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
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2+ 0.29% |
$1.01K - $1.13K
|
702
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2+ 0.29% |
$1.01K - $1.13K
|
684
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.34% |
$1.01K - $1.13K
|
593
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.09% |
$1.01K - $1.13K
|
2.25K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.32% |
$1.01K - $1.13K
|
622
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2+ 0.18% |
$1.01K - $1.13K
|
1.11K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2+ 0.19% |
$1.01K - $1.13K
|
1.08K
$592K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$1.01K - $1.13K
|
10.6K
$5.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$1.01K - $1.13K
|
562
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$1.01K - $1.13K
|
1.42K
$778K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$1.01K - $1.13K
|
1.18K
$646K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2+ 0.3% |
$1.01K - $1.13K
|
672
$368K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.14% |
$1.01K - $1.13K
|
1.42K
$777K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2+ 0.22% |
$1.01K - $1.13K
|
898
$492K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.1% |
$1.01K - $1.13K
|
2.01K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.34% |
$1.01K - $1.13K
|
591
$324K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.1% |
$1.01K - $1.13K
|
2.05K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.29% |
$1.01K - $1.13K
|
703
$385K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.25% |
$1.01K - $1.13K
|
802
$439K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2+ 0.3% |
$1.01K - $1.13K
|
662
$363K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.29% |
$1.01K - $1.13K
|
680
$373K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2+ 0.08% |
$1.01K - $1.13K
|
2.61K
$1.43M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2New |
$1.01K - $1.13K
|
2
$1.1K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$507 - $564
|
753
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.11% |
$507 - $564
|
953
$522K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.62K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.15% |
$507 - $564
|
686
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.67K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
1+ 0.07% |
$507 - $564
|
1.37K
$750K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$507 - $564
|
2.94K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.19% |
$507 - $564
|
535
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.08% |
$507 - $564
|
1.3K
$711K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1+ 0.2% |
$507 - $564
|
500
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1+ 0.25% |
$507 - $564
|
396
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$507 - $564
|
903
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.17% |
$507 - $564
|
580
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1+ 0.14% |
$507 - $564
|
733
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1+ 0.05% |
$507 - $564
|
2.08K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$507 - $564
|
734
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.55K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.06% |
$507 - $564
|
1.81K
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.55K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1+ 0.24% |
$507 - $564
|
421
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$507 - $564
|
747
$409K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.02% |
$507 - $564
|
5.68K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1+ 0.15% |
$507 - $564
|
677
$371K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$507 - $564
|
6.24K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.32K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.17% |
$507 - $564
|
586
$321K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$507 - $564
|
1.2K
$655K
|