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 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9+ 3.86% |
$4.56K - $5.07K
|
242
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9+ 1.47% |
$4.56K - $5.07K
|
623
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
9+ 1.14% |
$4.56K - $5.07K
|
798
$496K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
9+ 0.92% |
$4.56K - $5.07K
|
991
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
9+ 0.53% |
$4.56K - $5.07K
|
1.7K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.32% |
$4.56K - $5.07K
|
2.86K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
9+ 1.18% |
$4.56K - $5.07K
|
772
$479K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9New |
$4.56K - $5.07K
|
9
$5.59K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9+ 0.37% |
$4.56K - $5.07K
|
2.44K
$1.52M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9+ 7.26% |
$4.56K - $5.07K
|
133
$82.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
8+ 1.23% |
$4.06K - $4.51K
|
656
$407K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
8New |
$4.06K - $4.51K
|
8
$4.97K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
8+ 0.41% |
$4.06K - $4.51K
|
1.95K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8+ 1.51% |
$4.06K - $4.51K
|
538
$334K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
8+ 0.6% |
$4.06K - $4.51K
|
1.35K
$836K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 0.26% |
$4.06K - $4.51K
|
3.06K
$1.9M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
8+ 0.36% |
$4.06K - $4.51K
|
2.22K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
7+ 1.62% |
$3.55K - $3.95K
|
439
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
7+ 0.27% |
$3.55K - $3.95K
|
2.6K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
7+ 0.32% |
$3.55K - $3.95K
|
2.23K
$1.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
7+ 1.75% |
$3.55K - $3.95K
|
407
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7+ 0.7% |
$3.55K - $3.95K
|
1K
$621K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
7+ 0.75% |
$3.55K - $3.95K
|
938
$582K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.34% |
$3.55K - $3.95K
|
2.07K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6+ 0.57% |
$3.04K - $3.38K
|
1.06K
$660K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.9% |
$3.04K - $3.38K
|
675
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
6+ 1.34% |
$3.04K - $3.38K
|
454
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.04K - $3.38K
|
397
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6+ 0.28% |
$3.04K - $3.38K
|
2.18K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
6+ 0.06% |
$3.04K - $3.38K
|
10.5K
$6.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
6+ 0.26% |
$3.04K - $3.38K
|
2.3K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$3.04K - $3.38K
|
8.26K
$5.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6+ 0.13% |
$3.04K - $3.38K
|
4.78K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6+ 0.09% |
$3.04K - $3.38K
|
6.86K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
6+ 1.14% |
$3.04K - $3.38K
|
532
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6+ 1.44% |
$3.04K - $3.38K
|
424
$263K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.04K - $3.38K
|
3.69K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6+ 0.48% |
$3.04K - $3.38K
|
1.25K
$778K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.33% |
$3.04K - $3.38K
|
1.8K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
6+ 0.56% |
$3.04K - $3.38K
|
1.07K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$3.04K - $3.38K
|
6
$3.73K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.45% |
$2.54K - $2.82K
|
1.12K
$694K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.33% |
$2.54K - $2.82K
|
1.54K
$955K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
5New |
$2.54K - $2.82K
|
5
$3.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.3% |
$2.54K - $2.82K
|
1.69K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5+ 0.91% |
$2.54K - $2.82K
|
556
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.3% |
$2.54K - $2.82K
|
1.65K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.21% |
$2.54K - $2.82K
|
2.42K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
5+ 0.61% |
$2.54K - $2.82K
|
820
$509K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 0.42% |
$2.54K - $2.82K
|
1.2K
$743K
|