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 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
9.85K+ 9.91% |
$4.99M - $5.55M
|
109K
$59.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
9.75K+ 13.5% |
$4.94M - $5.5M
|
82K
$44.9M
|
|
|
May 15, 2025
Q1 2025
|
Ironclad Investments LLC
Maitland, FL |
BUY
|
- |
9.7K+ 6.28% |
$4.92M - $5.47M
|
164K
$90M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9.67K+ 27.58% |
$4.9M - $5.45M
|
44.7K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.59K+ 1.99% |
$4.86M - $5.41M
|
493K
$270M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.46K+ 15.9% |
$4.8M - $5.33M
|
69K
$37.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
9.43K+ 6.34% |
$4.78M - $5.32M
|
158K
$86.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.37K+ 7.17% |
$4.75M - $5.28M
|
140K
$76.7M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.3K+ 4.98% |
$4.72M - $5.24M
|
196K
$107M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
9.29K+ 121.48% |
$4.71M - $5.24M
|
16.9K
$9.28M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.17K+ 1.54% |
$4.65M - $5.17M
|
604K
$331M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.15K+ 2.9% |
$4.64M - $5.16M
|
325K
$178M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.09K+ 30.15% |
$4.61M - $5.13M
|
39.2K
$21.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
9.08K+ 14.72% |
$4.61M - $5.12M
|
70.8K
$38.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.08K+ 7.06% |
$4.6M - $5.12M
|
138K
$75.4M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
9.07KNew |
$4.6M - $5.11M
|
9.07K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.02K+ 24.66% |
$4.57M - $5.08M
|
45.6K
$25M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9.01K+ 21.68% |
$4.57M - $5.08M
|
50.6K
$27.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.95K+ 9.75% |
$4.54M - $5.04M
|
101K
$55.2M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8.91KNew |
$4.52M - $5.02M
|
8.91K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.86K+ 13.67% |
$4.49M - $4.99M
|
73.7K
$40.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
8.81K+ 5.27% |
$4.47M - $4.97M
|
176K
$96.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.77K+ 97488.89% |
$4.45M - $4.95M
|
8.78K
$4.81M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.72KNew |
$4.42M - $4.92M
|
8.72K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.71K+ 90.37% |
$4.42M - $4.91M
|
18.3K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
8.59K+ 17.05% |
$4.35M - $4.84M
|
59K
$32.3M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.58K+ 5.85% |
$4.35M - $4.84M
|
155K
$85.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.58K+ 129.94% |
$4.35M - $4.84M
|
15.2K
$8.32M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.58KNew |
$4.35M - $4.83M
|
8.58K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.57K+ 12.73% |
$4.34M - $4.83M
|
75.9K
$41.6M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
8.47KNew |
$4.29M - $4.77M
|
8.47K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.45K+ 60.93% |
$4.29M - $4.76M
|
22.3K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
8.43KNew |
$4.27M - $4.75M
|
8.43K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
8.41K+ 25.7% |
$4.26M - $4.74M
|
41.1K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
8.28K+ 5.79% |
$4.2M - $4.66M
|
151K
$82.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.24K+ 616.08% |
$4.18M - $4.64M
|
9.57K
$5.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.15K+ 118.19% |
$4.13M - $4.59M
|
15K
$8.24M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
8.07K+ 8.99% |
$4.09M - $4.55M
|
97.8K
$53.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
8.04K+ 5.11% |
$4.08M - $4.53M
|
165K
$90.6M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.97K+ 3.63% |
$4.04M - $4.49M
|
228K
$125M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
7.86K+ 65.76% |
$3.98M - $4.43M
|
19.8K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.76K+ 2.09% |
$3.94M - $4.38M
|
379K
$208M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.76KNew |
$3.94M - $4.38M
|
7.76K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
7.73K+ 9.06% |
$3.92M - $4.36M
|
93K
$51M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.65KNew |
$3.88M - $4.31M
|
7.65K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
BUY
|
- |
7.62K+ 25.54% |
$3.86M - $4.29M
|
37.4K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
7.61KNew |
$3.86M - $4.29M
|
7.61K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7.53K+ 201.18% |
$3.82M - $4.24M
|
11.3K
$6.18M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.34K+ 507.88% |
$3.72M - $4.14M
|
8.79K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.33KNew |
$3.72M - $4.13M
|
7.33K
$4.02M
|