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 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
83+ 2.31% |
$42.1K - $46.8K
|
3.68K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
81+ 14.41% |
$41.1K - $45.7K
|
643
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81+ 207.69% |
$41.1K - $45.7K
|
120
$65.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
81+ 0.4% |
$41.1K - $45.7K
|
20.2K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
80+ 12.62% |
$40.6K - $45.1K
|
714
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
78+ 1.63% |
$39.5K - $44K
|
4.85K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
78New |
$39.5K - $44K
|
78
$42.7K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
78+ 14.74% |
$39.5K - $44K
|
607
$333K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
78+ 113.04% |
$39.5K - $44K
|
147
$80.6K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
78+ 3.9% |
$39.5K - $44K
|
2.08K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
78+ 0.23% |
$39.5K - $44K
|
34.1K
$18.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
77+ 1.66% |
$39K - $43.4K
|
4.71K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
77+ 3.21% |
$39K - $43.4K
|
2.48K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
77+ 15.71% |
$39K - $43.4K
|
567
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
76+ 5.26% |
$38.5K - $42.8K
|
1.52K
$834K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
76+ 5.87% |
$38.5K - $42.8K
|
1.37K
$751K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
76+ 2.47% |
$38.5K - $42.8K
|
3.15K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
76+ 3.31% |
$38.5K - $42.8K
|
2.37K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
75+ 9.42% |
$38K - $42.3K
|
871
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
75+ 2.25% |
$38K - $42.3K
|
3.41K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
75+ 6.43% |
$38K - $42.3K
|
1.24K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
75+ 8.5% |
$38K - $42.3K
|
957
$524K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
75+ 2.57% |
$38K - $42.3K
|
2.99K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
74+ 2.92% |
$37.5K - $41.7K
|
2.61K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
74+ 5.17% |
$37.5K - $41.7K
|
1.5K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
74+ 2.52% |
$37.5K - $41.7K
|
3.01K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
72+ 2.97% |
$36.5K - $40.6K
|
2.5K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
72+ 2.84% |
$36.5K - $40.6K
|
2.61K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
72+ 8.23% |
$36.5K - $40.6K
|
947
$519K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
72+ 232.26% |
$36.5K - $40.6K
|
103
$56.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
71+ 0.12% |
$36K - $40K
|
60.8K
$33.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
71+ 1.06% |
$36K - $40K
|
6.76K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
71+ 1.77% |
$36K - $40K
|
4.09K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
70+ 4.1% |
$35.5K - $39.5K
|
1.78K
$973K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
70+ 2.88% |
$35.5K - $39.5K
|
2.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
70+ 333.33% |
$35.5K - $39.5K
|
91
$49.9K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
69+ 3.3% |
$35K - $38.9K
|
2.16K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
69New |
$35K - $38.9K
|
69
$37.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
68+ 0.18% |
$34.5K - $38.3K
|
37.3K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
68+ 1.28% |
$34.5K - $38.3K
|
5.36K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
65+ 98.48% |
$33K - $36.6K
|
131
$71.8K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
65+ 6.62% |
$33K - $36.6K
|
1.05K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
65+ 13.4% |
$33K - $36.6K
|
550
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
64+ 0.8% |
$32.5K - $36.1K
|
8.02K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
64+ 6.57% |
$32.5K - $36.1K
|
1.04K
$569K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
64+ 7.14% |
$32.5K - $36.1K
|
960
$526K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
64+ 9.88% |
$32.5K - $36.1K
|
712
$390K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
64+ 1.6% |
$32.5K - $36.1K
|
4.05K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
63+ 0.21% |
$31.9K - $35.5K
|
30.5K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
63+ 1.32% |
$31.9K - $35.5K
|
4.83K
$2.65M
|