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 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
668+ 24.16% |
$339K - $377K
|
3.43K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665+ 55.7% |
$337K - $375K
|
1.86K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
656New |
$333K - $370K
|
656
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
654+ 12.52% |
$332K - $369K
|
5.88K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
651+ 0.57% |
$330K - $367K
|
115K
$68.1M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
645+ 30.71% |
$327K - $364K
|
2.75K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
642+ 0.3% |
$326K - $362K
|
217K
$128M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
639New |
$324K - $360K
|
639
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
639+ 1.44% |
$324K - $360K
|
45K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
639+ 0.66% |
$324K - $360K
|
96.7K
$57.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
637New |
$323K - $359K
|
637
$377K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
635+ 2.86% |
$322K - $358K
|
22.8K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
634+ 7.55% |
$321K - $357K
|
9.03K
$5.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
632+ 49.03% |
$320K - $356K
|
1.92K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
631New |
$320K - $356K
|
631
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
630+ 6.67% |
$319K - $355K
|
10.1K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
629+ 29.13% |
$319K - $355K
|
2.79K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
626+ 37.8% |
$317K - $353K
|
2.28K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
625+ 1.41% |
$317K - $352K
|
45K
$26.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
624+ 0.17% |
$316K - $352K
|
360K
$213M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
624+ 11.41% |
$316K - $352K
|
6.09K
$3.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
623+ 17.94% |
$316K - $351K
|
4.1K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
621+ 47.37% |
$315K - $350K
|
1.93K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
613+ 0.72% |
$311K - $346K
|
85.9K
$50.8M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
612+ 57.52% |
$310K - $345K
|
1.68K
$991K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
606+ 17.93% |
$307K - $342K
|
3.99K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
606+ 40.48% |
$307K - $342K
|
2.1K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
604+ 5.02% |
$306K - $340K
|
12.6K
$7.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
604+ 5.6% |
$306K - $340K
|
11.4K
$6.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
599+ 2.13% |
$304K - $338K
|
28.7K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
599+ 4.98% |
$304K - $338K
|
12.6K
$7.46M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
589+ 13.95% |
$299K - $332K
|
4.81K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
585+ 17.17% |
$297K - $330K
|
3.99K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
585New |
$297K - $330K
|
585
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
578+ 21.2% |
$293K - $326K
|
3.31K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
577+ 95.85% |
$293K - $325K
|
1.18K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
568+ 25.22% |
$288K - $320K
|
2.82K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
563New |
$285K - $317K
|
563
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
559+ 25.8% |
$283K - $315K
|
2.73K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
558+ 19.48% |
$283K - $315K
|
3.42K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
556+ 4.19% |
$282K - $313K
|
13.8K
$8.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
555+ 16.26% |
$281K - $313K
|
3.97K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
551+ 23.59% |
$279K - $311K
|
2.89K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
550+ 60.91% |
$279K - $310K
|
1.45K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
550+ 31.43% |
$279K - $310K
|
2.3K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
550New |
$279K - $310K
|
550
$325K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
550New |
$279K - $310K
|
550
$325K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
547+ 15.96% |
$277K - $308K
|
3.97K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
545+ 27.41% |
$276K - $307K
|
2.53K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
545+ 6.6% |
$276K - $307K
|
8.8K
$5.21M
|