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 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
124+ 0.87% |
$62.9K - $69.9K
|
14.4K
$8.89M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
124+ 0.32% |
$62.9K - $69.9K
|
38.6K
$23.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
123+ 3.25% |
$62.4K - $69.3K
|
3.91K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
123+ 7.19% |
$62.4K - $69.3K
|
1.83K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
122+ 2.53% |
$61.9K - $68.8K
|
4.95K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
121+ 0.38% |
$61.4K - $68.2K
|
31.9K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
121+ 3.55% |
$61.4K - $68.2K
|
3.53K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
121+ 10.14% |
$61.4K - $68.2K
|
1.31K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
121+ 5.87% |
$61.4K - $68.2K
|
2.18K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
120+ 2.82% |
$60.8K - $67.6K
|
4.37K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
120+ 6.35% |
$60.8K - $67.6K
|
2.01K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
120+ 14.55% |
$60.8K - $67.6K
|
945
$583K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
120+ 6.92% |
$60.8K - $67.6K
|
1.85K
$1.14M
|
|
|
Nov 04, 2025
Q1 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
120+ 3.34% |
$60.8K - $67.6K
|
3.71K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
119+ 850.0% |
$60.3K - $67.1K
|
133
$82K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
118+ 6.9% |
$59.8K - $66.5K
|
1.83K
$1.13M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
116+ 5.86% |
$58.8K - $65.4K
|
2.1K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
115+ 11.71% |
$58.3K - $64.8K
|
1.1K
$677K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
114+ 1.74% |
$57.8K - $64.3K
|
6.66K
$4.11M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
114+ 5.98% |
$57.8K - $64.3K
|
2.02K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
114+ 5.9% |
$57.8K - $64.3K
|
2.05K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
114+ 0.99% |
$57.8K - $64.3K
|
11.7K
$7.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
113+ 16.62% |
$57.3K - $63.7K
|
793
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
112+ 26.42% |
$56.8K - $63.1K
|
536
$331K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
112+ 6.76% |
$56.8K - $63.1K
|
1.77K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
112+ 21.41% |
$56.8K - $63.1K
|
635
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
111+ 1.37% |
$56.3K - $62.6K
|
8.19K
$5.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
111+ 2.34% |
$56.3K - $62.6K
|
4.85K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
111+ 16.09% |
$56.3K - $62.6K
|
801
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
111+ 0.43% |
$56.3K - $62.6K
|
25.7K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
111+ 1.05% |
$56.3K - $62.6K
|
10.7K
$6.58M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
109+ 0.62% |
$55.3K - $61.4K
|
17.8K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
108+ 0.14% |
$54.8K - $60.9K
|
75K
$46.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
107+ 20.04% |
$54.3K - $60.3K
|
641
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
106+ 18.76% |
$53.7K - $59.7K
|
671
$414K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
106+ 13.45% |
$53.7K - $59.7K
|
894
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
105+ 8.84% |
$53.2K - $59.2K
|
1.29K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
105+ 1.29% |
$53.2K - $59.2K
|
8.25K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
104+ 0.43% |
$52.7K - $58.6K
|
24.1K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
103+ 3.14% |
$52.2K - $58.1K
|
3.38K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
103+ 10.34% |
$52.2K - $58.1K
|
1.1K
$678K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
101+ 6.9% |
$51.2K - $56.9K
|
1.57K
$965K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
101+ 1.44% |
$51.2K - $56.9K
|
7.13K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
101New |
$51.2K - $56.9K
|
101
$62.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
100+ 1.77% |
$50.7K - $56.4K
|
5.75K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100+ 4.27% |
$50.7K - $56.4K
|
2.44K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 14.75% |
$50.7K - $56.4K
|
778
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
99+ 23.57% |
$50.2K - $55.8K
|
519
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
98+ 6.52% |
$49.7K - $55.2K
|
1.6K
$987K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
98New |
$49.7K - $55.2K
|
98
$60.5K
|