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 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
175+ 4.1% |
$88.7K - $98.6K
|
4.44K
$2.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
174+ 3.98% |
$88.2K - $98.1K
|
4.55K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
174+ 15.21% |
$88.2K - $98.1K
|
1.32K
$722K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
172+ 4.09% |
$87.2K - $97K
|
4.38K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171+ 4.06% |
$86.7K - $96.4K
|
4.38K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
170+ 3.62% |
$86.2K - $95.8K
|
4.87K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
170New |
$86.2K - $95.8K
|
170
$93.2K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
170+ 1.24% |
$86.2K - $95.8K
|
13.9K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
168+ 6.8% |
$85.2K - $94.7K
|
2.64K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
167+ 3.15% |
$84.7K - $94.1K
|
5.46K
$2.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
166+ 4.3% |
$84.2K - $93.6K
|
4.03K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
166+ 22.49% |
$84.2K - $93.6K
|
904
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
166+ 93.79% |
$84.2K - $93.6K
|
343
$188K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
165+ 11.54% |
$83.7K - $93K
|
1.6K
$874K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
164+ 27.99% |
$83.2K - $92.4K
|
750
$411K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
164+ 26.93% |
$83.2K - $92.4K
|
773
$424K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
163+ 6.2% |
$82.6K - $91.9K
|
2.79K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
162+ 1.82% |
$82.1K - $91.3K
|
9.06K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
160+ 11.05% |
$81.1K - $90.2K
|
1.61K
$881K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
160+ 3.06% |
$81.1K - $90.2K
|
5.4K
$2.96M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
158+ 9.33% |
$80.1K - $89.1K
|
1.85K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
157+ 1.84% |
$79.6K - $88.5K
|
8.71K
$4.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
157+ 2.73% |
$79.6K - $88.5K
|
5.91K
$3.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
156+ 4.75% |
$79.1K - $87.9K
|
3.44K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
156New |
$79.1K - $87.9K
|
156
$85.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
153+ 2.63% |
$77.6K - $86.2K
|
5.97K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
153New |
$77.6K - $86.2K
|
153
$83.8K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
152+ 1.0% |
$77.1K - $85.7K
|
15.4K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
151+ 7.36% |
$76.6K - $85.1K
|
2.2K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
150+ 0.83% |
$76.1K - $84.6K
|
18.3K
$10M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
150+ 0.29% |
$76.1K - $84.6K
|
52.7K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
150+ 0.46% |
$76.1K - $84.6K
|
32.9K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
150+ 29.01% |
$76.1K - $84.6K
|
667
$366K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 25.91% |
$76.1K - $84.6K
|
729
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
149+ 27.29% |
$75.6K - $84K
|
695
$381K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
148+ 8.75% |
$75K - $83.4K
|
1.84K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
147+ 13.7% |
$74.5K - $82.9K
|
1.22K
$669K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
147+ 0.48% |
$74.5K - $82.9K
|
30.8K
$16.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
143+ 7.91% |
$72.5K - $80.6K
|
1.95K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
143+ 4.48% |
$72.5K - $80.6K
|
3.33K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
142+ 11.89% |
$72K - $80K
|
1.34K
$732K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
141+ 7.8% |
$71.5K - $79.5K
|
1.95K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
141+ 20.77% |
$71.5K - $79.5K
|
820
$449K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
141+ 8.75% |
$71.5K - $79.5K
|
1.75K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
141+ 18.48% |
$71.5K - $79.5K
|
904
$495K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
140+ 0.1% |
$71K - $78.9K
|
144K
$79M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
140+ 25.32% |
$71K - $78.9K
|
693
$380K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
138+ 50.74% |
$70K - $77.8K
|
410
$225K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138+ 0.62% |
$70K - $77.8K
|
22.5K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
137+ 3.5% |
$69.5K - $77.2K
|
4.05K
$2.22M
|