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 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
6+ 1.44% |
$3.04K - $3.38K
|
424
$232K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.04K - $3.38K
|
3.69K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6+ 0.48% |
$3.04K - $3.38K
|
1.25K
$687K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.33% |
$3.04K - $3.38K
|
1.8K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
6+ 0.56% |
$3.04K - $3.38K
|
1.07K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$3.04K - $3.38K
|
6
$3.29K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.45% |
$2.54K - $2.82K
|
1.12K
$612K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.33% |
$2.54K - $2.82K
|
1.54K
$843K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
5New |
$2.54K - $2.82K
|
5
$2.74K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.3% |
$2.54K - $2.82K
|
1.69K
$926K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5+ 0.91% |
$2.54K - $2.82K
|
556
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.3% |
$2.54K - $2.82K
|
1.65K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.21% |
$2.54K - $2.82K
|
2.42K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
5+ 0.61% |
$2.54K - $2.82K
|
820
$449K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 0.42% |
$2.54K - $2.82K
|
1.2K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
5+ 0.82% |
$2.54K - $2.82K
|
613
$336K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5+ 0.25% |
$2.54K - $2.82K
|
2.01K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
5+ 0.25% |
$2.54K - $2.82K
|
1.98K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
5+ 0.48% |
$2.54K - $2.82K
|
1.04K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.54K - $2.82K
|
1.34K
$732K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
4+ 0.22% |
$2.03K - $2.25K
|
1.79K
$981K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.47% |
$2.03K - $2.25K
|
855
$469K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4+ 0.68% |
$2.03K - $2.25K
|
590
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.4% |
$2.03K - $2.25K
|
1.01K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4+ 0.91% |
$2.03K - $2.25K
|
445
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.38% |
$2.03K - $2.25K
|
1.06K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.94% |
$2.03K - $2.25K
|
428
$235K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.39% |
$2.03K - $2.25K
|
1.03K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$2.03K - $2.25K
|
4
$2.19K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.3% |
$2.03K - $2.25K
|
1.33K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 400.0% |
$2.03K - $2.25K
|
5
$2.74K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.25% |
$2.03K - $2.25K
|
1.63K
$894K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.32% |
$1.52K - $1.69K
|
935
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 1.28% |
$1.52K - $1.69K
|
238
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3+ 11.11% |
$1.52K - $1.69K
|
30
$16.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.36% |
$1.52K - $1.69K
|
829
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.24% |
$1.52K - $1.69K
|
1.27K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3+ 0.14% |
$1.52K - $1.69K
|
2.22K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
3+ 0.36% |
$1.52K - $1.69K
|
847
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
3+ 3.45% |
$1.52K - $1.69K
|
90
$49.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3+ 1.35% |
$1.52K - $1.69K
|
225
$123K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
3+ 0.34% |
$1.52K - $1.69K
|
882
$483K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.54% |
$1.52K - $1.69K
|
555
$304K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
3+ 0.87% |
$1.52K - $1.69K
|
349
$191K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3+ 0.4% |
$1.52K - $1.69K
|
750
$411K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3+ 0.5% |
$1.52K - $1.69K
|
609
$334K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.12% |
$1.52K - $1.69K
|
2.44K
$1.34M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.3% |
$1.52K - $1.69K
|
994
$545K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
2+ 0.02% |
$1.01K - $1.13K
|
10.3K
$5.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.2% |
$1.01K - $1.13K
|
980
$537K
|