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
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
137New |
$69.5K - $77.2K
|
137
$75.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
137+ 3.96% |
$69.5K - $77.2K
|
3.6K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
136+ 1.04% |
$69K - $76.7K
|
13.2K
$7.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
136+ 1.04% |
$69K - $76.7K
|
13.3K
$7.27M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
136+ 3.27% |
$69K - $76.7K
|
4.29K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
135+ 1.63% |
$68.5K - $76.1K
|
8.41K
$4.61M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
133+ 11.66% |
$67.4K - $75K
|
1.27K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
132+ 20.03% |
$66.9K - $74.4K
|
791
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
132+ 3.56% |
$66.9K - $74.4K
|
3.84K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
130+ 4.09% |
$65.9K - $73.3K
|
3.31K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
130+ 14.84% |
$65.9K - $73.3K
|
1.01K
$551K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
130+ 18.73% |
$65.9K - $73.3K
|
824
$452K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
128+ 3.49% |
$64.9K - $72.1K
|
3.8K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
128+ 4.45% |
$64.9K - $72.1K
|
3.01K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
127+ 0.62% |
$64.4K - $71.6K
|
20.7K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
127+ 8.16% |
$64.4K - $71.6K
|
1.68K
$922K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
127+ 30.9% |
$64.4K - $71.6K
|
538
$295K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
127+ 10.35% |
$64.4K - $71.6K
|
1.35K
$742K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
126+ 3.34% |
$63.9K - $71K
|
3.89K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
126+ 3.9% |
$63.9K - $71K
|
3.35K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
126+ 2.64% |
$63.9K - $71K
|
4.89K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
125+ 1.41% |
$63.4K - $70.5K
|
8.99K
$4.93M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
125+ 6.06% |
$63.4K - $70.5K
|
2.19K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
124+ 0.87% |
$62.9K - $69.9K
|
14.4K
$7.89M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
124+ 0.32% |
$62.9K - $69.9K
|
38.6K
$21.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
123+ 3.25% |
$62.4K - $69.3K
|
3.91K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
123+ 7.19% |
$62.4K - $69.3K
|
1.83K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
122+ 2.53% |
$61.9K - $68.8K
|
4.95K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
121+ 0.38% |
$61.4K - $68.2K
|
31.9K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
121+ 3.55% |
$61.4K - $68.2K
|
3.53K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
121+ 10.14% |
$61.4K - $68.2K
|
1.31K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
121+ 5.87% |
$61.4K - $68.2K
|
2.18K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
120+ 2.82% |
$60.8K - $67.6K
|
4.37K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
120+ 6.35% |
$60.8K - $67.6K
|
2.01K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
120+ 14.55% |
$60.8K - $67.6K
|
945
$518K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
120+ 6.92% |
$60.8K - $67.6K
|
1.85K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
119+ 850.0% |
$60.3K - $67.1K
|
133
$72.9K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
118+ 6.9% |
$59.8K - $66.5K
|
1.83K
$1M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
116+ 5.86% |
$58.8K - $65.4K
|
2.1K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
115+ 11.71% |
$58.3K - $64.8K
|
1.1K
$601K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
114+ 1.74% |
$57.8K - $64.3K
|
6.66K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
114+ 5.98% |
$57.8K - $64.3K
|
2.02K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
114+ 5.9% |
$57.8K - $64.3K
|
2.05K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
114+ 0.99% |
$57.8K - $64.3K
|
11.7K
$6.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
113+ 16.62% |
$57.3K - $63.7K
|
793
$435K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
112+ 26.42% |
$56.8K - $63.1K
|
536
$294K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
112+ 6.76% |
$56.8K - $63.1K
|
1.77K
$969K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
112+ 21.41% |
$56.8K - $63.1K
|
635
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
111+ 1.37% |
$56.3K - $62.6K
|
8.19K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
111+ 2.34% |
$56.3K - $62.6K
|
4.85K
$2.66M
|