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 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
5+ 0.82% |
$2.54K - $2.82K
|
613
$381K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5+ 0.25% |
$2.54K - $2.82K
|
2.01K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
5+ 0.25% |
$2.54K - $2.82K
|
1.98K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
5+ 0.48% |
$2.54K - $2.82K
|
1.04K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.54K - $2.82K
|
1.34K
$830K
|
|
|
Oct 30, 2025
Q1 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.96% |
$2.54K - $2.82K
|
528
$328K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
4+ 0.22% |
$2.03K - $2.25K
|
1.79K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.47% |
$2.03K - $2.25K
|
855
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4+ 0.68% |
$2.03K - $2.25K
|
590
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4+ 0.4% |
$2.03K - $2.25K
|
1.01K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4+ 0.91% |
$2.03K - $2.25K
|
445
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.38% |
$2.03K - $2.25K
|
1.06K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.94% |
$2.03K - $2.25K
|
428
$266K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.39% |
$2.03K - $2.25K
|
1.03K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$2.03K - $2.25K
|
4
$2.48K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.3% |
$2.03K - $2.25K
|
1.33K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 400.0% |
$2.03K - $2.25K
|
5
$3.1K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.25% |
$2.03K - $2.25K
|
1.63K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.32% |
$1.52K - $1.69K
|
935
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 1.28% |
$1.52K - $1.69K
|
238
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3+ 11.11% |
$1.52K - $1.69K
|
30
$18.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.36% |
$1.52K - $1.69K
|
829
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.24% |
$1.52K - $1.69K
|
1.27K
$791K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3+ 0.14% |
$1.52K - $1.69K
|
2.22K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
3+ 0.36% |
$1.52K - $1.69K
|
847
$526K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
3+ 3.45% |
$1.52K - $1.69K
|
90
$55.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3+ 1.35% |
$1.52K - $1.69K
|
225
$140K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
3+ 0.34% |
$1.52K - $1.69K
|
882
$548K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.54% |
$1.52K - $1.69K
|
555
$345K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
3+ 0.87% |
$1.52K - $1.69K
|
349
$217K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3+ 0.4% |
$1.52K - $1.69K
|
750
$466K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3+ 0.5% |
$1.52K - $1.69K
|
609
$378K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.12% |
$1.52K - $1.69K
|
2.44K
$1.51M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.3% |
$1.52K - $1.69K
|
994
$617K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
2+ 0.02% |
$1.01K - $1.13K
|
10.3K
$6.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.2% |
$1.01K - $1.13K
|
980
$609K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2+ 0.29% |
$1.01K - $1.13K
|
702
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2+ 0.29% |
$1.01K - $1.13K
|
684
$425K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.34% |
$1.01K - $1.13K
|
593
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.09% |
$1.01K - $1.13K
|
2.25K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.32% |
$1.01K - $1.13K
|
622
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2+ 0.18% |
$1.01K - $1.13K
|
1.11K
$691K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2+ 0.19% |
$1.01K - $1.13K
|
1.08K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$1.01K - $1.13K
|
10.6K
$6.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$1.01K - $1.13K
|
562
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$1.01K - $1.13K
|
1.42K
$881K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$1.01K - $1.13K
|
1.18K
$732K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2+ 0.3% |
$1.01K - $1.13K
|
672
$417K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.14% |
$1.01K - $1.13K
|
1.42K
$880K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2+ 0.22% |
$1.01K - $1.13K
|
898
$558K
|