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
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.31K+ 2.26% |
$666K - $741K
|
59.5K
$35.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 554.47% |
$661K - $734K
|
1.54K
$909K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3K+ 1.03% |
$660K - $734K
|
127K
$75.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.3K+ 21.05% |
$660K - $733K
|
7.48K
$4.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 162.74% |
$658K - $731K
|
2.09K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.3K+ 27.41% |
$657K - $731K
|
6.02K
$3.56M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.29KNew |
$655K - $728K
|
1.29K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.29K+ 8.85% |
$652K - $724K
|
15.8K
$9.35M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.28K+ 7.31% |
$651K - $724K
|
18.9K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.28K+ 25.46% |
$650K - $722K
|
6.31K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.28K+ 99.46% |
$648K - $720K
|
2.56K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
1.28KNew |
$646K - $719K
|
1.28K
$754K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.27K+ 7.79% |
$643K - $715K
|
17.6K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.26KNew |
$641K - $712K
|
1.26K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.26K+ 239.02% |
$640K - $711K
|
1.79K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.26K+ 2.54% |
$639K - $711K
|
50.9K
$30.1M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.26K+ 2.95% |
$637K - $709K
|
43.9K
$25.9M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.25K+ 20.0% |
$635K - $706K
|
7.52K
$4.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.25K+ 6.9% |
$635K - $706K
|
19.4K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.25K+ 3.22% |
$633K - $704K
|
40.1K
$23.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.24K+ 4.93% |
$630K - $701K
|
26.4K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 2.31% |
$628K - $698K
|
54.9K
$32.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
1.24KNew |
$627K - $697K
|
1.24K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.23K+ 7.07% |
$625K - $694K
|
18.7K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.23K+ 41.1% |
$624K - $693K
|
4.22K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.23KNew |
$622K - $691K
|
1.23K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.23K+ 24520.0% |
$622K - $691K
|
1.23K
$728K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.62% |
$620K - $689K
|
76.5K
$45.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 2.51% |
$620K - $689K
|
49.9K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.22K+ 1.83% |
$617K - $686K
|
67.6K
$40M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.2K+ 3.1% |
$607K - $675K
|
39.8K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
1.2K+ 8.18% |
$607K - $675K
|
15.8K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.19K+ 144.03% |
$605K - $673K
|
2.02K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19K+ 2.36% |
$605K - $672K
|
51.8K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.19K+ 3.68% |
$602K - $669K
|
33.4K
$19.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.18K+ 12.09% |
$600K - $667K
|
11K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.18K+ 28.75% |
$599K - $666K
|
5.29K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.18KNew |
$596K - $663K
|
1.18K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.17K+ 4.97% |
$595K - $662K
|
24.8K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.16K+ 7.06% |
$589K - $655K
|
17.6K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.16K+ 28.82% |
$586K - $651K
|
5.16K
$3.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.15K+ 8.31% |
$585K - $650K
|
15K
$8.89M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.15K+ 12.05% |
$585K - $650K
|
10.7K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.15KNew |
$584K - $649K
|
1.15K
$681K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 39.4% |
$583K - $648K
|
4.07K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 12.64% |
$578K - $642K
|
10.2K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.14K+ 88.88% |
$576K - $640K
|
2.41K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.11K+ 72.15% |
$562K - $625K
|
2.65K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.11K+ 2.77% |
$561K - $623K
|
41K
$24.3M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 3.93% |
$560K - $623K
|
29.2K
$17.3M
|