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 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
41+ 1.19% |
$20.8K - $23.1K
|
3.48K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
41+ 0.1% |
$20.8K - $23.1K
|
40.9K
$25.4M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
41+ 1.72% |
$20.8K - $23.1K
|
2.42K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
41+ 1.94% |
$20.8K - $23.1K
|
2.16K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
41+ 83.67% |
$20.8K - $23.1K
|
90
$55.9K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
40+ 1.36% |
$20.3K - $22.5K
|
2.98K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
40New |
$20.3K - $22.5K
|
40
$24.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
39+ 0.45% |
$19.8K - $22K
|
8.73K
$5.42M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
39+ 4.9% |
$19.8K - $22K
|
835
$519K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
39+ 0.14% |
$19.8K - $22K
|
27.4K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
39+ 0.37% |
$19.8K - $22K
|
10.5K
$6.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
38+ 9.57% |
$19.3K - $21.4K
|
435
$270K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
38+ 10.53% |
$19.3K - $21.4K
|
399
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
37+ 2.23% |
$18.8K - $20.9K
|
1.7K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
37+ 6.21% |
$18.8K - $20.9K
|
633
$393K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
37+ 0.21% |
$18.8K - $20.9K
|
18K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
37+ 3.55% |
$18.8K - $20.9K
|
1.08K
$669K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
36+ 7.2% |
$18.3K - $20.3K
|
536
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
35+ 0.06% |
$17.7K - $19.7K
|
56.5K
$35.1M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35+ 2.42% |
$17.7K - $19.7K
|
1.48K
$918K
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
35+ 5.56% |
$17.7K - $19.7K
|
665
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
34+ 1.47% |
$17.2K - $19.2K
|
2.35K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
34+ 1.02% |
$17.2K - $19.2K
|
3.37K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
34+ 3.65% |
$17.2K - $19.2K
|
966
$600K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
33+ 5.97% |
$16.7K - $18.6K
|
586
$364K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
33+ 4.79% |
$16.7K - $18.6K
|
722
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
33+ 4.62% |
$16.7K - $18.6K
|
748
$465K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
33+ 3.45% |
$16.7K - $18.6K
|
989
$614K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
33+ 1.18% |
$16.7K - $18.6K
|
2.83K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.62% |
$16.2K - $18K
|
5.17K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
32+ 0.53% |
$16.2K - $18K
|
6.13K
$3.8M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32+ 4.46% |
$16.2K - $18K
|
750
$466K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
31+ 0.78% |
$15.7K - $17.5K
|
3.99K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
31+ 2.92% |
$15.7K - $17.5K
|
1.09K
$678K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
31+ 2.47% |
$15.7K - $17.5K
|
1.29K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30+ 0.27% |
$15.2K - $16.9K
|
11.1K
$6.92M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30+ 6.74% |
$15.2K - $16.9K
|
475
$295K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
30+ 0.32% |
$15.2K - $16.9K
|
9.28K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.19% |
$15.2K - $16.9K
|
15.6K
$9.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
29+ 0.7% |
$14.7K - $16.3K
|
4.19K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
29+ 6.18% |
$14.7K - $16.3K
|
498
$309K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
29+ 0.69% |
$14.7K - $16.3K
|
4.25K
$2.64M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 7.55% |
$14.2K - $15.8K
|
399
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
28+ 6.5% |
$14.2K - $15.8K
|
459
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
28+ 0.45% |
$14.2K - $15.8K
|
6.32K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
28+ 2.59% |
$14.2K - $15.8K
|
1.11K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
28+ 0.08% |
$14.2K - $15.8K
|
33.7K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
28+ 0.89% |
$14.2K - $15.8K
|
3.18K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
28+ 2.19% |
$14.2K - $15.8K
|
1.31K
$813K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
28+ 2.52% |
$14.2K - $15.8K
|
1.14K
$708K
|