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
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
233+ 2.75% |
$118K - $131K
|
8.69K
$5.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
232+ 51.79% |
$118K - $131K
|
680
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
231+ 15.31% |
$117K - $130K
|
1.74K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
228+ 60.8% |
$116K - $129K
|
603
$372K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
228+ 221.36% |
$116K - $129K
|
331
$204K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
228+ 8.73% |
$116K - $129K
|
2.84K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
227+ 14.43% |
$115K - $128K
|
1.8K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
227+ 72.99% |
$115K - $128K
|
538
$332K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
227+ 4.8% |
$115K - $128K
|
4.96K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
226+ 3.56% |
$115K - $127K
|
6.57K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
225+ 3.61% |
$114K - $127K
|
6.45K
$3.98M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
225+ 17.27% |
$114K - $127K
|
1.53K
$943K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
224+ 24.51% |
$114K - $126K
|
1.14K
$702K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
223+ 2.0% |
$113K - $126K
|
11.4K
$7.02M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
221+ 32.22% |
$112K - $125K
|
907
$560K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
220+ 11.4% |
$112K - $124K
|
2.15K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
219+ 0.1% |
$111K - $123K
|
221K
$136M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
219+ 3.03% |
$111K - $123K
|
7.45K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
219+ 1.4% |
$111K - $123K
|
15.9K
$9.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
218+ 180.17% |
$111K - $123K
|
339
$209K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
218+ 14.25% |
$111K - $123K
|
1.75K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
216+ 61.71% |
$110K - $122K
|
566
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
216+ 133.33% |
$110K - $122K
|
378
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
216+ 30.47% |
$110K - $122K
|
925
$571K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
216+ 6.07% |
$110K - $122K
|
3.78K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
216+ 1.1% |
$110K - $122K
|
19.8K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216+ 10.65% |
$110K - $122K
|
2.24K
$1.38M
|
|
|
Sep 05, 2025
Q1 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
215+ 1.05% |
$109K - $121K
|
20.7K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
214+ 3.16% |
$109K - $121K
|
6.98K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
214+ 7.32% |
$109K - $121K
|
3.14K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
211+ 0.6% |
$107K - $119K
|
35.3K
$21.8M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
211+ 12.54% |
$107K - $119K
|
1.89K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
211+ 1.28% |
$107K - $119K
|
16.7K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
210+ 1.76% |
$106K - $118K
|
12.1K
$7.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
207+ 2.11% |
$105K - $117K
|
10K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
207+ 7.95% |
$105K - $117K
|
2.81K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
206+ 38.58% |
$104K - $116K
|
740
$456K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
205+ 50.0% |
$104K - $116K
|
615
$379K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
204+ 42.15% |
$103K - $115K
|
688
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
204+ 2.8% |
$103K - $115K
|
7.48K
$4.62M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
204+ 12.24% |
$103K - $115K
|
1.87K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
203+ 5.01% |
$103K - $114K
|
4.26K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
203+ 1.9% |
$103K - $114K
|
10.9K
$6.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
201+ 1.44% |
$102K - $113K
|
14.1K
$8.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
200+ 0.24% |
$101K - $113K
|
82.2K
$50.7M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
200+ 3.13% |
$101K - $113K
|
6.59K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
199+ 12.89% |
$101K - $112K
|
1.74K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
198+ 4.6% |
$100K - $112K
|
4.51K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
198+ 16.65% |
$100K - $112K
|
1.39K
$856K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
197+ 2.28% |
$99.9K - $111K
|
8.83K
$5.45M
|