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
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.33K+ 80.57% |
$3.72M - $4.13M
|
16.4K
$9M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.32K+ 129.46% |
$3.71M - $4.12M
|
13K
$7.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.31KNew |
$3.71M - $4.12M
|
7.31K
$4M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.26K+ 28.65% |
$3.68M - $4.09M
|
32.6K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.26K+ 0.91% |
$3.68M - $4.09M
|
808K
$443M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.25K+ 4.3% |
$3.67M - $4.08M
|
176K
$96.3M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
7.2K+ 2.35% |
$3.65M - $4.06M
|
313K
$172M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.14K+ 149.96% |
$3.62M - $4.03M
|
11.9K
$6.53M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
7.09KNew |
$3.59M - $4M
|
7.09K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.07K+ 38.04% |
$3.58M - $3.98M
|
25.6K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.05K+ 4.97% |
$3.57M - $3.97M
|
149K
$81.6M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
7.03K+ 278.02% |
$3.57M - $3.96M
|
9.56K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7K+ 10.21% |
$3.55M - $3.95M
|
75.6K
$41.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.95K+ 25.76% |
$3.53M - $3.92M
|
33.9K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.86K+ 3.27% |
$3.48M - $3.87M
|
217K
$119M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
6.83K+ 1560.05% |
$3.46M - $3.85M
|
7.27K
$3.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.71K+ 125.11% |
$3.4M - $3.78M
|
12.1K
$6.61M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
6.7K+ 151.8% |
$3.4M - $3.78M
|
11.1K
$6.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.67K+ 51292.31% |
$3.38M - $3.76M
|
6.68K
$3.66M
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
6.52K+ 9.14% |
$3.3M - $3.67M
|
77.8K
$42.6M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
6.47KNew |
$3.28M - $3.65M
|
6.47K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
6.47KNew |
$3.28M - $3.65M
|
6.47K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.42K+ 9.2% |
$3.26M - $3.62M
|
76.2K
$41.8M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.36K+ 14.93% |
$3.22M - $3.58M
|
48.9K
$26.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.32K+ 901.85% |
$3.21M - $3.56M
|
7.02K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.32K+ 829.53% |
$3.21M - $3.56M
|
7.08K
$3.88M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.3K+ 365.6% |
$3.2M - $3.55M
|
8.03K
$4.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6.24K+ 4.48% |
$3.16M - $3.52M
|
146K
$79.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.14K+ 2.03% |
$3.11M - $3.46M
|
309K
$169M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
6.11K+ 55.13% |
$3.1M - $3.44M
|
17.2K
$9.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.04K+ 134.56% |
$3.06M - $3.4M
|
10.5K
$5.77M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
6.03K+ 2.18% |
$3.06M - $3.4M
|
282K
$154M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
6.03K+ 13.94% |
$3.06M - $3.4M
|
49.3K
$27M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.94K+ 40.98% |
$3.01M - $3.35M
|
20.4K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.89K+ 722.82% |
$2.99M - $3.32M
|
6.71K
$3.67M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.85K+ 211.73% |
$2.97M - $3.3M
|
8.61K
$4.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.82K+ 42.77% |
$2.95M - $3.28M
|
19.4K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 39.7% |
$2.94M - $3.27M
|
20.4K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.68K+ 11.12% |
$2.88M - $3.2M
|
56.7K
$31.1M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.66K+ 6.22% |
$2.87M - $3.19M
|
96.8K
$53M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.66K+ 5.1% |
$2.87M - $3.19M
|
117K
$63.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.61K+ 5.29% |
$2.85M - $3.16M
|
112K
$61.2M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.57K+ 445.28% |
$2.82M - $3.14M
|
6.82K
$3.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.56K+ 14.52% |
$2.82M - $3.13M
|
43.8K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.44K+ 14.83% |
$2.76M - $3.07M
|
42.1K
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5.43KNew |
$2.75M - $3.06M
|
5.43K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.43K+ 20.08% |
$2.75M - $3.06M
|
32.5K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.42KNew |
$2.75M - $3.05M
|
5.42K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
5.4K+ 21.06% |
$2.74M - $3.04M
|
31K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.37K+ 1.5% |
$2.72M - $3.03M
|
363K
$199M
|