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 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
156+ 4.75% |
$79.1K - $87.9K
|
3.44K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
156New |
$79.1K - $87.9K
|
156
$96.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
153+ 2.63% |
$77.6K - $86.2K
|
5.97K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
153New |
$77.6K - $86.2K
|
153
$94.4K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
152+ 1.0% |
$77.1K - $85.7K
|
15.4K
$9.47M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
151+ 7.36% |
$76.6K - $85.1K
|
2.2K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
150+ 0.83% |
$76.1K - $84.6K
|
18.3K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
150+ 0.29% |
$76.1K - $84.6K
|
52.7K
$32.5M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
150+ 0.46% |
$76.1K - $84.6K
|
32.9K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
150+ 29.01% |
$76.1K - $84.6K
|
667
$411K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 25.91% |
$76.1K - $84.6K
|
729
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
149+ 27.29% |
$75.6K - $84K
|
695
$429K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
148+ 8.75% |
$75K - $83.4K
|
1.84K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
147+ 13.7% |
$74.5K - $82.9K
|
1.22K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
147+ 0.48% |
$74.5K - $82.9K
|
30.8K
$19M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
143+ 7.91% |
$72.5K - $80.6K
|
1.95K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
143+ 4.48% |
$72.5K - $80.6K
|
3.33K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
142+ 11.89% |
$72K - $80K
|
1.34K
$824K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
141+ 7.8% |
$71.5K - $79.5K
|
1.95K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
141+ 20.77% |
$71.5K - $79.5K
|
820
$506K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
141+ 8.75% |
$71.5K - $79.5K
|
1.75K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
141+ 18.48% |
$71.5K - $79.5K
|
904
$558K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
140+ 0.1% |
$71K - $78.9K
|
144K
$89M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
140+ 25.32% |
$71K - $78.9K
|
693
$428K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
138+ 50.74% |
$70K - $77.8K
|
410
$253K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138+ 0.62% |
$70K - $77.8K
|
22.5K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
137+ 3.5% |
$69.5K - $77.2K
|
4.05K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
137New |
$69.5K - $77.2K
|
137
$84.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
137+ 3.96% |
$69.5K - $77.2K
|
3.6K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
136+ 1.04% |
$69K - $76.7K
|
13.2K
$8.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
136+ 1.04% |
$69K - $76.7K
|
13.3K
$8.18M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
136+ 3.27% |
$69K - $76.7K
|
4.29K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
135+ 1.63% |
$68.5K - $76.1K
|
8.41K
$5.19M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
133+ 11.66% |
$67.4K - $75K
|
1.27K
$786K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
132+ 20.03% |
$66.9K - $74.4K
|
791
$488K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
132+ 3.56% |
$66.9K - $74.4K
|
3.84K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
130+ 4.09% |
$65.9K - $73.3K
|
3.31K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
130+ 14.84% |
$65.9K - $73.3K
|
1.01K
$621K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
130+ 18.73% |
$65.9K - $73.3K
|
824
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
128+ 3.49% |
$64.9K - $72.1K
|
3.8K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
128+ 4.45% |
$64.9K - $72.1K
|
3.01K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
127+ 0.62% |
$64.4K - $71.6K
|
20.7K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
127+ 8.16% |
$64.4K - $71.6K
|
1.68K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
127+ 30.9% |
$64.4K - $71.6K
|
538
$332K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
127+ 10.35% |
$64.4K - $71.6K
|
1.35K
$835K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
126+ 3.34% |
$63.9K - $71K
|
3.89K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
126+ 3.9% |
$63.9K - $71K
|
3.35K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
126+ 2.64% |
$63.9K - $71K
|
4.89K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
125+ 1.41% |
$63.4K - $70.5K
|
8.99K
$5.55M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
125+ 6.06% |
$63.4K - $70.5K
|
2.19K
$1.35M
|