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
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.28K+ 2.96% |
$1.16M - $1.29M
|
79.5K
$47M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.28K+ 11.32% |
$1.16M - $1.28M
|
22.4K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.28K+ 1.6% |
$1.16M - $1.28M
|
144K
$85.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.27K+ 6.0% |
$1.15M - $1.28M
|
40.1K
$23.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.27K+ 2.49% |
$1.15M - $1.28M
|
93.2K
$55.1M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.25K+ 11.17% |
$1.14M - $1.27M
|
22.4K
$13.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
2.24K+ 5.5% |
$1.14M - $1.26M
|
43K
$25.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.24K+ 10.63% |
$1.13M - $1.26M
|
23.3K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.23K+ 1.32% |
$1.13M - $1.26M
|
171K
$101M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.23K+ 74.68% |
$1.13M - $1.26M
|
5.22K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.23KNew |
$1.13M - $1.26M
|
2.23K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.23K+ 39.05% |
$1.13M - $1.26M
|
7.93K
$4.69M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.22K+ 1.13% |
$1.12M - $1.25M
|
199K
$118M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.2K+ 14.62% |
$1.12M - $1.24M
|
17.3K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.18K+ 24.4% |
$1.11M - $1.23M
|
11.1K
$6.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.18K+ 12.58% |
$1.1M - $1.23M
|
19.5K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.17K+ 181.84% |
$1.1M - $1.22M
|
3.37K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.17K+ 0.24% |
$1.1M - $1.22M
|
907K
$537M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.17KNew |
$1.1M - $1.22M
|
2.17K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.16K+ 17.89% |
$1.1M - $1.22M
|
14.3K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.16K+ 23.45% |
$1.1M - $1.22M
|
11.4K
$6.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.14K+ 12.12% |
$1.08M - $1.21M
|
19.8K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.14K+ 35.93% |
$1.08M - $1.2M
|
8.08K
$4.78M
|
|
|
May 05, 2025
Q1 2025
|
Fiduciary Counselling Inc
|
BUY
|
- |
2.13K+ 37.29% |
$1.08M - $1.2M
|
7.85K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 14.09% |
$1.08M - $1.2M
|
17.2K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
2.13K+ 5.97% |
$1.08M - $1.2M
|
37.8K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.11K+ 41.84% |
$1.07M - $1.19M
|
7.14K
$4.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.09K+ 7.32% |
$1.06M - $1.18M
|
30.6K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 5.91% |
$1.06M - $1.17M
|
37.3K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.08K+ 9.61% |
$1.06M - $1.17M
|
23.8K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.07K+ 206.68% |
$1.05M - $1.17M
|
3.08K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
2.07K+ 0.83% |
$1.05M - $1.17M
|
251K
$149M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.07K+ 9.2% |
$1.05M - $1.17M
|
24.6K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.06K+ 5.01% |
$1.05M - $1.16M
|
43.3K
$25.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.06K+ 2.49% |
$1.05M - $1.16M
|
85K
$50.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.04K+ 5.87% |
$1.03M - $1.15M
|
36.8K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.02K+ 12.97% |
$1.03M - $1.14M
|
17.6K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.01K+ 148.05% |
$1.02M - $1.13M
|
3.37K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2K+ 50.01% |
$1.01M - $1.13M
|
6K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.97K+ 6.58% |
$998K - $1.11M
|
31.9K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.97K+ 32.53% |
$997K - $1.11M
|
8.01K
$4.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.96K+ 3.78% |
$991K - $1.1M
|
53.7K
$31.8M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.95K+ 37.08% |
$987K - $1.1M
|
7.2K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.94K+ 7.06% |
$985K - $1.1M
|
29.5K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.94K+ 7.3% |
$984K - $1.09M
|
28.5K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.94K+ 6.14% |
$982K - $1.09M
|
33.5K
$19.8M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.93K+ 5.12% |
$978K - $1.09M
|
39.6K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
1.92K+ 2.48% |
$973K - $1.08M
|
79.3K
$46.9M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.92K+ 36.05% |
$972K - $1.08M
|
7.23K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
1.92KNew |
$972K - $1.08M
|
1.92K
$1.13M
|