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 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28+ 1.46% |
$14.2K - $15.8K
|
1.95K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
27+ 5.24% |
$13.7K - $15.2K
|
542
$337K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 2.09% |
$13.7K - $15.2K
|
1.32K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27+ 1.54% |
$13.7K - $15.2K
|
1.78K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
27+ 0.09% |
$13.7K - $15.2K
|
29.4K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
26+ 3.31% |
$13.2K - $14.7K
|
812
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.19% |
$13.2K - $14.7K
|
2.22K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 0.09% |
$13.2K - $14.7K
|
29K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 3.93% |
$13.2K - $14.7K
|
688
$427K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
26+ 0.81% |
$13.2K - $14.7K
|
3.25K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
26+ 1.02% |
$13.2K - $14.7K
|
2.58K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 4.22% |
$12.7K - $14.1K
|
618
$384K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
25+ 3.64% |
$12.7K - $14.1K
|
712
$442K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
25+ 6.94% |
$12.7K - $14.1K
|
385
$239K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
25+ 0.09% |
$12.7K - $14.1K
|
29.3K
$18.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
24+ 0.7% |
$12.2K - $13.5K
|
3.43K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24+ 0.11% |
$12.2K - $13.5K
|
21.8K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23+ 3.39% |
$11.7K - $13K
|
701
$435K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 4.99% |
$11.7K - $13K
|
484
$301K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$11.7K - $13K
|
23
$14.3K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
23+ 5.85% |
$11.7K - $13K
|
416
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 1.5% |
$10.6K - $11.8K
|
1.42K
$882K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
21+ 1.77% |
$10.6K - $11.8K
|
1.21K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 7.61% |
$10.6K - $11.8K
|
297
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
21+ 3.98% |
$10.6K - $11.8K
|
548
$340K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
21+ 2.41% |
$10.6K - $11.8K
|
891
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
21+ 11.48% |
$10.6K - $11.8K
|
204
$127K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20+ 0.82% |
$10.1K - $11.3K
|
2.47K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
20+ 0.95% |
$10.1K - $11.3K
|
2.13K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.43% |
$10.1K - $11.3K
|
471
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 0.52% |
$10.1K - $11.3K
|
3.84K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 1.08% |
$10.1K - $11.3K
|
1.87K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 5.13% |
$10.1K - $11.3K
|
410
$255K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 0.77% |
$10.1K - $11.3K
|
2.61K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
20+ 5.36% |
$10.1K - $11.3K
|
393
$244K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20+ 10.26% |
$10.1K - $11.3K
|
215
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
19+ 1.9% |
$9.63K - $10.7K
|
1.02K
$632K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.84% |
$9.63K - $10.7K
|
2.29K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
19+ 2.26% |
$9.63K - $10.7K
|
861
$535K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
19+ 4.1% |
$9.63K - $10.7K
|
482
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.85% |
$9.13K - $10.1K
|
2.12K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18+ 0.23% |
$9.13K - $10.1K
|
7.83K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
18+ 2.61% |
$9.13K - $10.1K
|
707
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
18+ 0.22% |
$9.13K - $10.1K
|
8.15K
$5.06M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
18+ 0.2% |
$9.13K - $10.1K
|
9K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
18+ 3.87% |
$9.13K - $10.1K
|
483
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17+ 0.07% |
$8.62K - $9.58K
|
24.2K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
17+ 2.35% |
$8.62K - $9.58K
|
740
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
17+ 0.68% |
$8.62K - $9.58K
|
2.52K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$8.62K - $9.58K
|
4.96K
$3.08M
|