$160K - $178K
|
7.45K
$4.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
315+ 7.51% |
$160K - $178K
|
4.51K
$2.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
314+ 14.48% |
$159K - $177K
|
2.48K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
314+ 3.87% |
$159K - $177K
|
8.42K
$5.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
313+ 23.71% |
$159K - $176K
|
1.63K
$1.01M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
313+ 223.57% |
$159K - $176K
|
453
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
312+ 12.56% |
$158K - $176K
|
2.8K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
310+ 13.07% |
$157K - $175K
|
2.68K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
310+ 1.42% |
$157K - $175K
|
22.2K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
308+ 31.46% |
$156K - $174K
|
1.29K
$794K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
306+ 20.04% |
$155K - $172K
|
1.83K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
306+ 54.16% |
$155K - $172K
|
871
$537K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
306+ 70.02% |
$155K - $172K
|
743
$458K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
305+ 1.55% |
$155K - $172K
|
20K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
304+ 5.78% |
$154K - $171K
|
5.56K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
304+ 36.54% |
$154K - $171K
|
1.14K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
304+ 1.71% |
$154K - $171K
|
18.1K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
301+ 9.91% |
$153K - $170K
|
3.34K
$2.06M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
298+ 1.48% |
$151K - $168K
|
20.5K
$12.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
297+ 6.29% |
$151K - $167K
|
5.02K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
296+ 10.03% |
$150K - $167K
|
3.25K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
296+ 27.23% |
$150K - $167K
|
1.38K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
295+ 18.86% |
$150K - $166K
|
1.86K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
292+ 60.46% |
$148K - $165K
|
775
$478K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
292+ 5.19% |
$148K - $165K
|
5.92K
$3.65M
|