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 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216+ 10.65% |
$110K - $122K
|
2.24K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
214+ 3.16% |
$109K - $121K
|
6.98K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
214+ 7.32% |
$109K - $121K
|
3.14K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
211+ 0.6% |
$107K - $119K
|
35.3K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
211+ 12.54% |
$107K - $119K
|
1.89K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
211+ 1.28% |
$107K - $119K
|
16.7K
$9.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
210+ 1.76% |
$106K - $118K
|
12.1K
$6.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
207+ 2.11% |
$105K - $117K
|
10K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
207+ 7.95% |
$105K - $117K
|
2.81K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
206+ 38.58% |
$104K - $116K
|
740
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
205+ 50.0% |
$104K - $116K
|
615
$337K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
204+ 42.15% |
$103K - $115K
|
688
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
204+ 2.8% |
$103K - $115K
|
7.48K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
204+ 12.24% |
$103K - $115K
|
1.87K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
203+ 5.01% |
$103K - $114K
|
4.26K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
203+ 1.9% |
$103K - $114K
|
10.9K
$5.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
201+ 1.44% |
$102K - $113K
|
14.1K
$7.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
200+ 0.24% |
$101K - $113K
|
82.2K
$45M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
200+ 3.13% |
$101K - $113K
|
6.59K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
199+ 12.89% |
$101K - $112K
|
1.74K
$955K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
198+ 4.6% |
$100K - $112K
|
4.51K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
198+ 16.65% |
$100K - $112K
|
1.39K
$760K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
197+ 2.28% |
$99.9K - $111K
|
8.83K
$4.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
196+ 6.97% |
$99.4K - $110K
|
3.01K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
196+ 40.33% |
$99.4K - $110K
|
682
$374K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
195+ 93.3% |
$98.9K - $110K
|
404
$221K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
195+ 3.2% |
$98.9K - $110K
|
6.29K
$3.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
193+ 19.69% |
$97.9K - $109K
|
1.17K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
191+ 0.59% |
$96.8K - $108K
|
32.5K
$17.8M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
191+ 2.97% |
$96.8K - $108K
|
6.63K
$3.63M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
190New |
$96.3K - $107K
|
190
$104K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
190+ 39.92% |
$96.3K - $107K
|
666
$365K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
189+ 4.16% |
$95.8K - $107K
|
4.73K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
187+ 16.95% |
$94.8K - $105K
|
1.29K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
185+ 4625.0% |
$93.8K - $104K
|
189
$104K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
183+ 0.53% |
$92.8K - $103K
|
34.5K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
183+ 0.6% |
$92.8K - $103K
|
30.5K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
182+ 5.11% |
$92.3K - $103K
|
3.75K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
181+ 4.43% |
$91.8K - $102K
|
4.26K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
181+ 1.93% |
$91.8K - $102K
|
9.57K
$5.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
180+ 5.72% |
$91.3K - $101K
|
3.33K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
180+ 8.87% |
$91.3K - $101K
|
2.21K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
180+ 600.0% |
$91.3K - $101K
|
210
$115K
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
179+ 14.06% |
$90.8K - $101K
|
1.45K
$796K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
179+ 17.9% |
$90.8K - $101K
|
1.18K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
179+ 8.01% |
$90.8K - $101K
|
2.42K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
178+ 2.23% |
$90.3K - $100K
|
8.16K
$4.47M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
177+ 2.27% |
$89.7K - $99.8K
|
7.97K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
177+ 0.62% |
$89.7K - $99.8K
|
28.9K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
176+ 9.49% |
$89.2K - $99.2K
|
2.03K
$1.11M
|