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 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
55+ 3.41% |
$27.9K - $31K
|
1.67K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
55+ 1.94% |
$27.9K - $31K
|
2.89K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
55New |
$27.9K - $31K
|
55
$33.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
55+ 1.04% |
$27.9K - $31K
|
5.37K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
55+ 3.56% |
$27.9K - $31K
|
1.6K
$988K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
54+ 2.06% |
$27.4K - $30.4K
|
2.68K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
54+ 0.36% |
$27.4K - $30.4K
|
15.1K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
54+ 3.22% |
$27.4K - $30.4K
|
1.73K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
53+ 1.24% |
$26.9K - $29.9K
|
4.33K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
53+ 5.84% |
$26.9K - $29.9K
|
960
$592K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
53+ 10.84% |
$26.9K - $29.9K
|
542
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
52+ 8.15% |
$26.4K - $29.3K
|
690
$426K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
52+ 12.35% |
$26.4K - $29.3K
|
473
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
51+ 6.01% |
$25.9K - $28.7K
|
899
$555K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51+ 9.68% |
$25.9K - $28.7K
|
578
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
51+ 31.68% |
$25.9K - $28.7K
|
212
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
50+ 1.97% |
$25.4K - $28.2K
|
2.59K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 5.85% |
$25.4K - $28.2K
|
904
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.39% |
$25.4K - $28.2K
|
3.65K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 1.21% |
$25.4K - $28.2K
|
4.17K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 0.91% |
$25.4K - $28.2K
|
5.56K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
50+ 0.54% |
$25.4K - $28.2K
|
9.27K
$5.72M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
50+ 3.49% |
$25.4K - $28.2K
|
1.48K
$915K
|
|
|
Nov 06, 2025
Q1 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
50+ 5.41% |
$25.4K - $28.2K
|
974
$601K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
49+ 1.8% |
$24.8K - $27.6K
|
2.77K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
49+ 3.47% |
$24.8K - $27.6K
|
1.46K
$901K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
49+ 1.84% |
$24.8K - $27.6K
|
2.71K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
49+ 9.12% |
$24.8K - $27.6K
|
586
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
48+ 5.18% |
$24.3K - $27.1K
|
974
$601K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
48+ 1.32% |
$24.3K - $27.1K
|
3.67K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
48+ 29.45% |
$24.3K - $27.1K
|
211
$130K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
47+ 10.06% |
$23.8K - $26.5K
|
514
$317K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
47+ 1.21% |
$23.8K - $26.5K
|
3.93K
$2.42M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
47+ 3.13% |
$23.8K - $26.5K
|
1.55K
$956K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
46+ 2.76% |
$23.3K - $25.9K
|
1.71K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
46+ 3.93% |
$23.3K - $25.9K
|
1.22K
$751K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
45+ 7.43% |
$22.8K - $25.4K
|
651
$402K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
45+ 2.07% |
$22.8K - $25.4K
|
2.22K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
45+ 1.69% |
$22.8K - $25.4K
|
2.71K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
45+ 2.89% |
$22.8K - $25.4K
|
1.6K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
45+ 1.35% |
$22.8K - $25.4K
|
3.38K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
44+ 10.84% |
$22.3K - $24.8K
|
450
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
44+ 2.99% |
$22.3K - $24.8K
|
1.51K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
44+ 2.94% |
$22.3K - $24.8K
|
1.54K
$950K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 2.33% |
$21.8K - $24.2K
|
1.89K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43+ 0.33% |
$21.8K - $24.2K
|
13.2K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
43+ 10.07% |
$21.8K - $24.2K
|
470
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
42+ 7.54% |
$21.3K - $23.7K
|
599
$370K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
42New |
$21.3K - $23.7K
|
42
$25.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
41+ 1.18% |
$20.8K - $23.1K
|
3.51K
$2.16M
|