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
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.1K+ 100.0% |
$556K - $618K
|
2.19K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 120.93% |
$554K - $616K
|
2K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.09K+ 1.32% |
$552K - $613K
|
83.2K
$49.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.09K+ 2.11% |
$551K - $612K
|
52.5K
$31M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.08K+ 6.45% |
$547K - $608K
|
17.8K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.08K+ 180.07% |
$545K - $606K
|
1.67K
$989K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$540K - $600K
|
1.06K
$629K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.05K+ 6.46% |
$532K - $592K
|
17.3K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.04K+ 8.47% |
$527K - $586K
|
13.3K
$7.88M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.04K+ 22.1% |
$525K - $583K
|
5.72K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 8.35% |
$522K - $580K
|
13.4K
$7.89M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.03K+ 80.45% |
$522K - $580K
|
2.31K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
1.03K+ 1.32% |
$520K - $578K
|
78.7K
$46.5M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.03K+ 44.82% |
$520K - $578K
|
3.32K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.02K+ 13.05% |
$517K - $575K
|
8.84K
$5.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02K+ 1.63% |
$516K - $574K
|
63.3K
$37.4M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 704.17% |
$514K - $572K
|
1.16K
$685K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 17.68% |
$513K - $570K
|
6.73K
$3.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.01KNew |
$512K - $569K
|
1.01K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
996New |
$505K - $561K
|
996
$589K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
994+ 60.35% |
$504K - $560K
|
2.64K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
991+ 1.3% |
$502K - $559K
|
77.4K
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
987+ 1.29% |
$500K - $556K
|
77.5K
$45.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
984+ 6.19% |
$499K - $555K
|
16.9K
$9.99M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
984+ 11.21% |
$499K - $555K
|
9.77K
$5.77M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
955+ 12.71% |
$484K - $538K
|
8.47K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
955+ 36.84% |
$484K - $538K
|
3.55K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
953+ 4.72% |
$483K - $537K
|
21.1K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
952+ 7.02% |
$483K - $537K
|
14.5K
$8.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
951+ 3.87% |
$482K - $536K
|
25.5K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
938+ 1.17% |
$476K - $529K
|
81.2K
$48M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
937+ 1.21% |
$475K - $528K
|
78.4K
$46.3M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
934+ 8.56% |
$474K - $526K
|
11.8K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
934+ 1.41% |
$474K - $526K
|
67.3K
$39.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
933+ 11.09% |
$473K - $526K
|
9.35K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
932+ 2.87% |
$473K - $525K
|
33.4K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
926+ 0.73% |
$470K - $522K
|
128K
$75.5M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
920+ 0.63% |
$466K - $519K
|
147K
$86.9M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
919+ 2.03% |
$466K - $518K
|
46.2K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
915New |
$464K - $516K
|
915
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
914New |
$463K - $515K
|
914
$540K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
909+ 5.04% |
$461K - $512K
|
18.9K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
908New |
$460K - $512K
|
908
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
903+ 2.07% |
$458K - $509K
|
44.4K
$26.3M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
900+ 15.37% |
$456K - $507K
|
6.76K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
900+ 102.51% |
$456K - $507K
|
1.78K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
900+ 47.49% |
$456K - $507K
|
2.8K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
896+ 18.69% |
$454K - $505K
|
5.69K
$3.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
895New |
$454K - $504K
|
895
$529K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
893+ 224.37% |
$453K - $503K
|
1.29K
$763K
|