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 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
111+ 16.09% |
$56.3K - $62.6K
|
801
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
111+ 0.43% |
$56.3K - $62.6K
|
25.7K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
111+ 1.05% |
$56.3K - $62.6K
|
10.7K
$5.84M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
109+ 0.62% |
$55.3K - $61.4K
|
17.8K
$9.75M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
108+ 0.14% |
$54.8K - $60.9K
|
75K
$41.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
107+ 20.04% |
$54.3K - $60.3K
|
641
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
106+ 18.76% |
$53.7K - $59.7K
|
671
$368K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
106+ 13.45% |
$53.7K - $59.7K
|
894
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
105+ 8.84% |
$53.2K - $59.2K
|
1.29K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
105+ 1.29% |
$53.2K - $59.2K
|
8.25K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
104+ 0.43% |
$52.7K - $58.6K
|
24.1K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
103+ 3.14% |
$52.2K - $58.1K
|
3.38K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
103+ 10.34% |
$52.2K - $58.1K
|
1.1K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
101+ 6.9% |
$51.2K - $56.9K
|
1.57K
$858K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
101+ 1.44% |
$51.2K - $56.9K
|
7.13K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
101New |
$51.2K - $56.9K
|
101
$55.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
100+ 1.77% |
$50.7K - $56.4K
|
5.75K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
100+ 4.27% |
$50.7K - $56.4K
|
2.44K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 14.75% |
$50.7K - $56.4K
|
778
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
99+ 23.57% |
$50.2K - $55.8K
|
519
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
98+ 6.52% |
$49.7K - $55.2K
|
1.6K
$877K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
98New |
$49.7K - $55.2K
|
98
$53.7K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
98+ 20.04% |
$49.7K - $55.2K
|
587
$322K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
97+ 3.51% |
$49.2K - $54.7K
|
2.86K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
97+ 373.08% |
$49.2K - $54.7K
|
123
$67.4K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
96+ 10.42% |
$48.7K - $54.1K
|
1.02K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
96+ 6.4% |
$48.7K - $54.1K
|
1.6K
$874K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
95+ 1.5% |
$48.2K - $53.5K
|
6.41K
$3.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
94+ 0.18% |
$47.7K - $53K
|
51.2K
$28M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
94+ 2.68% |
$47.7K - $53K
|
3.6K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
93+ 12.16% |
$47.2K - $52.4K
|
858
$470K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
92+ 14.51% |
$46.6K - $51.9K
|
726
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
92+ 2.83% |
$46.6K - $51.9K
|
3.35K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
92+ 3.13% |
$46.6K - $51.9K
|
3.04K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
92+ 21.35% |
$46.6K - $51.9K
|
523
$287K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
92+ 15.73% |
$46.6K - $51.9K
|
677
$371K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
92+ 4.94% |
$46.6K - $51.9K
|
1.95K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
89+ 8.05% |
$45.1K - $50.2K
|
1.2K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 3.16% |
$44.6K - $49.6K
|
2.87K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
88+ 1.03% |
$44.6K - $49.6K
|
8.63K
$4.73M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
88+ 14.59% |
$44.6K - $49.6K
|
691
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
87+ 0.62% |
$44.1K - $49K
|
14.2K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
87+ 13.18% |
$44.1K - $49K
|
747
$409K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
87+ 1.19% |
$44.1K - $49K
|
7.43K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
86+ 0.18% |
$43.6K - $48.5K
|
46.9K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
86+ 5.99% |
$43.6K - $48.5K
|
1.52K
$834K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
85+ 18.76% |
$43.1K - $47.9K
|
538
$295K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
85+ 160.38% |
$43.1K - $47.9K
|
138
$75.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
84+ 1.89% |
$42.6K - $47.3K
|
4.53K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
83+ 1.57% |
$42.1K - $46.8K
|
5.38K
$2.95M
|