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 15, 2025
Q1 2025
|
William Marsh Rice University
|
BUY
|
- |
47.6K+ 19.46% |
$24.2M - $26.8M
|
292K
$160M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
47.2K+ 2547.25% |
$23.9M - $26.6M
|
49K
$26.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.2K+ 24.83% |
$23.4M - $26.1M
|
232K
$127M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
44.9KNew |
$22.7M - $25.3M
|
44.9K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
44.8K+ 192.91% |
$22.7M - $25.3M
|
68.1K
$37.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
44.4K+ 6.18% |
$22.5M - $25M
|
763K
$418M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
44.3K+ 22.51% |
$22.4M - $24.9M
|
241K
$132M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43.7K+ 18.71% |
$22.2M - $24.6M
|
277K
$152M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
42.7K+ 44.91% |
$21.7M - $24.1M
|
138K
$75.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
42.6K+ 19.1% |
$21.6M - $24M
|
265K
$145M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.5K+ 4.15% |
$21.6M - $24M
|
1.07M
$585M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.7K+ 17.09% |
$21.2M - $23.5M
|
286K
$157M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40.5K+ 11.24% |
$20.5M - $22.8M
|
401K
$219M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
40.2K+ 2.97% |
$20.4M - $22.6M
|
1.39M
$763M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
39.6K+ 12.22% |
$20.1M - $22.3M
|
364K
$199M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
39.3K+ 80.71% |
$19.9M - $22.2M
|
88.1K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
38.2KNew |
$19.4M - $21.5M
|
38.2K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.7K+ 25.68% |
$19.1M - $21.3M
|
185K
$101M
|
|
|
Apr 17, 2025
Q1 2025
|
P/E Global LLC
|
BUY
|
- |
36.3K+ 37.14% |
$18.4M - $20.5M
|
134K
$73.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36.3K+ 14.22% |
$18.4M - $20.4M
|
291K
$160M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35.4KNew |
$18M - $20M
|
35.4K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
34.6K+ 14.48% |
$17.5M - $19.5M
|
273K
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
34.5K+ 1.72% |
$17.5M - $19.4M
|
2.04M
$1.12B
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
33.6K+ 1241.64% |
$17.1M - $19M
|
36.3K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 7.64% |
$16.5M - $18.3M
|
457K
$251M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31.8K+ 4.55% |
$16.1M - $17.9M
|
730K
$400M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
31.7K+ 8.76% |
$16.1M - $17.9M
|
394K
$216M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
31.7K+ 5.85% |
$16.1M - $17.8M
|
573K
$314M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.7K+ 9.78% |
$16M - $17.8M
|
355K
$195M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31K+ 47.25% |
$15.7M - $17.5M
|
96.7K
$53M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31K+ 2.46% |
$15.7M - $17.5M
|
1.29M
$707M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30.9K+ 4.17% |
$15.7M - $17.4M
|
771K
$423M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
30.7KNew |
$15.6M - $17.3M
|
30.7K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
30.6KNew |
$15.5M - $17.2M
|
30.6K
$16.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
30.5K+ 68.09% |
$15.5M - $17.2M
|
75.3K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
30.2KNew |
$15.3M - $17M
|
30.2K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.9K+ 24.96% |
$15.2M - $16.9M
|
150K
$82.1M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.7K+ 110.64% |
$15M - $16.7M
|
56.5K
$30.9M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
29.6K+ 416.88% |
$15M - $16.7M
|
36.7K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.6K+ 39.77% |
$15M - $16.7M
|
104K
$57M
|
|
|
May 06, 2025
Q1 2025
|
Pandi, LLC
Leawood, KS |
BUY
|
- |
28.8K+ 2.73% |
$14.6M - $16.2M
|
1.08M
$594M
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
27.5K+ 106.68% |
$14M - $15.5M
|
53.3K
$29.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.4KNew |
$13.4M - $14.9M
|
26.4K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
25.8K+ 619.23% |
$13.1M - $14.5M
|
29.9K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 3.36% |
$12.9M - $14.3M
|
783K
$429M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25.2K+ 19.61% |
$12.8M - $14.2M
|
154K
$84.2M
|
|
|
May 08, 2025
Q1 2025
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
24.7K+ 20.91% |
$12.5M - $13.9M
|
143K
$78.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.7K+ 4.57% |
$12.5M - $13.9M
|
564K
$309M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.2K+ 20.0% |
$12.3M - $13.7M
|
146K
$79.7M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
24K+ 37.25% |
$12.2M - $13.5M
|
88.6K
$48.5M
|