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
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
5.33KNew |
$2.7M - $3M
|
5.33K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.29K+ 3.57% |
$2.68M - $2.98M
|
154K
$84.1M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.27K+ 5.88% |
$2.67M - $2.97M
|
94.9K
$52M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.27K+ 3.27% |
$2.67M - $2.97M
|
166K
$91.1M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.25K+ 3.64% |
$2.66M - $2.96M
|
150K
$82M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.24K+ 11.31% |
$2.66M - $2.95M
|
51.6K
$28.3M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.2K+ 109.2% |
$2.64M - $2.93M
|
9.96K
$5.46M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.2K+ 14.4% |
$2.63M - $2.93M
|
41.3K
$22.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5.15K+ 2.08% |
$2.61M - $2.9M
|
253K
$138M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.09K+ 15.39% |
$2.58M - $2.87M
|
38.1K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.09K+ 70.38% |
$2.58M - $2.87M
|
12.3K
$6.75M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.05K+ 28.29% |
$2.56M - $2.85M
|
22.9K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
5.03K+ 25.88% |
$2.55M - $2.83M
|
24.5K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.99K+ 10.29% |
$2.53M - $2.81M
|
53.5K
$29.3M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.99K+ 12.84% |
$2.53M - $2.81M
|
43.8K
$24M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
4.93K+ 412.13% |
$2.5M - $2.78M
|
6.12K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
4.92K+ 25.68% |
$2.5M - $2.77M
|
24.1K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.91K+ 11.98% |
$2.49M - $2.77M
|
45.9K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.9K+ 27.01% |
$2.48M - $2.76M
|
23K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.87K+ 15.21% |
$2.47M - $2.74M
|
36.9K
$20.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.86K+ 66.01% |
$2.46M - $2.74M
|
12.2K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4.83K+ 8.81% |
$2.45M - $2.72M
|
59.7K
$32.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.82K+ 36.66% |
$2.44M - $2.72M
|
18K
$9.84M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.76K+ 2.62% |
$2.41M - $2.68M
|
187K
$102M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
BUY
|
- |
4.75KNew |
$2.41M - $2.68M
|
4.75K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.72K+ 49.13% |
$2.4M - $2.66M
|
14.3K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.71K+ 18.63% |
$2.39M - $2.66M
|
30K
$16.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.7K+ 8.65% |
$2.38M - $2.65M
|
59K
$32.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Powers Capital, LLC
San Francisco, CA |
BUY
|
- |
4.68K+ 1.33% |
$2.37M - $2.64M
|
356K
$195M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
4.67K+ 35.53% |
$2.37M - $2.63M
|
17.8K
$9.76M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.66K+ 26.44% |
$2.36M - $2.63M
|
22.3K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.66K+ 113.4% |
$2.36M - $2.62M
|
8.76K
$4.8M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.64K+ 16.85% |
$2.35M - $2.61M
|
32.2K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.64K+ 6.05% |
$2.35M - $2.61M
|
81.3K
$44.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.62K+ 0.88% |
$2.34M - $2.6M
|
531K
$291M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.57K+ 12.04% |
$2.32M - $2.57M
|
42.5K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.53K+ 45.03% |
$2.3M - $2.55M
|
14.6K
$7.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.53K+ 368.27% |
$2.29M - $2.55M
|
5.76K
$3.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.48K+ 8.58% |
$2.27M - $2.52M
|
56.6K
$31M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
4.47K+ 0.88% |
$2.26M - $2.52M
|
512K
$280M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.47K+ 223.3% |
$2.26M - $2.52M
|
6.47K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.46K+ 2.02% |
$2.26M - $2.52M
|
225K
$123M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.45K+ 444.8% |
$2.26M - $2.51M
|
5.45K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.44K+ 4.75% |
$2.25M - $2.5M
|
97.9K
$53.7M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
4.41K+ 84.64% |
$2.24M - $2.49M
|
9.62K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.41K+ 8.76% |
$2.23M - $2.48M
|
54.7K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.37K+ 15.34% |
$2.22M - $2.46M
|
32.9K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.36K+ 63.72% |
$2.21M - $2.46M
|
11.2K
$6.14M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.36K+ 47.98% |
$2.21M - $2.46M
|
13.4K
$7.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.33K+ 6.32% |
$2.19M - $2.44M
|
72.8K
$39.9M
|