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 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
289+ 5.74% |
$147K - $163K
|
5.32K
$3.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
288+ 21.8% |
$146K - $162K
|
1.61K
$993K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
288+ 24.24% |
$146K - $162K
|
1.48K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
288+ 10.16% |
$146K - $162K
|
3.12K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
286+ 3.07% |
$145K - $161K
|
9.59K
$5.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
284+ 30.41% |
$144K - $160K
|
1.22K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
284+ 52.4% |
$144K - $160K
|
826
$510K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
283+ 25.75% |
$143K - $160K
|
1.38K
$853K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
282+ 15.01% |
$143K - $159K
|
2.16K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
281+ 2.33% |
$142K - $158K
|
12.4K
$7.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
278New |
$141K - $157K
|
278
$171K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
278+ 1.09% |
$141K - $157K
|
25.9K
$16M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
271+ 18.08% |
$137K - $153K
|
1.77K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
269+ 17.8% |
$136K - $152K
|
1.78K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
266+ 39.64% |
$135K - $150K
|
937
$578K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
265+ 1.74% |
$134K - $149K
|
15.5K
$9.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
264+ 12.49% |
$134K - $149K
|
2.38K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
264+ 2.33% |
$134K - $149K
|
11.6K
$7.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
261+ 2.13% |
$132K - $147K
|
12.5K
$7.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
259+ 4.19% |
$131K - $146K
|
6.44K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
259+ 5.29% |
$131K - $146K
|
5.15K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
258+ 2.07% |
$131K - $145K
|
12.7K
$7.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
257+ 2.73% |
$130K - $145K
|
9.66K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
256+ 8.63% |
$130K - $144K
|
3.22K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
255+ 22.59% |
$129K - $144K
|
1.38K
$854K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
254+ 3.49% |
$129K - $143K
|
7.53K
$4.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
254New |
$129K - $143K
|
254
$157K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
254+ 33.16% |
$129K - $143K
|
1.02K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
253+ 21.53% |
$128K - $143K
|
1.43K
$881K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
252+ 4.9% |
$128K - $142K
|
5.4K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
252+ 4.02% |
$128K - $142K
|
6.52K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
251+ 8.3% |
$127K - $141K
|
3.27K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
248+ 65.44% |
$126K - $140K
|
627
$387K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
248+ 3.58% |
$126K - $140K
|
7.18K
$4.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
247+ 11.68% |
$125K - $139K
|
2.36K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
247+ 52.0% |
$125K - $139K
|
722
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
247+ 20.51% |
$125K - $139K
|
1.45K
$895K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
247+ 3.72% |
$125K - $139K
|
6.89K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
246+ 0.2% |
$125K - $139K
|
121K
$74.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
244+ 0.42% |
$124K - $138K
|
58.8K
$36.3M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
243+ 15.08% |
$123K - $137K
|
1.85K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
241+ 3.69% |
$122K - $136K
|
6.78K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
241+ 2.28% |
$122K - $136K
|
10.8K
$6.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
238+ 2.34% |
$121K - $134K
|
10.4K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
238+ 26.3% |
$121K - $134K
|
1.14K
$705K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
238+ 9.32% |
$121K - $134K
|
2.79K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
236+ 3.56% |
$120K - $133K
|
6.86K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
236+ 4.81% |
$120K - $133K
|
5.14K
$3.17M
|
|
|
Aug 28, 2025
Q1 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
236+ 1.15% |
$120K - $133K
|
20.7K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
234+ 0.36% |
$119K - $132K
|
65.5K
$40.4M
|