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 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.3K+ 3.87% |
$7.76M - $8.63M
|
411K
$225M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.3K+ 4.43% |
$7.74M - $8.61M
|
360K
$197M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15.1K+ 3.11% |
$7.67M - $8.53M
|
502K
$275M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
15KNew |
$7.59M - $8.44M
|
15K
$8.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
14.6K+ 60.87% |
$7.39M - $8.21M
|
38.5K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.5K+ 44.96% |
$7.36M - $8.18M
|
46.8K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 2.96% |
$7.3M - $8.11M
|
501K
$275M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.4K+ 25.61% |
$7.29M - $8.1M
|
70.5K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
14.2K+ 434.91% |
$7.21M - $8.02M
|
17.5K
$9.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.7K+ 2.62% |
$6.96M - $7.74M
|
537K
$294M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
13.7KNew |
$6.95M - $7.73M
|
13.7K
$7.52M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 0.43% |
$6.86M - $7.62M
|
3.15M
$1.73B
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.2K+ 6.7% |
$6.67M - $7.42M
|
210K
$115M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 16.37% |
$6.67M - $7.42M
|
93.5K
$51.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.1K+ 18.08% |
$6.64M - $7.38M
|
85.5K
$46.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.1K+ 258.6% |
$6.63M - $7.37M
|
18.1K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
13.1K+ 4.62% |
$6.62M - $7.36M
|
296K
$162M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
13K+ 5.17% |
$6.57M - $7.31M
|
264K
$145M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13K+ 5.17% |
$6.57M - $7.31M
|
264K
$145M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
BUY
|
- |
12.9K+ 38.39% |
$6.53M - $7.26M
|
46.5K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.9K+ 426.94% |
$6.53M - $7.26M
|
15.9K
$8.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.7K+ 10.89% |
$6.45M - $7.17M
|
130K
$71M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
12.7KNew |
$6.44M - $7.16M
|
12.7K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.7K+ 4.51% |
$6.44M - $7.16M
|
294K
$161M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7K+ 150.25% |
$6.43M - $7.15M
|
21.1K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6K+ 21.01% |
$6.4M - $7.11M
|
72.7K
$39.8M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.3K+ 5.24% |
$6.25M - $6.95M
|
248K
$136M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
12.1K+ 84.04% |
$6.15M - $6.84M
|
26.6K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.9K+ 134.83% |
$6.04M - $6.71M
|
20.7K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
11.8K+ 235.22% |
$5.99M - $6.66M
|
16.8K
$9.23M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.8K+ 7.59% |
$5.97M - $6.64M
|
167K
$91.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
11.8K+ 31.54% |
$5.96M - $6.63M
|
49.1K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.7K+ 12.26% |
$5.96M - $6.62M
|
108K
$58.9M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
11.7K+ 423.45% |
$5.95M - $6.62M
|
14.5K
$7.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.7K+ 7.85% |
$5.93M - $6.59M
|
161K
$88.1M
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.6K+ 7.1% |
$5.88M - $6.54M
|
175K
$95.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.6K+ 13.58% |
$5.86M - $6.51M
|
96.6K
$53M
|
|
|
May 14, 2025
Q1 2025
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
11.5KNew |
$5.84M - $6.49M
|
11.5K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 11.96% |
$5.83M - $6.48M
|
108K
$59M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
11.3K+ 2.46% |
$5.72M - $6.35M
|
470K
$257M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.2K+ 57.12% |
$5.69M - $6.33M
|
30.9K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.1K+ 25.25% |
$5.62M - $6.25M
|
55K
$30.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
11K+ 129.67% |
$5.59M - $6.21M
|
19.5K
$10.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10.6K+ 4.74% |
$5.39M - $6M
|
235K
$129M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.6K+ 170.79% |
$5.37M - $5.97M
|
16.8K
$9.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
10.3K+ 5.79% |
$5.24M - $5.83M
|
189K
$103M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
10.2K+ 5.37% |
$5.17M - $5.75M
|
200K
$110M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
10.1K+ 41.51% |
$5.13M - $5.7M
|
34.5K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
10.1K+ 12.7% |
$5.12M - $5.69M
|
89.6K
$49.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.85K+ 13.1% |
$4.99M - $5.55M
|
85K
$46.6M
|